Coblentz Patch Duffy & Bass LLP: Feldman Philip B

For high-net-worth families and individuals in California, safeguarding wealth, planning for future generations, and navigating the complexities of taxes and inheritance can be incredibly intricate. The legal landscape surrounding estate planning and wealth management requires not just general legal knowledge, but specialized expertise, strategic foresight, and a deep understanding of ever-evolving tax laws. In San Francisco, one of the most respected names in this critical field is **Philip B. Feldman**, a senior estate planning attorney at the distinguished firm of **Coblentz Patch Duffy & Bass LLP**.

Philip B. Feldman brings over three decades of experience to his practice, focusing on designing comprehensive wealth management and transfer strategies tailored for affluent clients. His expertise covers a broad spectrum of services, including intricate income, gift, and estate tax planning, meticulous trust and probate administration, and insightful philanthropic planning. Beyond crafting detailed plans, Philip also excels in representing individual and institutional fiduciaries in the administration of trusts and estates, and crucially, in resolving any disputes that may arise. His extensive experience includes representing clients in controversies with the Internal Revenue Service and California tax authorities, and he has appeared in most of the probate courts across the Bay Area.

Philip's profound knowledge is consistently recognized by his peers and prestigious legal publications. He is acknowledged as a Leading Lawyer by the Chambers High Net Worth guide in the Private Wealth Law – Northern California category, and has been listed annually in The Best Lawyers in America® in both the Trusts & Estates Law and Litigation – Trusts & Estates categories. Notably, he was recognized by Best Lawyers® as the San Francisco Litigation – Trusts & Estates "Lawyer of the Year" in 2014. He is also a Northern California Super Lawyer and holds a Martindale Hubbell AV-Rated Attorney designation, all testifying to his exceptional reputation and legal prowess. While no specific individual customer reviews were provided in the prompt, these consistent and high-level accolades from the legal community itself speak volumes about the trust and respect he commands. For Californians seeking robust, practical, and highly strategic solutions for their complex tax and estate planning goals, Philip B. Feldman at Coblentz Patch Duffy & Bass LLP offers unparalleled guidance.

---

The prestigious law firm of **Coblentz Patch Duffy & Bass LLP**, where Philip B. Feldman practices, is strategically located in the heart of San Francisco's bustling financial district. This prime location ensures excellent accessibility for clients throughout California who require specialized legal counsel in estate planning and wealth management. Their office is prominently situated at **One Montgomery Tower, 120 Kearny St #3000, San Francisco, CA 94104, USA**.

One Montgomery Tower is a landmark building, easily recognizable and celebrated for its central position. Kearny Street is a significant artery in downtown San Francisco, providing superb connectivity. For those relying on public transportation, the office is just steps away from major BART (Bay Area Rapid Transit) and Muni Metro stations, including the Montgomery Street Station. Numerous Muni bus lines also have stops in the immediate vicinity, offering seamless routes from all corners of San Francisco and the wider Bay Area. This makes it an ideal destination for clients traveling from various regions of California who prioritize convenient and efficient public transit.

For clients who prefer to drive, while parking in the financial district can be competitive, there are several commercial parking garages located within a very short walking distance of One Montgomery Tower. These include options on Sutter Street, Kearny Street, and Grant Avenue. Although metered street parking may be limited, the availability of numerous garage options provides convenience for those driving into the city. The central and iconic nature of the building also aids in easy identification for first-time visitors, contributing to a professional and smooth arrival experience.

The deliberate choice of this prime San Francisco location underscores Coblentz Patch Duffy & Bass LLP's commitment to delivering top-tier legal services from an easily accessible and distinguished address, serving the sophisticated needs of high-net-worth individuals and families across California.

---

Philip B. Feldman, as a senior estate planning attorney at Coblentz Patch Duffy & Bass LLP, provides a comprehensive suite of highly specialized legal services focused on wealth management, tax planning, and estate administration for high-net-worth individuals and families. His services include:

• Wealth Management and Transfer Strategies: Designing and implementing sophisticated plans to efficiently manage and transfer significant wealth across generations.

• Income, Gift, and Estate Tax Planning: Developing advanced strategies to minimize income, gift, and estate tax liabilities, helping clients preserve their assets for future generations.

• Trust and Probate Administration: Guiding clients through the complex processes of administering trusts and estates, ensuring compliance with legal requirements and the deceased's wishes.

• Representation of Fiduciaries: Advising and representing individual and institutional fiduciaries (such as trustees and executors) in all aspects of trust and estate administration.

• Resolution of Trust and Estate Disputes: Representing clients in controversies and litigation arising from trusts and estates, including will contests, trust disputes, and breach of fiduciary duty claims. He has appeared in most probate courts in the Bay Area.

• Philanthropy Planning: Assisting clients in establishing and managing charitable foundations, trusts, and other giving vehicles to achieve their philanthropic goals efficiently and tax-effectively.

• Tax Controversies: Representing clients in disputes and audits with the Internal Revenue Service (IRS) and California tax authorities concerning income, gift, and estate taxes.

• Business Succession Planning: Advising closely-held business clients on strategies to achieve their wealth transfer objectives, ensuring a smooth transition of business interests.

• Wills & Trusts Drafting: Preparing bespoke wills, trusts, and other essential estate planning documents tailored to clients' specific needs and objectives.

• Guardianships and Conservatorships: Providing legal assistance in matters related to guardianships and conservatorships, protecting the interests of vulnerable individuals.

Philip B. Feldman's goal is to provide practical and highly strategic solutions to very complex tax and estate planning goals, ensuring his clients' legacies are protected and their wishes are meticulously honored.

---

Philip B. Feldman's standing as a preeminent estate planning attorney at Coblentz Patch Duffy & Bass LLP is defined by several key features and highlights:

• Senior Estate Planning Attorney: Philip holds the position of the firm's senior estate planning attorney, indicating a leadership role and profound expertise within the practice area.

• Over 30 Years of Experience: With a J.D. from the University of California College of Law, San Francisco (1983) and a career spanning over three decades, Philip brings extensive practical knowledge and seasoned judgment to every client matter.

• Top-Ranked by Chambers High Net Worth: He is recognized as a Leading Lawyer by the prestigious Chambers High Net Worth guide in the Private Wealth Law – Northern California category. This is a significant independent endorsement from a leading global legal directory.

• "Lawyer of the Year" Recognition: Philip was recognized by Best Lawyers® as the San Francisco Litigation – Trusts & Estates “Lawyer of the Year” in 2014, a highly esteemed award given to only a single lawyer in each practice area and metropolitan area each year.

• Consistently Listed in Best Lawyers® and Super Lawyers®: He is annually listed in The Best Lawyers in America® in the Trusts & Estates Law and Litigation – Trusts & Estates categories, and is recognized as a Northern California Super Lawyer. These recognitions are based on rigorous peer reviews and demonstrate consistent excellence.

• Martindale-Hubbell AV-Rated: Philip holds a Martindale-Hubbell AV-Rated Attorney designation, which is the highest peer rating standard and signifies the highest level of professional excellence, ethical standards, and legal ability.

• Extensive Tax Expertise: His practice includes deep expertise in income, gift, and estate tax planning, as well as representing clients in controversies with the IRS and California tax authorities, providing comprehensive tax solutions.

• Probate Court Experience: Philip has appeared in most of the probate courts in the Bay Area, giving him invaluable familiarity with the local judicial landscape for trust and estate administration and dispute resolution.

• Adjunct Professor of Law: He has served as an adjunct professor of law at the University of San Francisco School of Law, where he taught Wills & Trusts and personal income taxation, demonstrating his deep academic and practical knowledge that he shares with future legal professionals.

• Leadership in Bar Associations: He is a past chair of the California Bar Association Estate and Gift Tax Committee and a past member of the executive committee of the Bar Association of San Francisco Tax Section, showing his leadership and influence within the legal community.

• Valued Client Advisor: Clients "value his unique ability to provide practical and highly strategic solutions to very complex tax and estate planning goals," highlighting his client-focused and effective approach.

• Thought Leader and Speaker: Philip is a frequent speaker at various estate planning educational institutes and meetings, including major State Bar conferences, solidifying his role as a thought leader in the field.

These highlights collectively solidify Philip B. Feldman's standing as a top-tier estate planning and wealth management attorney in California.

---

As a leading attorney at **Coblentz Patch Duffy & Bass LLP**, a premier full-service law firm catering to sophisticated legal needs, Philip B. Feldman and the firm do not typically advertise "promotions" or "special offers" in the consumer marketing sense. Their value proposition is built upon their exceptional expertise, strategic counsel, and proven track record in complex estate planning, wealth management, and related litigation for high-net-worth clients.

However, for individuals and families in California seeking high-caliber legal services in this specialized area, the "offerings" of a firm and attorney of this distinction are inherent in their operational model:

• Unparalleled Expertise and Experience: The primary "offer" is access to Philip B. Feldman, an attorney with over 30 years of experience, consistently recognized by Chambers, Best Lawyers®, and Super Lawyers®. This ensures clients receive advice grounded in deep knowledge and practical insights into complex tax and estate laws.

• Strategic Wealth Preservation: Clients benefit from Philip's unique ability to design and implement "practical and highly strategic solutions to very complex tax and estate planning goals." This focus on maximizing wealth transfer and minimizing tax liabilities is a core benefit for high-net-worth clients.

• Comprehensive Dispute Resolution: For those facing trust and estate disputes or tax controversies, Philip's extensive experience in probate courts and with tax authorities means clients have a formidable advocate ready to protect their interests and resolve contentious issues efficiently.

• Access to a Top-Tier Firm: Engaging Philip B. Feldman means leveraging the collective strength, resources, and collaborative expertise of Coblentz Patch Duffy & Bass LLP, a firm consistently ranked among the best in California and nationally across various practice areas, including Family Wealth.

• Personalized and Practical Guidance: His reputation for providing "excellent and practical advice" highlights a client-centric approach where complex legal concepts are translated into actionable, understandable strategies tailored to individual family wealth goals.

Given the highly specialized and complex nature of estate planning for high-net-worth individuals, legal fees are typically structured based on hourly rates commensurate with the attorney's expertise and the intricacy of the client's needs. Prospective clients are encouraged to contact Philip B. Feldman's office directly to inquire about scheduling a consultation to discuss their specific circumstances and the firm's fee arrangements. His principal "offer" is the peace of mind and financial security that comes from having a leading expert meticulously plan and protect your family's legacy.

---

If you are a high-net-worth individual or family in California seeking expert guidance on estate planning, wealth management, tax controversies, or trust and estate administration and disputes, connecting with **Philip B. Feldman** at **Coblentz Patch Duffy & Bass LLP** is a crucial step towards securing your legacy.

• Address: One Montgomery Tower, 120 Kearny St #3000, San Francisco, CA 94104, USA

• Phone: (415) 772-5720

• Mobile Phone: +1 415-772-5720

To discuss your specific wealth planning needs or legal challenges, it is highly recommended to contact his office directly during business hours to inquire about scheduling a consultation. Given the often time-sensitive nature of tax planning and estate matters, prompt communication is essential. His prime San Francisco location and accessible contact details ensure that sophisticated legal assistance is readily available to those in California facing complex financial and estate-related decisions.

---

For high-net-worth individuals and families across California, particularly those in the San Francisco Bay Area, seeking unparalleled expertise in estate planning, wealth management, and related tax and dispute resolution, **Philip B. Feldman** at **Coblentz Patch Duffy & Bass LLP** stands out as an exceptionally suitable and highly advantageous legal partner. His suitability for locals is deeply embedded in his specialized focus, extensive experience, consistent recognition, and the strategic location of his firm.

Firstly, the firm's prestigious and central location at **One Montgomery Tower, 120 Kearny St #3000, San Francisco, CA 94104**, offers impeccable accessibility. Situated in the heart of San Francisco's financial district, it is easily reachable via major public transit hubs like Montgomery Street BART/Muni stations, ensuring convenience for clients traveling from various parts of the Bay Area and beyond in California. This local presence is vital for fostering direct relationships and providing personalized, in-person guidance on sensitive and complex financial matters.

Secondly, and most critically, Philip B. Feldman's **decades of specialized experience** in estate planning and wealth transfer strategies are a cornerstone of his suitability. With over 30 years in practice, and a focus on high-net-worth clients, he possesses a profound understanding of California's unique tax laws, probate procedures, and the intricacies of wealth preservation across generations. His consistent recognition by Chambers High Net Worth, Best Lawyers® (including a "Lawyer of the Year" award), and Super Lawyers® is a testament to his peer-validated excellence and makes him a trusted authority for locals navigating complex financial legacies. His background as an adjunct professor and his leadership roles in bar associations further underscore his deep knowledge and influence in the field.

Furthermore, Philip's ability to provide **"practical and highly strategic solutions to very complex tax and estate planning goals"** is invaluable for Californians. Whether it involves intricate tax planning, navigating probate administration, or resolving heated trust and estate disputes, his experience in appearing in numerous Bay Area probate courts and handling controversies with state and federal tax authorities ensures comprehensive and effective representation. For families concerned with minimizing taxes, establishing philanthropic endeavors, or ensuring smooth wealth transfers, Philip offers the expertise to protect their assets and fulfill their wishes.

In conclusion, for any high-net-worth Californian seeking sophisticated, reliable, and highly personalized legal counsel to plan, protect, and transfer their wealth, Philip B. Feldman at Coblentz Patch Duffy & Bass LLP provides a powerful combination of top-tier expertise, strategic insight, and a proven track record. He is indeed the ideal choice for locals looking to secure their financial future and legacy with confidence.