Steven D. Anderson

Partner Estate Planning, Trusts + Wealth Transfer Steve leads one of the most sophisticated estate planning practices in Northern California. He works closely with high net worth clients and families to develop and orchestrate innovative solutions around wealth transfer, philanthropic giving and multifaceted estate planning needs. He also counsels nonprofit organizations in all aspects of sophisticated planned giving. Drawing upon more than 25 years practice experience, Steve has designed and implemented virtually every type of estate planning mechanism. Steves understanding of each of his clients unique needs, combined with the responsiveness that he demands of himself and his team, make him an invaluable counselor to families, their businesses and foundations as well as charitable organizations. He is the Past President of the San Francisco Estate Planning Council, and served on their Board of Directors for six years. Special Expertise Complex charitable split interest trusts Counsel nonprofit organizations in planned giving Family business succession 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 U. S. 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, Alpha Chapter State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law Experience and Affiliations Professional Organizations American Bar Association Peninsula Estate Planning Council San Francisco Estate Planning Council Past President; Former Member, Board of Directors San Mateo County Bar Association Estate Planning/Probate Section, Former Co-Chair State Bar of California Business Law and Trusts & Estates Sections Society of Trust and Estate Practitioners (STEP) Civic and Charitable Peninsula Family Service Agency, Board Director; Former Chairman and Honorary Life Member Silicon Valley Community Foundation, Committee Member, Professional League Advisor The Peninsula Community Foundation, Board Member (2005 - 2006); Professional Advisory Council, Former Co-Chair American Lung Association of San Francisco & San Mateo Counties, Board Director and Former President American Lung Association of San Francisco & San Mateo Counties Endowment Trust, Board of Trustees, Chair Publications 02/12/11 Letter to Clients and Friends of the Firm - Estate Planning Alert 06/01/10 Pop Quiz: What Is The Income Tax Basis of An Asset Inherited in 2010? 06/01/10 2010 Gift and Estate Tax Planning Opportunities 01/07/10 Contemplating The Unthinkable-Estate Tax Suspension Has Dawned-Estate Planning Alert 01/01/10 Adventures in Tax Land Honors and Awards AV Preeminent Selected to the Northern California Super Lawyers list, 2005-2024 External Publications Inside the Minds: Best Practices for Structuring Trusts and Estates (Chapter: Planning Ahead - New Developments and Strategies in Contemporary Estate Planning), Aspatore Books/Thomson Reuters, 2011 ed. Over the River and Through the Woods: Creative Estate Planning Ideas for Grandchildren, California Trusts and Estates Quarterly, Co-Author, Fall 2009 The Kaleidoscopic World of Family Limited Partnerships, State Bar of California, Taxation Section (Proceedings of the 77th Annual Meeting), Fall 2004 and 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, Co-author, California Trusts and Estates Quarterly, Fall 2001 Estate Planning for Unmarried Couples, U. S. C. 47th Annual Institute on Federal Taxation, Co-Author (1995, Matthew Bender & Co.) Successful Succession Planning, CEB, Co-Author, March 1994