ROBERT E. HALES (Retired)

Founder Emeritus

Following a distinguished tour as an Air Force pilot, Bob 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.

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

Admissions

State Bar of California
U.S. District Court Northern District of California
U.S. Court of Appeals 9th Circuit
U.S. Tax Court 

Education

Santa Clara University, School of Law, Santa Clara, CA, Juris Doctor
St. Joseph’s College, Philadephia, PA, Bachelor of Science

Professional Affiliations

Member, State Bar of California; Estate Planning, Trust and Probate Section
Member, Santa Clara County Bar Association
Member, Silicon Valley Bar Association
Santa Clara County Estate Planning Council (Past President,1989-1990)

Distinctions

Life Member, Million Dollar Round Table (1972)
Assistant Professor, Santa Clara University, School of Law, CA (1979-1983)
United States Air Force, Pilot, 2nd Lieutenant (1955)