Heidi L. Imsand

Jan 28, 2022

Heidi is known for her commitment and dedication to clients, and her valuable combination of insight to estate planning, trust administration, and tax law.

A certified Specialist in Estate Planning, Trust & Probate Law by the California State Bar, Heidi has nearly a decade of professional experience and a deep understanding of trusts, estates, and their tax implications (candidate, LLM in Taxation, expected summer 2022).

Clients seek her guidance in drafting and designing estate plans, including high-net worth individuals, clients with business succession issues, and clients with unique family situations. She has deep experience in trust administration, including crafting asset allocations, ensuring tax and probate law compliance, and managing the often complex relationships between trustees and beneficiaries.

Heidi applies the same diligence to client matters that has distinguished her throughout her career: earning the Thomas Jefferson Award (as top student in the political science department) and graduating magna cum laude from Saint Mary’s College of California; being named a Thurston Society member, earning membership in the Order of the Coif, and graduating magna cum laude from the University of California, Hastings College of the Law; and earning the top student award in Federal Tax Accounting and Tax Timing at the University of San Francisco.

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David F. Monsour

Oct 11, 2021

David practices on behalf of individuals and families, focusing his practice in the area of trust and estates. He handles all aspects of trust and estates, from estate planning, family wealth preservation, charitable giving and trust and estates litigation. David has appeared on behalf of his clients in state and federal court. He has been recognized as a Northern California Rising Star by Super Lawyers for the past four years in the area of trust and estates litigation.

David attended undergrad at the University of Texas at Austin, where he graduated beta gamma sigma with a Bachelor of Business Administration from the Red McCombs School of Business. David attended law school and received his Juris Doctor from the University of California, Hastings College of the Law. While at UC Hastings, David competed on the Alternative Dispute Resolution Team and participated in the Mediation Clinic. David also volunteered with UC Hastings’ Homeless Legal Services and was awarded the Outstanding Volunteer in Public Service Award by the San Francisco Bar Association.

David previously worked as an associate attorney at Barr & Young Attorneys. As a law student, David externed for the Honorable Edward J. Davila of the United States District Court, Northern District of California and for the Office of the Circuit Executive for the Ninth Circuit Court of Appeals in San Francisco.

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Francesca K. Boyd

Dec 01, 2020

Francesca advises clients in all areas of estate planning, estate administrative law, wealth management, and wealth transfer planning. She has experience in drafting complex wills and trust agreements, preparing pre- and post- marital agreements, probating estates, administering trusts, analyzing estate and gift taxation matters, and advising fiduciaries. Representing corporate clients, Francesca has provided legal services on business succession, charitable transfers and tax compliance.

Additionally, she served as Senior Project Manager of a real estate development company, overseeing design, entitlement, construction, and marketing, as well as managing outside legal counsel, financial advisors and lending institutions. In this role, she managed relationships with investors, partners, city officials and the community.

Francesca is also experienced in navigating California’s complex property tax rules governing change of ownership and reassessment of real estate.

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Virginia Palmer

Jul 29, 2019

Virginia is a partner in Wendel Rosen’s Trusts and Estates practice group. Compassionate and pragmatic, she guides clients in estate planning, trust administration, probate, and elder law matters. She is a skilled mediator, writes and speaks on a range of estate planning related topics, and is experienced in estate planning for LGBTQ families.

Trusts and Estates

Virginia advises clients on wealth preservation and estate planning, prepares estate planning documentation, including revocable trusts, wills, durable powers of attorney, and advance healthcare directives, and assists with advanced estate planning and irrevocable trusts. She guides clients on planning for disability, incapacity and end-of-life issues.

She has particular experience in estate planning for LGBTQ families, as well as representation of individual and professional fiduciaries in the administration of living trusts, conservatorships of the person and estate and decedents’ estates. As a former estates and trusts litigator, Virginia advises and consults with clients and colleagues about litigation matters.

Leadership and Experience

A frequent author and speaker on estate planning related issues, including LGBTQ estate planning, powers of attorney, estate planning in the context of dissolutions, and end of life decisions, Virginia has presented before a wide variety of legal, professional and private organizations. She is a former Certified Family Law specialist, mediates matters in her areas of expertise and is a Fellow of the American College of Trust and Estates Lawyers.

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Kevin M. Rodriguez

Jul 29, 2019

Kevin is a partner and Chair of the firm’s Trust & Estate Litigation Practice Group, with over a decade of experience representing fiduciaries, beneficiaries and nonprofit organizations in contested trust, estate, conservatorship, and elder abuse matters. Kevin represents his clients in all phases of litigation, from pre-litigation avoidance to mediation, trial and, if necessary, appeal.

While Kevin now focuses his practice exclusively on litigation matters, he also has an LL.M. in Taxation and has an extensive background in estate planning, trust and probate administration, and estate and gift taxation.

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Timothy H. Smallsreed

Jul 29, 2019

Tim is a member of the firm’s Business practice and Trusts and Estates practice. He is an experienced advisor to clients on legal matters through all business stages, from formation and finance, to operation, growth, and exit. He provides trusted counsel on business succession planning, as well as a range of sophisticated estate planning, trust and probate matters.

Business

In his business practice, Tim forms and advises business entities, including single member enterprises and syndicates. He is experienced in negotiating and documenting mergers and acquisitions, dissolutions, asset sales, intellectual property development contracts, distribution and marketing agreements, international trade facilities and regulatory enforcement actions.

Trusts and Estates

Tim guides clients in a range of estate planning matters. He is experienced with multi-generational business succession planning, including formation of family limited partnerships and limited liability companies. He assists with shareholder agreements, buy-sell agreements, real property acquisition and leasing, and nonprofit and philanthropic entity formation and operation, including matters involving donors and affiliated entities. He serves clients with insurance trusts, revocable trusts, minors’ trusts, charitable remainder trusts, private foundations and public charities. He is also experienced in trust administration and probate procedures including those that apply to the acquisition, management, improvement and disposition of real property.

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Judith Y. Tang

Jul 29, 2019

Judith is a partner and a co-chair of the firm’s Trusts and Estates practice. She provides comprehensive personalized estate planning and trust and estate administration services. She is one of very few Certified Specialists in Estate Planning, Trust and Probate law by the State Bar of California Board of Legal Specialization who speaks fluent Cantonese. She also speaks conversational Mandarin.

Trusts and Estates

Judith counsels and assists clients in estate planning matters to protect loved ones and minimize tax consequences. She prepares wills, trusts, life insurance trusts, durable powers of attorney, Advance Health Care Directives, and related documents. She also represents trustees, executors, administrators, and beneficiaries in estate and trust administration. She is experienced in implementing estate plans, resolving creditor and tax issues, and administering the estate in accordance with the decedent’s wishes.

Leadership and Community

Judith is an author and speaks on estate planning topics, including for the State Bar of California and the Continuing Education of the Bar. She was appointed to the Executive Committee of the California Lawyers Association’s Trusts and Estates section. Judith is active in the Bay Area Chinese community and has been featured on Chinese radio and on TVB’s “Financial Magazine” television program. She was a board member of the Oakland Chinatown Chamber of Commerce for nine years.

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Jeffery B. Levi

Jul 29, 2019

Jeff is a partner with the firm’s trusts and estates practice.  In addition to his experience in estate planning, he has a background in corporate and transactional law, which gives him unique insights into advising individuals and families with business interests. Jeff works closely with clients to devise strategies and creative solutions to meet their objectives. He is certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust, and probate law.

Estate Planning

Jeff works with individuals and families to plan and structure their estates. He prepares revocable trusts, irrevocable generational trusts, wills, durable powers of attorney, and advance health care directives. With his corporate and transactional skills, Jeff frequently forms and prepares the organizational and operating documents for family businesses (such as family limited partnerships and limited liability companies) to meet clients’ estate planning and business objectives.

Business Law

Jeff’s experience includes forming, organizing, and counseling limited liability companies, partnerships, and corporations. He has acted as outside counsel for entities on a variety of legal issues, such as buy-sell agreements, duties of directors, and family business succession. Jeff has handled major transactions, including acquisitions, financings, conversions, and dissolutions, and advises clients about their estate planning options when faced with liquidity events or other changes in their businesses.

Jeff also has substantial experience with forming, counseling, and obtaining tax-exempt status for nonprofit organizations.

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Monica Dell’Osso

Jul 29, 2019

Monica has more than 35 years of experience in trusts and estates. A respected leader in the field, she combines extensive insight and experience with a committed, passionate, and caring approach. She is a trusted advisor for a range of clients, with a practice focus on sophisticated estate and gift tax planning, estate and trust administration, and contested matters in estates and trusts.

Trusts and Estates

Working closely with clients, Monica prepares complex estate plans that utilize sophisticated techniques for effective wealth transfer. She provides comprehensive guidance and handles numerous administration matters, including formal probates and post-death trust administrations.

Litigation and Conflict Resolution

Monica has extensive experience in litigation and conflict resolution. She provides trusted and effective counsel and routinely represents clients in will and trust contests, heirship claims, and surcharge actions against fiduciaries.

Recognition and Distinction

Monica has written and lectured on a wide range of topics related to trusts and estates. A certified specialist in probate, estate planning and trust law by the State Bar of California Board of Legal Specialization, she is regularly selected for inclusion in multiple publications, including as a top rated estate planning and probate attorney by Northern California Super Lawyer.

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