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Trust and Estate Practice

 

Our estate planners take a highly personalized approach, focusing on the situation and goals of each client. We help clients select estate planning options based on both personal and financial objectives. We try not to make the planning process more complicated than it needs to be, but we look for creative solutions and employ advanced planning tools when appropriate.

We assist when family members pass away or become incapacitated. We help clients administer probate and trust estates by advising them regarding how to discharge their fiduciary duties as executors, administrators or trustees.

Will and trust contests, along with other trust and estate controversies, are on the rise for a variety of reasons, including more complex laws and a trend towards trust administration that is not supervised by the courts. Our team includes litigators who focus their practice on all forms of trust and estate disputes.

Pathways

Pathways is a trust and estate newsletter from

Downey Brand LLP.

Our latest edition of Pathways is posted here and you can check out earlier editions by clicking on the links below.

If you'd like to be added to our mailing list or share

Pathways with a friend, please contact Lisa Fletcher

at lfletcher@downeybrand.com.

 

 

TRADE GROUPS

American College of Trust & Estate Counsel

California Receiver's Forum

Leadership Lodi Alumni Association

Proressive Business Club (formerly the Sacramento Exchange Club)l

Sacramento Estate Planning Council
Stockton Estate Planning Council

ATTORNEYS IN PRACTICE

James L. Deeringer

Jeffrey S. Galvin

Gina L. Lera

Silvio Reggiardo III

Sabrina M. Schneweis-Coe

Kelly F. Tiberini

James A. Willett

 

 

NEWSLETTERS                                 UPDATES

Pathways Fall 2011
Pathways Spring 2011
Pathways January 2011 - Special Issue on the New Federal Tax Law
Pathways Fall 2010
Pathways Spring 2010
Pathways Fall 2009
Pathways Spring 2009
Pathways Fall 2008
Trust & Estate Law Updates

 

 

PUBLICATIONS

Trust and Estate Litigation in Sacramento - A Peek Into Department 129

Mistakes in Special Needs Planning and How to Fix Them

The Rising Tide of Will and Trust Contests

Stranger in a Strange Land: Entering Trust and Estate Litigation

Trustees, Advisers: Be Aware of Changes to California Probate Code

 
 

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