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Peter S. Myers

Estate planning Attorney at San Francisco, CA

4.8   6 reviews
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  • State Years
    Nevada - NV 15 years
    California - CA 38 years
  • Licensed for 15 years
    State NV
    Acquired 2008
    Status
    Active No misconduct found
  • Licensed for 38 years
    State CA
    Acquired 1984
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

Ms
Charlene
This review is from a person who hired this attorney.
Hired Attorney
Creative and Comprehensive Estate Planning
anonymous
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About Peter

Learn Peter’s areas of practice.

3
Practice areas
  1. Estate planning
    60%
    We help clients in their desire to ensure their estates remain in their control for the lifetimes and while they have capacity. We ensure that their estates then pass to whom they want, they way they want and, ot the extent possible, avoiding all unnecessary delay, fees and taxes.

    27 years, 500 cases

  2. Business
    20%
    We form business entities for families and other close groups of entrepreneurs. Special attention is paid to asset protection features, privacy, tax planning and business succession.

    39 years, 200 cases

  3. Tax
    20%
    We provide advice and guidance, including Circular 230 Opinions, concerning tax treatment of business and intrafamily transactions.

    39 years, 100 cases

I live in Oakland and work in San Francisco.  I also travel throughout the Bay Area if required to meet with someone with mobility or transportation issues.

 

I have three children, one of whom is in college, one at Bishop O'Dowd and one at Corpus Christi School.  I will be practicing for many years!

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Reviews

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4.8 / 5.0
  6 customer reviews
5 Star
 
83%
4 Star
 
17%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Charlene | January 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Ms
Peter Myer provided excellent advice and help in resolving trust issues with other members of my family. He and his staff were extremely dedicated and knowledgeable with all the legal issues surrounding the trust. I would strongly recommend him for any legal matter one may have.
Posted by anonymous | November 23, 2008
Creative and Comprehensive Estate Planning
Creative, sharp and attuned to individual client's needs. Peter Myers has the expertise to put together an estate planning package that addresses all aspects of estate planning. He's also extremely knowledgeable in tax law, which is essential for estate planning. We felt we were in good hands through the entire process.
Posted by anonymous | November 19, 2008
Comprehensive and attentive
I've had Peter do my estate planning and small business legal work for years. He's smart and thorough. I've be glad to recommend his services to anyone.
Posted by anonymous | November 18, 2008
Fine estate planning and trust preparation
Peter Myers worked with my husband and I with a non-conventional situation to prepare our joint and individual trusts to meet out estate settlement wishes. He is systematic and methodically worked through all facets of what is necessary to cover; he is professional and personally enjoyable to work with. He also has a great support staff!
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Posted by anonymous | November 18, 2008
Client Review
We live in Connecticut and needed some legal work (trusts) prepared for our sons who were residents of California. Mr. Myers and his staff were helpful, knowledeable,and easy to deal with.
Posted by anonymous | November 17, 2008
Client Review
Peter and his team assisted my wife and I with updating our estate plan, will, living will, etc. It was not particularly complex or difficult for him (I got the impression that he typically has larger -- and more lucrative -- clients), but they did a professional job and were courteous. They were informative and knowledgable, but didn't really have the opportunity to do anything extraordinary.
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Cost

Rates
  • Hourly Rates $ 265-600 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • President
  • Meyer Law
  • 1992 - 2016
  • Associate
  • Pillsbury Madison & Sutro
  • 1987 - 1992

Education

  • University of California, Hastings College of the Law
  • 1984
  • American University
  • 1981

Legal Cases

  • Boardman v. Curry
  • Successful reversal on appeal

Associations

  • East Bay Trusts and Estates Lawyers
  • 2010 - Present
  • East Bay Estate Planning Council
  • 2003 - Present
  • WealthCounsel
  • Member
  • 2001 - Present
  • National Network of Estate Planning Attorneys
  • Member
  • 1997 - Present
  • Bar Association of San Francisco, Estate Planning, Probate and Trust Section
  • 1997 - Present
View all associations

Languages Spoken

  • Italian
  • English
  • French

Honors and Awards

  • Northern California Superlawyer
  • all years from 2003-2016
  • 2016
  • Top 100 Attorneys
  • Robb Report and Worth Magazine
  • 2006
  • Top 100 Attorneys
  • Robb Report and Worth Magazine
  • 2005
  • Wiley W. Manuel Award
  • 1992
  • Wiley W. Manuel Award
  • 1991
  • Outstanding Attorney in Public Service Award
  • 1991
  • Wiley W. Manuel Award
  • 1990
View all awards

Publications

  • Business Succession Planning: Strategies for California Estate Planners and Business Attorneys
  • Executive Editor
  • 2010
  • California Powers of Attorney and Advance Health Care Directives
  • Author
  • 2008
  • Strictly Business: Planning Strategies for Closely Held Businesses
  • Contributing Author
  • 2003
  • Ways & Means: Maximizing the Value of Your Retirement Savings
  • Contributing Author
  • 1998
View all publications

Speaking Engagements

  • Collegium, Indianapolis, IN
  • "IDITs II"
  • 2013

Attorney endorsements

Received (15)
Given (5)
Endorse Peter
Michael John Wittick headshot
Michael Wittick
Estate planning Attorney | Oct 15
Relationship: Other
"I highly endorse Peter, whom I have known for many years, as a member of WealthCounsel, and who represents the epitome of the skill and expertise required of a Certified Specialist in Estate Planning, Trust and Probate Law"
Elaine Andrews headshot
Elaine Andrews
Estate planning Attorney | Sep 14
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Keith L Davis headshot
Keith Davis
Estate planning Attorney | Nov 23
Relationship: Worked together on matter
"I endorse this lawyer. Peter is extremely strong on legal technical mattes, very personable and with a client focus."
Thomas Michael Fafinski headshot
Thomas Fafinski
Estate planning Attorney | Nov 22
Relationship: Other
"Peter is brilliant and talented. He combines these natural gifts with real compassion and empathy for the persons he serves. He has been willing to share his skill at a national level yet remains humble enough to be open to the ideas of others."
Stanley Dwight Miller headshot
Stanley Miller
Estate planning Attorney | Nov 21
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have known Peter for at least 15 years. He has an enormous commitment to professional development. He speaks often and is well received by professional audiences and continues to devote a significant time to attending professional development programs. While I have not worked with him on specific engagements, I know that he is well regarded as one of the most respected estate planning attorneys in the Bay area."
Andrew A. Strauss headshot
Andrew Strauss
Estate planning Attorney | Nov 19
Relationship: Friend
"I endorse this lawyer. Creative, knowledgable and skilled. Top notch tax attorney."
Gregory Andrew Broiles headshot
Gregory Broiles
Estate planning Attorney | Apr 24
Relationship: Fellow lawyer in community
"Peter Myers' deep knowledge of estate planning, his love of his chosen field, and his compassion and caring for his clients is an example to his fellow attorneys."
Dagmar Pollex headshot
Dagmar Pollex
Estate planning Attorney | Jun 09
Relationship: Fellow lawyer in community
"I have known Pete Myers for over ten years thorough our mutual involvement in WealthCounsel, a premier organization of estate planning attorneys. Peter is extremely well respected among estate planning attorneys and has shared his extensive knowledge of advanced estate planning techniques with other estate planners. n addition he has the ability to communicate complicated legal strategies in a way that helps his clients make the best choices for themselves. I highly endorse this attorney."
John Dudley Laughton headshot
John Laughton
Estate planning Attorney | Jan 04
Relationship: Fellow lawyer in community
"If you want confirmation of a person's understanding of a subject, ask him to teach it. Peter is a consummate teacher to other attorneys and to his clients. I have had the benefit of Peter's understanding of and ability to clearly communicate complex tax and estate planning subjects. He is truly a lawyer's lawyer, and both my clients and I are the better for it."
Benjamin James Sowards headshot
Benjamin Sowards
Estate planning Attorney | Apr 07
Relationship: Fellow lawyer in community
"Peter is one of California's premier estate planning professionals. Peter has trained, coached and mentored hundreds of California attorneys. He is the lawyer's lawyer when it comes to estate planning. He understands difficult tax and real estate concepts and does his best to help his clients save on unneccessary costs and fees. Having been trained in one of the country's best law firms, Peter knows how to tackle complex challenges in the most cost effective manner. Peter makes his clients feel at ease and completely answers all of their questions."
Robert Paul Bergman headshot
Robert Bergman
Estate planning Attorney | Apr 04
Relationship: Fellow lawyer in community
"I have know Peter for the past couple years through our common membership in WealthCounsel, the premier organization for estate planning lawyers in the country. He has conducted numerous presentations including several I have attended, and I have always found his insights and professional integrity to be first-rate. I highly recommend him as an estate planning attorney."
Shirlene Bastar headshot
Shirlene Bastar
Estate planning Attorney | Apr 03
Relationship: Fellow lawyer in community
"I have known Peter for about 15 years through common legal associations. He is extremely knowledgeable in the area of estate planning and it has always been a pleasurable experience dealing with him."
Brian Douglas Wyatt headshot
Brian Wyatt
Estate planning Attorney | Apr 03
Relationship: Other
"If you want your matter to be handled by one of the very best trusts and estates and business planning lawyers in California, you owe it to yourself to consult with Peter. He is highly respected by his peers for his knowledge, diligence, skill and professionalism. I have taken classes from Peter and regularly benefit from his insights."
Diedre Wachbrit Braverman headshot
Diedre Braverman
Estate planning Attorney | Feb 02
Relationship: Fellow lawyer in community
"Peter has an encyclopedic knowledge of advanced estate planning techniques. That enables him to mix and match strategies to best suit each client's values, assets, needs and wants. It's no surprise that he's sought out by some of the most affluent families in California for estate planning. I highly endorse his work."
Kenneth Francis Matejka headshot
Kenneth Matejka
Estate planning Attorney | Dec 19
Relationship: Fellow lawyer in community
"Peter Myers is an excellent estate planning attorney. Through my work at the Lawyer Referral Service of the Bar Association of San Francisco I came in regular contact with hundreds of lawyers and Peter is the attorney I would choose for my estate planning needs. I recommend him without reservation."
View more endorsements
Keith L Davis headshot
Keith Davis
Estate planning
Dagmar Pollex headshot
Dagmar Pollex
Estate planning
Shirlene Bastar headshot
Shirlene Bastar
Estate planning
James K Burau headshot
James Burau
Estate planning
Brian Douglas Wyatt headshot
Brian Wyatt
Estate planning
San Francisco Estate planning Lawyer Peter S. Myers
Peter S. Myers
Estate planning Attorney
San Francisco, CA
Licensed for 38 years
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