Estate Planning and Business Law
More About Our Firm

ATTORNEY IVETTE M. SANTAELLA

San Ramon Estate Planning & Elder Law Lawyer

undefinedIvette M. Santaella is a dedicated attorney with invaluable experience in the many areas of estate planning. For the past four years, she has focused her practice on estate planning and has advised numerous families-as well as businesses-on legacy and business succession planning. Ms. Santaella also assists her clients through the analysis of strategies to minimize tax liability, as well as trust management and creditor protection. She is certified and financially trained in life and long-term care insurance, and the various types of special needs issues, which are integral in estate planning. Ms. Santaella is expanding her practice to include exceptional representation in elder law, probate, and trust administration.

Legal Experience

Prior to beginning her work in estate planning, Ms. Santaella served for ten years as counsel at HP, Sun MS, and Symantec-supporting the companies' IT, procurement, accounting, and HR functions. During this time, she negotiated and drafted complex licensing, sales, and procurement contracts, and was tasked with setting up the legal infrastructure for sales and procurement functions by drafting playbooks and templates. In addition to these duties, she mentored and trained contract managers, paralegals, and junior attorneys.

Ms. Santaella' s skillful counsel led to special commendation from Sun MS's executive management for her legal support in completing a $33 million/year outsourcing deal that reduced Sun's expenses by 20-30%. While serving at HP, she was awarded the HP Diamond Award for Excellence in Job Performance for E-Services implementation. This recognition acknowledges excellence in performance; it is only awarded to top performers within the company. Ms. Santaella also served the federal government for five years, during which time she was in charge of taking over failed bank institutions. She acted as "General Counsel" to the managing agent who was chosen to rehabilitate the institution so that it could be sold to save taxpayer dollars. She successfully served as General Counsel in the turnaround of seven different institutions.

Speaking Engagements and Community Involvement

Ms. Santaella has given various presentations on estate planning and business succession planning at community, library, and chamber events. She proudly volunteers in the "Lawyer in the Library" programs to provide families with pro bono assistance regarding the importance of starting an estate plan early and having the correct insurances in place. She is also a member of the Tri-Valley Estate Planning Council.

Education and Professional Associations

Ms. Santaella graduated with honors from Fordham University in New York City. She served in various management positions in NYC before earning her Juris Doctor from the American University Washington College of Law in Washington, DC. She subsequently obtained her MBA from the University of California at Irvine, and became a financial certified specialist in long-term care and special needs issues. She is an active member of the Contra Costa County Bar Association Trust Section, WealthCounsel® and is the Estate Planning point person for the South Asian Bar Association of Northern California. Ms.Santaella is computer literate and fluent in Spanish, which helps her provide every client with the exemplary legal counsel they deserve.

To discuss your estate planning or elder law case with Attorney Ivette Santaella, contact Santaella Jahangiri LLP today.

Our Commitment to Excellence

  • Certified Small Business
  • Justia
  • Top Attorney Elder Law
  • Top Avvo Contributor
  • Top Attorney Estate Planning
  • Authorized Notary Public
  • NCMSCD
  • WealthCounsel Member
  • Member of the Academy of Special Needs Planners
  • ProVisors
  • Disadvantaged Business Enterprise
  • Woman's Business Enterprise National Council
  • Elder Counsel Member
  • NAELA
  • American Bar Association

  • Responsive and reliable throughout every stage.

  • Approachable, available, and accessible for clients during their time of need.

  • Named a Top Attorney for Elder Law by Avvo 10.0 Superb Rating by Avvo.

  • Highly recommended by past clients.

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