Allen, James M.

James M. Allen

Partner

P (415) 957-1800

F (415) 974-1520

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James M. Allen is a Certified Specialist in Taxation Law and in Estate Planning, Probate and Trust Administration (certified by the California Board of Legal Specialization in both specialties). He concentrates in the areas of corporations, partnerships and business, tax, real estate, estate planning, and trust administration.

Jim is a 1964 graduate of Stanford University and a 1971 graduate of Hastings College of Law, where he was a member of the Order of the Coif and Thurston Society. Jim also received his master’s degree in taxation from Golden Gate University. Jim has lectured and written for the California Continuing Education of the Bar, as well as other law-related organizations in the areas of tax, probate, and estate planning.

Jim served on the Executive Committee, Trusts and Estates Law Section of the State Bar of California and is currently Chair of the Estate Planning, Probate and Trust Law Section of the Bar Association of San Francisco. He is a Vietnam-era war veteran who was a lieutenant in the United States Navy.

Practice Areas

Business & Corporate Transactions

General Counsel Services

Estate Planning, Trusts & Wills

Trust, Probate & Estate Administration

Real Estate & Construction

Tax

Certification/Specialties

Certified Specialist in Taxation Law and Certified Specialist in Estate Planning, Trust and Probate Law, Certified by The State Bar of California Board of Legal Specialization

Bar Admissions

California, 1971

Education

University of California, Hastings College of the Law
San Francisco, California, 1971

Honors: Member, Order of the Coif

Honors: Member, Thurston Society

Golden Gate University, Master’s Degree
Major: Taxation

Stanford University, 1964

Classes/Seminars Taught

Lecturer, California Continuing Education of the Bar

Professional Associations and Memberships

State Bar of California, Trusts and Estates Law Section
Executive Committee

Past Employment Positions

United States Navy, Lieutenant