Jeffrey R. Loew
Top rated Estate & Trust Litigation attorney in Pasadena, California
Trust Law Partners LLPPractice Areas: Estate & Trust Litigation, Estate Planning & Probate, Business Litigation; view more
Licensed in California since: 2001
Education: University of California Berkeley School of Law
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Trust Law Partners LLP
275 E California Blvd.Pasadena, CA 91106 Visit website
Details
Jeffrey R. Loew is an attorney at Trust Law Partners LLP who assists residents from all over California, with a focus on those who are from Northern California and San Francisco Bay. He predominantly handles cases involving trust and estate litigation, fiduciary litigation, estate planning, probate and trust administration, conservatorships, and general business and commercial litigation. A consummate professional, the skills and training he has acquired over the years have molded him into an adept mediator and litigator.
Mr. Loew has a bachelor's degree in English, Justice and Peace Studies from the University of St. Thomas, Minnesota, and a master’s degree in English from The Ohio State University. He completed his legal studies at the UC Berkeley School of Law, graduating with his Juris Doctor in 2001. While at law school, he earned a certificate in law and technology, was the editor of the Berkeley Technology Law Journal, and was a founding member of Boalt.org.
Accredited by The State Bar of California Board of Legal Specialization in 2012, Mr. Loew is a specialist in estate planning, trust and probate law. His legal proficiency and skill are also evidenced by his peer-review rating of AV Preeminent* through Martindale-Hubbell and his inclusion in the American College of Trust and Estate Counsel as a fellow. In addition to his legal practice, he dedicates time to delivering speeches and talks about his practice areas before notable legal organizations.
Mr. Loew is an active member of the Californian legal community, upholding many memberships and leadership positions within prominent associations, such as the San Mateo County Bar Association (chair of Trusts and Probate Section), the Silicon Valley Bar Association (Board of Trustees), the San Mateo County Superior Court (judicial liaison) and the Mills-Peninsula Hospital Foundation (member of Philanthropic Advisors Council). Furthermore, he is the founding president of the San Mateo County Law Library Foundation, an initiative that provides access to legal knowledge to all members of the community.
*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer-review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards.
Practice areas
Estate & Trust Litigation, Estate Planning & Probate, Business Litigation, Business/CorporateFocus areas
Business Formation and Planning, Business Organizations, Contracts, Estate Planning, Guardianships & Conservatorships, Limited Liability Companies, Living Wills, Non-Compete Agreements, Partnership, Power of Attorney, Probate & Estate Administration, Sub-chapter S Corporations, Trade Secret, Trusts, Will Contests, Wills
- 60% Estate & Trust Litigation
- 20% Estate Planning & Probate
- 10% Business Litigation
- 10% Business/Corporate
First Admitted: 2001, California
- 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
- California State Bar Board of Legal Specialization — Certified Specialist in Estate Planning, Trust & Probate Law
- 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)
- “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
- University of St. Thomas, bachelor's degree in English, Justice and Peace Studies
- Ohio State University, Master’s degree, English
- “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”)
Selections
- Super Lawyers: 2014 - 2024
- Rising Stars: 2009 - 2011
Top Lists
Top 100: Northern California Super Lawyers: 2016, 2020 - 2023Certificates and credentials
Estate Planning, Trust & Probate Law