Monica has more than 35 years of experience in trusts and estates. A respected leader in the field, she combines extensive insight and experience with a committed, passionate, and caring approach. She is a trusted advisor for a range of clients, with a practice focus on sophisticated estate and gift tax planning, estate and trust administration, and contested matters in estates and trusts.
Trusts and Estates
Working closely with clients, Monica prepares complex estate plans that utilize sophisticated techniques for effective wealth transfer. She provides comprehensive guidance and handles numerous administration matters, including formal probates and post-death trust administrations.
Litigation and Conflict Resolution
Monica has extensive experience in litigation and conflict resolution. She provides trusted and effective counsel and routinely represents clients in will and trust contests, heirship claims, and surcharge actions against fiduciaries.
Recognition and Distinction
Monica has written and lectured on a wide range of topics related to trusts and estates. A certified specialist in probate, estate planning and trust law by the State Bar of California Board of Legal Specialization, she is regularly selected for inclusion in multiple publications, including as a top rated estate planning and probate attorney by Northern California Super Lawyer.