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robert


ROBERT E. HALES
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Robert E. Hales is a retired partner of Hales & George as of May, 2002.

Following a distinguished tour as an Air Force pilot, Mr. Hales began his career in the fields of insurance and financial planning. He was president of Kalakaua Insurance in Honolulu, Hawaii, and a founder of the planning firm of Financial Associates of Hawaii. He moved to California in 1969 and started his law practice in Saratoga in 1972.

Mr. Hales is a nationally recognized expert on Estate & Business Planning and Trust Administration. He has written numerous articles for magazines and other publications, and is a frequent lecturer on university campuses as well as at conferences and seminars. Mr. Hales has been the exclusive lecturer on Estate Planning for Crystal Cruise Lines for the past fifteen years.

Admissions: 
State Bar of California, December, 1972
U.S. District Court, Northern District of California (1972)
Ninth Circuit, U.S. Court of Appeals (1972)
U.S. Tax Court (1973)

Education:
Santa Clara University, School of Law, Santa Clara, California, J.D. (1972)
St. Joseph’s College, Philadephia, Pennsylvania, B.S. (1955)

Professional Affiliations:
State Bar of California; Estate Planning, Trust and Probate Section

Distinctions:
Past President, Santa Clara County Estate Planning Council (1989-1990)
Assistant Professor of Insurance Law, Estate Planning and Business Tax Planning, Santa Clara University, School of Law, Santa Clara, California (1979-1983)
Life Member, Million Dollar Round Table (1992)
2nd Lieutenant, Reserve, United States Air Force (1955)

 


Saratoga Office 19040 Cox Avenue Suite 3 Saratoga, CA 95070 (408) 255-6292
San Francisco Office 580 California Street San Francisco, CA 94104 (415) 296-9130

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