Expertise in Estate Planning and Business Succession
Our goal is to assist our clients in designing personalized estate plans that reflect their own unique situation, while putting our knowledge and experience to work for their benefit. The result is an estate plan that works. We wish to make the process as painless and informative as we can.
Our unique ability is in the area major-life-events representation, such as a major liquidity event in a business (for the owner or senior executive), an estate or tax planning problem or opportunity, a pressing asset protection need, or a sudden or unexpected incapacity or death in the family. We work exclusively for individuals, families and businesses who deserve a high-touch approach.
Contact us today if you need legal assistance any estate planning, trust & probate matter as follows:
- Wills
- Powers of Attorney
- Business succession planning
- Transitions of business management from one generation to another
- Elder law, including MediCal planning
- Probate law
- Trust Administration
- Special Needs Trusts
- Tax Law and Planning
- Tax disputes
- Trust and estate litigation
- Beneficiary disputes
- Qualified Settlement Funds
- Charitable Trusts and Family Foundations
- Settlement Planning
- Gift and Estate Tax
Peter S. Myers was named one of the "Top 100 Attorneys" in the country by the Robb Report and Worth Magazine and was voted a Northern California “SuperLawyer” by San Francisco Magazine nine (9) years in a row.
Kevin Urbatsch is a Certified Specialist in Estate Planning, Trust. Kevin won the NAELA’s Presidential Recognition Award in 2011. In 2010 and 2011, Kevin was also named a Northern California Superlawyer. Kevin was named KRON-TV’s Best of the Bay estate planning attorney for San Francisco and for Northern California.
Our office provides services in San Francisco and surrounding areas, including the Counties of San Francisco, Alameda, Contra Costa, San Mateo, Santa Clara, Marin, Sonoma, Solano and Napa.
Call Attorney Peter S. Myers today at 415-523-7714 to arrange your free initial consultation with a member of our staff.
Attorney Profile
Call Attorney Peter S. Myers today at 415-523-7714 to arrange your free initial consultation with a member of our staff.
MEMBERS OF THE FIRM:
Attorney Peter S. Meyers
Jurisdictions Attorney is Licensed in:
- California (all counties and districts)
- Federal Courts
- U.S. Court of appeals, 9th Circuit Court
- Nevada (State courts only) -
- US Tax Court
Education:
- American University of Rome, 1979
- American College in Paris, 1979
- American University, Washington D.C., B.A., Literature 1981
- University of California Hastings College of Law, JD, 1984
Admitted To The Bar:
- California State and Federal Courts - 1984
- U.S. Court of appeals, 9th Circuit Court - 1997
- US Tax Court
- Nevada State Courts - 2008
Professional Memberships and Achievements:
- California Bar Association
- Northern California “SuperLawyer” (San Francisco Magazine, Law & Politics Magazine, 2003-present)
- Worth Magazine “Top 100 Lawyers in America,” 2005-2006.
- Certified Specialist, Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization
Attorney Mercy L. Hall
Jurisdictions Attorney is Licensed in:
- California
Education:
- St. Mary’s College of California, BA Integral Studies 1995
- University of California, Hastings College of Law, JD 2006
Admitted To The Bar:
- 2009
Professional Memberships and Achievements:
- California State Bar
- Bar Association of San Francisco, Trust and Estates Section
- Marin County Bar Association, Trusts and Estates Section
Foreign Languages Spoken:
- Some Spanish
Attorney Matthew R. Mraule
Jurisdictions Attorney is Licensed in:
- California (all counties and districts)
- Federal Courts
- U.S. Court of appeals, 9th Circuit Court
Education:
- UC Davis, BS in Viticulture and Enology, 2002
- Pepperdine University School of Law, JD 2007
- Pepperdine University Graziadio School of Business, MBA 2005
Admitted To The Bar:
- 2009
Professional Memberships and Achievements:
- California Bar Association
- Contra Costa County Bar Association, Probate, Conservatorships, Trusts, and Estate Sections
- Bar Association of San Francisco
Foreign Languages Spoken:
- Some Spanish