Heather L. Boshears

Heather’s practice is focused on estate planning and trust administration. Heather guides clients through the development of basic and complex estate plans presenting decisions in an understandable format and providing counsel in the process. She explains the various taxes at play, including income, estate, and real property taxes. Heather considers her clients’ personal values and circumstances and provides strategies to help achieve their goals.

Heather assists trustees and personal representatives in navigating the duties, responsibilities, and legal requirements of a fiduciary in administering trusts. She works with clients and their financial advisors and CPAs to comply with federal and California laws and to assess and manage risk. Heather is sensitive to the emotional aspects that arise during this time while keeping focus on the legal duties and requirements.

Heather aims to resolve any disputes outside of court. Heather served as a research attorney in the probate division of the Superior Court of California. She has litigated matters involving accountings, breach of fiduciary duties, suspension and removal of trustees, lack of capacity, undue influence, financial elder abuse, and the validity of marriage. Heather’s positions before attending law school included manager at PricewaterhouseCoopers, operations officer at J.P. Morgan (formerly Bank One Corporation), university auditor at San Francisco State University, and consultant at Northern California Public Broadcasting, Inc. (KQED).

Heather is dedicated to animals and supports numerous organizations advancing their welfare. She enjoys running and serves as a dog and cat adoptions counselor on weekends.