Attorney Profile

Mr. Parrish has law offices located in Walnut Creek, San Francisco, San Jose, Menlo Park, and Santa Rosa, with a practice devoted to the area of estate planning. He has built his practice on a single unbending principle: to provide the finest estate planning services at a reasonable and appropriate cost to clients. Mr. Parrish in 1993 was awarded the Martindale-Hubbell Law Directory an "AV Rating." Such rating signifies that his legal abilities and ethical conduct are of the very highest standards.

Mr. Parrish is a graduate with high distinction from the Indiana University College of Arts and Sciences (1972) and holds a Doctor of Jurisprudence Degree from the Indiana University School of Law (1975). Mr. Parrish received his Charter Life Underwriter (CLU) designation from The American College (1981) and his Certified Financial Planner (CFP) designation from The College For Financial Planning (1983).

Mr. Parrish is a member of Phi Beta Kappa, The California and Indiana State Bar Associations, The American Bar Association, The San Francisco Estate Planning Council, The Mount Diablo Estate Planning Council, The Society of Financial Service Professionals, and The Financial Planning Association. Prior to moving to California in 1982, Mr. Parrish was Director of The Estate And Tax Planning Division for Lincoln National Life Insurance Company (1979-1982), and a Trust Officer with The Fort Wayne National Bank (1976-1979). Mr. Parrish is a frequent guest speaker at various association and continuing education conferences throughout California and the West Coast.

Areas of Practice

• 80% Married/Single Client Estate Planning/Wills/Trusts, etc.
• 20% Trust Administration

Certification/Specialties

• Certified Financial Planner, (CFP), The College For Financial Planning, 1983
• Chartered Life Underwriter, (CLU), The American College, 1981

Bar Admissions

• California, 1984
• Indiana, 1975
• U.S. District Court Northern District of Indiana, 1975
• U.S. District Court Northern District of California, 1984

Education

• Indiana University at Bloomington School of Law, Bloomington, Indiana, 1975
  J.D.
  
  
• Indiana University, College of Arts and Sciences, Bloomington, Indiana, 1972
  Honors: High Distinction & Honors, Phi Beta Kappa
  Major: Political Science
  Major: History
  
  

References

• AIG Financial Advisors Pat Vitucci
• YCMNET Advisors
• Mechanics Bank Trust Department
• Wells Fargo Private Banking
• Northern Trust Company

Classes/Seminars Taught

• Guest Speaker on Estate Planning for Royal Cornelian and Holland America
• Working with Attorneys, Northwestern Mutual Life Home Office, 1993-1994
• Will Drafting, Continuing Education of the Bar, 1990-1994
• Estate Planning, California Education of the Bar, 1990-1994
• Public Continuing Educations conferences, 1984-present
• Weekly Radio interviews on "Its Your Financial Life"

Honors and Awards

• Martindale-Hubbell Law Directory an "AV Rating", 1993

Professional Associations and Memberships

• The California and Indiana State Bar Associations
  Member
  
  
• The American Bar Association
  Member
  
  
• The San Francisco Estate Planning Council
  Member
  
  
• The Mount Diablo Estate Planning Council
  Member
  
  
• The Society of Financial Service Professionals
  Member
  
  
• The Financial Planning Association
  Member
  
  
• The Estate And Tax Planning Division, Lincoln National Life Insurance Company, 1979 - 1982
  Director
  
  
• Boy Scouts of America, 2000 - Present
  Mount Diablo Silverado Board of Directors
  
  

Past Employment Positions

• The Fort Wayne National Bank, Trust Officer
• The Lincoln National Corporation, Director of Estate and Tax Planning
• Bronson Bronson & McKinnon, Partner
• Archer Norris, Of Counsel
• Estate Planning Law Practice, 1983 to present

Pro Bono Activities

• California Foundation for the Retarded
• Boy Scouts of America
• California Continuing Education of Bar - Speaker
• Guest speaker, various radio interviews

Previous Organization Name

• M. Franklin Parrish

Birth Information

• May 19, 1951, Fort Wayne, Indiana, United States of America