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

  • Estate planning documents, including preparation of revocable trusts, wills, durable powers of attorney for financial management, and advance healthcare directives
  • Advanced estate planning documents, including preparation of irrevocable trusts for transferring assets during lifetime and on death
  • Counselling clients in family wealth preservation
  • Estate, gift, and property tax planning
  • Charitable giving, including charitable trusts
  • Planning for disability or incapacity
  • Advising on the formation and management of family entities, including partnerships, limited liability companies and corporations
  • Representing executors, trustees and beneficiaries in probate and trust administrations
  • Representing professional fiduciaries
  • Preparing estate and gift tax returns
  • Obtaining private letter rulings from the Internal Revenue Service
  • Representing clients in estate and trust litigation
  • Representing clients in elder abuse litigation
  • Mediating disputes in estates, trusts and elder law

publications

Keeping Your Family Business Intact from One Generation to Another

Keeping Your Family Business Intact from One Generation to Another

05/24/2019 | Oakland Business Review

[This article was originally published in the Oakland Business Review in the May / June 2019 issue.] Passing interests in a family business to the next generation in a tax-sensitive…

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2018 Summary of Changes to Gift, Estate & GST Taxes

2018 Summary of Changes to Gift, Estate & GST Taxes

03/01/2018 | Trusts and Estates Practice Group

[Click here to go back to "Decoding the Tax Cuts and Jobs Act of 2017 for Estate and Wealth Planning" page.]  The Tax Cuts and Jobs Act of 2017 (Tax…

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2018 Summary of Changes to Income Tax for Corporations and Pass-Through Entities

2018 Summary of Changes to Income Tax for Corporations and Pass-Through Entities

03/01/2018 | Trusts and Estates Practice Group

[Click here to go back to "Decoding the Tax Cuts and Jobs Act of 2017 for Estate and Wealth Planning" page.]  The following provides a summary of the changes to…

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Date Category Publication Title
03/01/2018 Publication Trusts and Estates Practice Group 2018 Summary of Changes to Income Tax for Individuals
03/01/2018 Publication Trusts and Estates Practice Group Decoding the Tax Cuts and Jobs Act of 2017 for Estate and Wealth Planning
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10/01/2017 Publication Contra Costa Lawyers Magazine Show Me The Money: When Can Trustees Use Trust Funds to Litigate?
09/07/2016 Publication Financial Advisor Tax Strategies For Family-Owned Businesses
06/30/2016 Publication Trusts & Estates Practice Talking About End-of-Life Care
10/30/2015 Publication Mark S. Bostick How to Avoid Needlessly Exposing a Client’s Assets to Creditors in an Estate Plan or Trust
06/01/2015 Publication Wendel Rosen Client Update Does Your Estate Plan Need Updating?

Events

Demystifying the Home Buying Process for First Time Buyers

Demystifying the Home Buying Process for First Time Buyers

08/07/2019 | Wendel Rosen Client Seminar

Wendel Rosen’s Trusts and Estates attorney Jodi Phillips along with the East Bay Advisory Panel will present “Demystifying  the Home Buying Process for First Time Buyers,” on Wednesday, August 7,…

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Date Category Host Title

News

Wendel Rosen Lands 12 in 2020 Edition of The Best Lawyers in America

Wendel Rosen Lands 12 in 2020 Edition of The Best Lawyers in America

08/19/2019 | Wendel Rosen

Partner Michael Dean Named “Best Lawyer” for 37th Consecutive Year Wendel Rosen LLP Partners Michael D. Cooper, Patricia E. Curtin, Michael A. Dean, Monica Dell’Osso, Matthew F. Graham, Tracy Green,…

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Wendel Rosen Adds Jodi Phillips to Trusts and Estates Practice

Wendel Rosen Adds Jodi Phillips to Trusts and Estates Practice

04/03/2019

OAKLAND, Calif., Apr. 3, 2019 – Wendel, Rosen, Black & Dean LLP, the largest law firm in the East Bay representing businesses throughout the Bay Area and state, continues to…

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Wendel Rosen Welcomes Attorney Mathew John to Trust and Estate Litigation Practice

Wendel Rosen Welcomes Attorney Mathew John to Trust and Estate Litigation Practice

04/03/2019

OAKLAND, Calif., Apr. 3, 2019 – Wendel, Rosen, Black & Dean LLP, the largest law firm in the East Bay representing businesses throughout the Bay Area and state, welcomes attorney…

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Date Category Publication Title
11/20/2017 Press Release   Wendel Rosen Receives Five “Tier 1” on Best Lawyers 2018 Best Law Firms List
10/31/2017 Press Release   Partner Kevin Rodriguez Named Chair of Wendel Rosen’s Trust and Estate Litigation Practice Group
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08/15/2017 Press Release   Firm Lands 10 Attorneys in 2018 Edition of The Best Lawyers in America
08/23/2016 Press Release   Monica Dell’Osso Joins Wendel Rosen’s Trusts and Estates Practice