Estate Planning Lawyers in San Mateo

California asset protection involves layering — exemption planning, business entities, retirement accounts, and (for some) Domestic Asset Protection Trusts (DAPTs) in DAPT-friendly states.

California blended families need careful estate planning to avoid disinheriting biological children when surviving spouse remarries — QTIP trusts, life insurance, and specific structures address the conflict.

California business succession requires coordinated estate + business planning — buy-sell agreements, life insurance funding, key-person insurance, and gradual transition plans. Without it, families lose businesses to taxes, disputes, or chaos.

California charitable trusts combine philanthropy with tax planning. Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs) provide income / estate / gift tax benefits.

California digital-asset planning is governed by RUFADAA (adopted in 48 states) — fiduciaries can access digital accounts only if user explicitly consented. Without planning, families lose access to email, photos, crypto, and online accounts.

California elective share: Community property + omitted-spouse statute (no traditional elective share).

California estates may face federal estate tax (40% above ~$13.99M / individual in 2025) plus state estate or inheritance tax — most estates use lifetime gifting + trusts to minimize tax.

California guardianship cases — for minors, incapacitated adults, or both — are heard in Superior Court (Probate Division) — "conservatorship" rather than "guardianship" for adults. Process requires petition, evaluation, hearing, ongoing reporting.

California healthcare directives: Advance Health Care Directive (combines living will + healthcare POA).

California heirs' property — land passed without a will or proper estate planning, owned by multiple heirs as tenants-in-common — has caused significant land loss in Black + low-income families. UPHPA partition reform helps.

If you die in California without a will, the state's intestate succession law decides who gets what — not you. Spouse takes ALL community property.

A revocable living trust avoids probate, maintains privacy, and lets you control how your assets pass at death. Most estates with real estate or significant assets — California probate is famously slow and expensive typically benefit most.