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Trusts and Estates 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 Institute of Certified Public Accountants

California Society of Certified Public Accountants

Sacramento Estate Planning Council


ATTORNEYS IN PRACTICE

James L. Deeringer

Jeffrey S. Galvin

Gina L. Lera

Silvio Reggiardo III

Sabrina M. Schneweis-Coe

Kelly Fernald Tiberini

James A. Willett

 

UPDATES                                         NEWSLETTERS

The 2010 Estate and Gift Tax Law Presents Challenges - and Maybe a Few Opportunities

Seize the Day – A Window of Opportunity for Tax Planning
Pathways Spring 2010

Pathways Fall 2009

Pathways Spring 2009

Pathways Fall 2008

 

PUBLICATIONS

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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