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
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…
Full Article
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…
Full Article
Much Ado About Standing: Probate Court Reopened to Disinherited Trust Beneficiaries
02/10/2020 | The Daily Journal
Wendel attorneys Kevin Rodriquez and Matthew John were featured in Los Angeles and San Francisco Daily Journal, providing perspective on a recent California Supreme Court ruling that changed the precedent…
Full ArticleEvents
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…
Full Article
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
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…
Full Article
Wendel Rosen Attorneys Examine Court Decision on Disinherited Trust Beneficiaries
02/06/2020 | Daily Journal
In their byline article for the Daily Journal, Partner Kevin Rodriguez and Attorney Mathew John examine the California Supreme Court’s recent Barefoot v. Jennings decision. The court held that previously…
Full Article
Bart Flood and Lisa Lenherr’s Partnership Elevations Featured in Various Publications
01/17/2020 | Wendel Rosen LLP
Wendel Rosen attorneys Bart Flood and Lisa Lenherr were recently elevated to partner, effective Jan. 1, and the news of their elevations published in numerous publications, including The Recorder and…
Full Article| Date | Category | Publication | Title |
|---|---|---|---|
| 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 |
| 04/03/2019 | Press Release | Wendel Rosen Welcomes Attorney Mathew John to Trust and Estate Litigation Practice | |
| 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 | |
| 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 | |