OAKLAND OFFICE

The Oakland office was established in 1946 by Leo Helzel, an Oakland attorney and CPA, in a small office near 14th and Broadway. The current 475 - 14th Street location is home to twenty staff.  Brenda Colburn Jemmot serves as head of our Oakland office.

Oakland City Center

475 14th Street
Suite 1200
Oakland, CA 94612

Ph: (510) 893-6908

Fax: (510) 873-0977

Oakland City Center

475 14th Street
Suite 1200
Oakland, CA 94612

Ph: (510) 893-6908

Fax: (510) 873-0977

< Oakland Office

David P. Boekeloo, JD

Director, Trust & Estate Services

David P. Boekeloo, JD, is responsible for the firm's delivery of an integrated approach to client needs that involve income tax, wealth management and estate planning. David has a unique ability to design creative and comprehensive solutions to complex estate planning and business planning issues in a way that serves the best interest of the client both short and long term. His consulting services includes meeting with clients, reviewing clients’ financial, investment and legal documents, and consulting with clients’ tax and legal advisors. 

David has provided tax and legal consulting services to independent financial advisors, Certified Public Accountants, various financial institutions, and attorneys for over 20 years.

His areas of expertise include:

  • estate and income tax planning for high net worth and ultra-high net worth individuals
  • business succession planning for owners of closely held businesses
  • asset protection planning for high-net worth and ultra-high-net worth individuals and their beneficiaries
  • advanced trust and fiduciary planning strategies

Mr. Boekeloo has a law degree (JD), a Master’s in Taxation (MST), is a Certified Financial Planner professional (CFP), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and an  Accredited Estate Planner (AEP).  He has written several scholarly articles on various tax and estate planning subjects, and speaks widely at legal, tax, and industry conferences. 

He is working virtually in the Oakland office where he coordinates closely with RINA's Tax Department and RINA Wealth Management Services to provide support that address the financial complexities facing businesses and individuals today.

Focus
  • Estate and Trust Planning
  • Consultation with clients' legal, financial, and wealth management advisors
DAVID P. BOEKELOO

David P. Boekeloo, JD

Director, Trust & Estate Services

David P. Boekeloo, JD, is responsible for the firm's delivery of an integrated approach to client needs that involve income tax, wealth management and estate planning. David has a unique ability to design creative and comprehensive solutions to complex estate planning and business planning issues in a way that serves the best interest of the client both short and long term. His consulting services includes meeting with clients, reviewing clients’ financial, investment and legal documents, and consulting with clients’ tax and legal advisors. 

David has provided tax and legal consulting services to independent financial advisors, Certified Public Accountants, various financial institutions, and attorneys for over 20 years.

His areas of expertise include:

  • estate and income tax planning for high net worth and ultra-high net worth individuals
  • business succession planning for owners of closely held businesses
  • asset protection planning for high-net worth and ultra-high-net worth individuals and their beneficiaries
  • advanced trust and fiduciary planning strategies

Mr. Boekeloo has a law degree (JD), a Master’s in Taxation (MST), is a Certified Financial Planner professional (CFP), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and an  Accredited Estate Planner (AEP).  He has written several scholarly articles on various tax and estate planning subjects, and speaks widely at legal, tax, and industry conferences. 

He is working virtually in the Oakland office where he coordinates closely with RINA's Tax Department and RINA Wealth Management Services to provide support that address the financial complexities facing businesses and individuals today.

Focus
  • Estate and Trust Planning
  • Consultation with clients' legal, financial, and wealth management advisors

Credentials

Spring Arbor College, Spring Arbor, MI, Bachelor of Arts cum laude, 1982

University of Toledo, Toledo, OH, Juris Doctor,1986

Grand Valley State University, Grand Rapids, MI, M.S. Taxation, 1992.

Chartered Life Underwriter awarded by the American College, Bryn Mawr, PA

Chartered Financial Consultant awarded by the American College, Bryn Mawr, PA

Certified Financial Planner Professional awarded by the CFP Board of Standards

Accredited Estate Planner awarded by the National Association of Estate Planners and Councils

Organizations

Member of Association of Advanced Life Underwriters (AALU)

Member Charlotte Estate Planning Council

Contact RINA

Join Our Mailing List