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Mary is a Certified Specialist in Estate Planning, Trust & Probate with the State Bar of California. She was also selected as a Rising Star by Northern California Super Lawyers in 2012 and 2013 (an honor limited to no more than 2.5% of California lawyers) and a California Super Lawyer in 2014.
From basic wills and trusts to the design and implementation of sophisticated tax-advantageous solutions for transferring wealth and closely-held business interests to younger generations, Mary counsels individuals, families, business owners and executives on a broad range of estate, wealth transfer, and trust and estate administration matters.
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Chat withState: California
Acquired: 2002
No misconduct found
909 Laurel Street., San Carlos, CA, 94070
Showing 1 - 1 of 1 client review from Avvo
Posted by anonymous | September 3, 2013
We used Mary and Bay Wealth Legal Group to create our entire estate plan (trust, will, health care directive, power of attorney, etc.). She was professional, knowledgeable, responsive, and reasonably priced. In short: - She gave me a reasonable price quote (and for more straightforward documents,...
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2014
Super Laywer, Northern California Super Lawyers
2013
Rising Star, Northern California Super Lawyers
2012
Rising Star, Northern California Super Lawyers
2012
Certified Specialist - Estate Planning, Trust & Probate Law, State Bar of California
2012 - Present
Partner, Bay Wealth Legal Group, LLP
2007 - 2012
Partner, Carr McClellan Ingersoll Thompson & Horn
2004 - 2007
Counsel, Amgen
2003 - 2004
Associate, Wilson Sonsini Goodrich & Rosati
2009 - Present
Legal Aid Society of San Mateo CountyPresident, Board of Directors
2002
JD - Juris Doctor
1998
Bachelor of Commerce
2014
Portability for New Attorneys
2014
Estate Planning (With or Without a Bypass Trust) in the Era of Portability
2014
2012
Mandarin
English