Estate Planning
Including the House in your estate plan links you powerfully and permanently to the work of Ronald McDonald House at Stanford.What a planned gift can mean to you and your family.
- Children’s Legacy Circle membership
- Tax and income benefits
- Save your heirs taxes
- Give a gift that pays you now
- Get guaranteed fixed income
- Donate your home—and live in it, too!
- Efficient giving
- Satisfaction of helping a great cause
Frequently Asked Questions on Including Ronald McDonald House at Stanford in an Estate Plan
The Professional Advisors Council is a group of individuals from the legal, accounting, insurance and financial professions who have taken the time to learn about Ronald McDonald House at Stanford and wish to help potential donors understand how planned gifts and other estate gifts may benefit the House as well as the donor and their families.
The Council members listed below have agreed to provide a one-hour complimentary consultation to potential Ronald McDonald House donors regarding estate planning and estate gifts to the House. If you need assistance with your plan or want to talk to a professional about options, feel free to contact one of the Council members listed below.
Jump to a category:
Attorneys
Financial Professionals and Investment Advisors
Insurance Providers
PAC Chair
Charles Packer
Hopkins & Carley
70 S. First Street
San Jose, CA 95113
408.286.9800
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Lorna Drope Law Office of Lorna J. Drope 19925 Stevens Creek Blvd., Suite 100 Cupertino, CA 95014 408.852.7005 |
Robin D. Faisant Law Office of Robin D. Faisant 750 Menlo Avenue, Suite 250 Menlo Park, CA 94025 650.328.6333 |
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Serra Falk Falk, Cornell & Associates, LLP 350 Cambridge Avenue, Suite 130 Palo Alto, CA 94306 650.463.1550 |
Michael Gilfix Gilfix & La Poll Associates 2300 Geng Road, Suite 200 Palo Alto, CA 94303-3354 650.493.8070 |
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C. Bruce Hamilton Law Offices of C. Bruce Hamilton 120-A Santa Margarita Avenue Menlo Park, CA 94025 650.329.5992 |
Miki Valente Kokka Law Offices of Miki Valente Kokka 200 Page Mill Road, Suite 103 Palo Alto, CA 94301 650.566.9925 |
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Hollis L. Logue Law Offices of Hollis L. Logue, Esq. 1550 The Alameda, Suite 210 San Jose, CA 95113 408.288.7878 |
Jennifer Pesek SandGarden Law Group 1250 Oakmead Parkway, Suite 200 Sunnyvale, CA 94085 408.501.8862 |
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Bruce Roberts Hopkins & Carley 70 S. First Street San Jose, CA 95113 408.299.1300 |
Richard Schachtili Hopkins & Carley 70 S. First Street San Jose, CA 95113 650.804.7600 |
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Mary Pilibos White White Law 2200 Sand Hill Road, Suite 220 Menlo Park, CA 94025-6936 650.854.7950 |
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Kelly Garcia Arrillaga |
Jennifer A. Davis Oak Tree Asset Management 18 N. Modoc Avenue Medford, OR 97504 541.779.4422 |
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Chris Lawrence Morgan Stanley 1010 El Camino Real, Suite 200 Menlo Park, CA 94025 650.463.4502 |
Donn S. Levine |
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Jacquelynn Maxon |
Rebecca Nelson |
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Amy Oliver |
Ken Perine |
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Jerry Spector |
Todd Wilson |
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David Meir-Levi Pacific Advisors 1740 Technology Dr. San Jose, CA 95110 650.857.9072 |
Danielle Yvette Sellers Prudential Financial 1731 Technology Drive #600 San Jose, CA 95110 408.209.0882 |
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