3 Best Estate Planning Lawyers in San Mateo, CA

Here’s The Deal:
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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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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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.