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
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
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
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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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
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
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…
Full Article| 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 |
| 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 Welcomes Attorney Heidi L. Imsand
01/28/2022 | Wendel Rosen LLP
OAKLAND, Calif., January 28, 2022 – Wendel Rosen LLP, the largest law firm in the East Bay, representing businesses and individuals throughout the country, announced today that Heidi L. Imsand…
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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
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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