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Mark Yoshio Umeda

Mark Yoshio Umeda

Mark Yoshio Umeda, Attorney at Law
725 30th St
Suite 204
Sacramento, CA 95816

Phone: (916) 925-8000  |  Fax: (916) 925-1703

Contact Mark Yoshio Umeda

Helping You Make Decisions for the Future

Legal Topic

Wills, Trusts & Estates

Preferred New Clients

All persons interested in planning ahead for the future, or need to solve an existing problem.

Sub-Categories

Banking & Loans
  • Credit Unions
  • Savings & Thrifts
Insurance
  • Annuities
  • Life Insurance
Taxes
  • Estate Taxes & Gift Taxes
  • Income Taxes
  • Power of Attorney
  • Property Taxes
  • Tax Planning
Estate Planning
  • Charitable Giving
  • Charitable Trusts
  • Drafting Trusts
  • Drafting Wills
  • Estate Administration
  • Estate Planning
  • Living Trusts
  • Living Wills
  • Probate
  • Asset Protection
  • Guardianship
  • Power of Attorney
  • Business Succession Planning
  • Special Needs Trust
  • Supplemental Needs Trust
  • Revocable Trust & Irrevocable Trust

Bar Admissions

CA, Dec 1990
Bar Number: 151741

Other Court Admissions

State of California, U.S. District Court.

Association Memberships

State Bar of California, Trusts and Estates Section, Roseville Chamber of Commerce, Greater Sacramento Business Round Table.

Continuing Education

I attend continuing legal education seminars, specifically in estate planning and tax law. I also have made efforts to be knowledgeable in Registered Domestic Partners Law.

Papers and Publications

I wrote a treatise on homeowners' rights relative to their insurance coverage. Santa Clara Law Review. Volume 29:2, 1989.

Example Cases

A husband and wife owned a house and named beneficiaries on their cash accounts. I advised them that their house is still subject to probate, even though cash assets are not. They created a living trust to protect the house from probate court and further expenses.

Education

Degree:

Bachelor of Arts (B.A.)

School:

University of California, Santa Barbara

City:

Goleta

State:

CA

Year:

1986

Honors:

Graduated with Honors

Focus and Accomplishments:

Major - Law and Society

 

Degree:

Master of Business Administration (M.B.A.)

School:

Santa Clara Univerity

City:

Santa Clara

State:

CA

Year:

1990

 

Degree:

Juris Doctorate (J.D.)

School:

Santa Clara University

City:

Santa Clara

State:

CA

Year:

1990

Focus and Accomplishments:

Santa Clara Law Review and Senior Comments Editor

Number of Attorneys

1

State Licensed In

California

Firm Focus and History

We opened our doors in 1992, and changed our practice in 1995 to focus exclusively on estate planning, trusts, and probate.

Our firm strives to provide the highest quality legal services with care and sensitivity. Our goal is to provide information that is easy to understand and documents that are simple, but effective. We offer a friendly, low-pressure environment to discuss some of life's most important issues.

Previous Employment Summary

I worked for a large firm in downtown San Jose. I then worked for a couple of small firms in Sacramento, and had a short stint with the federal government (Small Business Administration). From there, I entered solo practice.

Activities and Awards

Court-Appointed Attorney (Probate) Sacramento County and Santa Clara Law Alumni Association Award (1990).

What is your opinion regarding clients educating themselves on legal issues?

I think that an educated client is the best client to have. It gives our office a head start in further discussions of the nuances and issues that may not have been considered. In other words, we can delve deeper into the real issues that need to be addressed.

Are you willing to review documents prepared by clients?

I can review documents prepared by clients in the same way that I would review documents prepared by another attorney.

Are you willing to coach clients who want to represent themselves?

I believe, as do most attorneys, that you can only coach clients so far without feeling that you should represent them directly. This is a liability issue, but it is also a question of ethics. You would not give a sword to a person unless you were very confident that he or she knew how to use it. Most attorneys would rather hold the sword for their clients, not just coach on proper use.

Why did you decide to be a lawyer?

I always wanted to be involved in a profession that could help people.

What work experience and education helps you be a better lawyer?

I have a very strong commitment to my own family and friends. I strive to assist clients in accomplishing their family's goals.

Why did you decide on your primary area of practice?

Estate planning is an area where strategies can be utilized to protect families from taxes, court, and additional expense.

What do you like best about your career?

Helping people. Every family has its own unique dynamic, good or bad. I enjoy helping clients accomplish their goals.

Tell us about your law firm:

I am a solo practitioner. I have a great staff of three. My staff is friendly, courteous, and highly protective of our clients' information. We maintain an informal, fun, and upbeat work environment.

What are your strengths and style?

I am an optimist as a person, and a realist as a practitioner. I try to give clients all the different possibilities so they are fully apprised before making important decisions.

Personal Interests:

I enjoy spending time with my wife and two daughters. I play golf and basketball. I enjoy reading a good book and traveling to interesting, informative destinations.

Fax

(916) 925-1703

Office Hours

Monday through Thursday
9:00 a.m. to 5:00 p.m.
Friday
9:00 a.m. to 1:00 p.m.

Emergency After Hours

Yes

Foreign Languages

Yes, limited Japanese.

Additional Offices

Roseville, CA
1382 Blue Oaks Boulevard
Suite 100
Roseville, CA 95678

Fixed-Price Services and Fees

We do have fixed prices for Living Trust Packages: $1,400 for individuals and $1,700 for married couples. These packages include Pour Over Wills, General Powers of Attorney, Advance Health Care Directives, and the transfer of your primary residence to the trust.

Hourly Rates

$225 per hour.

Free Initial Consultation?

No, initial consultations are $75 for an hour. However, if services are engaged, the $75 becomes a credit towards your fees.

Typical Retainer

Not really. Retainers are based on tasks to be performed or estimated hours of service rendered.

Understanding Fees

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 applicable bar associations upon joining the directory.

Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any bar association.