San Mateo Estate Planning Lawyers

My law firm specializes in all aspects of tax planning and tax controversy, trust and estate planning and litigation, business formation and bankruptcy (primarily relating to business/tax debts). I have over 30 years of experience as a tax specialist.

Attorney Keith F. Carr has over 30 years experience in Bankruptcy and Divorce. The Law Offices of Keith F. Carr has served the Northern California community since 1988. Since the business was established, we have helped clients save their homes and businesses and get their finances back on track through bankruptcy. The Law Offices of Keith F. Carr has helped spouses get through the emotional pain of divorce and has advised and represented them in all family law and divorce proceedings. Attorney Keith F. Carr will take the time to listen to your concerns and work diligently to champion your...

John Erik Fraker is the chair of the Charitable Planning & Philanthropy Practice Group for Ainer & Fraker, LLP. Specializing in high net-worth estate planning, philanthropy, and asset protection, John excels at providing sophisticated financial solutions and advanced charitable techniques that help individuals reduce taxes, provide a lasting legacy, and strengthen the familyâs core identity. Prior to co-founding Ainer & Fraker, LLP in 2002, John handled the investment and insurance needs of high net worth families as a fee-only financial planner in the affluent Brentwood Santa Monica area of Los Angeles. Additionally, he worked as Business Development Officer for the...

Terrance J. Evans is a partner in the Trial Practice Group of Duane Morris in San Francisco. He concentrates his practice in representing the financial services industry, which includes international, national and community banks; loan service companies; and insurance companies.

With respect to the insurance industry, Mr. Evans concentrates his practice in complex commercial litigation and policy interpretation and analysis. He has represented commercial primary, excess and umbrella insurers in a wide range of multimillion-dollar cases, including declaratory relief, bad faith, rescission, subrogation, indemnity, additional insurance, interpleader and reformation actions.

In relation to the banking industry, Mr. Evans has represented international,...

I am a client-focused attorney with expertise in estate and tax planning, nonprofit and philanthropy, and real estate law.

My practice, T.S. Wrobel Law Group, focuses on Estate Planning, Probate, Exempt Organization Law, and Business Law services. We work directly with clients to protect their assets and legacy, and offer resources through our websites TSWrobel.Law and NonProfitLegalCenter.com to provide information and support to nonprofits and private family foundations on purpose, strategic fundraising, board structure, budget and operational issues.

Over the years, we’ve supported more than 1,600 nonprofits, private family foundations, and international NGOs across 50 states, including organizations such as...

Planning for life is not easy. We often have many tasks to accomplish and so little time to make them happen. Often we leave the uncomfortable or complicated for the end. We all know Estate Planning is important but does border confusing and tedious to most people. Let us do the hard work!

My firm focuses on three areas: business, real estate and estate planning. As the head of the business law practice area I counsel clients on available courses of action concerning entity formation and other business matters as well as the drafting and review of contracts and other agreements. As a small business owner myself, I understand the concerns faced every day by owners and operators of businesses. In the area of real estate I have litigated matters such as landlord/tenant disputes and property management issues. In my estate planning practice I focus mainly on the preparation...

I have worked in a dozen fields of law over my career of 44 years. Mostly I was a business trial lawyer, but now I only advise and handle transactions: no trials. I am semiretired but come to the office most days.

Mr. Repka earned a BBA in finance from Pace University in 1993, a J.D. from Rutgers School of Law-Newark in 1999 and an LLM in Taxation from New York University in 2001. Shortly after obtaining his first law degree, Mr. Repka joined a New Jersey-based law firm that specialized in Estate Planning, Real Estate and Franchise law. Through this experience, Michael learned the importance of proper tax structuring in a multitude of legal services. Consequently, Mr. Repka decided to pursue a Masters of Laws degree in Taxation. Since graduating from NYU School of Law in 2001, Mr. Repka...

Christina has been practicing as a solo trusts and estates attorney for over 5 years in the San Francisco East Bay Area. Helping clients create customized estate plans to care for their families and friends makes her practice wonderfully rewarding. Clients appreciate not only her professionalism and expertise, but also her ability to translate complicated legal terms into plain English. Christina graduated with a J.D. from Harvard Law School in 2008 and a Bachelor's of Art from U.C. Berkeley in 2001. She has been a practicing member of the California Bar since 2008 and has a wide-range of legal experience, from...

Certified Appellate Specialist, Board of Legal Specialization of State Bar of California

Practice Summary: Complex federal and state litigation in contracts, land use, government, administrative, constitutional property and speech, trusts and estates, product liability, land use and insurance law.

Specialties: Appeals, injunctions, writs of mandate, land use administrative proceedings, challenging local, state and federal action and enforcing local, statutory and constitutional law in federal and state courts.

Represents both plaintiffs and defendants; insurance defense; owners and contractors in construction disputes; beneficiaries and administrators

Danelle Harvey-Jacob is the Founder and Principal Attorney at Harvey-Jacob Law, a California law firm helping solopreneurs, business start-ups, and creators correctly and proactively set-up to avoid common costly legal mistakes, disputes, and pitfalls. Danelle’s practice areas are business, contract, trademark, copyright, Internet, music, and trusts and estates law. Danelle empowers others to confidently build businesses while protecting their brands, assets, and loved ones. She holds an MSc in Legal Studies, and an LL.M. with business law from the USC Gould School of Law. Before focusing on U.S. legal studies and practice, Danelle studied England and Wales, and European Union...

Michael Zosky practices in the firm’s Estate, Trust and Wealth Strategies group. Mr. Zosky’s practice focuses on the areas of domestic and international estate planning, trust and estate administration, estate and gift tax planning and compliance, and formation and structuring of sophisticated wealth strategies. Prior to joining the Royse Law Firm, Mr. Zosky was an associate with a boutique trusts and estates law practice in Palo Alto, where he assisted clients with the formation of trusts, family business entities, and other wealth management structures; he also represented trustees and executors in the administration of trusts and probate estates. Mr. Zosky is a...