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About Jean
Biography
Mr. Mallein is a Dual Certified Specialist in Estate Planning, Trust & Probate Law and Taxation Law. 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
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in California for 19 years
State: California
Acquired: 2006
No misconduct found
Location
Syntero APC
BY APPOINTMENT ONLY, South Lake Tahoe, CA, 96150
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Jean Claude Bernard Mallein Jr's Reviews
Avvo Review Score
2 Client Reviews
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Practice Areas
What Clients Mention
Showing 1 - 2 of 2 reviews
Posted by anonymous | September 01, 2017 | Hired Attorney | Probate
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 ...
Posted by anonymous | August 30, 2017 | Hired Attorney | Trusts
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 litigat...
Jean Claude Bernard Mallein Jr's Lawyer Endorsements
"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."
"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 Lepera
Employment and labor lawyer
Experience
Honors
2017
Certified Specialist - Taxation Law, State Bar of California
2015
Rising Star, SuperLawyers
2014
Rising Star, SuperLawyers
2013
Rising Star, SuperLawyers
2013
Certified Specialist - Estate Planning, Trust & Probate Law, State Bar of California
Work Experience
2015 - Present
Shareholder, Syntero APC
2014 - 2015
Attorney, Youngman & Ericsson
2007 - 2014
Partner, WealthPLAN, LLP
Associations
2014 - 2015
Tri-Valley Estate Planning CouncilPresident
2014 - 2021
Estate Planning Council of the Diablo ValleyMember
2013 - 2014
Tri-Valley Estate Planning CouncilVice President
2012 - 2013
Tri-Valley Estate Planning CouncilSecretary
2012 - 2021
Tri-Valley Estate Planning CouncilMember
2009 - 2021
Contra Costa County Bar AssociationMember
2009 - 2021
Contra Costa County Bar Association, Estate Planning & Probate SectionMember
2009 - 2021
Contra Costa County Bar Association, Tax SectionMember
2009 - 2021
Contra Costa County Bar Association, Elder Law SectionMember
2009 - 2021
Contra Costa County Bar Association, Real Estate SectionMember
Sample of Legal Cases
Estate Plan-Representative Case
Completed
Trust Administration-Represenative Case
Completed
Education
2008
Golden Gate University School of Law
LL.M - Master of Laws
2006
Golden Gate University School of Law
JD - Juris Doctor
2006
Golden Gate University
MBA - Master of Business Administration
2002
California State University, Hayward
Business Administration
Speaking Engagements
2017
By Request
Estate Planning Presentations
2017
August NARPM Chapter Meeting
Estate Planning and the Lifecycle of Owning Investment Property
2016
Private Insurance Company Education Series
Business Planning
Publications
2019
Estate Planning Blog
3 ESTATE PLANNING SECRETS THE WEALTHY USE
Languages
English