About Jeffrey Tachiki

Jeff Tachiki guides clients through the complex issues that arise in estate planning, and during trust administration and probate, including disputed matters. Jeff has particular knowledge of California’s nonconforming trust and estate law, specifically the elements relevant to trust and estate administration, and is a certified specialist with the State Bar of California in Estate Planning, Trust and Probate Law.

Counseling estate planning clients of all wealth levels across the country, Jeff utilizes various wealth preservation and advanced tax planning techniques to create plans that meet their objectives in the most favorable way. His experience includes preparing comprehensive estate plans for nontaxable estates and implementing complex transfer tax planning and wealth preservation methods.

Jeff is highly skilled at resolving disputes between trustees and beneficiaries. His trust administration work includes experience addressing cross-border issues, and he has dealt with multiple jurisdictions when working through the estate tax issues related to probate administrations.

A frequent speaker on a variety of trust and estate planning topics, Jeff is also very active in the Bay Area legal community. He serves as Secretary for the East Bay Trusts and Estates Lawyers (EBTEL) and is on the Board of Directors for Legal Assistance for Seniors of Alameda County.