Karen A. Meckstroth

Karen A. Meckstroth

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Rating: 8.9

Licensed for 28 years

Estate planning Lawyer at San Jose, CA
Practice Areas: Estate Planning, Trusts, Tax, Probate

60 South Market Street, Suite 1400, San Jose, CA

About Karen

Practice Areas

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Licenses

Licensed in California for 28 years

State: California

Acquired: 1997

Active

No misconduct found

Location

Hoge Fenton Jones & Appel

60 South Market Street, Suite 1400, San Jose, CA, 95113

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Karen A. Meckstroth's Reviews

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Karen A. Meckstroth's Lawyer Endorsements

Endorse Karen
Ellen McKissock headshot
Ellen McKissock

Estate planning lawyer | Apr 21

Relationship: Worked together on matter

"Karen is a top notch estate planner and one of the best in the Bay Area. Karen is thorough and knowledgeable. Not only have I referred many friends to Karen, but she is my estate planning attorney. Karen and I co-counseled on a case wherein she represented the young adult beneficiaries of a trust following the death of their mother, and needed a trust & estate litigator to help protect their interests. She is hard working, reliable and always concerned about doing what is best for her client by the most cost-effective means. I have known her to perform work and not bill for it simply because she wants what is best for the client."

Elijah Michael Keyes headshot
Elijah Keyes

Estate planning lawyer | Aug 02

Relationship: Fellow lawyer in community

"I am happy to endorse Karen. She is a knowledgeable and hardworking attorney. She is devoted to helping her clients find innovative ways to use their estate plans to affect the world in positive ways. I have referred and will continue to refer cases to her."

Thomas Edward Rossmeissl headshot
Thomas Rossmeissl

Estate planning lawyer | Oct 07

Relationship: Fellow lawyer in community

"Karen is a smart, hard-working, and client-focused estate planning attorney. She works hard to make sure that the client's goals are achieved. I endorse this lawyer's work."

Filmore E Rose headshot
Filmore Rose

Estate planning lawyer | Jan 05

Relationship: Worked together on matter

"I am happy to endorse Karen Meckstroth. She is a first-rate estate planning and trusts and estates attorney. Karen takes the time to understand her clients' needs and wishes. She approaches her work with skill, thoroughness and practicality. She stays up to date on legal and tax changes and writes about them articulately in her Blog. She is equally at home with cutting edge wealth transfer strategies and basic estate planning."

View All Endorsements
Thomas Edward Rossmeissl headshot
Thomas Rossmeissl

Estate planning lawyer

Filmore E Rose headshot
Filmore Rose

Estate planning lawyer

Experience

Rating:  8.9 (Excellent)

Honors

2014

Top Rated Estate Planning Attorney, Avvo

2011

Certified Specialist - Estate Planning, Trust & Probate Law, State Bar of California

Work Experience

2015 - Present

Shareholder, Hoge Fenton Jones & Appel

2009 - 2015

Owner, Law Office of Karen Meckstroth

2007 - 2009

Estate Planning Attorney, Beck, Ross, Bismonte & Finley

2004 - 2007

Trusts and Estates Attorney, Hopkins & Carley

1997 - 2004

Corporate, Litigation and Estate Planning Attorney, Bingham (Riordan & McKinzie)

Associations

Silicon Valley Bar Association

Member

State Bar of California, Trusts and Estates Section

Member

Planning Committee for the Conference on Charitable Giving (at Stanford University)

Member

Notre Dame High School (San Jose)

Board Member

State Bar of California, Taxation Section

Member

Employment & Community Options

Board Member

Silicon Valley Planned Giving Council Incubator Program

Mentor

Sample of Legal Cases

Chen v. Franchise Tax Bd.

Judgment for plaintiff affirmed

See More Legal Cases

Education

1997

University of California, Hastings College of the Law

JD - Juris Doctor

1991

University of California - Berkeley

MA

1982

University of California - Berkeley

BA

Speaking Engagements

2017

Sand Hill Global Advisors

Rewards and Challenges of Being a Successor Trustee

2017

Invest in Women

Cracking Open The Philanthropic Conversation

2016

Elipsis 2016

Estate Planning 101

2016

Children's Health Council (Palo Alto)

Estate Planning 101

2015

Silicon Valley Bar Association New Attorney Roundtable

Ethics in Estate Planning

2015

San Jose Chapter of the American Association of University Women

Selecting and Preparing Your Successor Trustee

2013

East Bay Trusts and Estate Lawyers

Changing the Unamendable: How to Reform, Modify and Terminate Irrevocable Trusts

2012

Silicon Valley Bar Association

Integrating Philanthropy in the Estate Planning Process

2012

Lasecke Weil

Estate Planning in Chaotic Times

2011

Silicon Valley Planned Giving Council -- Incubator Project

Giving and Happiness

2011

Meeting of Financial Planning Association of San Francisco Incorporating Philanthropy in the Family Wealth Plan

2010

2010

National Business Institute Probate Process from Start to Finish

2009

Silicon Valley Bar Association

Changing the Unamendable: How to Reform, Modify and Terminate Irrevocable Trusts

2009

Silicon Valley Bar Association Presence and Ethics at the End of Life

2009

Employment and Community Options

Planned Giving and Building an Endowment

2008

Silicon Valley Bar Association

Trust Reformation: The How's and How Knots

2008

Saratoga Retirement Center

Control Your Property and Define Your Legacy Through Your Estate Plan

2007

Golden Gate University School of Law

Trust Reformation

2006

Golden Gate University School of Law

Reformation of Irrevocable Trusts

2005

Parents Helping Parents

Special Needs Trusts and Limited Conservatorships

Activity

Avvo Rating

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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution