- Counseled families in the creation of comprehensive estate plans and advance planning techniques that minimized transfer taxes and ensured that family values were preserved.
- Successfully argued for reversal of property tax reassessment by county assessor’s office following a client’s erroneous transfer of real property.
- Represented numerous trustees in the orderly administration and distribution of trust assets.
- Assisted numerous personal representatives in navigating probate proceedings.
- Negotiated a favorable settlement on behalf of trustee in a trust contest brought by one of five siblings who was disinherited under the trust.