Representative Matters

• 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.