Hilmoe, Bertier & Marrero, LLP
About Us

Tatum “Tate” Hilmoe

Partner | Corporate Counsel

p: 800-941-4807

e: t.hilmoe@hbmlawgroup.com

Tate is Co-Founder of Hilmoe, Bertier & Marrero, LLP. Prior to HBM, Tate served as In-House General Counsel to technology, pharmaceutical, and distribution companies. Earlier, Tate managed a real estate loan portfolio for US Bank, NA. In his spare time, Tate enjoys hiking, road biking, and snorkeling.

Education

Tate graduated from the University of Minnesota with a B.A. in Economics and received his J.D. from Thomas Jefferson School of Law, San Diego, CA. He completed his J.D. while a visiting student at Pepperdine University School of Law, Malibu, CA.

Tate is currently working on a Masters in Software Engineering at the University of Maryland.

Admissions

  • California
  • Maryland
  • United States District Court – Southern District of California
  • United States District Court – Central District of California
  • United States District Court – Northern District of California

Theodore Bertier

Partner | Estate Planning

p: 800-941-4807

e: t.bertier@hbmlawgroup.com

Ted is a Co-Founder of Hilmoe, Bertier & Marrero, LLP. Prior to HBM, Ted was Of Counsel to Walters & Ward & Vanguard, both estate planning boutiques. Earlier, Ted litigated proceedings throughout Southern California. In his spare time, Ted enjoys spending time with his family and traveling.

Education

Ted graduated from the University of California San Diego with a B.A. in English Language & Literature and received his J.D. from Thomas Jefferson School of Law, San Diego, CA.

Admissions

  • California
  • United States District Court – Southern District of California
  • Texas (pending)

Raymond “Ray” Marrero

Partner | Elder Law Director

p: 800-941-4807

e: r.marrero@hbmlawgroup.com

“Let me help you regain control over your life because…there are never enough hours in a day.”

Ray is the head of the firm’s Elder Law practice group. Prior to HBM, Ray represented corporate and estate clients for over 19 years in proceedings throughout California. In his spare time, Ray enjoys reading military history and science fiction. Don’t get him started on ‘Star Wars’!

Education

Ray graduated from the University of California Los Angeles with a B.A. in Political Science and received his J.D. from Thomas Jefferson School of Law.

Admissions

  • California
  • United States District Court – Southern District of California

Our Services:

Business Law Solutions

Some clients prefer to engage an attorney on a short-term or project basis. For those clients, HBM offers flat-fee legal services, via on-demand counseling or on-demand projects, covering business, startups, trademarks and licensing law. If your business is looking for additional and consistent support, learn more about our subscription legal services for growing businesses.

Estate Planning Solutions

We devote half of our practice to estate planning, trusts, and business succession planning. We routinely speak for wealth managers, financial advisors, CPAs, and lawyers on estate planning topics and updates. We work with a variety of different clients and have accumulated over 30-years of experience with unique asset planning.

Elder Care Solutions

Many Americans are concerned with two fundamental threats to their dignity: (1) becoming incapacitated, and thereby losing control to the court system over their personal health care and financial decisions; and (2) running out of money due to the catastrophic costs of long-term care. Fortunately, these threats may be minimized, or even avoided, through properly coordinated legal and financial planning.

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