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MAP Background Information provided

266==Name: Jeffrey R. Loew
Address: Loew Law Group
  1650 Borel Place, Suite 104
  San Mateo, CA 94402
Telephone:(650) 397-8700Fax:(650) 397-8889      
Email: jloew@loewlawgroup.com
Website: www.loewlawgroup.com
Fees: $450 per hour
Other Costs:  None
BAR Number:0216808
Current Status: Attorney
Subject Matter:
  • Probate: Conservatorships, Guardianships & Elder Law
  • Probate: Estates & Trusts
Mediation
Experience:

 		Between 2005 and 2010, I assisted attorney-mediator Keith Bartel as mediator on numerous matters, all of them successfully resolved. As an attorney, I have participated in more than 70 mediations, nearly all of them successful.
Mediation
Training:

 		Center for Understanding in Conflict/Center for Mediation in Law, Gary Friedman and Catherine Connor, Marin County, California; University of St. Thomas, St. Paul, Minnesota - B.A. in Justice and Peace Studies, including Conflict Resolution, 1992-1995; Between 2005 and 2010, assisted attorney-mediator Keith Bartel as mediator on numerous matters, Drafted outline and moderated panel on Ethics for Mediation for SMCBA, January 2018 (with Judge Foiles and others), As an attorney, I have participated in more than 70 mediations, nearly all of them successful
Arbitration
Experience:

 		None
Neutral
Evaluation
Background:
 		None
Settlement
Conference
Experience:
Member of Early Settlement Conference Panel, Santa Clara County Superior Court, since 2016.
Other
Education:

 		 Institution: University of California Berkeley School of Law (Boalt Hall)
Course of Study: J.D.
Degree I Certificate: J.D., Certificate in Law and Technology

Institution: Ohio State University
Course of Study: Graduate School of English
Degree I Certificate: M.A., English
Mediation
Approach:

 		 My approach is to be practical in helping participants evaluate their costs and prospects of success if mediation fails, but also to feel that they are not being coerced into settlement. The training I have received includes both caucus-style mediation and also cooperative mediation, with all parties present for the majority of the negotiations. In practice, however, I have worked as an attorney and mediator almost exclusively in the caucus model. I also hope to broaden this approach to allow participants (generally family members) to achieve additional goals beyond simply achieving a financial settlement, and to allow participants to feel more autonomy and less coercion in achieving these goals.
Brief
Thumbnail:

 Mr. Loew is the founding attorney and principal of Loew Law Group.
Mr. Loew is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California's Board of Legal Specialization, a title held by less than half of one percent (0.5%) of practicing attorneys in California, and by only about three percent (3%) of estate planning attorneys. Mr. Loew is often retained to provide expert testimony on trust and estate issues in litigated matters. He also serves as a mediator and settlement conference neutral for trust and estate disputes, with an emphasis on creative and cooperative means to resolve these disputes.

Mr. Loew's primary areas of practice include trust and estate litigation (including will and trust contests), fiduciary litigation, and financial elder abuse actions. His practice further includes representing fiduciaries and beneficiaries in fiduciary disputes and regarding accountings; trust and probate petitions and administration; and conservatorship matters. Mr. Loew brings to his practice more than a decade of experience in these areas.

As an estate planner and trust administration advisor, Mr. Loew employs a wide range of estate planning techniques to help his clients meet their estate planning needs and wealth transfer objectives, from straightforward wills to complex trust agreements.

Mr. Loew frequently speaks before professional groups on issues concerning trust and estate litigation and related trust and estate matters, and in a variety of forums on general topics such as estate planning and elder abuse. He successfully represents clients at both the trial and appellate levels as well as in alternative dispute resolution, including mediation and arbitration. In addition to the areas described above, Mr. Loew recently served as Chair of the Trusts and Probate section of the San Mateo County Bar Association, and on the Board of Trustees of the Silicon Valley Bar Association. He currently serves as founding President of the San Mateo County Law Library Foundation.

Specialties: Trust and Estate Litigation, Fiduciary Litigation, Estate Planning, Probate and Trust Administration, Conservatorships, and Elder Law
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