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Trust Law Attorneys in California

Trust Law Attorneys in Santa Rosa, CA

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19 results found

Charles Stark Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive

Experience & Education

Office:
Charles D. Stark
3510 Unocal Place, Suite 200, Santa Rosa, CA 95403
Phone:
(866) 929-0928 (Phone)
Specialties:
Asset Protection, Business Law
ISLN:
903473079
Admitted:
1972, New Jersey and U.S. Federal Courts, 1976, California
Special Agencies:
NJ Commission of Investigation.
Military:
Lt. Col., Infantry, AUS Ret
Biography:
Phi Delta Phi. Member, Redwood Empire Estate Planning Council. Director, Collaborative Law Council...
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Donna Nolan Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
The Law Offices of Donna J. Nolan
P.o. Box 3107, Santa Rosa, CA
Specialties:
Fiduciary Accounting, Probate
ISLN:
911831793
Admitted:
1985
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Barry Adams Santa Rosa, CA

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Owner • Chief Executive • Juris Doctor • Bachelor of Arts • Team Member

Experience & Education

Company:
Adams & Rafferty
Address:
1400 North Dutton Avenue Suite 19, Santa Rosa, CA 95401 - Property Information
Phone:
(707) 542-6644 (Office)
Specialties:
Trusts - 35%(34 years, 100+ cases)
Estate Planning - 30%(34 years, 800+ cases)
Licenses:
California - Active     1986
Washington - Inactive     1989
Experience:
Owner at Adams & Rafferty     2000-present
Owner at Law Offices of Barry L. Adams     1993-2000
School:
McGeorge School of Law, University of the Pacific     1986
Degree:
JD - Juris Doctor - Law
School:
Whitworth College     1983
Degree:
BA - Bachelor of Arts - Journalism and Mass Communication
Languages:
Spanish
Awards:
Pro Bono Award - Sonoma County Bar Association     2005
Outstanding Teacher Award - Santa Rosa Chamber of Commerce     2005
Associations:
Empire Law School - Professor and Director of Elder Law Clinic     2000-present
State Bar of California - Member Estates and Trusts Section     1995-present

Barry L. Adams is a lawyer specializing in probate and trust litigation. Mr. Adams has had...

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Olga Zamora Santa Rosa, CA

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Advisor

Experience & Education

Work

Company:
Peruvian citizens, social securites offices, the municipalitie of lima - Lima, Lima
Litigation attorney, executor attorney and legal advisor

Skills

Critical Thinking, Legal Research, Lexis and Westlaw
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Kevin Onizuka Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Certified Professional Coder • Leader • Construction • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Assistant Store Manager • Chief Executive Officer • Shop Manager • Sales Manager • Corporate Executive • Chief Executive • Secretary

Experience & Education

Position:
Private Client Advisor at J.P. Morgan
Title:
Private Client Advisor at J.P. Morgan Chase Bank NA
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
J.P. Morgan Private Client Advisorsince 2010Sport Chalet - Temecula, CAAssistant Store Manager2006 - 2009
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John Kinses Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Computer Software Professional • Software Developers • Client Service Officer • Area Sales Manager • Sales Agent • Equipment Tools Purchasing Agent • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Engineer • Field Engineer • Sales Manager • Sales Director

Experience & Education

Position:
Document Management Specialist at Discovery Office Systems, Business Process Specialist at...
Title:
I help companies grow their business without hiring more employees. Business Process & Workflow Specialist 707-321-9098
Location:
Santa Rosa, California
Industry:
Computer Software
Work history:
Discovery Office Systems Document Management Specialistsince Oct 2008Discovery Office Systems Business Process Specialistsince Oct 2008
Skills:
B2B, Management, Document Management, Customer Service, Training, Managed Print Services,...
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Jacquelynne Ocaña Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Journalist • Writer • Creative Director • Art Director • Musicians • Government Administration Professional • Student Worker • Community Service Manager

Experience & Education

Position:
Contributing Writer at North Bay Bohemian, Art in Public Places Committee Member at Santa Rosa Arts ...
Title:
Music journalist for North Bay Bohemian
Location:
Santa Rosa, California
Industry:
Publishing
Work history:
North Bay Bohemian - Santa Rosa, CAContributing Writersince Nov 2011Santa Rosa Arts Council - Santa Rosa, CAArt in Public Places Committee Membersince Mar 2012
Languages:
English, Spanish, Portuguese
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Diana Angell Santa Rosa, CA

Professions & Specialties

Escrow Officer • Title Examiner • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
VP & Trust Officer at Exchange Bank
Location:
Santa Rosa, California
Industry:
Banking
Work history:
Exchange Bank - Santa Rosa, CAVP & Trust Officersince Jun 2001North American Title Company Certified Escrow OfficerDec 1991 - May 2001
Skills:
CTFA, Fiduciary, Investments, Estate Planning, Trust Services, Portfolio Management, Banking,...
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Denise Palmer Santa Rosa, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Assistant Vice President, Investment Officer at Exchange Bank
Title:
Assistant Vice President & Investment Officer at Exchange Bank
Location:
Santa Rosa, California
Industry:
Banking
Work history:
Exchange Bank Assistant Vice President, Investment Officersince Jan 1988
Skills:
Estate Planning, Investments, Portfolio Management, Project Management, Banking, Wealth Management
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Bonita Gordon Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • MS Office • Associate of Arts

Experience & Education

Education

School:
Santa Rosa Junior College - Santa Rosa, CA
Associate of arts in business and humanities majors
School:
Sonoma State University Paralegal Program - Rohnert Park, CA
Certificate in law

Skills

MS Office, Time Matters, Legal Solutions, Hot Docs, and QuickBooks software

Perform legal...
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Alex Ferrer Santa Rosa, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Managing Partner • Partner • Chief Executive • Financial Manager • Buyers Agent • Puchasing and Estimating Manager • Agent • Sales Representative

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
Gilson Real Estate
194 Wikiup Dr, Santa Rosa, CA 95403
Licenses:
01910188 (California)
Languages:
Spanish
Full Profile

Melody Montero Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Investor • Construction • Volunteer • Non-Profit • Board Member • Management Team Executive • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Residential sales, Luxury homes, First time home buyers, Staging, Relocation, Country property, Investment property
Work:
Coldwell Banker
Santa Rosa, CA
(707) 529-2429 (Phone)
License #CalBRE 01238934
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Volunteer for Sloan House Women’s Shelter, Volunteer for Lunafest Film Festival
Awards:
Coldwell Banker International Diamond Society
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Alex Ferrer Santa Rosa, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Advisor • Partner • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Relocation
Work:
Gilson Real Estate
Santa Rosa, CA
(707) 549-6862 (Phone)
License #01910188
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Languages:
English, Spanish
Skills:
Advanced Analytics, Complex Negotiations
Full Profile

Alix Tucker San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Paralegal • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Partner • Chief Executive • Loan Accountant • Team Member • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Loan Officers

Experience & Education

Position:
Senior Financial Analyst - FP&A Coronary and Renal Denervation at Medtronic
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Medtronic - Santa Rosa, CASenior Financial Analyst - FP&A Coronary and Renal Denervationsince Nov 2012Medtronic - Greater Minneapolis-St. Paul AreaSenior Contract Analyst - Cardiac & Vascular GroupJun 2012 - Nov 2012
Skills:
Financial Modeling, Financial Reporting, Building Relationships, Drafting Proposals, Risk/Reward...
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Shannan Luft San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Courier • Non-Profit

Experience & Education

Position:
Real Estate Broker at Coldwell Banker Residential Brokerage
Title:
Broker Associate - Coldwell Banker, Santa Rosa - Shannan.Luft@cbnorcal.com - 707.479.9701
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - 600 Bicentennial Way, Suite 100, Santa Rosa, CA 95403Real Estate Brokersince 2010Keller Williams Realty Sales Representative2007 - 2009
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Suzanne Hanson San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Master of Business Administration • Vice President • Chief Audit Executive • Chief Information Security Officer • Chief Executive • Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Security • Project Managers • Compliance Manager • Operations Manager • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
MBA, Financial Professional
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Luther Burbank Savings - Santa Rosa, CAFirst Vice President, Chief Auditor2007 - 2013Luther Burbank Savings - Santa Rosa, CAVice President, Compliance & Information Security OfficerApr 2007 - Nov 2007
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Justin Sloan San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Manager • Operations Manager • Customer Service

Experience & Education

Position:
Portfolio Advisor at Buckingham Asset Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Buckingham Asset Management - Santa Rosa, CAPortfolio Advisorsince Feb 2013Crofton Capital Management - Walnut Creek, CAAccount ExecutiveMar 2008 - Jan 2013
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Carmen Hobbs Schellville, CA

Professions & Specialties

Paralegal • Litigation Support Specialist • Special Advocate • Advocate • Lawyers • Jurist • Legal Counsel • Judicial Clerk • Trust Law Attorney • Judicial Law Clerk • Copywriter • Publicity Writer • Author • Pilot • Air Transportation Worker • Operations Manager

Experience & Education

Position:
Paralegal at Law Offices of James D. Rush, Court Appointed Special Advocate (CASA) at Sonoma County ...
Title:
Paralegal at Law Offices of James D. Rush
Location:
Sonoma, California
Industry:
Legal Services
Work history:
Law Offices of James D. Rush - Novato, CAParalegalsince Aug 2011Sonoma County Superior Court - Santa Rosa, CACourt Appointed Special Advocate (CASA)since Jul 2010
Skills:
Legal Research, Litigation, Employment Law, Personal Injury, Courts, Research, Writing, Word, Civil ...
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Cynthia Cannam San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Assistant Vice President • Chief Executive • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Associate of Science • General Education

Experience & Education

Title:
Estate Planning
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Exchange Bank - Santa Rosa, CAVice President & Trust Officer2008 - 2012Mechanics Bank - Oakland, San Rafael, Richmond and San FranciscoAssistant Vice President and Trust Officer1996 - 2008
Skills:
Project Management, Organization, Efficiency, Banking, Investments, Financial Analysis, Estate...
Certifications:
Certified Trust & Financial Advisor, The Institute of Certified Bankers/American Bankers Association
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Trust Law Attorneys near Santa Rosa, CA02468San RafaelNovatoPetalumaCotatiSaint HelenaHealdsburgVallejoBodega BaySebastopol


Trust Law Attorneys around Santa Rosa, CA

Bodega Bay  (1)
Cotati  (3)
Healdsburg  (2)
Novato  (7)
Petaluma  (4)
Saint Helena  (2)
San Rafael  (8)
Sebastopol  (1)
Vallejo  (1)

Trust Law Attorneys in California

Sub-specializations

Executor  (3)
Fiduciary  (16)