Jodi PhillipsAttorney

Wendel Rosen LLP 1111 BroadwayOakland, CA 94607

Jodi focuses her practice on assisting clients with a variety of estate planning considerations, including family wealth preservation and transfer of assets, business succession planning, planning for incapacity and charitable giving, as well as probate and trust administration. She routinely prepares wills, revocable trusts, durable powers of attorney, and advanced healthcare directives. Jodi has an LL.M in Taxation and is a member of the Alameda County Bar Association and Bar Association of San Francisco. She serves as the vice chair of the Litigation Committee of the East Bay Trusts and Estate Lawyers and is a co-founder of the East Bay Advisory Panel.

East Bay Trusts and Estates Lawyers (EBTEL)
  • Member, April 2015 - Present 
  • Vice-Chair, Litigation Committee, December 2018 - Present 
East Bay Advisory Panel (EBAP)
  • Co-Founder – Organization of legal, tax and financial professionals, November 2018 - Present 
Alumni Association of Golden Gate University
  • Board Member, August 2014 - Present 
Golden Gate University Ambassador Council
  • Member, October 2018 - Present 
California  Trusts & Estates Section 
  • Member, December 2014 - Present