Trusts and Estates

CO-CHAIR

Levi, Jeffery B.

510.834.6600 T

510.834.1928 F

CO-CHAIR

Tang, Judith Y.

510.834.6600 T

510.808.4689 F

Overview

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

 

Attorneys
  • Levi, Jeffery B.
    Co-Chair
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  • Tang, Judith Y.
    Co-Chair
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  • Dell'Osso, Monica
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  • Flood, Bart
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  • Palmer, Virginia
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  • Rodriguez, Kevin
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  • Smallsreed, Timothy H.
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Resources
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