Legacy Planning Law Group

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1299 Del Mar Ave, San Jose, CA 95128

408-244-5754

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Tomorrow: 9:00 am - 5:00 pm

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Durard McKenna & Borg

South San Francisco, CA 94080

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Gregory A. Broiles is aCalifornia attorney in private practice in San Jose, California. He is the founder and managing partner of Legacy Planning Law Group. California State Bar Association - Active member in good standing, Registration No. 229384 Legal Specialist in Estate Planning, Trust and Probate Law - Certified by the State Bar of California Board of Legal Specialization. Less than 0.5% of active California attorneys hold this certification. Sylvia is Director of Operations for Legacy Planning Law Group. She brings a broad experience base in both the legal field and business management to Legacy Planning Law Group. Her previous position was as Senior Manager in the Patent Development department at Johnson & Johnson, a Fortune 100 company. In her 15 years with J&J, Sylvia was responsible for developing and patenting new technologies. Sylvia is a registered United States Patent Agent, and she has experience in legal research and document drafting. After working in a legal capacity in the patent field for several years, Sylvia joined her husband, Greg, in the law practice in 2006. She has multiple roles within the firm, including office administration, marketing, and paralegal duties. Sylvia works on trust administration and probate matters, corresponding with clients, government agencies, courts, fiduciaries and financial institutions. Presently, Sylvia is pursuing a law degree at Lincoln Law School of San Jose and expects to receive her J.D. in 2013. Sylvia is a native of Santa Clara County and graduated from Prospect High School in Saratoga, California. She received her B.S. degree in Electrical Engineering from San Jose State University. In her free time, Sylvia enjoys movies, comedy, spending time with her family and her three cocker spaniels. Toby is a legal assistant at Legacy Planning Law Group. Toby interacts with potential clients to explain what services our firm provides and how we can assist them. Toby also works with Greg on trust administration matters, corresponding with clients, government agencies, courts, fiduciaries and financial institutions. She really enjoys working with people and will ensure that your experience with Legacy Planning Law Group is pleasant and efficient. Currently, Toby is pursuing a Paralegal degree at West Valley College during the evenings and expects to receive her A.A. degree in 2010. She is a native of California, and has lived in the Santa Cruz Mountains for the past 16 years. In her spare time, Toby enjoys gourmet cooking, as she was a previously a professional chef. Marisa is our Client Relations Coordinator at Legacy Planning Law Group. Marisa's responsibilities include developing and implementing the firm's marketing plan and designing all marketing materials. She plans the educational seminars that are presented at Legacy Planning Law Group and also produces our firm's newletter. Additionally, Marisa coordinates the invoicing of clients and accounts payable for the firm. Rhonda Bump is a Certified Public Accountant and worked for the Internal Revenue Service (IRS), before retiring after 32 years of service. She brings extensive experience in excise, employment, estate & gift tax to Legacy Planning Law Group. Additionally, she is a California state certified ombudsman for Long Term Care at Catholic Charities of Santa Clara County. I n her capacity as ombudsman, she has visited nursing homes and assisted living facilities all over the county to investigate and resolve complaints, as well as educate residents, families and staff about residents' rights. Rhonda assists our firm's clients in the areas of elder advocacy, tax and accounting issues. If you call or visit our firm, chances are you will speak with our legal receptionist, Nerissa, and be greeted in her friendly and helpful manner. She received an A.A. degree in Paralegal Studies from De Anza College in 2009, and has worked at several San Jose law firms. Nerissa attended Mount Pleasant High School, where she was a stan

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Phone: 408-286-1085

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