◈ Homepage — https://www.shjeflo-riley-cruz-llp.com/2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   CATEGORIES Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes ATTORNEYS Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] GET STARTED Call Us Talk with our team between 8am-5pm PST CALL US BY PHONE (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch We’re your local, experienced attorneys. Serving Northern California for over 40 years. What type of legal assistance are you looking for? ESTATE PLANNING ESTATE LITIGATION FORMING A BUSINESS BUSINESS DISPUTES REAL ESTATE LAW WHY CHOOSE SRC? Serving Northern California for over 40 years The legal process can be intimidating and confusing, but it doesn’t have to be that way. Our team of experienced attorneys will support you every step of the way. We understand that law practice isn’t a one size fits all approach. Our team will communicate closely with you throughout the entire process to find the best possible solution for your needs. And anytime you have question we’re always available to connect by phone, email, or in person. If you’re looking for an effective, accessible team of legal experts, reach out to get started today. SERVING SAN MATEO, THE BAY AREA, & THE VALLEY Based in San Mateo, we’ve been serving clients throughout San Francisco and Silicon Valley for over 40 years. Reputation is everything, and over the past 40 years we’ve established a record for creating results for clients throughout northern California. INTERNATIONAL INHERITANCE MANAGEMENT Planning your estate across international borders Having loved ones overseas can make inheritance and estate planning tricky. Our legal team helps clients in China and other countries create inheritance plans for their family in the U.S., and vice versa. We’ll listen to your needs, walk you through all of your options, and craft a customized and comprehensive plan based on your unique circumstances. ALL CATEGORIES Scope of local, experienced attorney services ESTATE PLANNING Living Trusts Wills Probate Estate Litigation BUSINESS LAW Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy REAL ESTATE Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST CALL US BY PHONE (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION ◈ Interior Pages — 26 pages crawledAnna Lipton - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Anna Lipton Anna Lipton is of counsel at Shjeflo, Riley & Cruz LLP. Her practice emphasis includes estate planning and trust, probate and business matters. Prior to joining Shjeflo, Riley & Cruz LLP, she practiced civil litigation with a focus on construction defect cases. After taking time off to raise her family, she interned as a research attorney at the San Mateo County Probate Court. In her spare time, Anna enjoys spending time with family, traveling, hiking and cooking. Professional Licenses: Attorney, State Bar of California, 1994 Education and Professional Affiliations Juris Doctor, Whittier Law School, 1994 Bachelor of Arts, California State University Northridge, 1990 San Mateo County Bar Association All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Michelle R. Cruz - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Michelle R. Cruz Michelle R. Cruz is a partner at Shjeflo, Riley & Cruz LLP. Her practice emphasis includes all types of civil litigation and disputes, including real estate, construction, unlawful detainer, ADA, business, and collections. Michelle graduated from California State University, Hayward (B.S. in Biological Science, 1995) and Golden Gate University (J.D., Honor Program, 2011) where she served as a member of, and published in, the GGU Law Review. Michelle is a member of the State Bar of California and the San Mateo County Bar Association. Bar Admissions: California, 2011 Education: Juris Doctor, Honors Program, Golden Gate University, 2011 Bachelor of Science in Biological Science, California State University, Hayward, 1995 Professional Organizations/Memberships: State Bar of California San Mateo County Bar Association Biography: Born Los Alamos, New Mexico In her early years, Michelle lived in Naples, Italy and Stuttgart, Germany as the daughter of an United States Air Force Staff Sergeant California has been her home since 1979 All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Business & Commercial Real Estate Lawyer - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Business & Commercial Real Estate Law Commercial and business sales often involve large amounts of capital. As a result, retaining competent counsel is vital for sellers and buyers. At Shjeflo, Riley & Cruz LLP, we know what is at stake in a commercial transaction. That is why we offer our clients the highest level of legal service at all times. We understand that something as simple as a vaguely written contract can be disastrous for you and your business. Knowledgeable and experienced, our attorneys assess every aspect of your business or commercial real estate transaction to ensure that you can proceed with confidence. Commercial real estate lawyers guiding you through your transaction Business and commercial transactions are inherently complex. Whether selling a working business, a piece of real estate , or considering a property acquisition , you should first consult with a skilled attorney. In addition, you cannot rely on consumer protection laws when buying or selling commercial property. At Shjeflo, Riley & Cruz LLP, we are prepared to perform the due diligence for your next business or commercial real estate transaction. Our Bay Area lawyers offer you unparalleled assistance in the following ways: Buying and selling businesses. When you seek our help, you gain the support of a legal team that is ready to research the risks and liabilities of your transaction. Commercial real estate. Commercial real estate transactions can involve a large amount of capital. Moreover, disputes are common. Our attorneys work diligently to ensure that you have all of the information you need to make a solid decision. And if a dispute arises, we are prepared to negotiate a fair resolution or defend your interests in litigation if necessary. Business consulting. Regardless of whether you are a seasoned business owner or a budding entrepreneur, you can greatly benefit from the advice of a knowledgeable attorney that can address the various facets of your business. Our law firm provides general counsel on business entities, contracts, taxes, real estate transactions, and civil litigation. Our commercial real estate lawyers provide high-quality legal services on a variety of issues related to commercial and business sales. Let our attorneys in San Francisco provide you with knowledgeable guidance. Consider Your Options More on Real Estate Law Residential Assistance with Residential Real Estate Issues for Sellers and Buyers. Property Acquisitions Navigating Property Acquisitions for Business or Development, and Evaluating Ramifications of Real Estate Transfers. Homeowners Associations Preventing and Navigating Disputes Between Homeowners and Homeowners Associations. Zoning Disputes Navigating the Complexities of Zoning Ordinances and Real Estate Law. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Property Acquisitions - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Property Acquisitions At Shjeflo, Riley & Cruz LLP, we help business and land developers obtain property as cost effectively as possible. Throughout Northern California, we have provide responsive, knowledgeable and effective, legal guidance. Since 1978, we have relied on a team-oriented approach. Our clients receive the dedicated support of attorneys with more than 135 years of combined experience. Whether you are buying a business, bare land, or another type of property, our San Francisco lawyers will provide you with trusted advice and professional guidance. We handle a variety of acquisitions You might be acquiring land for personal use, business purposes, or investment reasons. Regardless, our Bay Area lawyers can provide you with knowledgeable advice. From understanding zoning laws to negotiating short sales, we have extensive experience in handling all aspects of business and real estate law. We commonly handle: Negotiated sales with a seller. If you are purchasing a piece of property directly from the seller, our skilled attorneys can help protect your best interests. We routinely review contracts and counsel our clients the terms of sale. Short sales. Acquiring property through a short sale can be a great bargain for the buyer. However, short sale properties are often in declining markets, with sellers offering them “as is.” Our savvy San Francisco lawyers can evaluate a property that you are considering and can help you close the deal in a cost-effective and timely manner. San Francisco Peninsula real estate transfer tax Real estate transfer taxes are taxes on the transfer of real property imposed at the state, county, and municipal levels. The standard transfer tax in the state of California is $1.10 per $1,000 of the sales price. However, certain cities within California have their own transfer tax rate. Upon retaining the services of Shjeflo, Riley & Cruz LLP, our attorneys can immediately review the location of the property you are interested in buying to determine the transfer tax rate. Consider Your Options More on Real Estate Law Residential Assistance with Residential Real Estate Issues for Sellers and Buyers. Business & Commercial Real Estate Law Let a commercial real estate lawyer in San Francisco provide you with knowledgeable guidance. Homeowners Associations Preventing and Navigating Disputes Between Homeowners and Homeowners Associations. Zoning Disputes Navigating the Complexities of Zoning Ordinances and Real Estate Law. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Employment Law - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Employment Law The San Mateo employment law attorneys at Shjeflo, Riley & Cruz LLP represent California employers and employees in all aspects of employment law, including advice and counseling services, litigation prevention, employment contracts and related issues, and litigation. Advice and counseling Shjeflo, Riley & Cruz LLP provides employers with advice and counseling services, including litigation prevention, on a wide array of state and federal employment issues. In addition, our employment litigation lawyers also counsel employers on issues including: Employer-employee relations Employee handbooks/personnel policies Medical leave/sick days Vacation policies Employment applications Hiring decisions Employment agreements Reassignments Defamation Collateral issues related to employee benefits, including COBRA Terminations/layoffs Performance problems/progressive discipline policies Accommodations/interactive process for disabled employees Investigation of employee complaints of discrimination, harassment, and retaliation Privacy Non-compete agreements related to trade secrets and intellectual property Litigation Shjeflo, Riley & Cruz LLP handles a wide variety of state and federal employment litigation, including appeals, and has experience litigating claims involving: Wrongful termination Employment discrimination Harassment/hostile work environment Retaliation California Fair Housing and Employment Act (FEHA) Federal Americans with Disabilities Act (ADA) Federal Age Discrimination in Employment Act (ADEA) Meal and rest breaks Title VII Wage and hour Overtime pay Exemptions/misclassification of nonexempt employees Fair Labor Standards Act (FLSA) Federal Family Medical Leave Act (FMLA) California Family Rights Act (CFRA) California Pregnancy Disability Leave (PDL) Meyers-Milias-Brown Act Memoranda of understanding (MOUs) In addition to handling trials and appeals, our San Mateo attorneys also advise and represent employers and employees in connection with alternative dispute resolution proceedings, including mediations and arbitrations. Consider Your Options More on Business Matters Entity Formation Deciding on What Business Entity is Best for You Business Transactions Buying and Selling a Business, Mergers, and Drafting and Reviewing Contracts. Business Litigation Business Disputes involving Employees, Contracts, Vendors, and Partners. Bankruptcy Representation of Creditors and Debtors in Bankruptcy Matters. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Business Disputes - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Business Disputes A business dispute can occur over virtually anything, including contracts, partnerships, and transactions. If not handled deftly and promptly, the dispute can cripple your business. At Shjeflo, Riley & Cruz LLP, we have helped business owners settle complex disputes through both negotiation and litigation since 1978. We know how important it is for you as a business owner to increase profitability and limit liability. Our highly qualified attorneys can provide you with sound advice and, if necessary, represent you in litigation. We handle diverse types of business disputes For 40 years, our Bay Area attorneys at Shjeflo, Riley & Cruz LLP have successfully represented California business owners in a variety of disputes. We recognize that a dispute can affect the daily operations of your business, and we are prepared to swiftly stand by your side, uncover the facts of your case, and work diligently to help you obtain a fair resolution. Below are some of the business litigation matters that we handle on a regular basis: Breach of fiduciary duty. We have extensive experience helping clients file actions for breach of fiduciary duty. If a broker, shareholder, or business officer has engaged in actions contrary to your interests, our skilled lawyers are prepared to fight for your rights. Breach of contract. The best way to prevent contract disputes from arising is to have an attorney assist you in drafting a sound and thorough agreement, but even a concise and well-thought-out contract may not be sufficient. Our San Francisco Peninsula attorneys are equipped to defend your interests. Partnership disputes. A disagreement between the owners of a company can destroy a business. We provide prompt and effective representation in many types of partnership disputes, including control disputes, shareholder disputes, merger and acquisition disputes, and dissolution litigation. Intellectual property disputes: In California, if you want to protect your trade secrets, it is essential to have employees sign a non-disclosure agreement. If an employee or former employee violates such an agreement, our lawyers can assist you in taking legal action. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Living Trusts - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Living Trusts Trusts are an extremely useful legal tool in many contexts, and several variations are suited for a variety of purposes. At Shjeflo, Riley & Cruz LLP, our San Francisco trust lawyers understand the uses, advantages, and disadvantages of various types of trusts. We have the knowledge and experience to craft trusts that help our clients meet their financial goals. The utility of a living trust A person may choose to establish a living trust in the Bay Area for many reasons. For example, a person can create a living trust to fund charitable pursuits that he or she cares about, while still maintaining some control over the use of the funds. Living trusts can also be a useful alternative to giving a lump-sum gift to a loved one. Establishing a trust instead of an outright gift allows the donor to retain some control over the assets. This is especially useful when making a gift to a minor child or other individuals who are unable to handle property. In addition, certain types of trusts can protect a gift from the threat of the beneficiary’s creditors, or can even allow beneficiaries to receive regular income without affecting their Medicaid eligibility. Our experienced trusts and estates lawyers at Shjeflo, Riley & Cruz LLP understand the legal requirements for forming these very specific types of trusts and can ensure that their clients correctly establish the right trust for their purposes. The utility of a testamentary trust While a will is still an essential element of any estate plan, the addition of a testamentary trust can add flexibility and control that is simply not possible with a will alone. Rather than trying to provide for every eventuality in the will itself, a testamentary trust allows a person to designate a trustee to handle portions of the estate. In addition, while a will can usually provide only lump sum distributions to beneficiaries, a testamentary trust allows a person to establish a lasting source of income for his or her loved ones. Revocable vs. Irrevocable Trusts Navigating Revocable and Irrevocable Trusts. Classification of a Trust Deciding What Type of Trust Best Fits Your Needs. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Sean P. Riley - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Sean P. Riley Sean P. Riley is a partner in Shjeflo, Riley & Cruz LLP. His practice emphasis includes all types of civil litigation and disputes, including real estate, construction, unlawful detainer, ADA, business, collections and products liability. Sean graduated from the University of California, Santa Barbara (B.A., with honors, 1988) and American University (J.D., magna cum laude, 1992) where he served as a member of the American University Law Review. Sean is a member of the State Bar of California and the San Mateo County Bar Association. Bar Admissions: California, 1992 Education: Juris Doctor, magna cum laude, American University , 1992 Bachelor of Arts, with honors, University of California, Santa Barbara , 1988 Professional Organizations/Memberships: State Bar of California San Mateo County Bar Association Biography: Born San Jose, California All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Business Transactions - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Business Transactions Shjeflo, Riley & Cruz LLP assists small- and medium-sized businesses with ordinary transactions as well as complicated purchases and sales. When you retain our services, you gain the support of a legal team focused on helping you make informed, strategic business decisions. With more than 40 years of experience, we know how to help you make cost-effective decisions for your company. Experienced lawyers helping you with business transactions Our business law attorneys provide high-quality legal advice to companies that are just starting out in addition to well-established businesses. We understand the importance of helping our clients make sound decisions that reduce cost and minimize liability. As such, we provide you with trustworthy guidance in regard to the following San Mateo County business transaction matters: Drafting, negotiating, and reviewing contracts. We can help you draft a contract as well as counsel you on your rights and responsibilities established by a contract. Purchase or sale of a business. Whether you are buying or selling a business, you should speak to a competent attorney. Our lawyers can evaluate and research properties prior to purchase and can perform rigorous due diligence. Mergers and acquisitions. Mergers and acquisitions are often complicated and thus require consultation with experienced counsel. Our dedicated lawyers can help you merge with another company or purchase a new business. Business documents. Business transaction law involves many complex legal documents. As a business owner, understanding these materials can be difficult. We can review any document related to your business or that requires your signature to ensure that you are making decisions that benefit your company. Business litigation. Sometimes, no amount of negotiation can resolve a dispute. When this happens, our attorneys are ready to fiercely litigate on your behalf. Partnership dissolution. If you require assistance dissolving a partnership or business, we can protect your interests and guide you through the process. At Shjeflo, Riley & Cruz LLP, we have the experience and knowledge to assist Northern California clients with a variety of business law matters, from entity formation to business litigation . Consider Your Options More on Business Matters Entity Formation Deciding on What Business Entity is Best for You Business Litigation Business Disputes involving Employees, Contracts, Vendors, and Partners. Employment Law Advice and Counseling on Employment Law, Litigation Prevention, Dispute Resolution, and Employment Litigation. Bankruptcy Representation of Creditors and Debtors in Bankruptcy Matters. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Estate Litigation - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Estate Litigation Our San Mateo-based law firm fights for you Estate litigation is stressful for those involved and can be a huge drain on an estate. The best way to avoid litigation is by having a comprehensive and well-drafted estate plan. However, even that is not always enough. If you become involved in estate litigation, either as a proponent or challenger of the estate, our San Mateo lawyers at Shjeflo, Riley & Cruz LLP have the courtroom experience to represent your interests aggressively and effectively. Challenging a will early in the probate process Estate litigation often comes about when a person challenges the validity of a will during the probate process. A will can face challenges if it does not meet the execution requirements of the California Probate Code. This means that, in most cases, the deceased and two witnesses must sign the will or the deceased must have handwritten pertinent provisions. The person offering the will for probate must provide clear and convincing evidence that the will meets these requirements. Similarly, the state of mind of the signer can be used to challenge even a properly executed will. Under the California Probate Code, a will is not valid if: It was signed by a person under duress or undue influence The will was created due to mistake or fraud The signer lacked the mental capacity to understand his or her actions In these cases, the person challenging the will must present clear and convincing evidence that one of these conditions existed at the time the deceased signed the will. This type of challenge can be very contentious and a trial may ultimately be necessary. Our experienced Bay Area estate litigation attorneys have the negotiation and litigation skills to decrease the burden that such a challenge puts upon the estate. We work to equitably resolve the dispute out of court. But if a fair resolution proves unworkable, a California estate litigation attorney with Shjeflo, Riley & Cruz LLP has the trial experience to effectively advocate for our clients in the courtroom. Challenging a will later in the probate process Other types of challenges can occur later in the probate process. A beneficiary may feel that the representative or executor of the estate is acting improperly or interpreting the will incorrectly. Our estate planning lawyers in San Francisco counsel executors to help them avoid and quickly resolve probate disputes. However, whether you are an executor or a beneficiary concerned about the actions of an executor, our attorneys can aggressively represent your interests through negotiations, mediation and, if necessary, trial. Trusts & Estates Overview Determining the Right Type of Trust and the Advantages and Disadvantages of Different Trusts Wills Why a Well-Crafted, Comprehensive Will is the Central Component of Every Estate Plan. Probate Assistance with Probate Administration, Fiduciary Accounting and Real Estate Probate Sales. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Business Litigation - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Business Litigation A business dispute can occur over virtually anything, including contracts, partnerships, and transactions. If not handled deftly and promptly, the dispute can cripple your business. At Shjeflo, Riley & Cruz LLP, we have helped business owners settle complex disputes through both negotiation and litigation since 1978. We know how important it is for you as a business owner to increase profitability and limit liability. Our highly qualified attorneys can provide you with sound advice and, if necessary, represent you in litigation. We handle diverse types of business litigation cases For 40 years, our Bay Area attorneys at Shjeflo, Riley & Cruz LLP have successfully represented California business owners in a variety of disputes. We recognize that a dispute can affect the daily operations of your business, and we are prepared to swiftly stand by your side, uncover the facts of your case, and work diligently to help you obtain a fair resolution. Below are some of the business litigation matters that we handle on a regular basis: Breach of fiduciary duty. We have extensive experience helping clients file actions for breach of fiduciary duty. If a broker, shareholder, or business officer has engaged in actions contrary to your interests, our skilled lawyers are prepared to fight for your rights. Breach of contract. The best way to prevent contract disputes from arising is to have an attorney assist you in drafting a sound and thorough agreement, but even a concise and well-thought-out contract may not be sufficient. Our San Francisco Peninsula attorneys are equipped to defend your interests. Partnership disputes. A disagreement between the owners of a company can destroy a business. We provide prompt and effective representation in many types of partnership disputes, including control disputes, shareholder disputes, merger and acquisition disputes, and dissolution litigation. Intellectual property disputes: In California, if you want to protect your trade secrets, it is essential to have employees sign a non-disclosure agreement. If an employee or former employee violates such an agreement, our lawyers can assist you in taking legal action. Consider Your Options More on Business Matters Entity Formation Deciding on What Business Entity is Best for You Business Transactions Buying and Selling a Business, Mergers, and Drafting and Reviewing Contracts. Employment Law Advice and Counseling on Employment Law, Litigation Prevention, Dispute Resolution, and Employment Litigation. Bankruptcy Representation of Creditors and Debtors in Bankruptcy Matters. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Classification of a Trust - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Classification of a Trust In addition to the broad classifications of trusts — revocable and irrevocable, living and testamentary — there are further classifications of trusts based on their purpose and the characteristics that help them fulfill that purpose. Our Bay Area trusts lawyers at Shjeflo, Riley & Cruz LLP understand the various types of trusts are skilled at advising clients about how to use those trusts to meet their financial goals. Types of trusts These are just some of the types of trusts with which our firm can assist you: Spendthrift trust. A spendthrift trust is useful when giving a gift to a beneficiary who is not good with money or has trouble with creditors. Adding a spendthrift provision to a trust instrument prevents the beneficiary from voluntarily or involuntarily assigning or selling his or her interest in the trust. In addition, this provision may give the trustee discretion to withhold disbursements if he or she is concerned that the beneficiary is wasting the money. Special needs trusts. People usually establish special needs trusts for the benefit of a disabled or elderly person who receives government assistance such as Medicaid. A trusts lawyer in the Bay Area can specially draft a trust to provide income to such a beneficiary without interfering with his or her qualification for government assistance. Charitable trusts. Unlike most other types of trusts in San Francisco , a settlor of a charitable trust does not need to name a specific beneficiary. These trusts are also often exempt from complex legal requirements governing the length of time a trust can exist. Instead, charitable trusts contribute money to charitable pursuits in accordance with the terms of the trust and, to some extent, the discretion of the trustee. In addition, a multitude of recognized trust types are available that are designed to lessen the burden of the federal estate tax and to minimize other tax liabilities. At Shjeflo, Riley & Cruz LLP, we can help you with all aspects of estate planning — from setting up a living trust to handling probate matters. Trusts can range from very simple to very complicated and can have multiple purposes, and our attorneys are skilled at helping clients navigate the details Consider Your Options More on Estate Planning Revocable vs. Irrevocable Trusts Navigating Revocable and Irrevocable Trusts. Living Trusts Living Trusts, Testamentary Trusts, and the Benefits of Each. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Bankruptcy - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Bankruptcy The San Mateo bankruptcy attorneys of Shjeflo, Riley & Cruz LLP represent Chapter 7, 11 and 13 debtors, creditors, and other interested parties in bankruptcy cases and bankruptcy litigation in San Mateo County, Silicon Valley, and throughout the San Francisco peninsula. Our firm has represented: Debtors, creditors, and other parties in Bankruptcy Court Individual and corporate debtors in complex bankruptcy cases involving significant debt and assets, including business or real estate debt Debtors, principals, purchasers, and creditors in connection with non-bankruptcy business reorganization and workouts Creditors in consumer and business bankruptcy cases, and in adversary proceedings filed in Bankruptcy Court In addition, our attorneys represent clients in connection with virtually any litigation matter in bankruptcy cases, including: Defense or prosecution of preference claims, foreclosure suits, and suits to recover assets or fraudulent transfers for the bankruptcy estate Enforcement or lifting of the automatic stay Objecting to or supporting plans of reorganization and sales of assets Creditor representation In conjunction with our bankruptcy practice, Shjeflo, Riley & Cruz LLP represents creditors in a variety of proceedings to protect and enforce their rights and status. Our San Mateo County estate litigation attorneys assist owners and lessors of personal property, general trade creditors, and landlords in enforcing their rights in accordance with applicable state and federal law. Services rendered to these clients include: Filing collection suits Collection of judgments Enforcement of rights under loan and lease documents Consider Your Options More on Business Matters Entity Formation Deciding on What Business Entity is Best for You Business Transactions Buying and Selling a Business, Mergers, and Drafting and Reviewing Contracts. Business Litigation Business Disputes involving Employees, Contracts, Vendors, and Partners. Employment Law Advice and Counseling on Employment Law, Litigation Prevention, Dispute Resolution, and Employment Litigation. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Wills - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Wills Even in complex estate plans, a will is still a central component. The will determines how all components of an estate plan work together to provide for loved ones after you are gone. That is why, as part of our comprehensive estate planning practice, our law firm of Shjeflo, Riley & Cruz LLP offers will drafting services to clients throughout Northern California. An experienced Bay Area wills lawyer from our firm can analyze your financial position, your family situation, and your goals — and draft a clear and comprehensive will that meets your specific needs. A San Mateo wills lawyer provides peace of mind Many companies offer do-it-yourself form wills, claiming that you can save money by preparing a will without the help of a California wills attorney. This may seem tempting, but it can often cost your loved ones in the end. Form wills use stock language that is often unclear. This can lead to disagreements among beneficiaries as to the meaning of certain provisions. These disagreements can quickly escalate into estate litigation , putting a severe financial burden upon your estate and, more importantly, creating strife among your loved ones. In addition, form wills are not always comprehensive and may not address all the property in your estate. When the terms of the will do not cover estate property, a probate court must distribute the property by percentages to family members in accordance with the California Probate Code. The probate process can lead to confusion and disputes over specific pieces of property. When you work with a San Francisco wills attorney from Shjeflo, Riley & Cruz LLP, you can mitigate these risks. Our clients know that they can count on our experienced professionals to draft a will that meets their specific estate planning goals. Our estate planning attorneys work with clients to learn the details of their financial and family situation and to construct an estate plan and will that addresses all their concerns. Consider Your Options More on Estate Planning Trusts & Estates Overview Determining the Right Type of Trust and the Advantages and Disadvantages of Different Trusts Probate Assistance with Probate Administration, Fiduciary Accounting and Real Estate Probate Sales. Estate Litigation Preventing Estate Litigation, Challenging Wills, Defending Challenges to Wills, and Assisting Beneficiaries and Executors. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Homeowners Associations - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Homeowners Associations The experienced attorneys at Shjeflo, Riley & Cruz LLP represent homeowners as well as homeowners associations and condominium owners associations. Our committed team of lawyers provides proactive legal guidance to prevent homeowner disputes in California. We work to prevent litigation by drafting comprehensive and clear documents. However, if a dispute arises, we are prepared to defend the interests of our clients throughout Northern California. Qualified attorneys handling a variety of homeowners association issues If you are the manager of a homeowners association or condominium association and are having problems with your members, Shjeflo, Riley & Cruz LLP may be able to help. We specialize in resolving the following types of issues: Collecting unpaid or late common charges and association charges Lawsuits and foreclosure actions against homeowners to collect unpaid charges Enforcement of declarations of covenants and bylaws against community members that are non-compliant Negotiations with, and lawsuits against, sponsors and builders General association legal issues, including city and state government matters. Helping you navigate homeowner association laws in California Most people do not realize how much control a homeowners association or condominium association can lawfully exercise over community members. In California, homeowners associations are governed by bylaws and a declaration of covenants. Bylaws establish who runs the association and how they run it, while covenants restrict how homeowners use the property. Regulations can include substantial matters, such as the size and style of home that a homeowner can construct. However, they can also include more mundane matters — the number of cars homeowners can store, whether a person can hang clothes on clotheslines, the types of facades a homeowner can install, etc. If you’ve purchased real estate in a community with homeowners association or condominium association rules that are interfering with your use and enjoyment of your property, our firm may be able to assist you. Generally, an association can enforce a rule or regulation if it is reasonable and is rationally related to the homeowners association’s interests in protecting member property. However, a homeowner might still have a valid challenge. Our experienced California attorneys can help you determine your rights and how to exercise them most effectively. Consider Your Options More on Real Estate Law Residential Assistance with Residential Real Estate Issues for Sellers and Buyers. Business & Commercial Real Estate Law Let a commercial real estate lawyer in San Francisco provide you with knowledgeable guidance. Property Acquisitions Navigating Property Acquisitions for Business or Development, and Evaluating Ramifications of Real Estate Transfers. Zoning Disputes Navigating the Complexities of Zoning Ordinances and Real Estate Law. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Walter E. Shjeflo - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Walter E. Shjeflo Walter E. Shjeflo is a partner in Shjeflo, Riley & Cruz LLP. His practice emphasis includes estate planning, decedents’ estates, probate administration, trust administration, conservatorship, guardianship, elder law, business, bankruptcy and real estate matters in both transactions and litigation. Walt graduated from Massachusetts Institute of Technology (B.S., 1974) and Hastings College of Law, University of California (J.D., 1977). He is admitted to practice in all state courts in California as well as the U.S. District Court, Northern District of California; U.S. District Court, Eastern District of Texas; U.S. Court of Appeals, Fifth Circuit; and the U.S. Court of Appeals, Ninth Circuit. Walt is a member of the State Bar of California (Member, Business Litigation, Real Estate, Trusts and Estates, and Appellate Sections), the San Mateo County Bar Association and serves as a Judge Pro Tempore, Arbitrator, and Mediator. Bar Admissions: California, 1977 Education: Juris Doctor, Hastings College of Law , University of California, 1977 Bachelor of Science, Massachusetts Institute of Technology , 1974 Professional Organizations/Memberships: State Bar of California (Member, Business Litigation, Real Estate, Trusts and Estates, and Appellate Sections) San Mateo County Bar Association Biography: Born Dickinson, North Dakota All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Estate Planning - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Estate Planning Let a professional legal team help you secure your family’s future. Estate planning can be daunting, but it is necessary to provide security for your family and loved ones, and to establish guidance for those who might have to make difficult decisions regarding your care and affairs. Our California lawyers at Shjeflo, Riley & Cruz LLP understand the importance of estate planning. That is why we craft comprehensive estate plans for our clients that address all of the necessary issues: Preserving your wealth during and after your lifetime Designating someone to manage your assets for your benefit if you become unable to do so Ensuring that after your death, your property goes to those you care about Removing property from the estate to help avoid costly probate Minimizing tax consequences A San Mateo estate planning attorney helps minimize probate costs Even under the best of circumstances, probate can be an expensive process. Courts closely supervise probate and the fees can quickly accumulate. However, by minimizing the contents of the probate estate, our San Mateo County estate planning attorneys help our clients decrease the future cost of probate. We help our clients convert their property into non-probate assets, such as jointly held assets and life insurance policies. This ensures that loved ones receive property quickly, without having to wait for the probate process. Comprehensive estate plans further the goals of our clients An estate plan should do more than simply distribute your assets. A comprehensive estate plan can provide for your care should you become incapacitated, and can also establish a continuing source of income for your loved ones after your death. At Shjeflo, Riley & Cruz LLP, our estate planning lawyers know how to craft comprehensive estate plans using a variety of tools. Our experienced attorneys draft thorough estate planning documents tailored to meet the needs of our clients. We can advise you on what actions to take to ensure that probate goes smoothly for your loved ones, and inform you when an existing estate plan needs to be modified. In addition, our dedicated lawyers provide clients with sound guidance on estate litigation and trusts. Consider Your Options Start Your Estate Plan Trusts & Estates Overview Determining the Right Type of Trust and the Advantages and Disadvantages of Different Trusts Wills Why a Well-Crafted, Comprehensive Will is the Central Component of Every Estate Plan. Probate Assistance with Probate Administration, Fiduciary Accounting and Real Estate Probate Sales. Estate Litigation Preventing Estate Litigation, Challenging Wills, Defending Challenges to Wills, and Assisting Beneficiaries and Executors. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Real Estate - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Real Estate A real estate transaction represents a major investment of time, money, and effort to see a deal through to its conclusion. Whether buying, selling, investing or developing, real estate deals often present substantial risk along with a variety of circumstances that can occur at any time to derail the process. The San Mateo real estate lawyers at Shjeflo, Riley & Cruz LLP provide sound professional advice and skilled legal services on behalf of buyers and sellers and other parties to real estate transactions and real estate litigation disputes. Our law firm represents San Francisco buyers and sellers of real property, realtors, architects, contractors, and others. We work to promote our clients’ interests and to protect their legal rights. Real estate transactions A well-drafted document can prevent problems before they start. And if a dispute does arise, we want to ensure that our clients are not disadvantaged in any way by a poorly worded document that contains vague and ambiguous language or waives important legal rights. We assist our clients in negotiating, drafting or reviewing contracts for the purchase or sale of real property or commercial lease agreements. In addition, we have extensive experience helping clients with short-sale acquisitions. Our goal in every residential real estate transaction is to ensure that our clients’ rights are fully protected and their objectives are met. Real estate litigation When disputes do arise, legal intervention may be necessary to resolve them. Whether a resolution can be brought about by a negotiated settlement or mediation, or if a full trial to judgment is required, we are there every step of the way, protecting our clients’ interests and advocating vigorously on their behalf. Our Bay Area real estate lawyers represent clients in a variety of real estate disputes, including: Breach of contract Disputes over the sale of real property Injury claims Toxic torts Landlord-tenant disputes Construction disputes Construction defect litigation Common subjects for real estate litigation Real estate disputes can arise for a variety of reasons, including homeowner association disagreements and issues related to zoning laws . A common subject of litigation is the failure to disclose defects prior to sale. Disputes commonly arise when a seller intentionally or unintentionally fails to inform a buyer about defects in the property that is changing hands. For example, new owners often seek compensation after discovering mold that developed as a result of a leaky roof or a broken pipe. Another common area of real estate litigation involves property line disputes. For example, a buyer believes he or she is purchasing more property than the seller actually owns because a neighbor has acquired ownership of a portion of the property by making continuous use of it (e.g., repeated use of a driveway that encroaches on the purchased property). Property line issues also arise in large sales of land such as farmland or land for commercial development. In some cases, adjusting the sales price can resolve conflicts over easements and property lines. However, other cases may require different remedies. Construction litigation Construction defects are conditions of a construction project that violate building codes or other regulations, depart from manufacturers’ recommendations or installation requirements, or fail to meet industry standards, causing damage to the property or building. They can affect any part of a property — a building’s foundation or roof, or improvements such as driveways, landscaping, retaining walls, and swimming pools. These defects can cause serious damage to property. They may also require expensive repairs to prevent further damage or make the construction conform to building codes. Our San Mateo real estate lawyers have extensive experience assisting clients in obtaining the financial recovery they need to remedy these defects. In addition to construction defect litigation, our attorneys represent building owners, subdivision developers, general contractors, subcontractors, and bonding companies in construction law claims involving contract, performance and construction disputes. Consider Your Options More on Real Estate Law Residential Assistance with Residential Real Estate Issues for Sellers and Buyers. Business & Commercial Real Estate Law Let a commercial real estate lawyer in San Francisco provide you with knowledgeable guidance. Property Acquisitions Navigating Property Acquisitions for Business or Development, and Evaluating Ramifications of Real Estate Transfers. Homeowners Associations Preventing and Navigating Disputes Between Homeowners and Homeowners Associations. Zoning Disputes Navigating the Complexities of Zoning Ordinances and Real Estate Law. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Zoning Disputes - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Zoning Disputes Individual counties in California dictate real estate laws and zoning codes. Thus, when a Bay Area zoning dispute prevents you from developing a piece of land, you need prompt legal help. At Shjeflo, Riley & Cruz LLP, we can provide you with the legal counsel you need to navigate and conquer the complexities of zoning codes. Zoning classifications Each county in California differs in specific regulations for zoning. The regulations range from minimum and maximum dimension limitations, to lot coverage specifications, to unit limitations. Determining the zone classification for a given property is the first step to avoiding a dispute. Common zoning classifications include: Residential zones Commercial/office zones Industrial/manufacturing zones Other/miscellaneous zones Special classifications San Mateo lawyers helping you navigate zoning issues and real estate law Zoning regulations are broad, constantly changing, and vary from county to county. As a result, property owners often have difficulty understanding zoning laws and the issues that arise can be challenging. At Shjeflo, Riley & Cruz LLP, we frequently assist clients in San Francisco and throughout the Bay Area with the following types of zoning issues: Boundary disputes. A large number of boundary disputes occur when a residential property line differs from the apparent line, such as a fence or existing structure. Zoning variances. In some circumstances, there may be flexibility with regard to zoning regulations. Variances allow a land developer a limited exception to the standard restrictions of zoning laws. Environmental compliance. Developers and owners must considering sensitive environmental areas any time construction or expansion is anticipated. Eminent domain. The government sometimes acquires private property for roads, schools, or other public infrastructure. However, the state and federal constitutions provide that private property cannot be taken without the payment of just compensation. Normally, when the government wants to acquire property, it initiates condemnation proceedings against the owner of the property. Our experienced attorneys can represent you in these proceedings to ensure that you receive maximum compensation. If you are a commercial land developer or represent a business that has encountered zoning issues or that has general real estate law concerns, our experienced legal team can effectively and efficiently provide you with professional representation. Our attorneys are highly qualified and fully prepared to handle the intricacies of California zoning regulations, residential real estate law and commercial sales . Consider Your Options More on Real Estate Law Residential Assistance with Residential Real Estate Issues for Sellers and Buyers. Business & Commercial Real Estate Law Let a commercial real estate lawyer in San Francisco provide you with knowledgeable guidance. Property Acquisitions Navigating Property Acquisitions for Business or Development, and Evaluating Ramifications of Real Estate Transfers. Homeowners Associations Preventing and Navigating Disputes Between Homeowners and Homeowners Associations. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Serving Northern California for over 40 years: Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu We’re your local, experienced attorneys. Serving Northern California for over 40 years. What type of legal assistance are you looking for? Estate Planning Estate Litigation Forming A Business Business Disputes Real Estate Law Why choose SRC? Serving Northern California for over 40 years The legal process can be intimidating and confusing, but it doesn’t have to be that way. Our team of experienced attorneys will support you every step of the way. We understand that law practice isn’t a one size fits all approach. Our team will communicate closely with you throughout the entire process to find the best possible solution for your needs. And anytime you have question we’re always available to connect by phone, email, or in person. If you’re looking for an effective, accessible team of legal experts, reach out to get started today. Serving San Mateo, the Bay Area, & the Valley Based in San Mateo, we’ve been serving clients throughout San Francisco and Silicon Valley for over 40 years. Reputation is everything, and over the past 40 years we’ve established a record for creating results for clients throughout northern California. International Inheritance Management Planning your estate across international borders Having loved ones overseas can make inheritance and estate planning tricky. Our legal team helps clients in China and other countries create inheritance plans for their family in the U.S., and vice versa. We’ll listen to your needs, walk you through all of your options, and craft a customized and comprehensive plan based on your unique circumstances. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Revocable vs. Irrevocable Trusts - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Revocable vs. Irrevocable Trusts Deciding between a revocable or irrevocable living trust can be difficult. Revocable trusts are more flexible and allow the settlor — the person who creates a trust — continued access to the trust property. However, irrevocable trusts have tax and protective benefits that revocable trusts do not have. At Shjeflo, Riley & Cruz LLP, our San Mateo County trust lawyers can analyze your situation and your goals to determine what type of living trust best serves your needs. Benefits of a revocable trust A revocable trust works much like any other classification of trust. With the help of a San Mateo County living trust attorney , a settlor creates a trust that designates a trustee and beneficiaries. The trustee then manages the funds for the benefit of the beneficiaries in accordance with guidelines established in the trust document. The advantage is that the settlor can modify or revoke a revocable trust at any time, allowing him or her to take back the property in the trust should he or she decide to do so. There are, however, some disadvantages: Revocable trusts do not have the tax benefits of many irrevocable trusts; The settlor usually pays personal income tax on any trust income in much the same way he or she would if the trust did not exist; Because the settlor maintains control over the property, a revocable trust cannot protect assets from creditors. Benefits of an irrevocable trust The obvious disadvantage of an irrevocable trust is the lack or flexibility. To establish an irrevocable trust, the settlor must completely and permanently surrender control over the trust property. This can be a big decision and you should not make it without first consulting a San Mateo County trust attorney. Conversely, irrevocable trusts offer the following advantages that revocable trusts do not offer: Many irrevocable trusts pay income tax as a separate entity; Because the settlor often does not pay personal income tax on this trust income, a settlor can, in some cases, use an irrevocable trust to move to a lower tax bracket; Unlike revocable trusts, settlors can use an irrevocable trust to protect assets from creditors. This may not always be the case, however, as such transfers must be done in good faith under the California version of the Uniform Fraudulent Transfers Act (UFTA). The skilled attorneys at Shjeflo, Riley & Cruz LLP can, in many cases, help clients protect assets from future claims. Consider Your Options More on Estate Planning Classification of a Trust Deciding What Type of Trust Best Fits Your Needs. Living Trusts Living Trusts, Testamentary Trusts, and the Benefits of Each. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Entity Formation - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Entity Formation As exciting as starting your own business can be, it can also be daunting. At Shjeflo, Riley & Cruz LLP, we provide clients with sound advice on all aspects of business law and entity formation. We are here to help you navigate the various legal pitfalls so you can create a business that thrives. Since 1978, our team of small business attorneys has diligently supported entrepreneurs in San Francisco and throughout Northern California. Let us do the same for you. Types of business entities Prior to starting any business, you should consult a lawyer who is experienced in business law . An experienced San Francisco lawyer can fully evaluate your needs and determine which business model is most appropriate for you: Corporation. Most larger companies choose the corporation model. While shareholders in a corporation may lose their investment, they enjoy limited liability and their personal assets are safe. Limited liability company (LLC). In California, limited liability companies combine aspects of partnerships and corporations. The main benefit of an LLC is that the liability of the owners is limited to their financial investment. Similar to a general partnership, LLC owners have a right to participate in the management of the business. General partnership. General partnerships are ideal for small- or medium-sized companies that involve at least two individuals. In a general partnership, each partner is liable for the debts and responsibilities of the other partner. Limited partnership. Limited partnerships have two different types of partners: general partners and limited partners. In this arrangement, limited partners are not responsible for the management of the partnership and are only liable for their own investment. Limited liability partnership. A limited liability partnership gives limited liability to all partners. Also, in an LLP, every partner is responsible for handling the management of the company. Unlike other states, California limits the LLP form of ownership to individuals who are licensed to practice in public accountancy, law, or architecture. Sole proprietorship. Many small business owners choose the sole proprietorship business model, but it is important to note that with this entity there is no distinction between your business and you as an owner. Consequently, you are personally responsible for the debts and responsibilities of the company. Flexible purpose corporation (FPC). This model combines the for-profit philosophy of a traditional corporation with the mission of a charitable organization. An FPC chooses a “special purpose,” which allows the company to pursue both economic and social objectives. Owners and officers are not responsible if stockholders claim that the company’s social and environmental policies reduce the value of their stock. Benefit corporation. The law requires a benefit corporation to include non-financial interests, such as social and environmental issues, as part of their legal charter. Similar to an FPC, owners and officers are not responsible if stockholders claim that the company’s social and environmental policies reduce the value of their stock. If you need reliable advice on starting a business, contact Shjeflo, Riley & Cruz LLP. The experienced lawyers at our firm are equipped to assist clients with all aspects of business law, from formation to business transactions to contracts. Consider Your Options More on Business Matters Business Transactions Buying and Selling a Business, Mergers, and Drafting and Reviewing Contracts. Business Litigation Business Disputes involving Employees, Contracts, Vendors, and Partners. Employment Law Advice and Counseling on Employment Law, Litigation Prevention, Dispute Resolution, and Employment Litigation. Bankruptcy Representation of Creditors and Debtors in Bankruptcy Matters. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Michael A. Fox - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Michael A. Fox Michael A. Fox is of counsel at Shjeflo, Riley & Cruz LLP. His practice emphasis includes all types of civil litigation and disputes, including trust and estate disputes, commercial litigation, environmental issues, toxic torts and products liability. Mike graduated from the University of South Dakota (B.A., 1981) and Hastings College of Law, University of California (J.D., 1984). He is a member of the State Bar of California, San Mateo County Bar Association and Silicon Valley Bar Association. An active member of the community, Mike is the Past-President of the San Mateo Rotary Club. Mike was a great baseball, basketball and soccer coach and stays (mostly) out of the way when his wife and daughter ride their horses. Bar Admissions: California, 1984 Northern District of California, 1984 Eastern District of California, 1985 Education: Juris Doctor, Hastings College of Law, University of California , 1984 Bachelor of Arts, University of South Dakota , 1981 Professional Organizations/Memberships: State Bar of California San Mateo County Bar Association Silicon Valley Bar Association Community Involvement San Mateo Rotary Club, Past-President Castro Valley Soccer Club Board of Directors, 2014 to present Biography Born Mitchell, South Dakota All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Probate - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Probate Our San Mateo probate attorneys at Shjeflo, Riley & Cruz LLP have substantial experience assisting clients with the probate of wills in California. We provide probate administration and related probate litigation services, as well as comprehensive estate planning. Our attorneys assist personal representatives, also known as executors, beneficiaries, and others in San Mateo County, Silicon Valley, San Francisco, and throughout the San Francisco Peninsula and Northern California. What is the California probate process? In San Mateo and throughout California, probate is a court-supervised process where: The final will of a deceased person (decedent) is proved to be valid The provisions of the will are given effect An executor is appointed The decedent’s estate is distributed to named beneficiaries If the decedent died without a will , then the court will order the estate distributed to the decedent’s next of kin in accordance with California law. Once a decedent passes away, a trusts and estates attorney can help a beneficiary file a petition of probate with the court for an order that determines the time and place of the decedent’s death and officially appoints the executor. The court then gives creditors, beneficiaries, and others notice and time to file claims against the estate. Sometimes, an estate planning lawyer is needed to track down heirs and give them notice as well. After the petition is filed, the court then schedules a hearing to resolve any objections to the petition or contests to the will. When a will is upheld, the executor manages all aspects of the estate, including: Inventorying assets Paying creditors, bills, and taxes Managing real property or businesses Filing an accounting Finally, once the executor completes all of his or her duties, often with the guidance of a probate lawyer in San Mateo, the executor files a petition to distribute the remaining assets to the beneficiaries. A San Mateo County probate litigation attorney provides guidance The probate process can be complex and time-consuming, and can take months or even years to complete. When issues are in dispute, the resulting probate litigation can make the process even longer. Examples of common probate disputes include the following: Will contests Claims of fraud, undue influence or incapacity Beneficiary disagreements Accounting disputes Accusations that the executor has a conflict of interest or has breached his or her fiduciary duty Requests to remove an executor A probate litigation lawyer can ease the burden of protracted probate administration or litigation by offering advice and guidance throughout the process. Our San Mateo estate planning lawyers offer comprehensive assistance that includes advising executors on how to comply with fiduciary duties and representing the interests of beneficiaries or disinherited heirs. Consider Your Options More on Estate Planning and Probate Matters Trusts & Estates Overview Determining the Right Type of Trust and the Advantages and Disadvantages of Different Trusts Wills Why a Well-Crafted, Comprehensive Will is the Central Component of Every Estate Plan. Estate Litigation Preventing Estate Litigation, Challenging Wills, Defending Challenges to Wills, and Assisting Beneficiaries and Executors. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Trusts & Estates Overview - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Trusts & Estates Overview Trusts are useful legal tools for estate planning and other types of wealth management. However, to properly serve the goals of the settlor — the person who creates a trust — an attorney must draft a thorough and comprehensive trust document. Shjeflo, Riley & Cruz LLP, our Bay Area trusts and estates attorneys understand the advantages and disadvantages of the various types of trusts. Our lawyers listen to what clients want and create well-drafted trusts that serve those goals. Living vs. testamentary; revocable vs. irrevocable Living trusts help settlors maintain control over a gift or donation and are also useful for other wealth management purposes. Testamentary trusts, on the other hand, are created upon a settlor’s death by the terms of his or her will. The latter are a valuable estate planning tool, particularly in complex estates, because they allow greater flexibility than a will alone. Trusts are also categorized as revocable or irrevocable. A settlor can freely modify a revocable trust at any time, but a court order is required to modify an irrevocable trust. Each has advantages: Revocable trusts allow the settlor free access to the property in the trust, while irrevocable trusts have certain tax, marriage, and Medicaid eligibility benefits. Classification by purpose The right type of trust depends on the settlor’s goals, which could include: Providing a source of income to family members Helping children pay for college Caring for an elderly or disabled loved one or for a minor child Supporting a charity Trusts give settlors flexibility by allowing them to: Choose a reliable trustee Set terms for how property is handled Control how beneficiaries receive and use the trust property However, figuring out what kind of trust you need can be complicated. A qualified attorney lawyer from Shjeflo, Riley & Cruz LLP can help you navigate the complexities of trust formation and help you determine what type of trust is appropriate for your situation and goals.   Consider Your Options More on Estate Planning Revocable vs. Irrevocable Trusts Navigating Revocable and Irrevocable Trusts. Classification of a Trust Deciding What Type of Trust Best Fits Your Needs. Living Trusts Living Trusts, Testamentary Trusts, and the Benefits of Each. Wills Why a Well-Crafted, Comprehensive Will is the Central Component of Every Estate Plan. Probate Assistance with Probate Administration, Fiduciary Accounting and Real Estate Probate Sales. Estate Litigation Preventing Estate Litigation, Challenging Wills, Defending Challenges to Wills, and Assisting Beneficiaries and Executors. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION Residential - Shjeflo, Riley & Cruz LLP 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 650-341-2900   Call Us Categories Estate Planning Revocable vs. Irrevocable Trusts Classification of a Trust Trusts & Estates Overview Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Attorneys Michael A. Fox [email protected] Walter E. Shjeflo [email protected] Sean P. Riley [email protected] Anna Lipton [email protected] Michelle R. Cruz [email protected] FAQ --> Get Started Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch   Menu Residential If you are buying or selling a home, consulting with a knowledgeable attorney is one of the wisest decisions you can make. Many people assume that real estate agents are capable of handling all aspects of residential transactions. However, this is not necessarily true. At Shjeflo, Riley & Cruz LLP, our lawyers can provide you with sound advice on a variety of residential real estate matters. Our residential real estate services Whether you are dealing with a short sale , your homeowners association , an easements, or a zoning dispute, a San Mateo real estate attorney can help. Real estate transactions involve large amounts of capital. Thus, understanding how to navigate the pitfalls and traps of real estate law is essential. At Shjeflo, Riley & Cruz LLP, we can help: Short sale acquisitions. We represent developers and landlords seeking to obtain distressed residential properties from banks. Our attorneys are skilled at reading title reports and determining what level of exposure you may have after the acquisition. Trusts and estates. We represent trustees or executors in estate transaction matters. Homeowners association issues. When a dispute arises between a homeowner and a homeowners association, our San Mateo attorneys work to resolve the matter as quickly and cost effectively as possible. Our lawyers have experience representing community associations and individuals in these types of disputes. Zoning disputes. At our firm, we have an in-depth understanding of the zoning regulations for the municipalities in Northern California. We frequently assist land developers in complying with zoning codes. In addition, we can help you file for a variance if a zoning issue exists with a property you own. Contracts. We cannot stress enough the importance of a solid contract. Our experienced attorneys craft well-written contracts that explain the obligations and responsibilities of all parties. Our aim is to prevent future litigation. Consider Your Options More on Real Estate Law Business & Commercial Real Estate Law Let a commercial real estate lawyer in San Francisco provide you with knowledgeable guidance. Property Acquisitions Navigating Property Acquisitions for Business or Development, and Evaluating Ramifications of Real Estate Transfers. Homeowners Associations Preventing and Navigating Disputes Between Homeowners and Homeowners Associations. Zoning Disputes Navigating the Complexities of Zoning Ordinances and Real Estate Law. All Categories Scope of local, experienced attorney services Estate Planning Living Trusts Wills Probate Estate Litigation Business Law Entity Formation Business Transactions Business Litigation Employment Law Bankruptcy Real Estate Residential Business & Commercial Real Estate Law Property Acquisitions Homeowners Associations Zoning Disputes Call Us Talk with our team between 8am-5pm PST Call us by phone (650) 341-2900 Email Us Alternatively, email our attorneys and we'll be in touch Attorney Advertising. This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. 2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271   ASK US A QUESTION