Bio coming soon!

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Ms. Ishii is a partner and attorney whose practice is concentrated on estate planning, estate administration, and special needs planning for families.  She is a Certified Specialist in Estate Planning, Trust, and Probate under the State Bar of California.   Julie joined the firm in November, 2019 after...

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Aaron Feldman is a graduate of UC Santa Barbara and Southwestern University School of Law. He has been practicing law for over 25 years and has been in the East Bay for twenty years. He has served on the Board at Temple Isaiah for the men's group and is active in many community events.

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Bio coming soon!

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Brian is an experienced California attorney whose practice focuses on trusts and estates, probate, and special needs planning. More than half of his clients have a loved one with disabilities.  He is a member of WealthCounsel, an association of America's top estate planning attorneys, and the Academy of Speci...

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Margaret Heiser Fulton is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She received her BA from the University of California at Berkeley, and earned her law degree in 1977 from Hastings College of the Law in San Francisco. In 1992, she...

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I am an independent, fee-only CERTIFIED FINANCIAL PLANNER™ Professional based in Fremont, CA. I am a member of NAPFA (National Association of Personal Financial Advisors), XYPN (Gen-X, Gen-Y Planning Network) and Academy of Special Needs Planners. Credentials: BS, MBA, CFP® Languages: English, Hindi, T...

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I have been helping families plan their financial futures for over 20 years.  We have special needs in our family and understand the responsibility of caring for a loved one with specials needs.  We can help you plan for your family's and loved one's needs, review government benefits eligibility, ide...

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Ann Marshall Robbeloth, JD, MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law since 1997. She has built her practice around the idea that planning for the future must incorporate the unique qualities of each client. She uses her legal and cooperative family skills to assist individua...

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Ken Prodger is a Certified Financial Planner (CFP) Chartered Special Needs Consultant (ChSNC) and Accredited Investment Fiduciary (AIF) .  As of May 2015, Ken is the only such credentialed advisor in Northern California. Ken provides comprehensive holistic financial advice regarding special ne...

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Scott Gill is a seasoned financial advisor with a passion for building long-lasting relationships with his clients. He specializes in providing financial planning services to families with special needs, helping them to achieve their financial goals. As a member of the Financial Services Institute (FSI), Scott brings...

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Heather R. Chubb is a Life Transitions Lawyer based in the Sacramento, California, area. Because she truly listens to her clients, Heather is able to transform clients’ visions into plans meeting all desires and exceeding expectations. Heather is a member of: The State Bar of California Trusts and Estates sec...

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Lorna J. Drope is a tax and estate planning attorney with over 18 years of experience. She is licensed to practice law in California, Nevada, and Arizona and holds a Master of Laws in Taxation, Lorna which she received, cum laude from the University of San Diego in 2002. Lorna's primary focus is special needs plan...

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Sarah a graduate from Lincoln Law School, Sacramento, brings a friendly knowledge of Estate Planning to you. She will help you understand what you need to make your wishes a reality.

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Vice President, Chartered Special Needs Consultant®                                                                    CA License #4039578 ...

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Julie is a California Licensed Professional Fiduciary (CLPF #346) and Certified Care Manager (CMC) with a Masters degree in Gerontology who has served as the Trustee, Trust Advocate and Care Manager for numerous special needs trusts (SNTs).  She is frequently asked to serve in these capacities by private individua...

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Welcome to my firm, PF Wealth Management Group. Contrary to some beliefs "PF" is not based on my initials arranged in reverse. The letters "PF" stands for "People First" and building a practice based on client-centered financial services. Having an investment strategy is not enough, we be...

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Ellen Cookman is the principal of Cookman Law, PC in Palo Alto, California. She is passionate about helping families of all shapes and sizes plan for the future and utilize available resources. Ellen is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Speci...

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Michael Gilfix is a nationally known authority in the field of law, aging and estate planning. A 1973 graduate of Stanford Law School, he is a Fellow of the National Academy of Elder Law Attorneys (NAELA), a co-founder of NAELA, and a Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Gilfix regu...

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A seasoned Wealth Management professional for more than 20 years, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding differ...

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Kevin Urbatsch exclusively works as a trusts and estates attorney in the San Francisco Bay Area. He has extensive experience in estate planning with a particular specialty in providing for the estate planning needs of persons with disabilities and their families. Kevin Urbatsch is a Certified Specialist in Estate Pl...

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Jessica Jones (formerly Jessica Farinas) is an attorney at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C., located in Berkeley, California. Jessica co-authored the Ninth Edition of the NoloPress book entitled Special Needs Trusts: Protect Your Child's Financial Future. She...

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Sheri Sudweeks is a partner in the law firm of Sugai & Sudweeks, LLP. Ms. Sudweeks has focused her practice on special needs planning and trust administration, conservatorships, guardianships, and estate planning. Ms. Sudweeks has been recognized by the State Bar of California Board of Legal Specialization as a Cer...

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Mercy Hall is the principal of Hall Law Law Firm, P.C., representing clients in special needs planning, conservatorship, settlement planning, probate, and estate planning matters. She enjoys being able to help clients through challenging legal processes. Mercy is a Certified Specialist in Estate Planning, Trust, and Pr...

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Peter J. Wall is the Director of Fiduciary Services for True Link Financial. He has over 20 years of professional trust administration with a focus in Elder Law & SNT planning. Prior to joining True Link Financial: Developed and helped lead the BOK Financial Disability and Elder Trust Solutions division&...

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Partner Bruce A. Feder is a graduate of the University of Pacific McGeorge School of Law. Prior to founding the firm, Mr. Feder was managing attorney at Legal Assistance to the Elderly in San Francisco. He is a founding member of the National Academy of Elder Law Attorneys and is a member of the State Bar of California...

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Ashley Clower is the owner and principal at Clower Law. Prior to becoming an estate planning attorney, Ms. Clower clerked and practiced for approximately 10 years in the field of Civil Litigation. Her primary practice during that time was personal injury law for injured persons. She began in the estate planning field i...

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Driven by his own experiences as a caretaker for his younger brother with special needs, Faisal is passionately committed to helping families facing similar situations by offering them expert guidance and streamlined access to resources for special needs financial planning. His deep understanding of these unique challe...

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Bio coming soon !

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Margaret Heiser Fulton is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She received her BA from the University of California at Berkeley, and earned her law degree in 1977 from Hastings College of the Law in San Francisco. In 1992, she...

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