Jeffrey R. Loew
1650 Borel Place, Suite 123, San Mateo, CA 94402
About Jeffrey R. Loew
Practice Areas
- Trusts
Education
- University of California Law School, 2001J.D.
- Honors: Certificate in Law & Technology
- The Ohio State University, Columbus, Ohio, 1998M.A.
- Major: English Composition and Literature
- University of St. Thomas St. Paul, MinnesotaB.A.
- Major: (English with Writing Emphasis, Justice & Peace Studies
- Major: Quantitative Methods & Computer Science
- Honors: cum laude
Classes and Seminars
- The San Francisco Foundation, April 29, 2008 (“Preempting Estate Litigation”)
- Trust and Estate Section of the Contra Costa County Bar Association, March 4, 2009 (“Preempting Estate Litigation”)
- Union Bank, N.A., San Francisco, October 8, 2010 (“The Trustee's Judgment in Contemplating Litigation”)
- Estate Planning & Probate Section, San Mateo County Bar Association, July 21, 2011 (“Preempting Estate Litigation”)
- 84th Annual Meeting of the State Bar of California, September 18, 2011 (“Litigating a Case In Probate Court: The Basics In Sixty Minutes”) with Brian E. Kulich
- Estate Planning & Probate Section, San Mateo County Bar Association, March 14, 2012 (“No Good Deed: Prohibited Transfers to Friends, Fiduciaries, and Other Outlaws under Section 21380”) with Brian E. Kulich and Mary Pryce
- Silicon Valley Bar Association, April 18, 2012 (“Before and After: The Trustee's Duty to Residual Beneficiaries Before the Trustor's Death (And After Giraldin)”) with Steven P. Braccini.
- Senior Peer Counseling Training, Peninsula Family Service, San Mateo, California, May 21, 2012 (“The Law and Elder Abuse – Identification and Prevention”)
- New Attorneys’ Roundtable, Estate Planning & Probate Section, San Mateo County Bar Association, July 12, 2012 (“Is It Open Season on Wills and Trusts? Advising Clients and Minimizing Litigation Under the New No Contest Statutory Regime”) with John D. Minton
- LawReview CLE, August 21, 2012 (“Everything You Ever Wanted to Know About Litigating a Case in Probate Court”) with Brian E. Kulich
- Estate Planning & Probate Section, San Mateo County Bar Association, September 20, 2012 (“Before and After: The Trustee's Duty to Residual Beneficiaries Before the Trustor's Death (And After Giraldin)”) with Steven P. Braccini.
- 85th Annual Meeting of the State Bar of California, October 12, 2012 (“Foundations of Probate Litigation: Incapacity and Undue Influence”) with Brian E. Kulich
- Senior Peer Counseling Training, Peninsula Family Service, San Mateo, California, November 1, 2012 (“The Law and Elder Abuse – Identification and Prevention”)
- Probate & Estate Planning Section, Marin County Bar Association, January 15, 2013 (“Tales from the Dark Side: Tips for Pre-Empting Estate Litigation”)
- Estate Planning, Probate & Trust Section, Bar Association of San Francisco, April 3, 2013 (“Tales from the Dark Side: Tips for Pre-Empting Estate Litigation”)
- Senior Peer Counseling Training, Peninsula Family Service, San Mateo, California, May 21, 2013 (“The Law and Elder Abuse – Identification and Prevention”)
- Redwood Law Center, October 3, 2013 (“Foundations of Probate Litigation: Incapacity and Undue Influence”)
- New Attorney Roundtable, Silicon Valley Bar Association, October 9, 2013 (“That Looks Like a Heggstad Problem”) with Steven P. Braccini
- Senior Peer Counseling Training, Peninsula Family Service, San Mateo, California, November 12, 2013 (“The Law and Elder Abuse – Identification and Prevention”)
- “Funky Credit Day,” San Mateo County Bar Association, January 24, 2014 (“A Practitioner’s Minefield: Ethical Issues Arising in the Trusts and Estates Arena”) with the Hon. Steve Dylina, Brian E. Kulich, and Steven P. Braccini
- Public Administrator, Guardian, and Conservator Training, Office of the Public Guardian, Santa Clara County, January 31, 2014 (“Conservatorship Investigation Basics”) with Juliette D. Nguyen
- New Attorneys’ Roundtable, Estate Planning & Probate Section, San Mateo County Bar Association, February 13, 2014 (“That Looks Like a Heggstad Problem”)
- Peninsula Estate Planning Council, May 7, 2014 (“Tales from the Dark Side: Tips to Help Estates Planners and Fiduciaries Avoid Estates and Trusts Litigation”) with Jill E. O’Sullivan
- Legal Assistance for Seniors, Ninth Annual Conference on Elder Abuse, May 20, 2014 (“Elder Abuse & Ethical Issues in Estate Planning”) with Hon. Steve Dylina, Steve Braccini & Brian Kulich
- Stockton Estate Planning Council, May 21, 2014 (“Tales from the Dark Side: Tips to Help Estates Planners and Fiduciaries Avoid Estates and Trusts Litigation”), with Jill E. O’Sullivan
- Hopkins & Carley, June 30, 2014 (“No Contest Clauses after Donkin v. Donkin – Another Fine Mess?”)
- Silicon Valley Bar Association, September 17, 2014 (“Beyond the Four Corners – Will Construction After Estate of Duke”)
- Estate Planning & Probate Section, San Mateo County Bar Association, October 30, 2014 (“Legal Specialization – What’s in it for You?”) with Dan Brown, Mary Pryce, and Jessica Rowe
- San Mateo County Bar Association, Funky Credit Day XX, January 23, 2015 (“Elder Abuse and Ethical Issues in Estate Planning”) with Hon. Steve Dylina, Steve Braccini, and Brian Kulich
- Senior Peer Counseling Training, Peninsula Family Service, San Mateo, California, March 31, 2015 (“The Law and Elder Abuse – Identification and Prevention”)
- San Mateo County Bar Association, Barristers, April 23, 2015 (“Starting Your Own Legal Practice”)
- Silicon Valley Bar Association, New Attorney’s Roundtable, July 8, 2015 (“Estate Planning for Digital Assets”) with B. Douglas Robbins
- Silicon Valley Bar Association, New Attorney’s Roundtable, December 9, 2015 (“Estate Planning and Financial Elder Abuse”) with Steve Braccini
- The Golub Group, San Mateo, January 25, 2016 (“Financial Elder Abuse – Identification and Prevention”)
- San Mateo County Bar Association, Funky Credit Day XXI, January 29, 2016 (“Elder Abuse & Ethical Issues in Estate Planning”) with Hon. Steve Dylina, Steve Braccini and Tara Heumann
- Estate Planning & Probate Section, San Mateo County Bar Association, February 10, 2017 (“Legal Specialization – What’s in it for You?”) with Mary Pryce and Jessica Rowe
- Estate Planning & Probate Section, San Mateo County Bar Association, October 19, 2017 – (“Financial Elder Abuse & Ethical Issues for the Estate Planner – a Litigation Prevention Primer”)
- San Mateo County Bar Association, Funky Credit Day XXIII, January 12, 2018 (“Negotiation and Settlement: Ethics and Strategy”) with Hon. Laurel Beeler, Hon. Robert Foiles, and Niall McCarthy, Esq.
- East Bay Trusts & Estates Lawyers, April 18, 2018 (“Financial Elder Abuse & Ethical Issues for the Estate Planner – a Litigation Prevention Primer”)
Qualifications
Bar Admissions
- California
- Supreme Court of California
- U.S. Court of Appeals 9th Circuit
- U.S. District Court Northern District of California
- U.S. District Court Central District of California
Other Affiliations
- San Mateo County Bar Association, Trusts and Probate Section (Chair)
- Silicon Valley Bar Association (Board of Trustees)
- San Mateo County Probate Court (Judicial Liaison )
- Executive Committee, Estate Planning and Probate Section, San Mateo County Bar Association (2010-Present, Chairman, January 2014-December 2015; Vice Chair, January 2012-December 2013; Treasurer, January 2010-December 2011)
- Community Affairs Subcommittee, San Mateo County Bar Association (2008-2010; 2016- Present)
- Board of Trustees and Executive Committee, Silicon Valley Bar Association (2011-2015; Treasurer, 2015; Judicial Liaison to San Mateo County Probate Court, January 2011-December 2015)
- Settlement Neutral, Santa Clara County Superior Court, 2016-Present
- Independent Counsel Panel, San Mateo County Superior Court, 2017-Present
- Speaker’s Bureau, California State Bar Trusts and Estates Section, 2010-Present
Past Positions
- Founder, Shareholder Burns Loew, A Professional Law Corporation San Mateo and Mountain View, California, 2011 - 2016
- Attorney, Trust, Estate & Fiduciary Litigation Group; Attorney, Estate Planning, Trusts & Wealth Transfer Group, Carr McClellan Ingersoll Thompson & Horn Burlingame, California, 2005 - 2011
- Attorney, Litigation Group, Securities Litigation Group Cooley LLP Palo Alto, California, 2001 - 2005
Articles
Published Works
- “In re Intel Corp.” 15 Berkeley Tech. L.J. 333 (2000).
- “Tales from the Dark Side: Ten Tips for Estate Planners Seeking to Avoid Estate Litigation.” The Docket, the Official Publication of the San Mateo County Bar Association. January-February 2012.
- “Before and After: A Trustee’s Duties to Remainder Beneficiaries Before a Settlor’s Death (And After Estate of Giraldin)” (with Steven P. Braccini). Trusts & Estates Quarterly, Volume 18, Issue 3 (State Bar of California, Fall 2012)
- “Taking it to the Trustee” (with Steven P. Braccini). The Docket: The Official Publication of the San Mateo County Bar Association. January-February 2013.
- “Trustees, Look Out!” (with Steven P. Braccini). The Docket: The Official Publication of the San Mateo County Bar Association. January-February 2014
- “Make No Mistake – Estate of Duke Allows Reformation of Unambiguous Wills” (with Steven P. Braccini). Trusts & Estates Quarterly, Volume 21, Issue 4 (State Bar of California, Winter 2015)
Office Info
Other Colleagues
Nearby Lawyers
- Trusts
The power of the lawyer is in the uncertainty of the law.