Mat Dunlap

Roisman Henel + Adams LLP is a boutique law firm specializing in estate and trust law. We provide our clients superior service and personalized attention. We assist clients with all aspects of estate planning to ensure the orderly and efficient management and transfer of property during life, upon incapacity, and at death. We partner with our clients to analyze and implement strategies to minimize estate and gift taxes, property taxes, and other expenses, while keeping in mind the personal and family issues that accompany such planning. Four of our attorneys are certified specialists in estate planning, trust, and probate law. Our three senior attorneys are rated “AV” by the Martindale-Hubbell Law Directory (the highest rating of skill and ethics), and have been included among Northern California’s “Super Lawyers,” selected by their peers and the publishers of Law and Politics and San Francisco Magazine since 2002. We assist clients with all aspects of estate planning to ensure the orderly and efficient management and transfer of property during life, upon incapacity, and at death. We partner with our clients to analyze and implement strategies to minimize estate and gift taxes, property taxes, and other expenses, while keeping in mind the personal and family issues that accompany such planning. Our estate planning services include wills, revocable trusts, gift tax returns, durable powers of attorney, advance health care directives, life insurance trusts, business succession planning, charitable remainder trusts, special needs trusts, dynasty trusts, and other succession planning. We also advise trustees and executors (including professional fiduciaries, such as banks), and beneficiaries on the legal and tax issues resulting from the death or incapacity of an individual. We have experience in probate courts throughout the Bay Area, as well as many other counties in California.