Trust & Estate Group Leaders
To meet with a Burnham Brown attorney specializing in Trust & Estate, please call (510) 444-6800 and ask to speak with a member of the Trust & Estate Practice Group.
Trust & Estate
Expertise in Estate Planning, Probate, Trust Administration & Litigation
Estate Planning, Probate and Trust Administration is a practice area in which Burnham Brown excels. We are experienced in designing estate plans and related litigation that preserve and protect family wealth, and optimize transfer of that wealth upon death. We begin with a thorough review of assets and a clear definition of goals. We are experienced in creating revocable trusts, life insurance trusts, charitable trusts, family limited partnerships, and limited liability companies which meet the specific needs of our clients. We are also highly skilled in probate and post-death trust administration. That expertise extends to representation of our clients in litigated matters. We frequently counsel individuals and families on the difficult decisions concerning aging or disabled relatives. Our clients receive personal attention and ongoing guidance in the establishment and administration of conservatorships, guardianships, and special needs trusts.
Areas of Expertise
Burnham Brown has the expertise to handle all aspects of estate and gift tax planning. Our goal is to assist our clients in analyzing and implementing strategies that will enable them to transfer assets to their chosen beneficiaries, while minimizing gift and estate tax consequences and estate administration expenses. Our services include:
Trust and Estate Administration
Burnham Brown provides a full complement of trust and estate administration services. We are experienced with practices and procedures in all Bay Area probate courts, as well as in probate courts throughout the state. Our services include:
Planning for Incapacity or Disability
We assist our clients with planning for disability or incapacity through a selection of appropriate decision-making mechanisms. When no planning has been implemented, the only option may be the establishment of a guardianship or conservatorship. Burnham Brown attorneys have significant experience in handling these proceedings. Our services include:
Trust and Estate Litigation
In conjunction with Burnham Brown's Litigation Practice Group, our trust and estate attorneys represent both individual and institutional fiduciaries, beneficiaries, and others in a variety of litigated matters. Our attorneys have litigated cases throughout the state, including:
To speak with a Burnham Brown attorney specializing in Estate Planning, Probate, and Trust Administration please call 510-444-6800 and ask to speak with a member of the Trust and Estate Practice Group.