As a principal in the Estate Planning law firm of Falk, Cornell & Associates, LLP, Mary Falk devotes herself to providing her clients with the type of quality legal service she herself would seek from an attorney. Her focus on estate planning stems from her firm belief in protecting her clients and their families from the devastating effects that often accompany disability and death. Mary received her B.S. in Special and Elementary School Education, and her Juris Doctor from Santa Clara University.
SERRA FALK GOLDMAN
Serra Falk Goldman is an associate attorney at Falk, Cornell & Associates, LLP. Serra’s practice focuses on all aspects of Estate Planning, including trust administration, advanced business planning, asset protection and taxation. Serra earned her Bachelor of Science in Business Administration from Villanova University. Deciding to follow in her mother’s footsteps, she went to law school and received her Juris Doctor from University of San Francisco.
Kimberly Barrot is an associate attorney at Falk, Cornell & Associates, LLP. Her practice focuses on all aspects of estate planning, including trust administration and probate, tax planning, and special needs planning. Kimberly earned her B.S. in Applied Sociology with an emphasis in Business and Human Service from Santa Clara University, and her Juris Doctor from Santa Clara University School of Law.
LISA HUTAR, ESQ.
Lisa’s practice will focus on all aspects of estate planning, including special needs planning, charitable planning, and trust administration. Lisa especially enjoys working with families that have loved ones who have special needs and devoted a substantial portion of her prior law practice to special needs planning and limited conservatorships. Lisa is a graduate of the University of Denver School of Law and is a member of the Silicon Valley Bar Association.
Jayashree Kathardekar is the Trust and Funding paralegal and Notary Public for the law firm of Falk, Cornell & Associates, LLP. She assists in the preparation of Estate Planning documents and in the transfer of client’s assets into their newly created living trust. She received her Bachelor of Science from The Pennsylvania State University and her Masters in Business Administration from National University, as well as her Masters in Education from Widener University.
Jenna joined Falk, Cornell & Associates, LLP in September 2011 as an Administrative Assistant in the trust administration department. Previously she worked at Borel Private Bank & Trust Company for 6 years, primarily as a Trust Administrative Assistant. Jenna has completed the Cannon Financial Institute trust courses and since joining the firm, has obtained her paralegal certificate. Additionally, she is a California Notary Public.
Marketing/Client Relations Coordinator
Heather is the Marketing/Client Relations Coordinator for Falk, Cornell, & Associates. She is the friendly face you see at our front desk when you visit our office. She can help schedule appointments and assist with basic questions. Heather has background in Commercial Insurance, and Commercial Claims; she has a Property & Casualty Brokers License. Heather has studied at CSM and Cañada Jr. Colleges.