Jeffrey R. Loew Attorney

First Admitted: 2001, California

Bar/Professional Activity:

Board of Trustees, Silicon Valley Bar Association
Judicial Liaison, Mateo County Probate Court
Chair, Trusts and Probate Section, San Mateo County Bar Association
Independent Counsel Panel, San Mateo County Superior Court, 2017-Present
Speaker’s Bureau, California State Bar Trusts and Estates Section, 2010-Present
Executive Committee, Estate Planning and Probate Section, San Mateo County Bar Association, 2010-Present
Settlement Neutral, Santa Clara County Superior Court, 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)
Community Affairs Subcommittee, San Mateo County Bar Association (2008-2010; 2016-Present)
Treasurer, San Mateo County Bar Association, January 2010-December 2011
Vice Chair, San Mateo County Bar Association, January 2012-December 2013
Chairman, San Mateo County Bar Association, January 2014-December 2015
Northern District and Central District of California, 2001
Ninth Circuit Court of Appeal, 2001
Former Chair of the Estate Planning and Probate Section of the San Mateo County Bar Association; Former Member, Board of Trustees, Silicon Valley Bar Association; Member, State Bar of California, Trusts and Estates Section
California, 2001
California Supreme Court, 2001
Founding President, San Mateo County Law Library Foundation

Special Licenses/Certifications:

California State Bar Board of Legal Specialization — Certified Specialist in Estate Planning, Trust & Probate Law

Pro bono/Community Service:

Mill-Peninsula Hospital Foundation, Philanthropy Advisors Council,, 2012-Present
Mr. Loew has worked extensively with pro bono clients on immigration matters, including: affirmative applications for political asylum, permanent residence, derivative asylum, and employment authorization filed with the United States Customs and Immigration Service; administrative hearings on contested asylum matters; appeals before the Board of Immigration Appeals and the Ninth Circuit; and related disputes before the United States District Court for the Northern District of California
President and Founding Board Member, San Mateo County Law Library Foundation (2015-Present)

Honors/Awards:

“Super Lawyer,” 2014-Present
Peer- Review rating of AV Preeminent* through Martindale-Hubbell
“Rising Star,” Northern California Super Lawyers Magazine, 2009, 2010, 2011
Top 100 Northern California “Super Lawyer,” 2016-2017; 2020-2021

Educational Background:

University of St. Thomas, bachelor's degree in English, Justice and Peace Studies
Ohio State University, Master’s degree, English

Scholarly Lectures/Writings:

“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)
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.
“Trustees, Look Out!” (with Steven P. Braccini). The Docket: The Official Publication of the San Mateo County Bar Association. January-February 2014
“Taking it to the Trustee” (with Steven P. Braccini). The Docket: The Official Publication of the San Mateo County Bar Association. January-February 2013.
“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)
“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.
“In re Intel Corp.” 15 Berkeley Tech. L.J. 333 (2000).
East Bay Trusts & Estates Lawyers, April 18, 2018 (“Financial Elder Abuse & Ethical Issues for the Estate Planner – a Litigation Prevention Primer”)
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”)
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
Hopkins & Carley, June 30, 2014 (“No Contest Clauses after Donkin v. Donkin – Another Fine Mess?”)
The Golub Group, San Mateo, January 25, 2016 (“Financial Elder Abuse – Identification and Prevention”)
Silicon Valley Bar Association, New Attorney’s Roundtable, December 9, 2015 (“Estate Planning and Financial Elder Abuse”) with Steve Braccini
Silicon Valley Bar Association, New Attorney’s Roundtable, July 8, 2015 (“Estate Planning for Digital Assets”) with B. Douglas Robbins
Legal Assistance for Seniors, Tenth Annual Conference on Elder Abuse, May 19, 2015 (“Financial Elder Abuse: Judicial, Civil and Criminal Perspectives”) with Hon. Steve Dylina, Brian E. Kulich, Steven P. Braccini, and Tara Heumann
San Mateo County Bar Association, Barristers, April 23, 2015 (“Starting Your Own Legal Practice”)
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, Funky Credit Day XX, January 23, 2015 (“Elder Abuse and Ethical Issues in Estate Planning”) with Hon. Steve Dylina, Steve Braccini, and Brian Kulich
Peninsula Family Service, January 22, 2015, “Intimate Partner Violence in the LGBTQ Community” (Moderator, Introduction and Closing Comments), with various speakers
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
Silicon Valley Bar Association, September 17, 2014 (“Beyond the Four Corners – Will Construction After Estate of Duke”)
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
Senior Peer Counseling Training, Peninsula Family Service, San Mateo, California, May 21, 2012 (“The Law and Elder Abuse – Identification and Prevention”)
85th Annual Meeting of the State Bar of California, October 12, 2012 (“Foundations of Probate Litigation: Incapacity and Undue Influence”) 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.
Law Review CLE, August 21, 2012 (“Everything You Ever Wanted to Know About Litigating a Case in Probate Court”) with Brian E. Kulich
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
The San Francisco Foundation, April 29, 2008 (“Preempting Estate Litigation”)
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.
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.
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, July 21, 2011(“Preempting Estate Litigation”)
Union Bank, N.A., San Francisco, October 8, 2010 (“The Trustee's Judgment in Contemplating Litigation”)
Trust and Estate Section of the Contra Costa County Bar Association, March 4, 2009(“Preempting Estate Litigation”)

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