Gina L. Lera

Experience

Certified Estate Planning, Trusts & Probate Law Specialist, State Bar of California Board of Legal Specialization.

Practice includes all areas of basic and advanced estate planning, including wills, trusts, powers of attorney, simple and sophisticated irrevocable trusts, entity formation, business succession planning and charitable planning, including all related estate, gift and income tax planning issues and specialized high net worth planning.

Practice also includes all areas of estate and trust administration, including probates, summary probate procedures, other probate court proceedings relating to estate and trusts, property allocation agreements, fiduciary and beneficiary representation, accountings, qualified disclaimers, guardianships, conservatorships, special needs trusts with related court proceedings, marital agreements, spousal property characterization, preparation and review of estate and gift tax returns and audit representation.

Practice also includes estate and trust litigation, including will and trust contests, contested Probate Code 17200 petitions, beneficiary/trustee disputes, accounting issues, settlement agreements, discovery, mediation and other contested probate proceedings.

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