Roger P. Kokores A Professional Corporation

Experienced Estate Planning, Trust and Probate Law Attorney Dedicated to Clients in Palo Alto and the California Bay Area

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Firm Overview

Helping you plan for your future with confidence
For over 35 years, the law practice of Roger P. Kokores A Professional Corporation has helped individuals accomplish their estate planning, trusts and estate goals in Palo Alto and the surrounding Bay Area. We provide every client the highest quality legal services in a compassionate, timely, effective, and personalized manner for all types of estate planning situations, regardless of your net worth or the complexity of your case.

The practice focuses on the following areas:
-Estate planning - Regardless of the size or complexity of your estate, we can assist with wills, trusts, guardianships, powers of attorney, advance health care directives, powers of appointment, and other documents to protect you in case of accident, disability, illness or death.
-Probate - We understand how hard it is to begin the legal process after a loved one dies. We can assist and guide you with the entire process of probate in the administration of a decedent's will or estate if no will, and transferring a decedent's property to the beneficiaries.
-Trust administration - The objective is to ensure the goals and wishes of the trustor are achieved as provided in the trust document while satisfying the requirements of state law. We can assist trustees with this process.

When we meet, we take the time necessary to get to know you and to understand your situation fully. We educate you on your planning or administration options and carefully explain the work that is needed to meet your objectives. In this manner you can make informed decisions. Together, we determine the best course of action based on your particular circumstances and goals and craft a plan to accomplish your wishes.

Whether you are making a valid estate plan to protect your family and assets, creating a trust or carrying out a deceased loved one's wishes in probate, your interests are our top priority.

Proudly protecting clients in California
Roger P. Kokores A Professional Corporation represents clients in Silicon Valley and throughout the San Francisco Bay Area in California.

Roger Kokores has earned the respect of his peers and clients. He is AV Preeminent Peer Review Rated by Martindale-Hubbell - a distinction signifying particularly outstanding legal work, professionalism and ethical standards. He is also a Certified Specialist in Estate Planning, Trust and Probate Law with the California State Bar Board of Legal Specialization.
Main Office

Main Office
2600 El Camino Real, Suite 501
Palo Alto  CA  94306

Phone
  • 650-857-1818
Fax
Estate Planning
Experienced Trusts & Estates Attorney Protects Your Estate in Palo Alto, California
Preserving your family's wealth for future generations
Whether you're planning the parameters of your future medical care or establishing support for loved ones upon your death, Roger P. Kokores A Professional Corporation can help with all aspects of trusts and estates issues, including:
-Estate planning
-Estate tax issues
-Revocable Living Trusts
-Wills
-Financial Durable Powers of Attorney
-Advance Health Care Directives
-Guardianships

Choosing the appropriate trustee or executor
Designating the appropriate beneficiaries for retirement benefits and life insurance

Securing your legacy
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing trusts for your children and/or grandchildren, supporting personal philanthropic causes, and protecting your loved ones.

Drafting your living trust and last will and testament
A revocable living trust or will is essential at every stage of your life. Your revocable living trust or will provides the opportunity to determine the distribution of your property, establish care nd protections for your children, and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, a friend or a charity. If you die without a living trust or will, the court determines how your property is distributed and who cares for your children, making decisions that might not reflect your desires. We can draft valid revocable living trusts or wills that ensure your intentions are honored.

Changing your living trust or will
As your life changes, so may your estate plan. You may need to update your will throughout your life. We draft amendments to living trusts and codicils to wills that address changes in your financial situation, marital status, number of children, philanthropic interests, and general lifestyle decisions.

Appointing a guardian
If you have minor children, your will allows you to make decisions about their future care. This is especially crucial if you are a single parent or if both parents die in a common incident. If you do not name a guardian, the court will appoint a guardian for your children and can make decisions adverse to your ultimate parenting desires.
Probate
Trusted Probate Attorney in Palo Alto, California
Guiding you through the process of probate
Probate follows what is typically a painful emotional loss. We are an extrememly knowledgeable and meticulous firm with over 35 years of experience in probate law. We know how to ease the stress of probate by guiding executors through the complex process. We understand that most people have rarely if ever probated a will and know little about the process.

We can guide you through all aspects of probate, including:
-Filing the will with the California probate court
-Developing the best strategy for fairly and expeditiously probating the estate
-Locating, collecting and inventorying assets
-Closing and opening bank accounts
-Transferring assets from the deceased to the estate
-Paying estate taxes
-Valuing, managing, preserving and liquidating the estate
-Locating beneficiaries
-Hiring experts, when appropriate

Valuing and managing the estate
We assist executors with the arduous process of collecting, managing, valuing, protecting and liquidating the assets of the estate. We have a team of experts available to assist in every aspect of estate probate. When appropriate, we call upon accountants, financial advisors, real estate agents, property managers and other professionals to assist with executor duties. We can engage experts to appraise unique assets such as antiques, rare books, automobiles and other collectables for accurate valuation, management and possible sale.

Roger Kokores

Practice Areas
-Estate Planning
-Trusts and Estates
-Wills
-Probate
-Trust Administration
-Family Wealth Preservation
-Family Business Entities
-Tax Planning

Admitted: 1969, California; 1991, U.S. Tax Court

Law School: Boalt Hall School of Law, University of California at Berkeley, J.D.

Biography: Tax Accountant, Price Waterhouse, CPA's, 1968-1969; Co-Founder Executive Financial Counseling, Bank of America, 1974-1976; Captain, U.S. Army Finance Corps, 1969-1971

Community Leadership: Former Chair of Planned Giving Committee of Castilleja School; Past President Los Lomitas Education Foundation; Former Member Advisory Board, Community Foundation of Santa Clara County
Education
  • Boalt Hall School of Law, University of California at Berkeley
    Juris Doctorate
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