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
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
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
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…
Full Article| 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 |
| 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
Wealth Preservation Strategies
01/09/2020 | Community Finance San Francisco, in partnership with the National Finance Literacy Campaign
Join Trusts and Estates attorney Jodi Phillips, who will join a dynamic panel to discuss,”Wealth Preservation Strategies” including estate planning, investments and financial education, on Thursday, January 9, 2020 from…
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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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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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News
Wendel Rosen Elevates Bart Flood and Lisa Lenherr to Partner
01/06/2020 | Wendel Rosen LLP
Wendel Rosen LLP, the largest law firm in the East Bay representing businesses throughout the state, announces that Bart Flood and Lisa Lenherr have been elevated to partner, effective Jan….
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Wendel Rosen Scores Seven “Tier 1” Rankings on Best Lawyers 2020 Best Law Firms List
11/01/2019 | Wendel Rosen LLP
Wendel Rosen LLP has been named to the list of 2020 Best Law Firms by U.S. News Media Group and Best Lawyers. The firm is recognized in the categories of…
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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,…
Full Article| Date | Category | Publication | Title |
|---|---|---|---|
| 04/03/2019 | Press Release | Wendel Rosen Adds Jodi Phillips to Trusts and Estates Practice | |
| 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 | |