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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 14 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

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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.

    15 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.

    15 years

  3. Probate: 30%

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

    15 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.

    15 years

Languages spoken

English

Photos and videos

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Contact

Syntero Group

244 Front Street
Danville, CA, 94596

    Resume

    License
    StateStatusAcquiredUpdated
    CAActive200608/04/2021
    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
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    4 Star
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    Review Jean Mallein

    Client

    Posted by

    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

    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, Tax 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, Estate planning 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.

    Cost

    RATES
    • Free Consultation Some lawyers offer a free consultation to help determine whether their services are right for your legal needs30 minutes
    PAYMENT METHODS

    Cash, Check, Credit Card