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Jean Claude Bernard Mallein Jr

also known as JJ Mallein
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Avvo Rating8.9
  • Danville, CA
  • Licensed for 12 years
  • Free consultation
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About Jean

Mr. Mallein is a Dual Certified Specialist in Estate Planning, Trust & Probate Law and Taxation Law (1 of 3 attorneys in the Tri-Valley) and offers a free, in-person consultation to discuss your needs.  Mr. Mallein holds a master’s degree in business administration (MBA) and another in taxation (LLM).  Dedicated to wealth preservation, he has focused his education and his practice on helping families secure their estates and prepare for the future.

Estate planning is often one of the most complex and emotionally charged areas of the law, and Mr. Mallein is experienced in handling cases with integrity and attention to detail, tailoring his services to meet the needs of each individual client on a case-by-case basis.

If you own a home or have children, you likely need a comprehensive estate plan to avoid probate and protect your family.     

Practice Areas:

Estate Planning, Trust Administration, Wealth & Succession Planning, Asset Protection Planning, Trust & Probate Litigation, Probate, Tax Planning, Tax Audits and Collection, Business Planning & Formation, Real Estate

Practice areas

TaxProbateTrustsEstate planning
  1. Estate planning: 35%

    Comprehensive estate planning and tax planning for small and large estates. Revocable trusts, wills, power of attorneys, advance health care directives/living wills, irrevocable trusts, family limited partnerships, and limited liability companies.

    13 years

  2. Trusts: 30%

    Comprehensive estate planning for small and large estates including revocable trusts, irrevocable trusts, family limited partnerships, and limited liability companies. Trust preparation, administration, and litigation.

    13 years

  3. Probate: 30%

    When someone passes away without an estate plan, probate is generally the only option. Representation of executors, administrators, and beneficiaries.

    13 years

  4. Tax: 5%

    Comprehensive tax planning and tax controversy. Representation before the Internal Revenue Service (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD) and Board of Equalization (BOE). LLM in Taxation.

    13 years

Languages spoken

English

Photos and videos

1220687 1503612241

1220687 1503612345

Contact

244 Front Street
address map

Syntero Group

244 Front Street
Danville, CA, 94596

Resume

License
StateStatusAcquiredUpdated
CAActive200609/26/2019
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers0
Legal guides0
Awards
Award nameGrantorDate granted
Certified Specialist - Taxation LawState Bar of California2017
Rising StarSuperLawyers2015
Rising StarSuperLawyers2014
Rising StarSuperLawyers2013
Certified Specialist - Estate Planning, Trust & Probate LawState Bar of California2013
Work Experience
TitleCompany nameDuration
ShareholderSyntero Group2015 - Present
AttorneyYoungman & Ericsson2014 - 2015
PartnerWealthPLAN, LLP2007 - 2014
Associations
Association namePosition nameDuration
Estate Planning Council of the Diablo ValleyMember2014 - Present
Tri-Valley Estate Planning CouncilPresident2012 - Present
Tri-Valley Estate Planning CouncilVice President2012 - Present
Tri-Valley Estate Planning CouncilSecretary2012 - Present
Tri-Valley Estate Planning CouncilMember2012 - Present
Contra Costa County Bar AssociationMember2009 - Present
Contra Costa County Bar Association, Estate Planning & Probate SectionMember2009 - Present
Contra Costa County Bar Association, Tax SectionMember2009 - Present
Contra Costa County Bar Association, Elder Law SectionMember2009 - Present
Contra Costa County Bar Association, Real Estate SectionMember2009 - Present
Publications
Publication nameTitleDate
Estate Planning Blog3 ESTATE PLANNING SECRETS THE WEALTHY USE2019
Education
School nameDegreeGraduated
Golden Gate University School of LawLL.M - Master of Laws2008
Golden Gate UniversityMBA - Master of Business Administration2006
Golden Gate University School of LawJD - Juris Doctor2006
California State University, HaywardBusiness Administration2002
Speaking Engagements
Conference nameTitleDate
By RequestEstate Planning Presentations2017
August NARPM Chapter MeetingEstate Planning and the Lifecycle of Owning Investment Property2017
Private Insurance Company Education SeriesBusiness Planning2016
Legal cases
Case nameOutcome
Estate Plan-Representative CaseCompleted
Trust Administration-Represenative CaseCompleted

Reviews

(2)
5 Star
100%
4 Star
0%
3 Star
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2 Star
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1 Star
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Review Jean Mallein

Client

Posted by anonymousFri Sep 01 2017

My family has worked with JJ over the past 10 years spanning a complex probate with a variety of litigation matters to complex estate planning and trust administration. JJ has a unique approach to handling legal matters, and his knowledge of rental real estate ownership and taxation is a tremendous resource.
This review is from a person who hired this attorney.
Hired attorney

Trust - Co-Trustee Resolution

Posted by anonymousThu Aug 31 2017

I have used Jean Claude (JJ) on another issue in the past so I contacted him about the issue I was having. JJ was very thorough in his explanation of the possible courses of action and provided a recommendation. After our initial consultation, I hired him to handle my case. All Trustee litigation cases can be difficult and time consuming. JJ took all the issues into account as well as the finances that our Trust didn't have and worked towards a speedy resolution. The case has been finalized in a beneficial manner for all parties. I highly recommend JJ Mallein. He is very professional and handles issues in a calm manner.
This review is from a person who hired this attorney.
Hired attorney

Attorney endorsements

(2)
Are you an attorney? Endorse this lawyer

Robert Jacobs, Business Attorney on Jan 19, 2018
Relationship: Fellow lawyer in community

I periodically have clients with specialized or difficult tax questions. For the past few years I have referred them to J.J. Mallein. My clients have consistently been pleased with the assistance he's given them. His tax knowledge and experience has proven invaluable.

Joseph Lepera, Employment and labor Attorney on Jul 2, 2016
Relationship: Fellow lawyer in community

Jean Claude (JJ) is very knowledgeable and easy to work with. I have referred several clients to him for their family planning needs and he always does an excellent job. I highly recommend him.

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