Ivette Santaella | San Ramon Estate Lawyer

Ivette M. Ivette Lawyer

Ivette M. Santaella update listing

Estate, Power of Attorney, Business Organization, Bankruptcy & Debt

925-831-4840


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  • 925-831-4840

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Ivette M. Santaella has considerable experience in estate planning, elder law, Special Needs, trust administration, conservatorships, and nursing home abuse. She has been trained and is adding Collaborative Law for Estate Planning to her practice. She is knowledgeable in long term care and Medi-Cal planning. She has drafted numerous, trusts, wills, durable powers of attorney, and other relevant estate planning documents, customized for the unique needs of her clients. Ms. Santaella has made various presentations regarding estate planning and elder law in community, library, and chamber settings. She also volunteers her time in the Alcosta Senior Center to provide pro bono assistance to the elderly. She is an active member of the Contra County Bar Association, Wealth Counsel, Elder Counsel, NAELA, and CANHR. She recently was named to the Board of Directors for the Ombudsman office for Contra Costa and Solano counties. Ms. Santaella graduated with honors from Fordham University in New York City. She worked for the city of New York in various management positions before attending law school in Washington, DC at the American University Washington College of Law. Subsequently, she obtained her MBA from the University of California at Irvine. She is fluent in Spanish.

Please describe a case in the last year or two where you made a big difference.

My client who lives in Europe had an elderly relative who lives only in the states. Unfortunately the elder was "befriended" by an opportunist who literally took physical control of the elder and her assets. The elder was suffering from some dementia and the opportunist was able to get the elder to sign a POA. When the family came to visit from Europe the opportunist attempted to keep them away from the elder and was attempting to alienate the elder from her family as well. They retained me to obtained a conservatorship which I was able to do, even though there was a pandemic.

How did you build a successful practice?

A lot of hard work - networking, presentations in libraries and senior centers, blogging & referral from clients. At the end of the day the quality of your work and how you treat your clients will always raise your profile and business.

What should clients look for in a lawyer?

First someone experienced in their area. Also someone who returns calls and takes the extra time to explain things to their clients and tries to build a long term relationship due to the nature of the work - estate planning, elder law.

How important is local knowledge to the success of your cases?

Very important to be a participating member in your community so that people get to know about you and your services. Giving to the community is important as it is being an active member in activities.

What information can you provide in a free phone consultation?

I listen carefully to the client's situation and get all the facts & information I need to be able to provide them advice and options. I also am proactive in assisting them in avoiding potential future issues.

What information do you need in a free phone consultation?

I need information about themselves, their families, their worries. What is the result they are looking for. I set realistic expectations and insure that they understand the topic of discussion. If they are doing any type of estate planning, I want them to understand the documents in their plan.

What differentiates you from other lawyers in your community?

I take the extra step of really getting to know the client's situation. I provide legal services in Spanish and English.

What is the most rewarding aspect of your job?

Bringing peace of mind to my clients through the plans or protecting their family members from potential opportunists.

What are your other interests in addition to law?

I am on the Board of the Ombudsman. The Ombudsman insures that nursing homes are abiding by the rules and are advocates for the patients. I enjoy reading, walking with my pets and working out.

Are you involved in your community?

Yes, church activities, rallies re BLM and getting children out of cages. Volunteering to prepare habeus corpus documents when muslim americans were not allowed in the country.

Position Organization Location Duration
Managing PartnerSantaella Legal Group, APCSan Ramon, CAPresent
School Degree Major Graduation
Washington College of Law, American UniversityJ.D. Law School1987  
Community Board of San FranciscoBasic Mediation2018
American CollegeChSNC2012
University of California at IrvineMBA1998
Fordham UniversityBachelors1978
State / Court Date
California2010
  • Collaborative Law | Member | 2019 - Present
    Ombudsman of Contra Costa and Solano County | Board of Directors | 2018 - Present
    National Association of Elder Law Attorneys | Member | 2016 - Present
    Small Business Enterprise Certified | Member | 2014 - Present
    CANHR | Member | 2014 - Present
    Contra Costa Senior Legal Services | Volunteer Attorney | 2014 - Present
    Minority Business Enterprise | Affiliate Member | 2014 - Present
    East Bay Trust & Estates Lawyer | Member | 2013 - Present
    ElderCounsel | Member | 2013 - Present
    South Asian Bar Association of Northern California | Member | 2012 - Present
    Department of Veteran's Affairs | Attorney | 2011 - Present
    Advisors Forum | Member | 2011 - Present
    Wealth Counsel | Member | 2011 - Present
    Lawyer in the Library | Attorney Member | 2010 - Present
    La Raza Bar Association | Member | 2010 - Present
    Contra Costa County Bar Association | Solo Practice and Small Firm Section | Member | 2010 - Present
    Contra Costa County Hispanic Chamber of Commerce | Member | 2008 - Present
    State Bar of California | Member | 1989 - Present
  • Top Contributor | AVVO | 2014 - 2020
    Practicing and Endorsing Diversity in the Legal Profession | Contra Costa Bar Association | 2019
    Special Commendation | Sun Microsystems | 2003
    HP Diamond Award for Excellence | Hewlett Packard | 1999
  • Contra Costa County Bar Association Magazine | Using Social Media For Your Law Office | 2012
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Service Type: Private

Language: Spanish | English

Update Date: 2020-05-05

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Change Date Change Field Previous Content
2016-07-21Phone888-698-3951
2017-04-16Phone925-698-3711
2020-05-19Firm NameBlackwell, Santaella & Jahangiri, Llp
2017-04-16Address2010 Crow Canyon Pl Ste 100 San Ramon CA 94583 US
Ivette M. Santaella
111 Deerwood Rd
Suite 200
San Ramon, CA 94583
37.774186,-121.989635

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111 Deerwood Rd
Suite 200
San Ramon, CA 94583


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