Team Profiles

FRANCIS BURTON DOYLE, ESQ.

Partner and founder of WealthPLAN, Frank Doyle brings nearly 30 years of legal experience in tax, estate planning, probate and trust administration and litigation. He is certified by the California State Bar as a specialist in both Taxation Law and in Probate, Estate Planning and Trust Law. More…

MARY BETH ANCONA

Paralegal and co-founder of WealthPLAN, Mary Beth Ancona has worked in the estate planning field her entire career and as the estate planning drafting/implementation paralegal for Frank Doyle for nearly twenty years. As co-founder of WealthPLAN, she brings a keen understanding of the importance of client relationships and a strong commitment toward implementing the WealthPLAN philosophy.

At WealthPLAN, Mary Beth is responsible for establishing and meeting deadlines, drafting the recommended documents, forming legal entities, and coordinating with other professionals on the project. More…

JEAN CLAUDE B. MALLEIN, JR., ESQ.

Partner, Jean Claude B. Mallein, Jr. brings to WealthPLAN, LLP substantial knowledge and experience in tax, estate planning, probate and trust administration and litigation. JJ brings prior experience in real estate transactions, tax controversy matters, and like-kind exchanges. He is licensed to practice law in California and is a member of the Trust and Estates and Taxation section of the California State Bar. He is also a member of the Santa Clara County Bar Association, Silicon Valley Bar Association, and the Contra Costa County Bar Association. More…

ANN K. CRAIG, ESQ.

Attorney, Ann K. Craig, brings to WealthPLAN a substantial business background, as well as extensive legal experience and education. She has worked in the Estate Planning and Trust and Estate Administration fields for over six years. She is licensed to practice law in California and is a member of the Trusts and Estates section of the California State Bar. She is also a member of the Santa Clara County Bar Association and the Silicon Valley Bar Association. Ann earned her L.L.M (Master of Laws) in Taxation, with an emphasis in Estate Planning, from Golden Gate University, School of Law. She received her J.D. degree from Lincoln Law School of San Jose, and her B.S. degree, with honors, in Business Management from the University of Phoenix.

ANDREW G. WATTERS, ESQ.

Attorney, Andrew G. Watters brings to WealthPLAN six years of litigation experience, including two jury trials, three court trials, and over thirty depositions. Mr. Watters previously worked at Robinson & Wood, a litigation firm in San Jose, and in the litigation department of O'Brien Watters & Davis LLP, a law firm in Santa Rosa (Sonoma County). Mr. Watters earned his J.D. from the University of California Hastings College of the Law in 2005, and his undergraduate degree from UCLA in 2002. Mr. Watters is a member of the Santa Clara County Bar Association and Active 20-30 International, and is a former member of the Richard M. Sangster Inn of Court.