6. Jean Mallein

Jean Claude Bernard Mallein Jr

Estate planning Attorney at Danville, CA

5.0   2 reviews
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Client
anonymous
This review is from a person who hired this attorney.
Hired Attorney
Trust - Co-Trustee Resolution
anonymous
This review is from a person who hired this attorney.
Hired Attorney
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About Jean

Learn Jean’s areas of practice.

4
Practice areas
  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.

    16 years

  2. Probate
    30%
    When someone passes away without an estate plan, probate is generally the only option. Representation of executors, administrators, and beneficiaries.

    16 years

  3. 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.

    16 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.

    16 years

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

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Dual Certified Specialist in Estate Planning, Trust & Probate Law and Taxation Law

Photos and videos

Dual Certified Specialist in Estate Planning, Trust & Probate Law and Taxation Law
Licensed for 16 years
State CA
Status Active
Acquired 2006
Updated 09/10/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Jean

Syntero Group
244 Front Street
Danville, CA, 94596
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Reviews

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5.0 / 5.0
  2 customer reviews
5 Star
 
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4 Star
 
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Posted by anonymous | August 31, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Client
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.
Posted by anonymous | August 30, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Trust - Co-Trustee Resolution
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.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.8 (Excellent)

Work Experience

  • Shareholder
  • Syntero Group
  • 2015 - Present
  • Attorney
  • Youngman & Ericsson
  • 2014 - 2015
  • Partner
  • WealthPLAN, LLP
  • 2007 - 2014

Education

  • Golden Gate University School of Law
  • LL.M - Master of Laws
  • 2008
  • Golden Gate University
  • MBA - Master of Business Administration
  • 2006
  • Golden Gate University School of Law
  • JD - Juris Doctor
  • 2006
  • California State University, Hayward
  • Business Administration
  • 2002
View all education

Legal Cases

  • Estate Plan-Representative Case
  • Completed
  • Trust Administration-Represenative Case
  • Completed

Associations

  • Estate Planning Council of the Diablo Valley
  • Member
  • 2014 - Present
  • Tri-Valley Estate Planning Council
  • President
  • 2012 - Present
  • Tri-Valley Estate Planning Council
  • Vice President
  • 2012 - Present
  • Tri-Valley Estate Planning Council
  • Secretary
  • 2012 - Present
  • Tri-Valley Estate Planning Council
  • Member
  • 2012 - Present
  • Contra Costa County Bar Association
  • Member
  • 2009 - Present
  • Contra Costa County Bar Association, Estate Planning & Probate Section
  • Member
  • 2009 - Present
  • Contra Costa County Bar Association, Tax Section
  • Member
  • 2009 - Present
  • Contra Costa County Bar Association, Elder Law Section
  • Member
  • 2009 - Present
  • Contra Costa County Bar Association, Real Estate Section
  • Member
  • 2009 - Present
View all associations

Languages Spoken

  • English

Awards

  • Certified Specialist - Taxation Law
  • State Bar of California
  • 2017
  • Rising Star
  • SuperLawyers
  • 2015
  • Rising Star
  • SuperLawyers
  • 2014
  • Rising Star
  • SuperLawyers
  • 2013
  • Certified Specialist - Estate Planning, Trust & Probate Law
  • State Bar of California
  • 2013
View all awards

Publications

Speaking Engagements

  • By Request
  • Estate Planning Presentations
  • 2017
  • Private Insurance Company Education Series
  • Business Planning
  • 2016

Attorney endorsements

Received (2)
Given (1)
Robert Briant Jacobs headshot
Robert Jacobs
Tax Attorney | Jan 19
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 Antonio Lepera headshot
Joseph Lepera
Estate planning Attorney | Jul 02
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."
Joseph Antonio Lepera headshot
Joseph Lepera
Employment and labor

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Danville Estate planning Lawyer Jean Claude Bernard Mallein Jr
Jean Claude Bernard Mallein Jr
Estate planning Attorney
Danville, CA
Licensed for 16 years
Free Consultation
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