Top Estate Planning Lawyers in San Mateo | 34 available

Firm: Nancy H. Rossi

1900 S Norfolk St Ste 350 , San Mateo , California 94403

Practice Areas: Estate Planning

Firm: Trusted Law Corporation

104 De Anza Blvd , San Mateo , California 94402

Practice Areas: Estate Planning

Pam is originally from Queens, New York, but gave up the East Coast for the West Coast in 2002, a graduate of Benjamin N. Cardozo School of Law where she was a member of the Moot Court Honor Society and participated in numerous national and regional moot court competitions. After law school, Pamela served as a judicial law clerk for the Honorable Leif M. Clark, a U.S. Bankruptcy Judge for the Western District of Texas. Pamela has been an attorney for over 15 years and is licensed to practice law in California, New York, and Massachusetts.. Her litigation background includes prosecuting criminals as a Deputy District Attorney for the County of Fresno, defending Fortune 500 companies in civil litigation, and protecting San Francisco clients in landlord/tenant disputes. Pamela’s trusts and estates practice focuses on protecting clients and their assets for life and beyond through estate planning and wealth preservation. Her approach emphasizes an open and honest dialogue about a client’s personal and family situation so she can help them create an estate plan that stays true to their intentions and obligations.. Pam has been a Bay Area resident since 2006 and In her spare time plays tennis and enjoys staying active with her husband, young son, and two dogs.

Firm: Barulich Dugoni Law Group, Inc.

400 South El Camino Real , San Mateo , California 94402

Practice Areas: Estate Planning

Paul J. Barulich is the founder and Managing Director at Barulich Dugoni Law Group, Inc.  Mr. Barulich’s law practice focuses on estate planning clients with high net worth, business owners, and people with significant financial interests in high-tech, wholly owned and start-up companies. Mr. Barulich specializes in representing individual and corporate executors and trustees, and conservators in administrations of estates in contested and non-contested matters.

Firm: Barulich Dugoni Law Group

400 S El Camino Real Ste 1000 , San Mateo , California 94402

Practice Areas: Estate Planning, Probate, Trusts

Richard R. Shu is an associate attorney at Barulich Dugoni Law Group, Inc.  Richard's law practice focuses on estate planning for individuals and couples, trust administrations, probate, and conservatorships.

Firm: McDowall, Cotter, A Professional Corporation

2070 Pioneer Ct , San Mateo , California 94403

Practice Areas: Civil , Estate Planning

Bob received his undergraduate degree at the University at California at Davis in 1976 and his M.B.A. from the University of Santa Clara in 1979. Bob earned his law degree from the University of the Pacific, McGeorge School of Law in 1982. He obtained a Masters of Law in Taxation in 2001 from Golden Gate University.. Bob is active in the County Bar where he has served as a member on various Bar Committees including as Chair of the Lawyer Referral Committee. He is an active member of the County Bar’s Estate Planning and Probate Section having co-founded the County Bar’s Elder Law Section aimed at providing local attorneys with an array of resources when dealing with elder law issues. He is a member of WealthCounsel, a nationwide group of attorneys dedicated to expanding the knowledge of its attorney members, the Peninsula Estate Planning Council where he serves as a board member and he is a charter member of the Academy of Special Needs Planners. He is a member and past President of the Peninsula Estate Planning Counsel. Bob has volunteered time as a pro bono attorney to the San Mateo County Legal Aid Society. Bob and the other members of the firm recognize the importance of service to the firm’s clients and to the community.. Bob’s publications include: Of Hearts and Minds (Guardians and Trustees); Planning for a Loved One with Special Needs; Planning Strategies for Grandparents; A Will or a Trust, that is the Question. He has also co-authored a book – What to do When a Loved One Dies. He has lectured extensively, have taught law school courses in corporations and presented on numerous estate planning topics.. Bob’s awards and recognition include: William Nagle, Jr. Award for his service to the County Bar Association, the Dorothy Wolf Award for volunteer work with the Legal Aid Society of San Mateo County, and numerous San Mateo County Superior Court Commendations for Service as Judge Pro Tem for Settlement Conferences and Small Claims Appeals.. In addition to maintaining an active law practice, Bob shares time with his wife, Chris, and their son, Harry. Family activities include hiking, gardening, crew and volunteer work in support of the environment and an improved society.

Firm: McDowall Cotter

2070 Pioneer Court , San Mateo , California 94403

Practice Areas: Estate Planning

Roxanne T. Jen is a partner at McDowall Cotter. Roxanne received her undergraduate degree at the University of Washington in 2003 and earned her law degree and M.B.A. degree from the Seattle University School of Law and the Albers School of Business and Economics in 2008. She became certified by the State Bar of California as a Specialist in Estate Planning, Trust & Probate Law in 2016. She is an active member of the State Bar of California and the Washington State Bar Association.. Roxanne is also active in the San Mateo County Bar Association where she has served as a member on various Bar Committees including as Chair of the Barrister’s Section the Lawyer Referral Committee. She is an active member of the County Bar’s Estate Planning and Probate Section and she is a member of WealthCounsel. Roxanne has volunteered time as a pro bono attorney to the Northwest Immigrant Rights Project. Roxanne and the other members of the firm recognize the importance of service to the firm’s clients and to the community. She is also fluent in Mandarin-Chinese and Cantonese.. In addition to maintaining an active law practice, Roxanne spends time with her husband, Bobby, and their sons. Family activities include hiking, reading, and cooking.

Firm: Sally Bergman, Attorney at Law

1900 S Norfolk St , San Mateo , California 94402

Practice Areas: Estate Planning

Firm: DuRard, McKenna and Borg

2015 Pioneer Court   A , San Mateo , California 94405

Practice Areas: Estate Planning,Immigration & Naturalization ,Intellectual Property ,Trusts,Wills

Firm: Anderlini, Finkelstein, Emerick & Smoot

700   400 S El Camino Real  944 , San Mateo , California 94402

Practice Areas: Estate Planning,Probate ,Trusts

Firm: Law Office of V. Winnie Tungpagasit

1528 S El Camino Real Ste 306 , San Mateo , California 94402

Practice Areas: General Practice, Estate Planning

Firm: Law Office of William H. Holsinger

247 N San Mateo Dr , San Mateo , California 94401

Practice Areas: Estate Planning

Firm: Michael T. Carney, A Prof. Law Corp.

1660 S Amphlett Blvd Ste 245 , San Mateo , California 94402

Practice Areas: Business & Commercial, Corporate , Estate Planning, Probate , Trusts

Certified Specialist in Estate Planning, Trust, and Probate Law, by The State Bar of California Board of Legal Specialization.. Member of the State Bar of California (Trusts and Estates Section; Business Law Section), the San Mateo County Bar Association (Member, Board of Directors 2017-2021; Finance Committee; Membership Committee, Chair; Funky Credit Day Committee, past Chair; Estate Planning Probate Section; Business Law Section), the Peninsula Estate Planning Council (Member, Board of Directors 2019-2020; 2023-present), the City of San Mateo Investment Advisory Committee (2018-present), and the San Mateo County History Museum Dr. Stanger Legacy Society Advisory Committee (2019-present).

Firm: Cooley Godward Kronish LLP

20 Barneson Ave Apt A , San Mateo , California 94402

Practice Areas: General Practice, Estate Planning

Firm: Fox, Shjeflo, Hartley & Babu LLP

2000 Alameda de Las Pulgas , San Mateo , California 94403

Practice Areas: Estate Planning, Trust and Probate, Estate Litigation, Business, Corporation, Real Estate Law