Top estate planning Lawyers in San Carlos | 4 available

Firm: Law Office of Marisa Nelson, PC

1300 Industrial Road , San Carlos , California 94070

Practice Areas: Estate Planning, Probate, Trusts

We guide our clients through the creation and implementation of comprehensive wills and trusts so that you can provide for your treasured people, pets, and charities with confidence and ease.. We offer full service estate planning as well as DIY options. We focus solely on non-taxable estates (less than ~ $12.9 million per person as of 2023).. We believe that pets are an important part of our families and should be included in estate planning, in order to reduce the risk that pets will end up in shelters or worse. The best person to provide a home to your pets is not necesarily the same person you would choose to manage your finances.. Check out the FAQs on our website, follow us on social media, or schedule a call or zoom at to learn more. We look forward to hearing from you.

Firm: Bay Wealth Legal Group, LLP

909 Laurel Street. , San Carlos , California 94070

Practice Areas: Estate Planning

Mary is a Certified Specialist in Estate Planning, Trust & Probate with the State Bar of California. She was also selected as a Rising Star by Northern California Super Lawyers in 2012 and 2013 (an honor limited to no more than 2.5% of California lawyers) and a California Super Lawyer in 2014. From basic wills and trusts to the design and implementation of sophisticated tax-advantageous solutions for transferring wealth and closely-held business interests to younger generations, Mary counsels individuals, families, business owners and executives on a broad range of estate, wealth transfer, and trust and estate administration matters.

Firm: Shafae Law

1156 El Camino Real , San Carlos , California 94070

Practice Areas: Estate Planning

Certified Legal Specialist in Estate Planning, Trusts and Probate Law, The State Bar of California. Since 2008, Matt has focused his practice on estate planning and trust and estate administration. Matt launched Shafae Law with the intention of providing comprehensive, personalized legal services with class and integrity for reasonable flat-rate fees. Matt takes great pride in his personable, practical approach to solving legal problems, no matter the size of the estate or complexity of the family dynamics.. Matt previously worked in the chambers of one of his heroes, Hon. Martin J. Jenkins, now a justice of the California Supreme Court. While serving in that capacity, Matt wrote and edited for his law school's law review.. In 2012, Matt received the Wiley M. Manuel Certificate for Pro Bono Legal Services from the State Bar of California. From 2013 - 2018, Matt has received the "Rising Star" designation from Super Lawyers. In 2024, Matthew was selected as a Super Lawyer.. Matt grew up in Belmont, where he has a large network of friends and family. When he's not practicing law, Matt loves staying active, and spending time with his wife, Mercedes, and their kitty, Isabela. Matt also has a love of music and plays bass in several amateur groups. Volunteering and youth education are very important to Matt, who has served as an academic tutor to at-risk youth in East Palo Alto through the Boys & Girls Club of the Peninsula, and was a former high school teacher in the Sequoia Union High School District.

Firm: Bay Wealth Legal Group LLP

909 Laurel Street , San Carlos , California 94070

Practice Areas: Estate Planning, Probate , Tax Planning, Trusts

Quynh is a Certified Specialist in Estate Planning, Trust & Probate with the State Bar of California, and was selected as a Northern California Super Lawyer in 2014 and 2015. Quynh counsels executives, professionals, business owners, families and individuals on all aspects of sophisticated estate and wealth transfer planning.  From straightforward wills and trusts to the most complex tax-advantageous estate and gift planning, involving securities, real estate, and closely-held business interests, Quynh has assisted numerous clients with their estate and wealth transfer needs, and tailors each client’s planning to their individual situation.  Quynh also possesses extensive experience implementing complex limited partnership and LLC planning structures and advises on a myriad of transfer tax and California property tax issues relating to the ownership and transfer of California real property interests.. Quynh also advises clients on post mortem matters involving probate, trust and estate administration.. Quynh’s Exempt Organizations practice is a natural complement to her estate planning practice.  She counsels numerous clients on the optimum methods of attaining charitable giving goals, including establishing charitable trusts, public charities and private foundations.. Prior to establishing Bay Wealth Legal Group with her partner, Mary Lin, Quynh was a partner in the Estate Planning, Trusts and Wealth Transfer Group of Carr McClellan Ingersoll Thompson & Horn.