Working with a dedicated team of lawyers, paralegals and staff, Mr. Anderson leads one of the most sophisticated estate planning practices in Northern California. His practice addresses the wealth transfer needs of prosperous individuals and families with multifaceted estates that require innovative strategies to achieve estate planning objectives. Through his many years of experience, Mr. Anderson has designed and implemented virtually every type of estate planning mechanism. He also utilizes his expertise in charitable income and transfer tax issues to advise exempt organizations. Mr. Anderson's understanding of the unique needs of each of his clients combined with the responsiveness that he requires of himself and his staff, make him an invaluable counselor to families, their businesses and foundations, and charitable organizations. His peers throughout Northern California have elected Mr. Anderson to the Northern California SuperLawyers list 2005 through 2010.

Special Expertise

• Complex charitable split interest trusts
• Counseling nonprofit organizations in all aspects of sophisticated planned giving
• Family business succession entities, including partnerships, LLCs and closely-held corporations
• Intergenerational dynastic trust planning for high net worth individuals
• Intricate split-interest residence and grantor-retained annuity trusts
• Transfer tax advocacy before the IRS Estate & Gift Tax Division
• Family transactional work involving co-tenancies and entity discount planning
• Mixed property will and revocable trust planning for US citizens and resident aliens
• Irrevocable lifetime grantor trust planning

Academic Credentials

• J.D., University of California, Berkeley (Boalt Hall)
  Associate Editor, International Tax and Business Lawyer
• B.A., magna cum laude, University of California, Berkeley, Phi Beta Kappa
• State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law

Professional Affiliations

• American Bar Association
• Peninsula Estate Planning Council
• San Francisco Estate Planning Council
• San Mateo County Bar Association - Estate Planning/Probate Section, Former Co-Chair
• State Bar of California - Business Law and Trusts & Estates Sections

Civic Affiliations

• Family Service Agency of San Mateo County, Board Director, Former Chairman and Honorary Life Member
• The Peninsula Community Foundation, Board Member and Former Co-Chair of the Professional Advisory Council
• American Lung Association of San Francisco and San Mateo Counties, Board Director and Former President
• American Lung Association of San Francisco and San Mateo Counties Endowment Trust, Board of Trustees, Chair Emeritus

Publications

• The Kaleidoscopic World of Family Limited Partnerships, California Trusts and Estates Quarterly, Summer 2003
• Keeping the "Family" in the Family Home: Special Planning Challenges Posed by QPRT Trusts, California Trusts and Estates Quarterly, Co-Author, Winter 2001
• Entrepreneurial Charity: Guiding Donors and Nonprofits Alike in the Minefield of Venture Philanthropy, California Trusts and Estates Quarterly, Fall 2001
• Successful Succession Planning, CEB, Co-Author, March 1994
• Estate Planning for Unmarried Couples, U.S.C. 47th Annual Institute on Federal Taxation, Co-Author (1995, Matthew Bender & Co.)

Honors and Awards

• Selected to the Northern California Super Lawyers® list, 2005-2010