DEPARTMENT PROFILE

Coblentz Patch Duffy & Bass LLP

Private Wealth Law

4 ranked individualsBand 2California: NorthernHigh Net Worth 2021 View ranking table

Chambers Review

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Coblentz has a depth of expertise in the planning and administration of trusts and estates, as well as business succession planning for closely held business owners. The team advises on all aspects of charitable planning and private foundations work.

An impressed client says: "They are expert and offer both practical and legal advice. They stay current and reach out with new developments in the law that will affect us. I think they are very good." Another reports that "one of their strengths is that they have specialists in the firm that can handle various different types of problems and situations that come up." A wealth expert says that, "if you go to an attorney there, assume they are smart and technically perfect," adding: "I cannot function without them in my life. Their strengths are they surround and support you and come with their best game."

Notable practitioners

Jaime Mannon "is everything you want in a lawyer for estate planning purposes," according to a source. She often provides sophisticated gift and estate tax planning advice for high net worth clients, and also has considerable experience in cross-border issues. One source says: "Jaime's strength is her focus; if there is a particularly complex document that needs to be drafted, she disappears into her work and her focus is incredible." Another interviewee says: "She is really honest and a straight shooter, so I appreciate her candour. She is not in any way arrogant or non-transparent."

James Mitchell "is very experienced and expert in the area of estates and trusts," says one interviewee; "much more important to me is that he cares and is deeply personally involved. Jim is thoughtful and has the ability of putting himself in his clients' shoes." Mitchell advises on estate and trust planning and administration for high net worth clients, including closely held business owners.

Mitchell Edwards "is an up-and-coming star for estate planning matters. He is incredibly knowledgeable and very efficient too," reports one wealth expert. Edwards advises high net worth clients on trust and estate administration and planning. An industry adviser says: "He is able to digest complex planning situations quickly. Many of the clients that I refer to him require highly sophisticated T&E solutions, and Mitch has always stepped up to the plate and delivered. He has a strong ability to listen to a family's specific needs and deliver tailored solutions rather than standard, out-of-the-box recommendations. He communicates in a calm and reassuring way, and gives clients confidence and trust in his work."

Philip Feldman is praised for his handling of complex inter-generational succession planning for high net worth families. He advises clients with estate planning, administration, philanthropy and tax plans. One Bay Area interviewee says: "Phil's approach is detail-oriented and very current. With over 30 years of experience he brings a lot of knowledge on how other families have handled similar situations." Another source says: "Phil is an excellent attorney, and an even better human being."

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Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

California: Northern

Private Wealth Law


Jaime Mannon
Band 2
James Mitchell
Band 2
Mitchell Edwards
Up and Coming
Philip B Feldman
Band 2