Jeffrey S. Tachiki - Oakland, CA

Sophisticated Estate and Trust Counsel in Oakland, California

Managing family wealth, preparing for life transitions, and transferring generational assets require technical precision and personalized attention. Located on the 24th Floor at 1111 Broadway in downtown Oakland, Jeffrey S. Tachiki serves as a Director in the Trusts and Estates group at Fennemore. Certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust, and probate law, he provides East Bay clients with dependable, forward-thinking representation. Whether establishing a foundational estate plan or resolving complicated trust administration issues, working with a certified specialist ensures your legacy is protected under California law.

Comprehensive Wealth Preservation Practice Areas

As one of the East Bay's experienced wills, estate planning and probate lawyers, Jeffrey S. Tachiki addresses the complete spectrum of estate planning and fiduciary duty. His practice combines strategic tax insights with practical solutions:

• Estate Planning Lawyers: Tailoring estate structures to clients across all wealth brackets. Key instruments include revocable living trusts, irrevocable dynasty trusts, marital deduction trusts, durable powers of attorney, and advance health care directives.
• Trusts Lawyers and Administration: Guiding successor trustees through each step of post-death administration. This includes marshaling trust property, providing beneficiary notifications, allocating assets among subtrusts, decanting irrevocable trusts, and addressing multi-jurisdictional holdings.
• Tax Lawyers: Structuring estates to minimize exposure to federal estate, gift, and generation-skipping transfer (GST) taxes. Jeff prepares federal gift and estate tax returns (Form 706 and Form 709) and assists clients with California property tax strategies under Proposition 19.
• Probate Lawyers: Steering personal representatives and heirs through Alameda County Superior Court probate proceedings, ensuring timely creditor notices, valid asset appraisals, court petition filings, and final distributions.
• Fiduciary Counseling: Advising trustees, executors, and beneficiaries in disputed or sensitive matters to promote fiduciary compliance and prevent costly litigation.

Recognized Legal Excellence and Community Leadership

Jeffrey S. Tachiki is widely recognized by colleagues and professional organizations for his mastery of trusts and estates law:

• State Bar Certified Specialist: Officially certified in estate planning, trust, and probate law by the California Board of Legal Specialization.
• Super Lawyers Distinction: Selected to the Northern California Super Lawyers list annually since 2021 for trusts and estates and tax law.
• Legal Background: Earned his Juris Doctor from the University of Utah S.J. Quinney College of Law and served as a judicial clerk for the Hawaii State Intermediate Court of Appeals.
• Community Service: Active member of the Board of Directors for Legal Assistance for Seniors of Alameda County since 2020 and past officer of East Bay Trusts and Estates Lawyers (EBTEL).

Retaining Trusted Estate Counsel in the East Bay

Thorough estate planning preserves your financial accomplishments, protects your heirs, and eliminates unnecessary probate delays. When individuals and family offices need an attorney in Oakland who understands sophisticated tax rules and personal family dynamics, Jeffrey S. Tachiki offers the steady leadership required. To hire a lawyer with extensive trusts and estates experience or update an existing estate plan, contact Fennemore in Oakland to schedule a legal consultation.