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
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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Document Signing During the COVID-19 Pandemic
04/06/2020 | Wendel Rosen LLP
Estate planning “best practices” for signing documents are being redefined during the current pandemic. California Probate Code dictates the execution of a last will and testament requires the signer and…
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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 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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Wendel Rosen Attorneys Selected to 2021 Northern California Super Lawyers
08/03/2021 | Wendel Rosen LLP
OAKLAND, Calif., July 30, 2021 – Wendel Rosen LLP, the largest law firm in the East Bay representing businesses throughout the country, announced that 17 attorneys have been named to…
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Trusts and Estates Attorney Joins Wendel Rosen
02/23/2021 | Wendel Rosen LLP
OAKLAND, Calif., February 23, 2021 – Wendel Rosen LLP, the largest law firm in the East Bay representing businesses throughout the country, announced that Joseph L. Cooter will join the…
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