ADR Directory - MEDIATORS

Probate/Trust

Showing 19 Provider(s) found in Probate/Trust

Alpha Buie

BPONSE

1321 Evans Avenue
Ste. C
San Francisco, CA 94124
Phone: (415) 824-8011 Alternate: (415) 756-9371 Fax: (415) 824-8011 Email: alphab@bpmse.com

ADR Services

Mediation

Specialty Areas

Fee Disputes; Business; Contract

Education

BA, Education, University of Central MS, 1967

Licenses/Certification

BASF Mediation - California Registered Tax Preparer

Affiliations

American Bar Association

Honors/Awards

Congressional Certificate of Recognition; KQED - Local; ABA Council on Racial & Ethnic and Ethnic Justice

Brian J. Purtill

Attorney/Mediator

Arbitration & Mediation Center

50 Santa Rosa Avenue, Suite 420
Santa Rosa, CA 95404
Phone: (707) 525-9409 Alternate: (707) 217-1161 Fax: (707) 542-0215 Email: brian@brianpurtill.com Website: www.brianpurtill.com

ADR Services

Mediation

Additional Services

Early Neutral Evaluation, Arbitrations

Specialty Areas

Contract; Construction; Trusts and Estates; Personal Injury; Property Damage; Business; Partnership Dispute; Neighbor/Boundary Disputes.

ADR Experience/Training

Over twenty years' experience as a mediator and arbitrator; over 150 hours training in fundamental, business, elder law, family law, and collaborative mediation practices; conducted mediations and arbitrations since 1996; conducted Mandatory Settlement Conferences for the Sonoma County Family Law Division from 2016-2018.

Education

JD, Law, University of San Francisco, 1984.

Affiliations

Mediator and Arbitrator with Arbitration & Mediation Center, Santa Rosa since 1996 to the present; Past Board Member of Integrative Mediation of the Bay Area (IMBA); Current Chairperson, Alternative Dispute Resolution Section of the Sonoma County Bar Association; Current member of Sonoma County Bar Association Board of Directors; Dean, Empire College School of Law, Santa Rosa, California (August 2018-Present).

Claudia M. Viera

Mediation Law Offices of Claudia M. Viera

Email: mking@sfbar.org Website: www.sfbar.org/adr-services/mediation-panelists/viera

ADR Services

Mediation.

Additional Services

Early Neutral Evaluation; Wage and Hour Class Actions; Training; Neutral Fact-Finding/ Workplace Investigation.

Specialty Areas

Business, Civil Rights, Commercial, Contract, Disability Rights, Discrimination, Education, Employment, Estates and Trusts, Family, Harassment, HOA Disputes, Landlord/Tenant, Partnership Dissolutions, Intra- Organizational, Retaliation, Wrongful Termination, Wage and Hour.

Denise Eaton-May Esq.

Partner/Owner

Law Offices of Denise Eaton May

1290 B Street, Suite 316
Hayward, CA 94541
Phone: (510) 888-1345 Fax: (510) 315-3015 Email: d.may@eaton-maylaw.com Website: www.demlegaleagle.com

ADR Services

Mediation.

Specialty Areas

Business; Employment.

Diana Kruze

Mediator, Arbitrator, Private Judge, and Discovery Referee/Special Master

ADR by Diana

Email: mking@sfbar.org Website: www.sfbar.org/adr-services/mediation-panelists/diana-kruze/

ADR Services

Arbitration; Mediation; Special Master.

Specialty Areas

Entertainment; Family; Fee Disputes; Financial; Government; Healthcare; HOA, TIC, Condo Disputes; Insurance; Intellectual Property; Intra-Organizational; LGBT Issues; Labor; Landlord/Tenant; Land Use; Legal Malpractice; Medical Malpractice; Partnership Dissolution; Personal Injury; Probate/Trust; Products Liability; Professional Malpractice; Real Estate; Securities; Uninsured Motorist; Women's Issues.

Edward J. Corey Jr.

Shareholder

Weintraub Tobin

400 Capitol Mall
11th Floor
Sacramento, CA 95814
Phone: (916) 558-6017 Alternate: (916) 558-6000 Fax: (916) 446-1611 Email: ecorey@weintraub.com Website: www.weintraub.com

ADR Services

Arbitration; Mediation.

Specialty Areas

Probate/Trust; Elder Abuse.
Ed Corey also works from Weintraub’s San Francisco office: 475 Sansome Street, Suite 510, San Francisco, CA 94111

ADR Services

Mediation.

Additional Services

Discovery Master; Project Neutral; Settlement Conference; Dispute Review.

Specialty Areas

Due Diligence of Life Insurance, Financial Planning, Fraud Investigations, Litigation Support Services, and Pension Plan Investment Products.

Frank A. Wisehart

Partner

Baker Tilly

505 Montgomery Street
Suite 600
San Francisco, CA 94111
Phone: (415) 593-1323 Alternate: (415) 956-8323 Fax: (415) 956-1405 Email: frank.wisehart@bakertilly.com Website: www.bakertilly.com

ADR Services

Arbritation; Mediation

Additional Services

Financial expert witness; Independent expert; Single joint expert

Specialty Areas

Forensic Accounting; Business Valuation; Financial Investigation; Economic Damages

ADR Experience/Training

Frank Wisehart is a court approved expert witness with 25 years of experience in: forensic accounting, business valuation, IP valuation, family law, transaction due diligence, damages, bankruptcy/reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.

Education

MBA, Cornell University; BS, Business Administration, Miami University

Licenses/Certification

CPA, ABV, CFE, CVA, MAFF

Affiliations

Baker Tilly International

ADR Services

Mediation.

Additional Services

Neutral Evaluations.

Specialty Areas

Personal Injury/ Wrongful Death, Public Entity Liability, Premises Liability, Motor Vehicle Accidents and UM/UIM Arbitrations, Construction Defect, Admiralty and Longshore Harbor Workers Act, Aviation, FELA and Railroad Crossing Litigation, Professional Malpractice/ Medical/ Dental, Manufacturer’s Liability, Will Contest, Employment/Workplace/Wage-Hours Disputes; Insurance Bad Faith Claims; Family Law, Disability Rights.

ADR Services

Mediation.

Specialty Areas

Family Law, including all aspects of Domestic Partnership, Non Marital and Marital Terminations (Asset Division, Child and Spousal Support, Child Custody), Pre and Post Cohabitation and Marital/Domestic Partnership Agreements, Pre-Estate Planning Agreements, Probate Dispute Resolution, Housing Issues.

Malcolm Sher

Attorney / Mediator

Malcolm Sher 4 Mediated Solutions

Email: mking@sfbar.org Website: www.sfbar.org/adr-services/mediation-panelists/sher/

ADR Services

Mediation, Arbitration.

Additional Services

Neutral Evaluation.

Specialty Areas

Cross-Cultural Disputes; Business; Real Estate; Professional Malpractice; Contracts; Commercial; Employment; Personal Injury; Probate / Trust; Discrimination / Sexual Harassment.

ADR Experience/Training

Specialize in high emotional, cross-cultural disputes. Have mediated and arbitrated hundreds of cases in above specialty areas. Flexible approach. Respectful style. Willing to be evaluative, if appropriate. Training includes Straus Institute for Dispute Resolution at Pepperdine University, Symposium at Harvard Negotiation Project, Steve Rosenberg Advanced Training. Have been panelist on numerous ADR programs.

Education

LLB (Hons), Law, London University, 1969.

Licenses/Certification

California Bar, 1976; Solicitor of the Supreme Courts of England and Wales, 1972.

Affiliations

Bar Associations of San Francisco, Alameda and Contra Costa; ADRNC; National and California Academies of Distinguished Neutrals; The Mediation Society.

Honors/Awards

State Bar of California; ADR Standing Committee; Executive Committee on Mandatory Fee Arbitration, 2010-2015.

Articles/Publications

Recognizing and Validating Diversity in Mediation, San Francisco Daily Journal, June 2012; "The High Cost of Failing to Prepare for Mediation", SFDJ, February 2012; "The Tail Wagging the Dog: Strategies for Settling Attorneys Fees - Driven Cases", SFDJ, February 2011; "Partition Actions Come in Many Shapes and Sizes", SFDJ, April 21, 2010; "Consider Mediating Fee Disputes Gracefully", SFDJ, November 11, 2013; "An Alternative Approach to Pre-Mediation Discovery" SFDJ, October 7, 2013.

Marc P. Bouret M.B.A.

CEO

Bouret ADR & Mediation Firm

1630 North Main Street, Suite 120
Walnut Creek, CA 94596-4609
Phone: (925) 210-0400 Alternate: (925) 360-1248 Fax: (925) 210-0401 Email: mpb500@aol.com Website: www.adr-resolve.com

ADR Services

Arbitration; Mediation; Special Master.

Additional Services

Neutral Evaluation; Settlement Conferences; Conciliation; Fact finding Investigations; Uninsured/Underinsured Motorists; Ins. Code 2071 Appraisals.

Specialty Areas

Personal Injury/Wrongful Death; Business Commercial; Labor & Employment; Consumer-Lemon Law; Elder Care/Elder Abuse; Real Estate & Property; Product Liability; Premises Liability; Construction; Insurance Coverage.

ADR Experience/Training

40 years as Attorney; Extensive experience as professional mediator, arbitrator, neutral evaluator, since 1983, 493.15+ hours of in-depth training; Broad experience as an advocate, arbitrator in over 2,850+ hearings, mediator in over 4,500+ hearings; Certificates for Outstanding Contributions in delivery of ADR Services to Alameda County; Alameda County, Arbitrator Honor Roll (2002-2003); ADR website at www.adr-resolve.com.

Education

BA, cum laude, pre-Law, University of the Pacific, 1975; MBA, Saint Mary's College, 1981; JD (AmJur-Criminal and Labor & law review), California Western School of Law, 1978.

Licenses/Certification

California Bar, 1978; U.S. District Court, ND and ED Cal; Court of Appeals, 9th Circuit; U.S. Tax Court & U.S. Supreme Court.

Affiliations

Life Fellow, American Bar Foundation; Association For Conflict Resolution (ACR); Alameda, Contra Costa, Marin and Sonoma County Bar Associations; American Bar Association, Sections on Dispute Resolution; Director, Alameda County Bar Foundation, 1999-2002; Cal. Statewide Delegate, American Bar Association, 2002-2003; President, Alameda County Bar Association, 1998, and Director, 1994 - 1999; National Mediation Panel; NASD and NYSE past Arbitrator; Resolute Systems, Inc.

Honors/Awards

Distinguished Service Award, ACBA, 1993; Outstanding Attorney Volunteer Award, Volunteers in Parole, 2000; AV rated in Martindale-Hubbell; Rated 3 stars, Member www.mediate.com; President, Volunteer Legal Services Corporation, 1999 (Now Open Access).

Articles/Publications

Six Lead Law Review Articles Published.

Melissa Blair Aliotti

Owner

Aliotti Dispute Resolution PC c/o Judicate West

980 9th St., Ste 2200
Sacramento, CA 95814
Phone: (714) 852-5156 Alternate: (916) 215-7645 Email: melissa@aliottiadr.com Website: www.judicatewest.com

ADR Services

Arbitration; Mediation; Special Master.

Additional Services

Discovery Referee.

Specialty Areas

Construction; Personal Injury; Landlord/Tenant; Insurance; Real Estate; Uninsured Motorist.

Patricia Prince

Mediator/Attorney

Prince Law & Mediation

Email: mking@sfbar.org Website: www.sfbar.org/adr-services/mediation-panelists/prince/

ADR Services

Mediation.

Specialty Areas

Business Disputes, Commercial, Contract, Employment, Wrongful Termination, Harassment/ Discrimination, Wage and Hour, Partnership Disputes, Probate/Will Contests, Personal Injury, Landlord/Tenant, Civil Rights, Disability, Entertainment, Intellectual Property, Intra-Organizational, Women’s Issues.

ADR Services

Arbitration; Mediation.

Additional Services

Early Neutral Evaluation; Discovery Referee; Judge Pro Tempore.

Specialty Areas

Entertainment; Intellectual Property (copyright, trademark & publicity); Employment; Trade Secrets; Wine Law; Contracts; Real Estate; Corporate/Limited Liability Company Disputes; Personal Injury and other Tort Claims; Investment Disputes/Securities.

ADR Experience/Training

Serves on ADR panels of the Marin Superior Court, BASF Mediation Panel; American Arbitration Association Arbitration and Mediation Panels. Prior experience on the ADR Arbitration Panel of the US District Court, Northern District of California. Services as a panelist for BASF for mandatory fee arbitration matters. Private Arbitrations and Mediations. Mediation training includes 40 hours with Steve Rosenberg, training with California Lawyers for the Arts and annual CLEs. Arbitration Training, AAA University.

Education

J.D., Law, Golden Gate University, 1976; A.B., Sociology, University of California, Berkeley, 1970.

Affiliations

American Bar Association Forum on the Entertainment and Sports Industries; Bay Area Gastronomique Entertainment Lawyers Societé; International Association of Entertainment Lawyers; American Bar Association Intellectual Property Section; Bar Association of San Francisco Intellectual Property Section; California Lawyers for the Arts.

Articles/Publications

See www.idellfirm.com.

Richard S. Kinyon

Partner

Shartisis Friese LLP

One Maritime Plaza
18th Floor
San Francisco, CA 94111-3598
Phone: (415) 773-7211 Alternate: (415) 425-9404 Fax: (415) 421-2922 Email: rkinyon@sflaw.com Website: www.sflaw.com

ADR Services

Mediation

Specialty Areas

Disputes between/among Executors, Trustees and/or Beneficiaries; Tax issues relating to Trusts, Estates & Beneficiaries.

ADR Experience/Training

Received Mediation Certificate from Bar Association of San Francisco in June 2018

Education

J.D., Cum Laude, University of Minnesota, 1965; B.A., University of Minnesota, 1961

Licenses/Certification

CA State Bar (since 1966); Certified as Specialist in Taxation Law by California Board of Legal Specialization (since 1973); Certified as a Mediator by BASF (since 2018).

Articles/Publications

Author of CA CEB Treatise Chapters on Estate Planning Matters. Received Spirit of CEB Award in 2015.

Robert T. Fries

Attorney - Mediator

Carter, Carter, Fries & Grunschlag

Email: mking@sfbar.org Website: www.sfbar.org/adr-services/mediation-panelists/fries/

ADR Services

Mediation.

Additional Services

Early Neutral Evaluation.

Specialty Areas

Business, Civil Rights, Contract, Disability Rights, Discrimination, Employment/Workplace, Labor, Personal Injury.

Stephen B. Ruben

President / CEO / Managing Director

The Ruben Law Firm, APC

Email: mking@sfbar.org Website: www.sfbar.org/adr-services/mediation-panelists/ruben/

ADR Services

Arbitration; Mediation.

Specialty Areas

Family Law; Child Custody, move aways, domestic partnership disputes, property and support disputes, Marvin claims; pre and post-nuptial agreements; complex property division; high earner spousal and child support; complex community/separate business valuation and divisions.

ADR Experience/Training

Family Law Mediator since 1999; Family Law Settlement Master for the Unified Family Court of San Francisco since 1998; BASF Mediator and Chief Arbitrator on Attorney Fee Disputes since 1998, family law matters; Judge Pro-Tem for the Unified Family Court of San Francisco on Support, Custody, Property and Domestic Violence Issues since 1998. Judge Pro Tem - Supervisor Bench Bar Settlement Conference, Marin County Superior Court.

Education

B.A. with Honors, Bethany College, 1970; J.D., Illinois Institute of Technology - Chicago Kent College of Law, 1973.

Licenses/Certification

Illinois Bar (1973); California Bar (1992); California Board of Legal Specialization - Family Law Specialist, Pepperdine School of Law - Strauss School of Alternative Dispute Resolution (1998); Collaborative Law training (1999); Advanced Collaborative Law training (2000).

Affiliations

State Bar of California, Elkins Family Law Task Force - Member 2008-Present; Executive Committee, State Bar of California - Family Law Section - Liaison to Elkins Task Force; Bar Association of San Francisco Family Law Section; Lawyers Club of San Francisco, Past President and member of the Board; California Association of Certified Family Law Specialists.

Articles/Publications

Cal Family Law Monthly, June 1, 2010, Vol. 2010, No. 6, --Liability for Debts.; Cal Family Law Monthly, June 1, 2010, Vol. 2010, No. 6, --CHILD CUSTODY.; Cal Family Law Monthly, April 1, 2010, Vol. 3010, No. 4, --CHILD CUSTODY.; Cal Family Law Monthly, April 1, 2010, Vol. 2010, No. 4, --SPOUSAL SUPPORT.; Cal Family Law Monthly, February 1, 2010, Vol. 2010, No. 2, CHILD SUPPORT.; Cal Family Law Monthly, February 1, 2010, Vol. 2010, No. 2, --PROCEDURE IN GENERAL.; Cal Family Law Monthly, December 1, 2009, Vol. 2009, No. 12, --Child Support Guideline.

ADR Services

Arbitration; Mediation.

Additional Services

ADR System Design; Collaborative Law; Conciliation; Consulting; MedArb; Negotiation.

Specialty Areas

Business; Civil Rights; Commercial; Education; Environmental; Gay, Lesbian, Bisexual Issues; International; Malpractice (Legal, Medical, etc.); Probate/ Trust; Real Estate.

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