Trusts and Estates

CHAIR

Lyon, Deanna D.

510.834.6600 T

510.808.4671 F

Overview


The estate planning, trust and probate practice provides comprehensive and personal services on:

  • Wills, living trusts, life insurance trusts and asset management trusts
  • Wealth preservations
  • Tax planning
  • Charitable giving, including charitable trusts
  • Gifts, either outright or in trust
  • Planning for disability or incapacity, including powers of attorney, living trusts, guardianships and conservatorships
  • Personal residence trusts
  • Grantor retained interest annuity trusts
  • Handling claims by creditors
  • Family limited partnerships and limited liability companies in concert with the business group
  • Representation of executors, trustees and beneficiaries
  • Representation of professional and corporate fiduciaries, including bank trust departments
  • Estate administration, including probate and living trust administration
  • Preparation of estate and gift tax returns
  • Obtaining private letter rulings from the Internal Revenue Service
  • Elder abuse litigation
  • Mediation


Attorneys
  • Lyon, Deanna D.
    Chair
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  • Flood, Bart
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  • Palmer, Virginia
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  • Smallsreed, Timothy H.
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  • Tang, Judith Y.
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Resources
Articles