Top best Estate Planning Lawyers Near me in ZIP 94025

Our mission is to add value to every transaction: practical advice at a reasonable price. Clients want a significant return on their investments. That includes investments in our legal services. We leverage technology to work faster and more efficiently.. Our goal is less billable hours, less disruption of your daily lives and your business, more engagement with clients, more personal service to your specific legal needs. Whether it be legacy or business planning, litigation, or trust or probate administration, legal services needs to start with the end goal in mind, and work backward from that goal to outline the steps to achieve the objective.

David Spence heads the Estate, Trust, and Wealth Strategies practice for Royse Law Firm. His areas of expertise include taxation, estates, trusts and other private wealth structures used in the efficient management, protection, and transition to succeeding generations. David’s clients are international and domestic individuals, families, businesses, and charitable organizations. Over the last twenty-five years, David has practiced with prominent law firms and “Big 4” international accounting firms, and the oldest and largest west coast trust company.. David has counseled some of the largest and most complex estates in the world. He has worked extensively with philanthropists, private foundations, and many public charities to develop and implement tax-efficient, planned giving programs. David has represented clients before various courts and administrative agencies of the federal and state government, including the United States Tax Court and the Internal Revenue Service.. Currently, David is also an adjunct professor with the Master of Science in Taxation (MST) program in the Lucas Graduate School of Business at San Jose State University, where he teaches Taxation of Estates and Trusts.. David has served in numerous volunteer positions with charitable and professional organizations. He is currently a member of the Planned Giving Advisory Council for Catholic Charities of Santa Clara County, and was a founding board member of the Silicon Valley branch of the London-based Society of Trust and Estate Practitioners. David also served for two years as a full-time voluntary representative of his church in Sweden, and has conversational proficiency in the Swedish language.

Analisa Pratt is the Founder of Pratt Law, which specializes in estate and trust planning and estate administration. Analisa has been practicing law for over 10 years and is licensed in California and Arizona.. Before launching Pratt Law, Analisa practiced law with Wilson Sonsini Goodrich & Rosati and K&L Gates.  She also served as a judicial law clerk in the United States District Court for the District of Arizona and as a legal research attorney with the Superior Court of California.. Analisa has received a number of awards for her pro bono contributions to the legal field including the Wiley M. Manuel award from the California State Bar Association, the Jack W. Londen Award for exemplary efforts protecting and advancing civil rights of marginalized communities from the Lawyers’ Committee for Civil Rights, and the John Wilson Award for pro bono service from WSGR.. Analisa has lived in the Bay Area for nearly 20 years. Originally from the Midwest, she earned her B.A. from the University of Minnesota. She earned her law degree with tax specialization certificate from Golden Gate University School of Law in San Francisco.. Analisa's experience working with her own family's estate planning and administration inspired her to transform her practice from focusing on litigation to a practice in which she helps individuals and families manage their complex personal estate-planning needs.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.

Experienced Estate Planning attorney serving clients in San Carlos and surrounding areas.