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Sandra G. Sepúlveda

Sandra G. Sepúlveda

Partner

San Jose Office 408-286-5800 Vcard Email

Areas of Focus:

Ms. Sepúlveda is a partner in the Firm’s Estate Planning Group.  She advises clients on estate planning issues and develops comprehensive plans to address their business and personal needs.  In addition to preparation of living trusts, trust administration and handling of probate matters, Ms. Sepúlveda’s practice focuses on sophisticated wealth transfer strategies.  She is experienced in the preparation and implementation of tax efficient plans for wealth preservation and transfers, including partial interest gifting, irrevocable life insurance trusts, grantor retained annuity trusts and others.  As a fluent Spanish speaking attorney in the San Jose area, she enjoys serving her Spanish speaking clients in estate planning matters.

Personal

  • Born in San Jose, California
  • Interests include world travel and the outdoors

Professional Admissions

  • State Bar of California

Activities / Memberships

  • State Bar of California, Member, Trusts & Estates and Taxation Sections
  • Santa Clara County Bar Association
  • Silicon Valley Bar Association
  • Sacred Heart Nativity Schools, Board of Directors (2020-present)
  • Catholic Charities of Santa Clara County, Member, Board of Directors (2014-2019); various committees (2009-present)
  • Hispanic Foundation of Silicon Valley, Second Vice President, Board of Directors (2008-2017) 

Education

  • Golden Gate University School of Law, LL.M. in Taxation, 2008
  • Golden Gate University School of Law, J.D., 2006
  • San Francisco State University, B.A., 2003

Interviews

  • Haga clic aquí para escuchar una entrevista con Sandra G. Sepúlveda y Alex Batlle en el programa radial "Dinero con Alex"

Languages

  • Fluent in Spanish