Jocelyn Wong-Rolle
Law Offices of Jocelyn Wong-Rolle
1139 Wellington Street
Oakland, CA 94602
Map
Phone: (510) 482-1034 | Fax: 510 590-9476
http://www.wongrolle.com
Personalized Estate Planning Services
Legal Topic
Estate Planning
Preferred New Clients
Estate Planning services for individuals and families with small to moderate sized estates. I provide personalized, patient and compassionate service to a wide variety of clients.
Sub-Topics
Living Wills
Nolo Document Review
Power of Attorney
Tax Law
- Estate Taxes & Gift Taxes
- Power of Attorney
- Property Taxes
- Tax Planning
Trusts
- Living Trusts
- Revocable Trust & Irrevocable Trusts
- Special Needs Trusts
Wills
Bar Admissions
CA, Dec 1980
Bar Number: 96688
Other Court Admissions
California Courts
Association Memberships
California Bar Association
East Bay Trusts and Estates Lawyers Association
Continuing Education
I attend continuing legal education seminars on the subject of Estate Planning, Trust Administration, Conservatorships, etc. I always exceed the required number of continuing education hours.
Example Cases
• Recently a widow was being advised by her step-son's attorney to sign away her rights to her house. I intervened in this matter and preserved the widow's house.
• I routinely help individuals and couples set up their Trusts, Wills, and Powers of Attorney.
Education
University of California at Berkeley, Boalt Hall School of Law
Juris Doctorate
Berkeley
CA
1980
Writing requirement met by a paper on Sex Based Discrimination under the direction of Dean Herma Hill Kay.
Stanford University
Bachelor's Degree
Stanford
CA
1977
Clinical Sociology
Number of Attorneys
1
State Licensed In
California
Firm Focus and History
I provide excellent service to clients in the area of Estate Planning. This includes Wills, Revocable Grantor Trusts, and Powers of Attorney for Finances and Healthcare. I have been practicing law since 1980. I opened my Estate Planning practice five years ago.
To view testimonials from many of my clients, please visit my website.
Please visit:
Berkeley Parents Network
Avvo
Thumbtack
Yelp
Previous Employment Summary
Before opening up my own practice, I completed an Estate Planning internship at a small firm in Berkeley.
Prior to that time I was the Real Estate Services Manager at the University of California at Berkeley, a Management Fellow for Business and Administrative Services and a Senior Analyst in the Chancellor's Office for Undergraduate Affairs.
Before working at UC Berkeley, I was the Business Manager/Controller at the Pacific School of Religion, in Berkeley, California, with overall responsibility for the business functions of the school.
Activities and Awards
Judge Pro Tem for Alameda County Superior Court - so far Traffic Arraignments and Small Claims, to be trained in Probate, Conservatorships, etc...
Girl and Boy Scouts
Public school volunteer at Joaquin Miller Elementary School, Montera Middle School and Skyline High School.
What is your opinion regarding clients educating themselves on legal issues?
Having an educated client assists greatly in Estate Planning matters, as the persons know the general principals and objectives involved in crafting an Estate Plan that would help their situation.
Are you willing to review documents prepared by clients?
I am willing to review documents, but have had situations where the client did not have specialized knowledge and therefore did not understand why the language used did not meet their particular needs.
Are you willing to coach clients who want to represent themselves?
I am willing to help my clients obtain their objectives.
Why did you decide to be a lawyer?
I enjoy meeting people and helping them obtain their objectives in their Estate Plans--provide for their spouse, children, family, or charities.
What work experience and education helps you be a better lawyer?
I have seen problems caused by no or inadequate Estate Plans, including estrangement or the wrong individuals inheriting, unintentional omissions of important friends and relatives, etc... My goal is to prevent problems, and to make sure my client's objectives are met.
Why did you decide on your primary area of practice?
I chose this area of practice after observing problems caused by intestate succession and lengthy, expensive and acrimonious probate proceedings in my own family.
What do you like best about your career?
I enjoy meeting new people, learning about their situations and helping them to have peace of mind concerning possible periods of incapacity in their own life, and provision for their loved ones or charities after they pass on.
Tell us about your law firm:
I am a sole practitioner, so all of my clients deal directly with me.
What are your strengths and style?
I am patient and listen to my clients, and I am willing to work hard to help them achieve their objectives. I am compassionate and efficient, and have high ethical standards. I have numerous very favorable ratings on Berkeley Parents Network, AVVO, Thumbtack and a few on Yelp.
Personal Interests:
I enjoy ceramics, crafts, reading, and volunteer in the local public schools (Joaquin Miller Elementary, Montera Middle School--Friends of Montera Woodshop--and Skyline High School), and First Presbyterian Church in Berkeley.
Fax
510 590-9476
Office Hours
Monday through Friday
9:00 a.m. to 5:00 p.m. and by appointment.
Emergency After Hours
Yes
Fixed-Price Services and Fees
I have standard "package fees" for services which I quote after a potential client fills out a questionnaire listing their assets so I can determine what services are required. For example, extensive real property holdings require more work, as do specialized assets such as patents, etc. I accept ARAG and Pre-Paid Legal Services.
Hourly Rates
$350.
Free Initial Consultation?
I will talk to people on the phone or by email for free. In person consultations will cost.
Typical Retainer
No.
Nolo's Licensing Check
Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers upon joining the directory.
Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.
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