Primary Office
Trusts & Estates Law
- Assisted multiple generations of the same family by providing estate and retirement benefits planning to support long-term wealth preservation and tax-efficient wealth transfer strategies.
- Modified a client’s estate plan to include a special needs trust designed to preserve the beneficiary’s eligibility for public benefits following the client’s passing.
- Advised married clients on a disclaimer trust structure to provide flexibility in addressing future estate tax considerations following the death of a spouse.
- Assisted a successor trustee with the administration of a trust and statutory notices following the trustor’s incapacity.
- Guided successor co-trustees through a trust administration involving competing beneficiary interests in real property held by both the decedent’s trust and a bypass trust established upon the prior death of the decedent’s spouse.
- Represented a personal representative in an ancillary probate administration involving a California real property interest owned by a decedent domiciled in another state.