Law Offices of Jane K. Penhaligen

Estate Planning and Probate, Where Your Feelings Matter

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Firm Overview

I learned early on that when individuals and businesses have to turn to the courts, there are rarely "winners." I established the Law Office of Jane K. Penhaligen with the resolve to provide a more strategic solution to individuals and business owners who want to reduce their estate taxes and provide for their families. General law practitioners do not have the specialized training that my firm provides to create estate plans that consider tax consequences in their preparation. The Law Office of Jane K. Penhaligen provides thoughtful counsel with both the tax and legal perspective needed to make the best personal and economic decisions. I propose and establish estate plans for my clients that allow their families to avoid litigation. My significant work entails establishing various trusts, business succession plans, and charitable plans for people. I draft plans that protect children and families, allow for taxes to be saved and family businesses to be passed on and thrive rather than fail. I like to provide plans that keep family ties strong.

Main Office

Main
3478 Buskirk Ave
Suite 1000
Pleasant Hill  CA  94523

Phone
  • (925) 746-7113
Fax
  • (925) 746-7101

Fees

Free Initial Consultation?

No

Services Offered For Fixed Fees?

I can provide an estimate for general estate plans which will vary depending on the information gained in the interview.

Hourly Rates

$ 300 per hour.

Office Information

Office Hours

Monday through Friday
8:30 a.m. to 5:00 p.m.

Office Manager

Cynthia Jones

Emergency After Hours

Yes

Languages Spoken

None

Estate Planning
Trusts, Wills,Tax Planning, Business Succession Planning, forming LLC/S Corps.
Trust Administration, Probate.
Example Cases:
I worked with a client who had procrastinated getting her trust done and she was dying. Her doctors gave her 30 days or less to live. I quickly drafted an estate plan for her; delivering it in the hospital to get it signed. Then I worked with her husband to make sure assets were transferred to her Trust so that her estate would avoid probate. We were able to transfer enough of her assets before her death to avoid probate saving her loved ones over $28,000 in attorneys' fees on an estate of 1.5 million.

In another case, I worked with a mother on her Trust establishing a special needs trust to be funded within her Trust upon her death so that her disabled son would not lose his disability payment when he inherited from her.

How did your firm decide on the primary area of practice(s)?

In law school, I focused on business law because I was interested in a general business education and thought I would become corporate counsel. When I finally found estate planning, I knew it was the right area of practice for me because I could focus on helping people avoid legal problems later on and help families remain close. Also, I really enjoy showing people how to save money on taxes.

What is your firm's point of view regarding clients educating themselves on legal issues?

I encourage clients to educate themselves. It is my opinion that this helps clients make better decisions regarding their legal needs.

Is your firm willing to review documents prepared by clients?

I will review documents prepared by clients. However, unless it is a fairly simple document, I will not endorse or guarantee it.

I am willing to review documents generated by Nolo products.

Is your firm willing to coach clients who want to represent themselves?

I cannot engage in this practice. I think the potential for liability is too great.

Jane K. Penhaligen

I worked for various medium size firms in the Bay Area. In addition to estate planning, I have a background in construction defect litigation and general counsel work for homeowner's association, during which I learned the ropes of litigation.

I spent a year after college interning for then state assemblyman Tom Bates. Working with the public to help the community helped me improve my listening and negotiating skills. Obtaining my Masters in Tax Law provided me with the expertise to analyze the whole of my clients' situations and propose comprehensive plans to save them as much money as possible on their taxes.

My best strength is my ability to listen to my clients and apply my expertise and experience in estate planning and tax law to their unique situations to help them establish the best estate plan for their needs.

My style varies according to the needs of my clients and the tasks at hand.

Personal interests:

I am an outdoors person, whether it is hiking, running, sailing or SCUBA diving, which is what I enjoy best.

License
  • Bar Number: 132628
    California , 1987
Education
  • Golden Gate University
    Masters in Tax Law (LL.M.) , 2004
    San Francisco, CA
    Estate, Real Property and Business Taxation.
  • Pepperdine University
    J.D. , 1987
    Malibu, CA
    Business Law.
  • University of California
    B.S. , 1982
    Berkeley, CA
    Conservation and Natural Resources.

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Articles Written

Dividing Personal Possessions in Your Estate Plan

Created On: 07/19/2012

When it comes to estate planning, families often focus on the transfer of financial assets, but it is more often personal possessions that become issues and block an amicable settling of an estate.

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