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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

Intentionally Defective Grantor Trust: Income Tax Issues

Intentionally Defective Grantor Trust: Income Tax Issues

10/15/2021 | Wendel Rosen LLP

An intentionally defective grantor trust (“IDGT”) can be beneficial for transferring wealth and reducing estate taxes. With a transfer of assets to an IDGT, the settlor effectively removes those assets…

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California Proposition 19’s Impact on Estate Planning and Gifting of Real Property

California Proposition 19’s Impact on Estate Planning and Gifting of Real Property

12/04/2020 | Wendel Rosen LLP

California Proposition 19, a constitutional amendment for property tax transfers and exemptions, was approved by voters during the November 2020 election.  This is the most dramatic change to property tax…

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New SECURE Act Legislation Brings Big Changes to Estate Planning for Retirement Benefits

New SECURE Act Legislation Brings Big Changes to Estate Planning for Retirement Benefits

05/14/2020 | Wendel Rosen LLP

Signed into law on December 20, 2019, and made effective January 1, 2020, Setting Every Community Up for Retirement Enhancement (the “SECURE Act”) has radically changed the estate planning landscape…

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Date Category Publication Title
04/06/2020 Blog Post Wendel Rosen LLP Document Signing During the COVID-19 Pandemic
02/10/2020 Publication The Daily Journal Much Ado About Standing: Probate Court Reopened to Disinherited Trust Beneficiaries
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05/24/2019 Publication Oakland Business Review Keeping Your Family Business Intact from One Generation to Another
03/01/2018 Publication Trusts and Estates Practice Group 2018 Summary of Changes to Gift, Estate & GST Taxes
03/01/2018 Publication Trusts and Estates Practice Group 2018 Summary of Changes to Income Tax for Corporations and Pass-Through Entities
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
10/01/2017 Publication Contra Costa Lawyers Magazine Show Me The Money: When Can Trustees Use Trust Funds to Litigate?
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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

Bias, Ethics and Substance Abuse

Bias, Ethics and Substance Abuse

11/07/2019 | Fremont Bank

Join Trusts & Estates Attorney Virginia Palmer, on Thursday, November 7th  from 1:30 PM – 5:00 PM  at Scott’s Seafood in Oakland, CA for the Fremont Bank Fall MCLE Seminar….

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Transferring Real Property

Transferring Real Property

12/06/2017 | Continuing Education of the Bar (CEB)

Join real estate transactional attorney Dan Myers and estate planning attorney Judith Tang as they discuss the various legal and practical considerations underlying the process of transferring real property in…

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Estate Plan Drafting: Same-Sex Couples

Estate Plan Drafting: Same-Sex Couples

02/15/2013 | Continuing Education of the Bar

Wendel Rosen estate planning attorney Virginia Palmer will give two co-presentations of “Estate Plan Drafting: Same-Sex Couples,” sponsored by the Continuing Education of the Bar California (CEB). The first presentation is on Monday, February…

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Date Category Host Title
12/06/2012 Seminar Sierra Pacific Financial Advisors Estate Planning and Wealth Transfers
10/18/2012 Seminar Southern California Tax and Estate Planning Annual Forum Cross-Over Issues in Estate Planning and Family Law
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10/13/2012 Seminar State Bar of California Culturally Competent Trusts and Estates Practice
09/14/2012 Seminar State Bar of California Trusts & Estates Section Culturally Competent Trusts and Estates Practice
06/13/2012 Seminar East Bay Trusts & Estates Lawyers Gen Silent Movie Screening and Discussion: Discrimination and LGBT Elder Care
11/07/2011 Seminar Private Event Estate Planning for Owners of Real Estate
09/22/2011 Seminar Estate Planning Strategies for Passing on Real Estate

News

Wendel Rosen Named to the 2022 Best Law Firms List by Best Lawyers

Wendel Rosen Named to the 2022 Best Law Firms List by Best Lawyers

11/05/2021 | Wendel Rosen LLP

OAKLAND, Calif., Nov. 5, 2021 – Wendel Rosen announces today the firm has been recognized by U.S. News & World Report and Best Lawyers as one of the 2022 Best…

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Wendel Rosen Welcomes Attorney David F. Monsour

Wendel Rosen Welcomes Attorney David F. Monsour

10/11/2021 | Wendel Rosen LLP

OAKLAND, Calif., October 11, 2021 – Wendel Rosen LLP, the largest law firm in the East Bay representing businesses and individuals throughout the country, announced today that David F. Monsour…

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Wendel Rosen Attorneys Recognized as The Best Lawyers in America© 2022

Wendel Rosen Attorneys Recognized as The Best Lawyers in America© 2022

08/20/2021 | Wendel Rosen LLP

Ten attorneys from the Wendel Rosen law firm have been selected for inclusion in the print edition of The Best Lawyers in America 2022. The prestigious award recognizes top legal talent nationwide across…

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Date Category Publication Title
08/03/2021 Press Release Wendel Rosen LLP  Wendel Rosen Attorneys Selected to 2021 Northern California Super Lawyers
02/23/2021 Press Release Wendel Rosen LLP  Trusts and Estates Attorney Joins Wendel Rosen
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12/01/2020 Press Release Wendel Rosen LLP  Wendel Rosen Welcomes Attorney Francesca Kuhner Boyd
11/05/2020 Press Release Wendel Rosen LLP  Wendel Rosen Scores Six “Tier 1” Rankings on Best Law Firms List
07/13/2020 Press Release Wendel Rosen LLP  Wendel Rosen Attorneys Selected to 2020 Northern California Super Lawyers and Rising Stars List
06/22/2020 Press Release Wendel Rosen LLP  Wendel Rosen Attorneys Appointed to State Leadership Positions
04/06/2020 COVID-19 Blog Wendel Rosen LLP  Document Signing During the COVID-19 Pandemic
02/06/2020 In the News Daily Journal  Wendel Rosen Attorneys Examine Court Decision on Disinherited Trust Beneficiaries
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01/17/2020 In the News Wendel Rosen LLP  Bart Flood and Lisa Lenherr’s Partnership Elevations Featured in Various Publications
01/06/2020 Press Release Wendel Rosen LLP  Wendel Rosen Elevates Bart Flood and Lisa Lenherr to Partner
11/01/2019 Press Release Wendel Rosen LLP  Wendel Rosen Scores Seven “Tier 1” Rankings on Best Lawyers 2020 Best Law Firms List
08/19/2019 Press Release Wendel Rosen  Wendel Rosen Lands 12 in 2020 Edition of The Best Lawyers in America
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