3 Best Estate Planning Lawyers in San Mateo, CA

Expert-recommended Top 3 Estate Planning Lawyers in San Mateo, California. All of our estate planning attorneys actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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GEOFFREY E. WIGGS ESQ.

4.7 (113)
LAW OFFICES OF GEOFF WIGGS
1900 South Norfolk Street, Suite 350,
San Mateo, CA 94403 Directions

Since 2011

Specialty:

Estate Planning Planning for Long-Term Illness Transferring Your Assets Probate and Trust Administration Planning for LLC After Death Estate Planning for Digital Assets Business & Entity Formation

Geoffrey E. Wiggs Esq. is the principal attorney at Law Offices of Geoff Wiggs. He did his bachelor’s degree in Computer Science and a Master’s in Business Administration (MBA) and opened his practice immediately after passing the bar. Geoffrey volunteered as a Northern California Bankruptcy Court clerk and operated as an Online Managing Editor for the Santa Clara High Technology Law Journal. The firm prides itself on providing expert advice and creating professional, skilled, and compassionate legal strategies. Their practices include consumer bankruptcy, estate planning, probate, trust administration, and business formation. The team represents clients throughout the Bay Area and across California, Montana, and Wyoming. The firm provides free consultation.

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License #276041

Contact:

(650) 577-5952 (650) 577-5953

Mon-Fri: 8am - 6:30pm
Sat & Sun: Closed

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JEFFREY R. LOEW ESQ.

4.6 (110)
LOEW LAW GROUP, PLC 1650 Borel Place, Suite 123,
San Mateo, CA 94402 Directions

Since 2001

Specialty:

Contesting Trusts Trust Fiduciary Duties Of California Trustees Filing Taxes for the Deceased Probate Avoiding Probate California Insolvent Estate Contesting Probate Executor’s Rights Beneficiary Rights Beneficiary Disputes Business Succession Civil Litigation Elder Abuse Litigation Estate Planning Advance Health Care Directive or Living Will Financial Power of Attorney Abuse Minor Children Estate Planning Incapacity Planning Financial Elder Abuse Intestate Succession Irrevocable Trusts Revocable Living Trusts Undue Influence Proving Undue Influence in Will and Trust Contests & Wills

Jeffrey R. Loew Esq. is the founding attorney of Loew Law Group, PLC. He received his JD from the University of California at Berkeley, Boalt Hall School of Law. His primary areas of practice include trust and estate litigation. Jeffrey formerly served as Chair of the Trusts and Probate section of the San Mateo County Bar Association and on the Silicon Valley Bar Association Board of Trustees. He is a member of the San Mateo County Bar Association and State Bar of California, Trusts and Estates Section. Jeffrey uses a broad range of estate planning techniques to assist clients in meeting their estate planning needs and wealth transfer objectives, from straightforward wills to complex trust agreements. Mr. Loew is certified as a Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California and only about three percent of estate planning attorneys. Mr. Loew is also a fellow of the American College of Trust and Estates Counsel, ACTEC. Mr. Loew frequently speaks before professional groups on issues concerning trust and estate litigation, related trust and estate matters, and general topics such as estate planning and elder abuse in various forums. Mr. Loew successfully represents clients at trial and appellate levels and alternative dispute resolution, including mediation and arbitration.

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License #216808

Contact:

(650) 487-8725

Mon-Fri: 8am - 6pm
Sat & Sun: Closed

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Alan Daniel Khalfin - VAKSMAN KHALFIN, PC San Mateo Estate Planning Lawyers image 1
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ALAN DANIEL KHALFIN

4.5 (109)
VAKSMAN KHALFIN, PC
15 North Ellsworth, Suite 103,
San Mateo, CA 94401 Directions

Since 2008

Specialty:

Creating Wills Establishing Trusts Estate Plans Transfer of Assets to Beneficiaries Guardians or Trustees Probate Proceedings Charitable Planning Ira Trust Tax Planning Probate Trust Administration Estate Tax & Asset Protection

Alan Daniel Khalfin is the managing attorney of Vaksman Khalfin, PC. He received his JD from Santa Clara University School of Law. He has significant experience in developing legal strategies, counseling clients in practical solutions, and managing legal teams. He also communicates in French and Russian. Vaksman Khalfin, PC offers comprehensive estate tax and asset protection services, specializing in keeping wealth through strategic planning to minimize estate tax liability and maintaining robust legal structures to safeguard assets from potential threats or liabilities. The team has prepared over 10,000 Trusts & Wills and 1,000 Trust Administrations & Probates. Their estate planning San Mateo attorneys work closely with individuals and families to safeguard their assets and help them carry out their wishes seamlessly. The firm provides free consultations.

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License #260766

Price:

Contingency 33%-40%

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