Heather Boshears

About Heather Boshears

Heather represents individuals, corporate trustees, and professional fiduciaries in the areas of estate planning and trust administration. Heather is a specialist in estate planning, trust, and probate law, certified by the State Bar of California Board of Legal Specialization, and a Certified Public Accountant (CPA) licensed by the State of Colorado Board of Accountancy.Heather is an active community leader. She completed Leadership San Jose, a civic leadership program provided by the San Jose Chamber of Commerce that exposes emerging leaders to issues that impact the city’s economic prosperity and quality of life. She volunteers in the probate division of the Superior Court of California. She is a current board member of the Santa Clara County Estate Planning Council and a past co-chair of the San Mateo County Bar Association’s Estate Planning, Trust and Probate Section. Heather served as treasurer and board member of Junior League San Jose, a charitable nonprofit organization of women developing as civic leaders and making an impact on the San Jose community. She supports organizations advancing animal welfare, works at the San Francisco SPCA as an adoptions counselor, and advocates in Sacramento with the Humane World for Animals (formerly Humane Society of the U.S.). Heather participates in Bay Area road runs and an occasional half marathon.Heather is originally from Louisiana. She attended LSU where she studied finance, accounting, commercial banking, and philosophy. Heather moved to San Francisco to join PricewaterhouseCoopers in the peak of the dot-com boom.

Experience

1. Shareholder Attorney

   Hoge Fenton

   Apr 2019 — Present · San Jose, CA, US

   Guides estate planning clients in developing foundational and complex plans. Explains ways to transfer assets to loved ones and charities, protections that can be built in, and the income and transfer taxes at play. Considers clients’ personal values and circumstances in offering strategies tailored to achieve their goals. Works with clients’ advisors, including CPAs and financial advisors, to carry out plans. Experienced in advanced techniques including irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), and sales to intentionally defective grantor trusts (IDGTs).In trust administration matters, assists trustees in navigating the duties, responsibilities, and legal requirements of a fiduciary. Counsels clients to comply with California and federal law and to manage risks. Sensitive to the emotional aspects that can arise following a death while keeping focus on the duties owed to trust beneficiaries.Aims to resolve disputes outside of court. Experienced with 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.

Education

• Golden Gate University, School of Law

  Taxation

• University of San Francisco School of Law

  JD, Law

• Louisiana State University

  BS, Finance

Skills

• Due Diligence
• Community Service
• Cpa
• Employment Law
• Management
• Intellectual Property
• Leadership
• Mergers & Acquisitions
• Trials
• Risk Management
• Legal Assistance
• Financial Reporting
• Internal Audit
• Commercial Litigation
• Mediation
• Internal Controls
• Estate Planning
• Sarbanes-Oxley Act
• Financial Analysis
• Analysis
• Legal Research
• Hearings
• Auditing
• Building Relationships
• Problem Solving
• Immigration Law
• Westlaw
• Tax
• Legal Issues
• Strategy
• Accounting
• Strategic Planning
• Budgets
• Civil Litigation
• Courts
• Non-Profits
• Nonprofits
• Corporate Law
• Litigation Support
• Trusts