Private Wealth Law - California: Northern
Band 2
What the Team is Known For
Coblentz Patch Duffy & Bass specialises in estate planning, business planning, trust and estate administration and litigation.
Strengths
Coblentz take a sophisticated yet balanced approach and have been collaborative to work with.
I found the Coblentz team to be precise, thoughtful, organised and deliberate. I have only had very positive interactions with everyone, all of whom have been knowledgeable and helpful.
The team were able to think outside the box and understood the personalities at play when navigating tough family dynamics.
Notable practitioners
Jaime Mannon is focused on developing creative solutions to resolve her clients' estate planning and administration issues. She is highly experienced in advising wealthy business owners, in particular on gifting strategies and succession planning.
Jaime always has a command of the client's needs and history. She always comes armed with appropriate planning and strategy suggestions.
Jaime Mannon has been a tremendous asset to our family, and we are lucky to have her as part of our team.
Jaime Mannon excels at sophisticated tax matters.
James Mitchell is an experienced attorney in tax and estate planning and estate administration for individuals, families and businesses.
James is very good, I rate him a lot.
Clients seem very happy with James's work.
Philip Feldman frequently advises prominent families and wealthy individuals on tax, estate and charitable planning.
Philip Feldman is a truly seasoned professional.
