Probate & Trust Administration

Berliner Cohen – Estate Planning 101: The Importance of Developing an Estate Plan - click here
"Estate Planning 101" summarizes several estate planning concepts and provides background information to help prepare you in your estate planning discussion with your attorney.

Berliner Cohen – Estate Planning Fact Finder – click here.
Berliner Cohen – Post-Mortem Information Sheet – click here.
The "Estate Planning Fact Finder" and "Post-Mortem Information Sheet" above are made available solely to facilitate the gathering of information. No attorney-client relationship is established by your merely downloading either of the generic blank forms off Berliner Cohen’s website. Berliner Cohen requires a written and signed engagement letter from our clients. Please schedule an appointment if you are interested in asking Berliner Cohen to consider providing you with such an engagement agreement.

The probate and trust administration practice at Berliner Cohen offers the broad expertise of the Firm’s attorneys in all areas of the law to provide the best representation possible for fiduciaries and beneficiaries in administering and effectuating estate plans. Our attorneys listen closely to our clients and always strive to be sensitive to their needs and concerns.

Our attorneys represent trustees and executors in the administration of trusts and estates, including:

  • Full probate of decedent’s estate, and summary probate where available
  • Proper administration of trusts, including sub-trust funding, estate tax returns, settlement of account
  • Gifting programs, including formation of educational and irrevocable trusts
  • Planning for non-U. S. citizen clients, including the use of qualified domestic trusts
  • Implementation of living trusts, life insurance trusts and wills
  • Charitable gift planning and the organization and administration of charitable trusts
  • Distribution regarding tax planning and tax disputes
  • Fiduciary accountings
  • Estate administration questions
  • Environmental cleanup of properties in trusts or probate estates
  • Collection and allocation of trust assets
  • Leasing or sale of real property in trust
  • Disputes regarding trust assets, terms or liabilities

For more information, please contact Brian L. Shetler at brian.shetler@berliner.com.
Merced and Modesto: please contact Kevin Kelley, kevin.kelley@berliner.com.

Probate & Trust Administration

Attorneys


Articles

Bequests to Non-Citizen Spouses Taxable Unless Special Trusts (QDOTs) Are Created

Estate, Gift, Income and Planning Trends for 2014

Estate Planning: Protection of Assets and Other Trends for 2014

Hiring Caregivers: Legal and Financial Considerations (Updated 2015)

Berliner Cohen’s Susie Fagalde Author of “Bridging the Gap Between Then and Now”

Considering the Tax and Non-Tax Motivations Behind Planning for the Transfer of Wealth

Planning for the Succession of Wealth under President Trump and a Republican Congress

Every Estate That Elects Portability Needs a Closing Letter After Decision in Estate of Sower


News

Berliner Cohen Announces New Managing Partner

Goodwill Silicon Valley Appoints Berliner Cohen Attorney to Board

Berliner Cohen Adds New Estate Planning Attorney

Best Lawyers in America Names Berliner Cohen Partners to 2014 List

Jim Cashman Authors Article on “Estate Planning and Protecting Assets”

Berliner Cohen Provides Estate Planning Guide and Forms for Your Use

Sandra Sepulveda Discusses Estate Planning En Español

2015 Super Lawyers Recognizes 11 Berliner Cohen Attorneys

Berliner Cohen Attorney H. Shinny Liu Receives LL.M. (Taxation) From Golden Gate University

2016 Super Lawyers Recognizes 9 Outstanding Berliner Cohen Attorneys

Court of Appeal Upholds Berliner Cohen’s Victory in Brown v. Jimenez


Events

SCU Kasner Institute Presents Estate Planning Symposium

Berliner Cohen Sponsors Jerry A. Kasner Estate Planning Symposium