AV Preeminent Peer Rated Attorneys
San Mateo County Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
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AV Preeminent Peer Rated Attorneys
San Mateo County Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
San Mateo County Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).

Howie & Smith, LLP

4.7
2 Reviews

  • 1777 Borel Place, Suite 1000, San Mateo, CA 94402+1 location

  • Law Firm with 2 lawyers2 awards

  • Howie & Smith, LLP realizes that today's legal clients seek assurance as well as closure, and we provide honest, comprehensive assessments on a personal level. Howie & Smith, LLP... Read More

  • Estate Planning LawyersCivil Litigation, Property Law, and 61 more

  • Free Consultation

Audrey Anne Smith
Partner
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Dugoni & Lee

4.9
27 Reviews

  • 155 Bovet Road, Suite 750, San Mateo, CA 94402

  • Law Firm with 1 lawyer1 award

  • The Best and the Brightest.

  • Estate Planning LawyersProbate, Trusts and Estates, and 14 more

Laurence P. Dugoni
Estate Planning Lawyer
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Metaverse Justice Group

5.0
1 Review

  • 533 Airport Boulevard, Suite 400, Burlingame, CA 94010-2013

  • Law Firm with 1 lawyer

  • Fast, Affordable, and Compassionate Service for over 20 Years

  • Estate Planning LawyersAdoptions, Divorce, and 6 more

John Iaccarino
Estate Planning Lawyer
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Loew Law Group

5.0
48 Reviews

  • 1650 Borel Place, Suite 123, San Mateo, CA 94402

  • Law Firm with 3 lawyers1 award

  • Loew Law Group, PLC, conveniently located in San Mateo, provides comprehensive estate planning services to clients throughout Northern California and beyond. Well-versed in... Read More

  • Estate Planning LawyersBeneficiary Rights, Civil Litigation, and 7 more

Jeffrey Loew
Estate Planning Lawyer
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Law Office of Kenneth R. Linthicum

4.6
10 Reviews

  • 15 West Manor Drive, Pacifica, CA 94044

  • Law Firm with 1 lawyer

  • A law firm practicing estate planning law.

  • Estate Planning LawyersFamily, Real Estate, and 1 more

Kenneth Linthicum
Estate Planning Lawyer
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Finkelstein & Fujii LLP

4.7
6 Reviews

  • 1528 S. El Camino Real, Suite 306, San Mateo, CA 94402

  • Law Firm with 3 lawyers2 awards

  • A-Rated San Mateo Real Estate, Business Law and Estate Planning Lawyers

  • Estate Planning LawyersReal Estate, Business Law, and 3 more

David G. Finkelstein
Estate Planning Lawyer
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White Law

5.0
1 Review

  • 2200 Sand Hill Road, Suite 220, Menlo Park, CA 94025

  • Law Firm with 1 lawyer1 award

  • Bringing Trust to Light

  • Estate Planning LawyersTrust Administration, Probate Administration, and 26 more

Mary P. White
Estate Planning Lawyer
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Furukawa Castles LLP

5.0
15 Reviews

  • 800 Airport Boulevard, Suite 504, Burlingame, CA 94010

  • Law Firm with 4 lawyers1 award

  • You need an attorney who will make sure your professional practice or business is protected. We advocate for clients both here and abroad.

  • Estate Planning LawyersDesign Professionals, Real Estate, and 3 more

Brent Basilico
Estate Planning Lawyer
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Aaron, Riechert, Carpol & Riffle, APC

4.7
33 Reviews

  • 333 Twin Dolphin Drive, Suite 350, Redwood City, CA 94065

  • Law Firm with 20 lawyers2 awards

  • We specialize in estate planning, probate and trust law, conservatorships, probate and civil litigation, real estate law, and business law. How can we help?

  • Estate Planning LawyersCivil Litigation, Trial Practice, and 62 more

Noelani Nasser
Estate Planning Lawyer
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Gray•Duffy, LLP

4.9
18 Reviews

  • 555 Twin Dolphin Dr., Suite 300, Redwood City, CA 94065+1 location

  • Law Firm with 13 lawyers2 awards

  • A commercial litigation, real estate and insurance defense law firm.

  • Estate Planning LawyersGeneral Civil Trial, Appellate Practice, and 12 more

  • Free Consultation

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Metaverse Justice Group

5.0
1 Review

  • Serving San Mateo County, California

  • Law Firm with 1 lawyer

  • Fast, Affordable, and Compassionate Service for over 20 Years

  • Estate Planning LawyersAdoptions, Divorce, and 6 more

John Iaccarino
Estate Planning Lawyer
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White Law

5.0
1 Review

  • Serving San Mateo County, California

  • Law Firm with 1 lawyer1 award

  • Bringing Trust to Light

  • Estate Planning LawyersTrust Administration, Probate Administration, and 26 more

Mary P. White
Estate Planning Lawyer
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Howie & Smith, LLP

4.7
2 Reviews

  • Serving San Mateo County, California

  • Law Firm with 2 lawyers2 awards

  • Howie & Smith, LLP realizes that today's legal clients seek assurance as well as closure, and we provide honest, comprehensive assessments on a personal level. Howie & Smith, LLP... Read More

  • Estate Planning LawyersCivil Litigation, Property Law, and 61 more

  • Free Consultation

Robert G. Howie
Partner
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Kramer Radin, LLP

4.9
37 Reviews

  • Serving San Mateo County, California

  • Law Firm with 4 lawyers2 awards

  • Trusts attorneys in Santa Clara County are dedicated to the practice of estate planning as well as probate and trust estate administration and litigation.

  • Estate Planning LawyersWills, Financial Power of Attorney, and 21 more

Nina C. Decker
Estate Planning Lawyer
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Furukawa Castles LLP

5.0
15 Reviews

  • Serving San Mateo County, California

  • Law Firm with 4 lawyers1 award

  • You need an attorney who will make sure your professional practice or business is protected. We advocate for clients both here and abroad.

  • Estate Planning LawyersDesign Professionals, Real Estate, and 3 more

Brent Basilico
Estate Planning Lawyer
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Sweeney Mason LLP

4.8
7 Reviews

  • Serving San Mateo County, California

  • Law Firm with 13 lawyers2 awards

  • Attorneys at law

  • Estate Planning LawyersBusiness, Corporate Law, and 61 more

Stuart Schmidt
Estate Planning Lawyer
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Lewellen Family Law Group P.C.

4.7
14 Reviews

  • Serving San Mateo County, California

  • Law Firm with 4 lawyers3 awards

  • Trusted Family Law, Divorce, and Mediation Attorneys helping clients reach successful resolutions.

  • Estate Planning LawyersFamily Law, Child Custody, and 14 more

  • Free Consultation

  • Offers Video

Amrit S. Kullar
Estate Planning Lawyer
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Loew Law Group

5.0
48 Reviews

  • Serving San Mateo County, California

  • Law Firm with 3 lawyers1 award

  • Loew Law Group, PLC, conveniently located in San Mateo, provides comprehensive estate planning services to clients throughout Northern California and beyond. Well-versed in... Read More

  • Estate Planning LawyersBeneficiary Rights, Civil Litigation, and 7 more

Jeffrey Loew
Estate Planning Lawyer
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Aaron, Riechert, Carpol & Riffle, APC

4.7
33 Reviews

  • Serving San Mateo County, California

  • Law Firm with 20 lawyers2 awards

  • We specialize in estate planning, probate and trust law, conservatorships, probate and civil litigation, real estate law, and business law. How can we help?

  • Estate Planning LawyersCivil Litigation, Trial Practice, and 62 more

Isabella Schrammel
Estate Planning Lawyer
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Jordan, Lawrence & Martin A Professional Corporation

  • 177 Bovet Rd., San Mateo, CA 94402-3191

Thomas J. Barger Attorney at Law

  • 411 Borel Avenue, Suite 600, San Mateo, CA 94402

Tandoc & Wehr P.C.

  • 630 N. San Mateo Dr., San Mateo, CA 94401

Lawyers At This Firm

Law Office of Howard L. Hibbard

  • 251 Park Rd., Ste. 800, Burlingame, CA 94010-4232

Mario M. Torrigino

  • 80 Eureka Sq., Ste. 116, Pacifica, CA 94044

James D. Palmer, Jr.

  • 1771 Woodside Road, Redwood City, CA 94061

Pratt Law

  • 750 Menlo Ave., Ste. 200, Menlo Park, CA 94025

Lawyers At This Firm

Davis Polk & Wardwell LLP

  • 900 Middlefield Road, Redwood City, CA 94063

Lawyers At This Firm

Canter-Moorhead

  • 155 Bovet Road, Suite 480, San Mateo, CA 94402

Greenberg Kinne

  • 1799 Bay Shore Hwy., Ste. 204, Burlingame, CA 94010

Shafae Law

  • 303 Twin Dolphin Dr., Ste. 600, Redwood City, CA 94065

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Additional Resources

Looking for Estate Planning Lawyers in San Mateo Co.?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
78 %

238 Client Reviews

PEER REVIEWS
4.6

2486 Peer Reviews

User Resources

Lawyer Resources

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

If my sister and I are beneficiaries of my mom's policy, does my dad get 50% of it regardless? (California)

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Answered by attorney Norman Harry Green (Unclaimed Profile)
Estate Planning lawyer at Irsfeld, Irsfeld & Younger LLP
If Mom's life insurance policy named you and your sister as the only beneficiaries, and the insurance company paid you, then you probably are not obliged to share any of the proceeds with your father.
If Mom's life insurance policy named you and your sister as the only beneficiaries, and the insurance company paid you, then you probably are not obliged to share any of the proceeds with your father.
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Assets in Joint tenancy can they be placed in a trust?

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Answered by attorney Ronald William Lyster (Unclaimed Profile)
Estate Planning lawyer at Lyster, Inc.
JTWROS will pass to the survivor of the two of you when one of you dies - no probate.  The better approach would be to have both of you place your interests in your own revocable trusts.  Then you can have your share go to whomever you wish, and your mom can do likewise, and there still will be no probate.  Placing assets in a trust will "break" the joint tenancy, so the trust must say to whom the property is to pass should the settlor of the trust die.
JTWROS will pass to the survivor of the two of you when one of you dies - no probate.  The better approach would be to have both of you place your interests in your own revocable trusts.  Then you can have your share go to whomever you wish, and your mom can do likewise, and there still will be no probate.  Placing assets in a trust will "break" the joint tenancy, so the trust must say to whom the property is to pass should the settlor of the trust die.
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Can I be charged for rent that I didn't think I owe many years later?

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Answered by attorney James P Frederick (Unclaimed Profile)
Estate Planning lawyer at Frederick & Frederick Attorneys at Law
I think your sister has a tough case. Essentially, the three of you own the property, even though title is held by the trust. That being the case, any one of you is entitled to possess the property and you should not need to be required to pay rent to yourself. There are practical benefits in your being at the property, including the ability to safeguard the asset and to keep it insured. Without someone living there, the insurance would have increased in a cost a great deal. There is also the issue of notice. Since you were never informed of the rent, you did not have the right to decide whether or not you would continue to reside there, in light of this expense. It will be far cheaper for your sister to give up on this, than to fight you in court. Another issue is determining what a fair rental price would be. Property values are severely under pressure in Michigan, and there are so many properties on the market, that determining a fair rental price would be very difficult. For all of these reasons, your sister should drop this idea. You would be entitled to 1/3 of the fair rental value, anyway. So we are not talking about a large sum of money.
I think your sister has a tough case. Essentially, the three of you own the property, even though title is held by the trust. That being the case, any one of you is entitled to possess the property and you should not need to be required to pay rent to yourself. There are practical benefits in your being at the property, including the ability to safeguard the asset and to keep it insured. Without someone living there, the insurance would have increased in a cost a great deal. There is also the issue of notice. Since you were never informed of the rent, you did not have the right to decide whether or not you would continue to reside there, in light of this expense. It will be far cheaper for your sister to give up on this, than to fight you in court. Another issue is determining what a fair rental price would be. Property values are severely under pressure in Michigan, and there are so many properties on the market, that determining a fair rental price would be very difficult. For all of these reasons, your sister should drop this idea. You would be entitled to 1/3 of the fair rental value, anyway. So we are not talking about a large sum of money.
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