Robert "Bob" D. Vale, Esq.

Partner

Bob’s primary area of practice is wealth preservation, asset protection and trust and estate administration.

This includes working with family businesses on entity formation, succession planning, lease negotiations and other matters particular to family businesses.

Clients

Individuals | Families | Family and closely held businesses | Trustees |  Successor Trustees | Executors and Beneficiaries of Decedent”s Estates

Professional Summary

Bob received his undergraduate degree at the University at California at Davis in 1976 and earned his M.B.A. from the University of Santa Clara in 1979. Bob earned his law degree from the University of the Pacific, McGeorge School of Law. He was active in law review and served as president of Phi Delta Phi. He obtained a Masters of Law in Taxation in 2001.

Bob is active in the County Bar where he has served as a member on various Bar Committees has served as Chair of the Lawyer Referral Committee. He is an active member of the County Bar’s Estate Planning and Probate Section having co-founded the County Bar’s Elder Law Section aimed at providing local attorneys with an array of resources when dealing with elder law issues. He is a member of WealthCounsel, a nationwide group of attorneys dedicated to expanding the knowledge of its attorney members, the Peninsula Estate Planning Council where he serves as a board member and he is a charter member of the Academy of Special Needs Planners. Bob has volunteered time as a pro bono attorney to the San Mateo County Legal Aid Society. Bob and the other members of the firm recognize the importance of service to the firm’s clients and to the community.

Bob’s publications include: Of Hearts and Minds (Guardians and Trustees)Planning for a Loved One with Special NeedsPlanning Strategies for GrandparentsA Will or a Trust, that is the Question.

Bob’s awards and recognition include: William Nagle, Jr. Award for his service to the County Bar Association, Dorothy Wolf Award for volunteer work with the Legal Aid Society of San Mateo County, and numerous San Mateo County Superior Court Commendations for Service as Judge Pro Tem for Settlement Conferences and Small Claims Appeals.

In addition to maintaining an active law practice, Bob shares time with his wife, Chris, and their son, Harry. Family activities include hiking, soccer and rowing.