Trusts and Estates

Overview
Insights

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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Date	Category	Publication	Title
02/10/2020	Publication	The Daily Journal	Much Ado About Standing: Probate Court Reopened to Disinherited Trust Beneficiaries
05/24/2019	Publication	Oakland Business Review	Keeping Your Family Business Intact from One Generation to Another
More Articles
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?
09/07/2016	Publication	Financial Advisor	Tax Strategies For Family-Owned Businesses
More Articles
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

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…

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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
More Articles
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