Patricia K. Andersson

Principal

Location: Walnut Creek, California
Phone: 925-935-1050
Fax: 925-935-8007
E-mail: E-mail Me

PATRICIA K. ANDERSSON received her law degree from Harvard Law School.

Ms. Andersson has more than thirty years of experience in private practice of law in the areas of estate planning and taxation. She is a lecturer on estate planning and taxation for many educational and business organizations.

Ms. Andersson is a past Director of the Contra Costa County Bar Association and a past chair and long time member of the Contra Costa County delegation to the Conference of Delegates of California Bar Associations. Over the past twenty years she has served of the Boards of Directors of nonprofit organizations in the areas of family planning and adoption. She also provides administrative and taxation services to the trustees of both charitable and noncharitable trusts.

Ms. Andersson is also licensed as a Certified Public Accountant in California.

Areas of Practice

• 60% Estate and Income Tax Planning and Compiance
• 20% Trust Administration
• 20% Probate Administration
• Living Wills
• Powers of Attorney and Appointment
• Estate Administration
• Corporate Taxation
• Estate & Gift Taxation
• Income Taxation
• Payroll Taxes

Certified Legal Specialties

• Certified Public Accountant, California

Bar Admissions

• California, 1977
• Massachusetts, 1975
• U.S. District Court Northern District of California, 1979
• U.S. Court of Appeals 9th Circuit, 1979
• U.S. Tax Court, 2010

Education

• Harvard Law School, Cambridge, Massachusetts
  • J.D. – 1975
• Florida Technological University, Orlando, Florida
  • B.S. (Summa Cum Laude) – 1972
  • Major: Business Administration

Honors and Awards

• Margaret Sanger Award, Planned Parenthood of Shasta-Diablo, 1997 – Present