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ABOUT US
Windell, Ferguson, & Lin, Attorneys, specializes in Estate
Planning — primarily Revocable Living Trusts. We provide clients with
the highest quality representation in areas of Estate Administration,
Trust Administration, Probate Law, Wills, Living Trusts, Life Insurance Trusts,
Disclaimer Trusts, and Q-Tip trusts.
We conduct seminars for
educational institutions, credit unions, banks, CPA firms, churches, retirement
groups and municipal senior centers, corporations and other interested groups.
Our particular emphasis is on providing assistance in transferring assets at death,
with minimal loss from taxes and administration costs.
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San Jose Office:
2061 Clarmar Way
Suite "B"
San Jose, CA 95128
408-286-1322
San Mateo Office:
177 Bovet Road
Suite 600
San Mateo, CA 94402
650-348-9005
Santa Rosa Office:
131-A Stony Circle,
Suite 500
Santa Rosa, CA 95401
707-577-0805 (Tel)
707-577-7466 (Fax)
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LIVING TRUST ADVISORS
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MEET OUR ATTORNEYS
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Carl T. Windell, J.D.
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CARL T. WINDELL, J.D., Attorney
The owner and founder holds a Bachelor's Degree in Pharmacy from the
University of California at San Francisco and a Juris
Doctor from Lincoln University Law School, where he
graduated Magna Cum Laude. He also holds a teaching
credential at the community college level, was
admitted to the bar in 1966 and is a member of the
California State Bar Committee on wills, trusts and
probate, the San Mateo County Bar Probate section, and
the Santa Clara County Bar Association Probate
section.
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Genis Lin, J.D.
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GENIS LIN, J.D., Attorney
Genis received her Juris Doctor Degree from University of California, Davis, School of Law and was admitted to bar in 2000. She also has a Master of Laws Degree in International Banking Law from Boston University, School of Law. Genis speaks fluent Mandarin Chinese and Taiwanese.
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Don Ferguson, J.D.
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DON FERGUSON, J.D., Attorney
Don is an attorney associate and is the Northbay
Manager for the firm. Don graduated Cum Laude from Empire College, School of Law, in Santa Rosa
in 2000. Don has been in the estate planning field since
1986 and is a member of the Sonoma County Bar Association Probate section.
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