Amy Shelf, Estate Planning Attorney


Amy Shelf received an undergraduate degree from Columbia University and a J.D. from Hastings College of the Law, where she graduated magna cum laude. While in law school, she had an externship with the San Francisco Probate Department, where she learned as much about family psychology as she did about probate practice.

Shelf has spent her entire legal career as a lawyer practicing estate planning and guiding clients as they plan for the certainties and uncertainties of the future. After practicing for several years with a law firm, she opened her own practice concentrating on affordable estate plans for clients of all means, with an emphasis on involving family members -- especially adult children -- in the planning process.

Shelf's childhood weekends were spent with her grandmother, the director of a senior center, who gave her the opportunity to see joy and dignity in aging and from whom she inherited her outspokenness.


Recently Published on Caring.com

How does a quit claim effect our tax situation? — Dec 04, 2009
How the transfer is characterized depends largely upon whether your in-laws intended to transfer the home as a gift or as payment for your caretaking services. If the trans...
How do I set up a bank account to handle my late sister's finances? — Feb 04, 2009
The power of attorney you had over your sister’s affairs was effective only for as long as your sister was alive. Since she has died, and unless she had a living trus...
How can I be sure the power of attorney agent is acting properly? — Feb 04, 2009
It can be very difficult to find out what is going on in this situation.Your nephew has an obligation to use his authority as agent in the power of attorney to act in your ...
What is the difference between power of attorney and conservatorship? — Feb 04, 2009
A power of attorney for financial matters and a conservatorship can both authorize a person to have control over another person’s financial affairs.There are a few ke...
Who should receive our brother's inheritance if he can't be found? — Feb 04, 2009
Usually, if a person named to take property in a will cannot be located, that property is distributed as if that person died before the person who made the will—in th...
Do we need a court order for the bank stating my mother is unable to handle her financial affairs any longer? — Dec 27, 2008
The short answer to your questions are: Yes, it does seem the bank is talking about a conservatorship. And yes, it would be perfect if the power of attorney and doctor&rsqu...
What can we do to allow adult children to see their mother? — Dec 27, 2008
If you are one of the children, start by contacting the adult protective services agency in your area. You should be able to find the agency in your mother’s area by ...
Is there any legal action we can take against our sister's conservator? — Dec 27, 2008
In all likelihood you and your sister should have been notified of your other sister’s conservatorship. While the notification requirements vary by state, most provid...
What can I do to contest a power of attorney with a forged signature? — Dec 04, 2008
It must be stressful indeed to help your fiance through a stroke and all of the medical and emotional struggles connected to that, even apart from the possible family battl...
Can I add codicil to will without a lawyer present? — Dec 04, 2008
No law requires that you hire a lawyer to prepare or to be present when you make a will or codicil. The laws controlling how to make a valid codicil vary from state-to-stat...