Daetwyler, Martha L.

Martha L. Daetwyler

Of Counsel

(415) 957-1800

(415) 974-1520

Email Me

Email

Print This Page

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.

Practice Areas

Estate Planning

Trust & Probate Litigation

Trust, Probate & Estate Administration

Certification/Specialties

Certified Specialist in Estate Planning, Trust and Probate Law, Certified by The State Bar of California Board of Legal Specialization

 

Bar Admissions

California, 1976

Education

University of Virginia School of Law, Charlottesville, Virginia
J.D.Duke University

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

New Resource Bank-Director

RSF Social Finance-Trustee