Phillips, Jodi

Jodi Phillips
Attorney

t: 510.834.6600
f: 510.834.1928
jphillips@wendel.com

Education

Golden Gate University School of Law, Master of Laws (LL.M.) in Taxation

Golden Gate University School of Law, J.D.

Arizona State University, B.A.; Women and Gender Studies, cum laude

Arizona State University, B.A.; Political Science, cum laude

 

Admissions

State Bar of California

Practice Areas

Trusts and Estates

  • Profile
  • Practice Highlights
  • AFFILIATIONS
  • INSIGHTS

Jodi is an attorney with the Wendel Rosen Trusts and Estates practice group. She is a dedicated estate planning attorney, focusing her practice on assisting clients with a variety of estate planning considerations, including family wealth preservation, transfer of assets, planning for incapacity, charitable giving and business succession planning.  Jodi counsels and advises clients on estate planning matters, routinely preparing revocable trusts, wills, durable powers of attorney and advance healthcare directives.  Jodi also handles probate and trust administration. She is skilled in solving complex administration and estate planning issues, advocating and negotiating for clients, and bringing resolution to trust and estate conflicts.

Trusts and Estates

An excellent listener and communicator, Jodi enjoys working with clients to help them understand the estate planning process and provide options to best suit each client’s needs. She counsels on a variety of estate planning considerations, including family wealth preservation and transfer of assets, planning and caring for minor children, business succession planning, planning for incapacity and charitable giving, as well as probate and trust administration. She prepares wills, revocable trusts, durable powers of attorney, and advanced healthcare directives.

Conflict Resolution

Jodi effectively advocates and negotiates on behalf of clients to resolve trust and estate conflicts. She represents clients in will and trust contests, as well as mediation of trust and estate disputes.

East Bay Trusts and Estates Lawyers (EBTEL)

  • Chair, Litigation Committee, December 2019 – present
  • Vice-Chair, Litigation Committee, December 2018 – December 2019
  • Member, April 2015 – present

East Bay Estate Planning Council (EBEPC)

  • Member, September 2019 – present

East Bay Advisory Panel (EBAP)

  • Co-Founder (organization of legal, tax and financial professionals), November 2018 – present

Alumni Association Board of Directors, Golden Gate University

  • Board Member, August 2014 – present

California Lawyers Association

  • Member, Trusts & Estates Section, December 2014 – present

Professional Women’s Network of San Francisco (PWN)

  • Vice President, January 2020 – present
  • Member, April 2019 – present

Alameda County Bar Association (ACBA)

  • Member, April 2019 – present

Queen’s Bench

  • Member, April 2019 – present

Events

Wealth Preservation Strategies

Wealth Preservation Strategies

01/09/2020 | Community Finance San Francisco, in partnership with the National Finance Literacy Campaign

Join Trusts and Estates attorney Jodi Phillips, who will join a dynamic panel to discuss,”Wealth Preservation Strategies” including estate planning, investments and financial education, on Thursday, January 9, 2020 from…

More
Demystifying the Home Buying Process for First Time Buyers

Demystifying the Home Buying Process for First Time Buyers

08/07/2019 | Wendel Rosen Client Seminar

Wendel Rosen’s Trusts and Estates attorney Jodi Phillips along with the East Bay Advisory Panel will present “Demystifying  the Home Buying Process for First Time Buyers,” on Wednesday, August 7,…

More

News

Wendel Rosen Adds Jodi Phillips to Trusts and Estates Practice

Wendel Rosen Adds Jodi Phillips to Trusts and Estates Practice

04/03/2019

OAKLAND, Calif., Apr. 3, 2019 – Wendel, Rosen, Black & Dean LLP, the largest law firm in the East Bay representing businesses throughout the Bay Area and state, continues to…

More

Education

Golden Gate University School of Law, Master of Laws (LL.M.) in Taxation

Golden Gate University School of Law, J.D.

Arizona State University, B.A.; Women and Gender Studies, cum laude

Arizona State University, B.A.; Political Science, cum laude

 

Admissions

State Bar of California

Practice Areas

Trusts and Estates