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Trusts & Estates Group

The Trusts & Estates Group provides the full range of legal services in the areas of estate planning, estate and trust administration, incapacity planning, guardianships, and conservatorships, estate, trust and conservatorship litigation and estate and gift taxes.

The Trusts & Estates Group has significant expertise in the preparation of estate planning documents, such as wills and revocable, living trusts, and all of the various types of trusts used for wealth transfer and charitable giving. In addition, our attorneys have particular knowledge and expertise in the area of "special needs" trusts for developmentally and mentally disabled persons.

The Trusts & Estates Group also provides advice in all areas of the administration of estates, trusts, guardianships and conservatorships and the preparation of estate and gift tax returns.

Finally, the Trusts & Estates Group represents our clients in litigating probate, trust, guardianship and conservatorship matters. Our trusts and estates litigation practice focuses on the representation of fiduciaries and beneficiaries in following areas:

  • Will and Trust Contests
  • Interpretation of Estate Planning Documents
  • Determinations of Heirship and Asset Ownership Disputes
  • Accounting Controversies
  • Fiduciary Appointment and Removal
  • Creditor’s Claims
  • Constructive Trusts
  • Disputes concerning the Characterization of Property
  • Elder Abuse

The members of the Trusts & Estates Group include partners Ronald A. VandenBerg*, Joan A. LeBlanc* and Rebeccah B. Miller*, David Hettig, and associates Ella J. Duncanson* and Jean M. Kohler.

*Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization).


 


 
 

 

 

Embarcadero Place, 2400 Geng Road, Suite 110, Palo Alto, CA 94303
Phone: 650.328.7000 FAX: 650.329.8925 info@lakinspears.com

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