Estate Planning Experience Successfully argued for reversal of property tax reassessment by county assessor’s office following a client’s erroneous transfer of real property. Counseled families in the creation of comprehensive core estate plans and advance planning techniques that minimized transfer taxes and ensured that family values were preserved. Represented a trustee in connection with the administration of various trusts following the settlor's death. Prepared an estate tax return on behalf of a trustee following her father's death. Represented a decedent's personal representative in an ancillary probate proceeding. Successfully represented a trustee in connection with a petition to establish the trust's ownership of personal property that was not properly transferred to the trust during the settlor's lifetime. Successfully represented several trustees in connection with petitions to modify the terms of irrevocable trusts. Worked closely with a title insurance company to assist a trustee with closing escrow on a home that was not properly transferred to the trust prior to the settlor’s death. Obtained an award of attorneys’ fees on behalf of a beneficiary in a dispute regarding trust property. Successfully argued for reversal of property tax reassessment by county assessor's office following a client's erroneous transfer of real property. Successfully represented several Executors and Administrators in probate proceedings.