Experienced Trust & Estate Counsel Helping Individuals and Businesses
Legal Representation In Burlingame, California
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Richard R. Shu

Photo of attorney Richard R. Shu
  • Principal & Estate Planning Development Practice Area Leader
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650-292-2901
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Richard Shu is a Principal and the Practice Area Leader of Estate Planning Development at Barulich Dugoni & Suttmann Law Group, Inc. He is a Certified Specialist in Estate Planning, Trust and Probate Law, certified by the State Bar of California Board of Legal Specialization.

Richard's experience includes counseling clients with foundational estate planning documents, business formation, complex wealth transfer of lifetime gifts, charitable gifting, conservatorships for individuals who are unable to manage their own care and finances, and advising family members and professional fiduciaries in post-mortem administration. He has planned for and administered estates ranging in size from $500K to $60M.

Richard also brings a unique perspective to client matters where estate, business, and gift transactions are considered in the context of their tax implications, including income tax, estate and gift tax, and property tax consequences.

When Richard's not working, he enjoys spending time with his family and friends, dating his wife, playing basketball, and learning guitar.

Education

  • Golden Gate University School of Law, San Francisco, California
    • J.D.
    • Honors: Moot Court Board
  • Golden Gate University School of Law, San Francisco, California
    • LL.M., Master of Laws
    • Major: Taxation
  • University of California, Berkeley
    • B.A., Bachelor of Arts
    • Major: Rhetoric

Professional Associations and Memberships

  • The Bar Association of San Francisco Barrister's Estate Planning, Probate and Trust Section, Co-Chair
  • Bay Area Young Tax Lawyers, Member
  • San Mateo County Bar Association, Member
  • Bar Association of San Francisco, Member
  • Admission to State Bar of California, 2014