Certified Specialist in Estate Planning, Trust and Probate Law – State Bar of California Board of Legal Specialization.
Martha L. Daetwyler has an extensive estate planning and probate practice which includes the preparation of wills and inter vivos trusts, including tax-oriented and generation-skipping trusts. In addition, she advises clients regarding the use and implementation of various specialized estate planning tools such as Insurance Trusts, Qualified Personal Residence Trusts, and Family Limited Partnerships. Her practice also includes expertise in charitable giving through the use of charitable bequests, charitable remainder trusts, private foundations, and trusts for conservation purposes. Martha has expertise in probate proceedings, trust administrations and the preparation of federal estate tax returns.
Martha graduated from Duke University and earned her J.D. at the University of Virginia Law School. She has practiced in the areas of civil litigation and equipment lease financing, serving as in-house counsel to Wells Fargo Leasing and Comdisco, Inc. Martha is currently a Director of New Resource Bank, Lead Director of the Board of RSF Social Finance, and a Trustee of Saybrook Graduate School, and is a past member of the Board of Trustees of Grace Cathedral.
Martha is a member of the Estate Planning, Trust and Probate Law Section of the State Bar of California, and the Real Property, Probate and Trust Law Section of the American Bar Association.
Certified Specialist in Estate Planning, Trust and Probate Law, Certified by The State Bar of California Board of Legal Specialization
University of Virginia School of Law, Charlottesville, Virginia
Professional Associations and Memberships
State Bar of California, Estate Planning and Trust & Probate Law Sections Member
San Francisco Estate Planning Council Member
Council of Business Advisors Founding Member
Past Employment Positions
Wells Fargo Leasing and Comdisco, Inc., In-House Counsel
Pro Bono Activities / Community Involvement
New Resource Bank-Director
RSF Social Finance-Trustee