We specialize in advising clients through the estate planning process. While each client’s specific goals vary, we take pride in ensuring that our clients all have peace of mind that their goals have been achieved. Whether their goals relate to protection and care of loved ones in the event of incapacity, wealth preservation, asset control/protection, estate and gift tax liability, or probate avoidance, we provide concise, knowledgeable, and efficient advice to our clients.

Our advice ultimately manifests itself in the use of various techniques and strategies including the creation of revocable and irrevocable trusts, wills, powers of attorney, business entities (limited partnerships and/or LLCs), charitable techniques, and the use of gifting programs. In this way we are able to satisfy the unique needs of each of our clients.

Protecting Loved Ones. Preserving Legacies.

Our Mission

To provide high-quality, sophisticated legal services to our clients in real terms that they can be comfortable with and understand. Our practice is dedicated to protecting the lives and livelihoods of our clients and their families.

Taking Care of Another’s Affairs

Looking out for the needs of another can be a difficult and stressful process. We represent clients who need assistance in taking care of a loved one’s affairs, be they medical or financial – whether the loved one has an estate plan or needs a conservatorship/guardianship.

When a Loved One Dies…

In addition to the emotional and mental upheaval family members and other persons experience upon the death of a loved one, those persons are often faced with the onerous task of winding up a decedent’s final affairs. Whether through probate or trust administration, we help clients manage those tasks efficiently and legally, deal with difficult heirs and creditors, and distribute inherited property.

When Conflicts Arise…

Often, heirs and trust beneficiaries experience end up at odds with their fiduciary, be it a trustee or personal representative. We zealously represent those beneficiaries, as well as the fiduciaries when those conflicts arise. Our goal is to help resolve their issues in the most efficient way possible, all while achieving the best result for our clients.

 
 

About Us

Jeffrey S. Tachiki is the principal attorney at The Tachiki Law Group, P.C. and his practice includes estate planning, trust administration, and probate. He is a Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization, a 2009 and 2010 Northern California Super Lawyers “Rising Star”, the recipient of the Alameda County Bar Association 2011 Barristers’ Distinguished Service Award, and was a member of the Continuing Education of the Bar (CEB) Young Lawyers Advisory Board. Jeff is currently member of the Alameda County Bar Association Judicial Appointment Evaluation Committee. Prior to starting The Tachiki Law Group, P.C., Jeff was a senior associate at The Myers Law Firm, where he managed the Berkeley office of the firm. Jeff is a member of the Trusts and Estates section of the State Bar of California, was Vice-Chair of the Trusts and Estates Section of the Alameda County Bar Association, and a member of the Bay Area Chapter of the Asian American Bar Association.

Jeff is a regular lecturer for the National Business Institute on various estate planning and administration topics, and has presented for CEB on taxation as a part of its preparation course for the California Certified Specialist Exam, as well as revocable trusts; PENSCO Trust Company on Exit and Distribution Strategies for Retirement Plans; the Berkeley Association of Realtors; the Professional Fiduciary Association of California on the Administration of Special Needs Trusts; and numerous other organizations.

Jeff holds a Bachelor of Arts in Speech Communication from the University of Utah, and a Juris Doctorate from the S.J. Quinney College of Law at the University of Utah. During law school, Jeff served as an editor of the Utah Law Review, was a Leary Scholar Award recipient, and was president of the Minority Law Caucus. Following law school, Jeff was a judicial clerk for Honorable John S.W. Lim (late) of the Hawaii Intermediate Court of Appeals. He practiced civil litigation for two years at a top 100 firm in San Francisco before turning his focus solely on estate planning and administration.

Rated by Super Lawyers 

 
 

Our Practice

Estate Planning

We provide our clients with sound, thoughtful, and reasonable advice throughout the often complicated estate planning process. Estate planning is the process of creating a customized set of guidelines that will protect and provide for themselves, family members, and other loved ones in the event that our clients cannot protect and provide for them on their own. Whether the event is incapacity or death, taking care of the affected person or persons is not just an emotional, but administratively difficult task. We help our clients make sure that all of the pieces are in place to ensure that when these events happen, this task is as smooth and efficient as possible. Often, that means the use of a living trust, will, power of attorney, health care directive, nomination of guardians, and HIPAA/CMIA Waiver. Depending on our clients’ wealth, as well as their tax, legacy, and asset protection goals, this can also mean the use of irrevocable trusts, special needs trusts, charitable planning, business entities, and gifting programs, among other techniques.

Trust Administration

When a loved one who has a trust dies or loses the ability to care for oneself, we help clients through the process of assuming control of the loved one’s assets and health care decisions, if necessary, and managing all of it for the benefit of that loved one. Being a trustee is a serious responsibility and proper advice concerning your fiduciary role as a trustee is vital to ensure that you avoid liability for your actions.

Probate

Probate is a court-supervised process for gathering assets of a decedent, paying final debts, expenses, and creditors of a decedent, and distributing the assets to the proper heirs. There are many steps that need to be taken and rules to be followed in probate, and having competent counsel to advise you through that process can be invaluable by saving time, money, and perhaps most importantly, sanity. While probate is generally something to avoid and can be avoided, there are certain times when probate can be the best course of action. On the other hand, probate is expensive, long in duration (often averaging a year or more), and above all, public.

Special Needs Planning

A special needs trust is a type of trust designed to protect the assets of a person with disabilities who is receiving needs-based government benefits, including SSI and Medi-Cal. The funds in a Special Needs Trust are used to supplement, but not replace, governmental benefits. A third-party Special Needs Trust is set up with the assets of one person for another with a disability. In contrast, a self-funded, or first-party Special Needs Trust is a trust funded with the trust beneficiary’s own assets. The major implication from that difference is that in the case of first-party SNTs, Medi-Cal will require pay back of any Medi-Cal benefit received by the SNT beneficiary from the trust upon the beneficiary’s death. The trustee named to manage a Special Needs Trust must be familiar with the requirements of the public benefits received by the beneficiary of the trust, in order to make proper distributions that do not eliminate the beneficiary’s eligibility for those benefits.

Are you interested in learning more about the basics of estate planning? Contact Us

Resources

Developmental Disabilities


Center for Independent Living
Family Voices of California
National Dissemination Center for Children with Disabilities
Disabilities 101
California Department of Developmental Services (DDS)

Governmental Agencies


Internal Revenue Service
California Court Directory
California Secretary of State
California Franchise Tax Board
California Board of Equalization
Alameda County Superior Court
Alameda County Assessor
Alameda County Clerk-Recorder
Contra Costa County Superior Court
Contra Costa County Assessor
Contra Costa County Clerk-Recorder

Regional Center Services


Directory for Regional Centers
California Department of Health Care Services (DHCS)
People with developmental disabilities have a right to services they need to live independent, productive, normal lives. In California, services are provided to individuals with a developmental disability by Regional Centers.These nonprofit corporations have contracts with the California Department of Developmental Services to serve people with developmental disabilities in a geographical area.

Organizations


East Bay Trusts and Estates Lawyers
Alameda County Bar Association
California Bar Association
Professional Fiduciary Association of California
Referral Network

Elder Law


Alameda County Area Agency on Aging
Alameda County Planning and Caring for Aging Loved Ones
Benefits Checkup
California Advocates for Nursing Home Reform
California Department of Aging
American Association of Retired Persons (AARP)
Adult Protective Services
Alzheimer’s Association
Legal Assistance for Seniors
Center for Elders Independence
Family Caregiver Alliance
National Association of Professional Geriatric Care Manager
National Academy of Elder Law Attorneys

Probate

Probate is a court-supervised process for gathering assets of a decedent, paying off final debts, expenses, and creditors of a decedent as well as distributing their assets to the proper heirs. If a decedent’s probatable estate has a fair market value of more than $150,000.00, a probate is most likely necessary even if the decedent has a valid will or not. It is necessary for the personal representative (executor/administrator) to take several steps and follow various rules in probate. Having competent, knowledgeable and experienced counsel to advise you through that process can be invaluable by saving you time, money, and perhaps most importantly, sanity. It is generally felt that probate is something to be avoided because probate is expensive, long in duration (often averaging a year or more), and above all, a public proceeding. However, probate can be a good thing when there is tension among family members, questions about heirship, etc., because the interests of all parties involved are protected by the court.
At The Tachiki Law Group PC, we are dedicated to helping our clients navigate their way through this complicated process while ensuring that it proceeds as smoothly as possible, as quicky as possible, and is as cost-efficiently as possible. Above all, we do everything we can to ensure that our client’s rights are preserved, and their liability is minimal.

Located at 520 3rd St., Suite 208 in Oakland, The Tachiki Law Group PC is primely located for Bay Area residents seeking probate services. Our mission is to provide high-quality, sophisticated legal services to our clients in real terms that they can be comfortable with and understand. Our practice is dedicated to protecting the lives and livelihoods of our clients and their families.

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520 3rd St., Suite 208
Oakland, California 94607
(510) 527-0900
fax: (510) 548-0900