Estate Planning

Including the House in your estate plan links you powerfully and permanently to the work of Ronald McDonald House at Stanford.

What a planned gift can mean to you and your family.
  • Children’s Legacy Circle membership
  • Tax and income benefits
  • Save your heirs taxes
  • Give a gift that pays you now
  • Get guaranteed fixed income
  • Donate your home—and live in it, too!
  • Efficient giving
  • Satisfaction of helping a great cause

More more information on Estate Planning, please contact Jay McCullough, Chief Development Officer at 650.470.6005, or email jmccullough@rmhstanford.org" .

The Professional Advisors Council is a group of individuals from the legal, accounting, insurance and financial professions who have taken the time to learn about Ronald McDonald House at Stanford and wish to help potential donors understand how planned gifts and other estate gifts may benefit the House as well as the donor and their families.

The Council members listed below have agreed to provide a one-hour complimentary consultation to potential Ronald McDonald House donors regarding estate planning and estate gifts to the House. If you need assistance with your plan or want to talk to a professional about options, feel free to contact one of the Council members listed below.

Jump to a category:
Attorneys
Financial Professionals and Investment Advisors
Insurance Providers

PAC Chair
Charles Packer
Hopkins & Carley
70 S. First Street
San Jose, CA 95113
408.286.9800

Attorneys
Lorna Drope
Law Office of Lorna J. Drope
19925 Stevens Creek Blvd., Suite 100
Cupertino, CA 95014
408.852.7005
Robin D. Faisant
Law Office of Robin D. Faisant
750 Menlo Avenue, Suite 250
Menlo Park, CA 94025
650.328.6333
Serra Falk
Falk, Cornell & Associates, LLP
350 Cambridge Avenue, Suite 130
Palo Alto, CA 94306
650.463.1550
Michael Gilfix
Gilfix & La Poll Associates
2300 Geng Road, Suite 200
Palo Alto, CA 94303-3354
650.493.8070
C. Bruce Hamilton
Law Offices of C. Bruce Hamilton
120-A Santa Margarita Avenue
Menlo Park, CA 94025
650.329.5992
Miki Valente Kokka
Law Offices of Miki Valente Kokka
200 Page Mill Road, Suite 103
Palo Alto, CA 94301
650.566.9925
Hollis L. Logue
Law Offices of Hollis L. Logue, Esq.
1550 The Alameda, Suite 210
San Jose, CA 95113
408.288.7878
Jennifer Pesek
SandGarden Law Group
1250 Oakmead Parkway, Suite 200
Sunnyvale, CA 94085
408.501.8862
Bruce Roberts
Hopkins & Carley
70 S. First Street
San Jose, CA 95113
408.299.1300
Richard Schachtili
Hopkins & Carley
70 S. First Street
San Jose, CA 95113
650.804.7600
Mary Pilibos White
White Law
2200 Sand Hill Road, Suite 220
Menlo Park, CA 94025-6936
650.854.7950
 
Financial Professionals and Investment Advisors

Kelly Garcia Arrillaga
Wells Fargo Private Bank
301 University Avenue, Suite 301
Palo Alto, CA 94301
650.752.0447

Jennifer A. Davis
Oak Tree Asset Management
18 N. Modoc Avenue
Medford, OR 97504
541.779.4422
Chris Lawrence
Morgan Stanley
1010 El Camino Real, Suite 200
Menlo Park, CA 94025
650.463.4502

Donn S. Levine
New England Financial
950 Tower Lane, Suite 1000
Foster City, CA 94404
650-286-5829

Jacquelynn Maxon
Union Bank
400 University Avenue
Palo Alto, CA 94301
650.859.1245

Rebecca Nelson
Union Bank
400 University Avenue
Palo Alto, CA 94301
650.859.1219

Amy Oliver
Morgan Stanley Smith Barney LLC
2882 Sand Hill Road, Suite 200
Menlo Park, CA 94025
650.234.5138

Ken Perine
Meritage Wealth Advisory
1452 N. Vasco Road, #309
Livermore, CA 94551
866.466.7274

Jerry Spector
Burr Pilger Mayer LLP
2332 South Court
Palo Alto, CA 94301
650.855.6867

Todd Wilson
Atherton Lane Advisors
3000 Sand Hill Road, Suite 1-170
Menlo Park, CA 94025
650.233.1200

Insurance Providers
David Meir-Levi
Pacific Advisors
1740 Technology Dr.
San Jose, CA 95110
650.857.9072
Danielle Yvette Sellers
Prudential Financial
1731 Technology Drive #600
San Jose, CA 95110
408.209.0882