Trust & Estates

Contact

Karla C. Berentsen

Partner

626.796.9123

For over a century, our estate planning lawyers have counseled families with all aspects of trust and estate planning, administration and dispute resolution. We carefully and prudently advise fiduciaries and beneficiaries regarding their rights and responsibilities during trust and probate administrations. Through our seasoned and thoughtful legal counsel, we provide families, beneficiaries and fiduciaries peace of mind during unavoidably difficult times.

Experience

Areas of Focus

Estate planning: trusts, wills, advanced health care directives and durable powers of attorney
Probate and trust administration
Advising individual, professional and corporate fiduciaries (trustees, executors, conservators, guardians and agents)
Fiduciary accountings
Tax planning, strategy and analysis (including estate and gift tax returns)
Transfers of real and personal property
Gifts and generational transfers of wealth
Foundations and charitable giving
Conservatorships
Special needs trusts

"Thank you for the excellent estate work. The clarity and the end product were the best I’ve seen in fifty years of reviewing trusts and wills for clients."

Tom Jones

Financial Advisor, Hahn & Hahn Client

Credentials

Our practice certifications include Certified Public Accountant as well as Specialist in Estate Planning, Trust and Probate Law and Specialist in Taxation, which reflect high skill and experience in the field, commitment to education and the respect of peers, judges and clients.