O’Donnell & Associates is a distinguished estate and trust planning firm serving the San Francisco Bay Area with over 35 years of specialized legal experience. The firm stands out for its deep commitment to “life planning,” a holistic approach designed to protect clients from court intrusion during incapacity and safeguard estates for surviving family members.
Led by Matthew O’Donnell, whose career includes over three decades in estate law and a background in litigation, the firm has assisted more than 10,000 families with personalized and compassionate guidance. It focuses on helping individuals, spouses, partners, and families navigate complex estate matters, with particular expertise in public-benefits planning for special needs, disabled, and elderly clients. The firm prioritizes preventing probate, minimizing estate taxes, and shielding assets from creditors and conflicts.
Services Offered
- Estate Planning
- Advanced Estate Planning
- Living Trusts
- Probate
- Trust Estate Administration
- Special Needs Planning
- Planning for Incapacity
- Estate Tax Avoidance
- Providing for Minor Children
- Long-Term Care Options
- MediCal Eligibility
- Special Needs Trusts
The firm serves clients throughout the San Francisco Bay Area and Silicon Valley from its Menlo Park office, offering consultations to address a wide range of estate and trust concerns.
