Heather L. Boshears

Practice Overview

Heather Boshears is a senior attorney in the Firm’s Estates and Trusts Practice Group. She works closely with 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.

Heather is a top-rated Estate Planning & Probate Attorney nominated by peers to Northern California Super Lawyers “Rising Stars” in 2017-2020. She was listed in Best Lawyers: Ones to Watch in America, Trust and Estates in 2021 and 2022.

Heather 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. She has worked in the probate division of the Superior Court of California as a volunteer research attorney where 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 community roles include:

• Past Chair of the San Mateo County Bar Association’s Estate Planning, Trust and Probate Section
• District Leader for California’s 19th Congressional District, The Humane Society of the U.S.
• Treasurer and member of the Board of Directors, Junior League of San JoseAdoptions Counselor, San Francisco SPCA
• Group Leader, Care and Support Team, Menlo Church

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).

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