Heather L. Boshears

Practice Overview

Heather Boshears is an experienced associate in the firm’s Estates and Trusts group. She works closely with the firm’s sophisticated clients to prepare comprehensive estate plans, handle post-death administrations, and resolve disputes before reaching trial. She advises clients in tax matters including estate and gift tax and real property reassessments.

Background

Before joining Hoge Fenton, Heather practiced law with Fox, Shjeflo & Babu LLP in San Mateo and Thoits Law in Los Altos. She has litigated probate disputes 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 also worked in the probate division of the Superior Court of California as a volunteer research attorney. At the Court, she drafted bench memoranda on various probate issues, prepared the daily probate calendar advising jurists on petitions and motions, and researched and drafted statements of decision for bench trials.

Heather’s prior roles include manager at PricewaterhouseCoopers, operations officer at Bank One Corporation (now J.P. Morgan), University Auditor at San Francisco State University, and management consultant at Northern California Public Broadcasting, Inc. (KQED).

Heather is a member of the State Bar of California. She is a Certified Public Accountant (CPA), licensed in Colorado.

Heather’s community roles include:

• Co-Chair, San Mateo County Bar Association Estate Planning, Trust and Probate Section (2020-2021)
• Treasurer and member of the Board of Directors, Junior League of San Jose (2020-2021)
• District Leader for California’s 14th Congressional District, The Humane Society of the U.S.
• Adoptions Counselor, San Francisco SPCA
• Member, Care and Support Team, Menlo Church

Practice Areas

• Estates and Trusts
• Taxation
• Trust and Estate Litigation

Education

• J.D., University of San Francisco School of Law
• B.S., Louisiana State University, Finance Major, Philosophy Minor, Commercial Banking Concentration

Admissions

• California
• U.S. District Court, Northern District of California
• U.S. Court of Appeals, Ninth Circuit
• Certified Public Accountant (CPA) licensed by the State of Colorado Board of Accountancy