Counsel
Estate Planning, Trusts + Wealth Transfer
With 35 years of experience in estate planning, trust and estate administration and charitable gift planning, Phil enjoys listening to clients express their goals in a non-technical way, and then partnering with them to tailor customized strategies and documents designed to achieve those goals.
Phil’s positions prior to joining Anderson Yazdi include Senior Associate Director of Planned Giving at Stanford University, of counsel to Berliner Cohen LLP, and his solo practice in the Central Valley. [Law Office of Philip Golden]. Early in his career, Phil was associated with several of Anderson Yazdi’s current and emeritus attorneys.
Key Areas
- Estate planning for individuals and couples
- Revocable and irrevocable trusts
- Administration of trusts and probate estates
- Family wealth succession entities
- Charitable remainder trusts and charitable lead trusts
- Charitable gifts of real estate and private equity
- Advising charitable organizations regarding restricted funds, gift planning and estates
Academic Credentials
- LL.M., University of Miami (Heckerling Graduate Program in Estate Planning)
- J.D., Santa Clara University
- A.B., Stanford University
Languages
- Fluent in Spanish
Professional Organizations
- State Bar of California – Trusts and Estates Section
- San Mateo County Bar association
Speaking Engagements (more recent ones)
- Stanford University Graduate School of Business, 2019
- Los Angeles Council of Charitable Gift Planners Western Regional Planned Giving Conference, 2017
- Conference on Charitable Giving, co-hosted by Stanford University and Silicon Valley Community Foundation 2012, 2013, 2014, 2015, 2017
- Northern California Planned Giving Council Annual Conference, 2016
- Sacramento Planned Giving Council, 2014
- Partnership for Philanthropic Planning, National Conference (2013)
Civic and Charitable
- Trustee, Woodside Priory School, Portola Valley, CA (2016- present)
- Former Director, Mercy Medical Center Merced Foundation
- Former Judge pro tem, Superior Court of California, Merced County
