Skip to main content

Travis Neal

Travis Neal specializes in tax and estate planning and both trust and estate administration. He has focused on trusts and estates law since 2009, working with several Bay Area firms serving a diverse group of clients. He has counseled fiduciaries administering complex trusts or estates, and has helped clients establish tax-intensive estate plans. He also prepares estate and gift tax returns, develops business succession plans, and advises clients on California property tax planning strategies.

Travis previously worked at the Continuing Education of the Bar (CEB), a legal publisher with dozens of resources relied on by California trusts and estates attorneys. There, he wrote and edited practice guides on trust drafting, trust and probate administration, special needs trusts, conservatorships, and guardianships. He began his legal career clerking for the Honorable William Schwarzer, United States District Court, Northern District of California.

Travis obtained his J.D., magna cum laude, in 2006 from the University of California Law, San Francisco (formerly UC Hastings), where he was Order of the Coif and a member of the Thurston Honor Society. He was also the Executive Articled Editor for the Hastings Law Journal. Travis obtained his B.A. from Stanford University.

Travis is a member and on the Board of the East Bay Trusts and Estates Lawyers (EBTEL). He is also a member of the Contra Costa County Bar Association (CCCBA) and the Alameda County Bar Association (ACBA).

 

Practice Areas
Business Law
Wealth Planning Law
Nonprofit and Charitable Organizations Law