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Who is John Prokey?

As the managing partner of the firm, John Prokey leads a diverse practice emphasizing estate and wealth planning, trust administration, and tax controversy for high net worth individuals, families, and closely held business owners. He regularly advises clients regarding the preparation and implementation of their basic estate plans (including drafting revocable trusts, wills, powers of attorney, advanced health care directives, and related documents). In addition to estate planning, John advises clients on family wealth planning, a multigenerational approach to protecting and preserving wealth through the use of sophisticated planning techniques. A significant portion of his practice is devoted to representing estate administrators and trustees on matters involving post-death administration and irrevocable trusts. John often serves the role of family advisor, acting to reduce and resolve conflicts among family members, heirs, and beneficiaries through both formal and informal mediation. In addition, his practice includes representing clients in federal tax controversies, including audit, administrative Appeals, and U.S. Tax Court. John’s broad experience in tax litigation—as well as his expertise in advising clients at the audit and appeals levels of tax controversy—has provided our firm with clear direction in appropriate and successful estate and succession planning.

Who is Andrea Hensler?

Andrea Hensler joined our firm from another prominent San Jose law firm in 2007. As a Certified Legal Assistant with more than 25 years of experience, she has applied her skills and capabilities to all aspects of the firm’s estate planning, wealth preservation, tax planning, and trust administration practices. Andrea has significant experience drafting and implementing complex estate and tax planning strategies. She also has extensive experience in complex trust administration from death to final distribution, including preparation of gift and estate tax returns, post-mortem allocations, and asset transfer documents.

Who is Patty from Santa Clara County?

Patty is a member of the Paralegal Association of Santa Clara County.

Who is Alison from California?

Alison is an active member of the California State Bar, serving on the Bar’s Estate and Gift Tax Sub-Committee. She is currently a member of the Santa Clara Estate Planning Counsel.

Who is Alison Arnold?

Alison Arnold joined our firm in 2016 as an associate attorney, having previously clerked here for two years while attending Santa Clara University School of Law. She works closely with the partners and staff in all areas of our practice, focusing on business planning, charitable planning, and tax controversy matters.

Who is David Walker?

David Walker started practicing law in his native Modesto in 1979. He is a Martindale-Hubbell AV-Preeminent rated attorney who specializes in the areas of Personal Injury, Civil litigation, Real Estate, Construction, and Mediation/Arbitration Services. He has served as a Judge Pro Tem for the Stanislaus County Superior Court and as a Discovery Referee for the Stanislaus, San Joaquin and Merced County Superior Courts. Mr. Walker received a certificate in Alternative Dispute Resolution from the Straus Institute for Dispute Resolution from Pepperdine University School of Law and has served as a mediator/arbitrator in both private and court-appointed mediations and arbitrations, resolving hundreds of cases over the past twenty years. Mr. Walker is a 2008 graduate of Gerry Spence’s Trial Lawyers College. In 2009 he also completed the Seven Step Certification Program at the College, one of only a handful of people to have done so.

Who is Joseph Supple?

Joseph Supple joined our firm in 2015 as an associate attorney, having previously clerked here for two years while attending Santa Clara University School of Law. As an associate attorney, Joseph works in collaboration with the partners and staff handling matters in all areas of our practice, focusing on family wealth planning, business planning, and trust administration.