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Pleasant Hill Estate Planning Attorney Profile

M. Franklin Parrish has been a licensed attorney for more Parrish England Codethan 30 years. He has experienced firsthand, both professionally and in his private life, how important proper estate planning can be to a family.

Let us put our experience to work for you and your loved ones. Contact the California trust and estate planning Law Offices of M. Franklin Parrish for guidance in married and single client estate planning as well as Post-Mortem Trust Administration services.

M. Franklin Parrish, Attorney at Law

Licensed to practice law in the state of California since 1984

Location: Pleasant Hill, California
Phone: 925-588-0300
Fax: 925-954-1068
Email: E-mail Me

Mr. Parrish has law offices located in Pleasant Hill, 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

  • 70% Married/Single Client Estate Planning/Wills/Trusts, etc.
  • 30% Post-Mortem Trust Administration

Certified Legal 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 School of Law, Bloomington, Indiana,  J.D. – 1975
  • Indiana University, College of Arts and Sciences, Bloomington, Indiana, A.B. – 1972
  • Honors: High Distinction & HonorsParrishBeta
  • Double Major: Political Science, History
  • Phi Beta Kappa, Gamma Chapter

References

  • Fremont Bank Wealth Management,Walnut Creek, Greg Finn , MBA
  • Northwestern Financial Services, San Francisco, Michael Byrne, CLU, ChFC
  • Destination Wealth Management, Walnut Creek, Michael Yoshikami, PhD
  • GPC Financial Services LLC, Walnut Creek, Bruce Gray
  • PMB Helin Donovan, Walnut Creek, Susan Gibson, CPA
  • Consilium Wealth Management, San Ramon, John Seo, CFP
  • Ira Hillyer, Private Fiduciary Consultant, San Ramon

Classes/Seminars

  • Guest Speaker on Estate Planning for Royal Caribbean, Princess,  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”, 1993-2015

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, Director,
    1979 – 1982
  • Boy Scouts of America, Mount Diablo Silverado Board of Directors, 2000 – Present
    (Eagle Scout-1963)

Past Employment Positions

  • The Fort Wayne National Bank, Trust Counsel
  • 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