Monica Dell'OssoAttorney

Wendel Rosen Black & Dean LLP 1111 Broadway, 24th FloorOakland, CA 94607
TEL:
510.834.6600
FAX:
510.834.1928
VCARD:
vcard
Profile

Monica has more than 35 years of experience in trusts and estates and is a certified specialist in the field. She focuses her practice on sophisticated estate and gift tax planning, estate and trust administration, and contested matters in estates and trusts.

Monica prepares complex estate plans that utilize sophisticated techniques for effective wealth transfer. She handles numerous administration matters, including formal probates and post death trust administrations. She also routinely represents clients in will and trust contests, heirship claims and surcharge actions against fiduciaries. Monica writes and lectures on a wide range of topics relating to the trusts and estates field.

Recognition
  • Certified Specialist – Probate, Estate Planning and Trust Law, State Bar of California Board of Legal Specialization
  • Selected for inclusion in the 2007-2016 list of Northern California's Top 100 "Super Lawyers" and Top 50 Women "Super Lawyers"
  • Selected for inclusion in the 2006, 2007, 2010-2014 edition of The Best Lawyers in America
  • Selected as a 2013 "Top Rated Lawyer" in Trust and Estates and was featured in The American Lawyer & Corporate Counsel magazine

 

Publications
  • California Civil Practice: Probate and Trust Proceedings, 4 volumes, co-author, Thompson, 1993, updated semi-annually
  • "Surrogate Financial Management," California Elder Law Resources, Benefits and Planning: An Advocate's Guide, Continuing Education of the Bar (CEB), 1993, updated 2003, 2005, 2007, 2010 and 2013
  • Funding A Revocable Trust, co-author, Continuing Education of the Bar (CEB), 1993, updated 2002 and 2003
  • "Representing the Absconding Fiduciary: The Ethical Issues," California Trusts and Estates Quarterly, 1996
  • "Trusts for Minors," Drafting California Irrevocable Trusts, co-author, Continuing Education of the Bar (CEB), 1997
  • "Estate Planning for Children: An Overview," Estate Planning 1996, co-author, Continuing Education of the Bar (CEB), 1996
  • "Marital Deduction Trusts," California Transactions Forms – Estate Planning, co-author, West Publishing Company, 1999
  • "Current Developments in Planning with Private/Family Split Dollar Insurance and Stock Options," 52 Major Tax Planning, Lexis Publishing, 2000
  • "Income Tax Basis," California Estate Planning, Continuing Education of the Bar (CEB), 2002
  • "Tax Considerations" Drafting California Revocable Trusts, co-author, Continuing Education of the Bar (CEB), 2003
  • "Estate Planning for Vacation Homes," Estate Planning for Special Assets, Continuing Education of the Bar (CEB), 2005, updated 2008, 2010, and 2014
  • "Difficult Family Situations," Complete Plans from Small and Mid-Size Estates, Continuing Education of the Bar (CEB), 2007, updated 2008 - 2010 and 2014
Speaking
  • "Trust and Estate Litigation Seminar: A Comprehensive Analysis from Intake to Resolution," co-panelist, Continuing Education of the Bar (CEB), December 2010
  • "How to Cope with the Current Estate and Gift Tax Laws - What are they?" co-panelist, Thirty-Second Annual UCLA-CEB Estate Planning Institute, May 2010
  • "Estate Litigation: Tactical Issues. Case Studies and Resolution Scenarios," co-panelist, Continuing Education of the Bar (CEB), December 2008
  • "Advanced Estate Planning Practice Update - Fall 2007," co-panelist, ALI-ABA, September 2007
  • "Post-Mortem Estate Planning," Professional Education Broadcast Network, November 2006 and August 2007
  • "Post Death Tax Planning and Elections," 37th Annual Estate Planning Institute, Practicing Law Institute (PLI), October 2006
  • "Post Death Tax Planning and Elections," Tax Strategies for the High-Income Individual, American Institute of Certified Public Accountants, May 2006
  • "Advanced Estate Planning Practice Update - Winter 2006," co-panelist, ALI-ABA, February 2006
  • "Estate Litigation: Tactical Issues, Case Studies and Resolution Scenarios," Continuing Education of the Bar (CEB), November 2005
  • "Use of Disclaimers," San Francisco Estate Planning Council, November 2005
  • "Post-Death Tax Planning and Elections," 36th Annual Estate Planning Institute, Practicing Law Institute (PLI), October 2005
  • "Making Waivers Work: Disclosure v. Intelligibility," Representing Trust and Estate Beneficiaries and Fiduciaries, ALI-ABA, July 2005
  • "Who's the Client? Ethics for the Trust and Estate Counsel," State Bar Section Education Institute, January 2005
  • "Estate Planning for Special Assets," co-panelist, Continuing Education of the Bar (CEB), January 2005

 

Affiliations

American College of Trust and Estate Counsel
  • Fellow

UCLA-CEB Estate Planning Institute
  • Co-Chair

Alameda County Bar Association
  • Past Chair, Estate Planning, Trust and Probate Law Section

San Francisco Bar Association
  • Estate Planning Trust and Probate Law Section