Loren M. Lopin, Attorney At Law

Loren was great to work with. Very professional and efficient. Would highly recommend.

– Ross Stackhouse

Loren Lopin’s practice focuses on providing comprehensive, personalized estate planning counseling to individuals, families, and small business owners, as well as probate and trust administration. Loren is committed to helping his clients understand that the foundation of estate planning is appreciating the value of protecting themselves and their loved ones. Loren received a B.A. from University of California Los Angeles in 1985.

In 1991, Loren received a J.D. degree from the Western State University College of Law. Loren began his legal career in Mergers & Acquisitions with the Office of General Counsel at Bank of America in San Francisco. Prior to starting his private estate planning practice, Loren was the general counsel for Justsystem Ventures, a venture capital firm located in Menlo Park, California and then established and managed Aspect Ventures, a corporate development fund for Aspect Communications in San Jose. Loren lives with his wife and three children in San Francisco.

More Information

I enjoy custom drafting trusts and designing estate plans. I charge a flat fee for a complete trust package including a first and final draft of the trust, “pourover” will(s); durable power(s) of attorney; advance health care directive(s); deed to transfer personal residence to the trust; preliminary change of ownership report; account retitling letter(s); coordination of beneficiary designations on non-trust assets; and a detailed letter of instruction.

If there is a complicated situation, such as a family business, multiple properties in other states, additional hourly fees will apply.

I enjoy complicated and simple estate planning, solving problems and working with families.

Contact Loren at (415) 200-4592

Areas of Specialty

Estate Planning For High-Net-Worth Individuals

Employ smart strategies and a comprehensive knowledge of California law to minimize or reduce estate tax liability and preserve your wealth.

Family Probate Issues

Family probate issues can be challenging and complicated, involving multiple relatives and lawyers, with major consequences. I offer guidance to make the right decisions.

Conservatorship Challenges

Having advocated for many families, I can help navigate a complex legal system that involves court-appointed individuals making family decisions for you.

Trusts For Couples & Families

I enjoy helping couples and families plan for the future with forward-thinking trusts that protect their assets and ensure a successful transfer of wealth to their children and loved ones.