HISTORY

 

 

In 1969 Roger W. Poyner began his estate planning practice by opening his first office in Monterey.   Roger was early to recognize the benefits of a living trust and advocated its use for the efficient transfer of wealth long before most practitioners in the estate planning field. Roger is often referred to as the “pioneer of living trusts” by his peers in California, due to his long time advocacy of living trusts as a superior method of asset transfer. In 1982 Roger opened a second office in San Jose and next year we will be celebrating our 30th year at our “headquarters” here in Los Gatos, California.

 

It was with great pride that Roger’s daughter, Jessica J. Poyner, joined the practice in 1999 and, following in her father’s footsteps, became a certified specialist in trust, estate, and probate law by the California Board of Legal Specialization of the State Bar of California.

 

In 2006 the Law Offices of Roger W. Poyner officially became Poyner & Poyner, LLP when Roger and his daughter, Jessica formed a partnership.    While Roger is not as active in the daily operations of the firm any more, he has left the firm in good hands as it continues to grow and prosper.  In the last few years we have hired a new associate attorney, Elizabeth Hollis.