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This definitive guide to trusts will give you key knowledge of unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today's top trusts and anticipate administration challenges and tax consequences. Order today!
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DAVID BERARDO is a partner in the international law firm of DiMascio & Berardo, where his practice focuses on international business transactions, estate planning for multinationals, and asset protection for assets in the United States and abroad. Mr. Berardo is experienced in the formation and management of foreign trusts, corporations, and partnerships. He is a member of the tax and international law sections of several bar associations. Mr. Berardo earned his B.A. degree from Pomona College and his J.D. degree from the University of California at Los Angeles School of Law.
JAMES L. CUNNINGHAM is the CEO and Lead Attorney with Cunningham Legal. Mr. Cunningham is a specialist in estate planning, trust, and probate law, as certified by the State Bar of California Board of Specialization. As an attorney for over 20 years, he has helped countless families and individuals in all areas of estate planning. He focuses his practice on estate planning, probate, trust administration, elder law, special needs planning, Medi-Cal/VA benefits planning, and more. Mr. Cunningham is the bestselling author of Savvy Estate Planning; a book that takes the complex topics of living trusts, wills, probate, estate planning and estate administration and puts them into terms that just about everyone can understand. He received his B.A. degree from the University of California at Santa Cruz and his J.D. degree from Whittier College of Law.
DAVID E. GRAFF is a senior associate attorney at Allen & Kimbell, LLP, in Santa Barbara, California. Mr. Graff’s practice includes structuring and drafting estate planning documents, advising on probates and trust administrations, as well as tax planning and the formation and operation of business entities. He is a California certified legal specialist in estate planning, trust, and probate law. Mr. Graff is a member of the Trusts & Estates Section of the State Bar of California. He graduated from the University of California, Davis, School of Law; has an LL.M. degree in taxation from New York University; and is licensed to practice in the United States Tax Court.
LORI A. LEWIS is an attorney with the law firm of Mullen & Henzell, where her practice is concentrated in the areas of estate planning and incapacity, advising clients on matters involving powers of attorney, conservatorships, advanced health directives, wills, and trusts. She handles many legal matters that involve the high emotional intensity of family conflict. Ms. Lewis works closely with individuals and their professionals, such as income tax preparers, medical caregivers, and investment advisors in giving advice and preparing customized incapacity and estate planning documents. She also works with fiduciaries, both private and professional, and family members, in administering conservatorship, probate or trust administrations. Ms. Lewis assists clients in preparing and executing estate planning documents to memorialize their testamentary wishes and avoid probate. She earned her B.A. degree from the University of California and her J.D. degree from the Santa Barbara College of Law. She is a member of the State Bar of California, the Santa Barbara County Bar Association, and the Santa Barbara Women's Lawyers Association.
BROOKE C. McDERMOTT is an attorney with Ambrecht & Associates in Santa Barbara. Ms. McDermott focuses her practice in complex estate and trust planning, estate and trust administration matters, and estate and gift tax controversy matters. She works with individuals and families to achieve their financial, family, and charitable goals by guiding them step-by-step through the estate planning process, using a variety of wealth planning strategies aimed at accomplishing both tax and family-generational planning. Ms. McDermott earned her B.A. degree, summa cum laude, from the University of Connecticut - Storrs; her J.D. degree from Suffolk University Law School - Boston; and her LL.M. degree in estate planning from the University of Miami School of Law. She is a member of the Santa Barbara County Bar Association (chair, Probate section, 2012-Current).
MARK J. PHILLIPS is a partner in the law firm of Goldfarb, Sturman & Averbach, where his main areas of practice are estate planning, probate and probate litigation. He is a certified specialist in estate planning, trust and probate law by the State Bar of California. Mr. Phillips has served as an adjunct professor of law in wills and trusts since 1988 at the University of West Los Angeles, the University of LaVerne and San Fernando Valley College of Law. He earned his B.A. degree, cum laude, and his J.D. degree from the University of California at Los Angeles; and his LL.M. degree from New York University. Mr. Phillips is a member of the State Bar of California, the San Fernando Valley and the Los Angeles County (past Executive Committee member, Trusts and Estates Section) bar associations, and the Valley Estate Planning Council (past president). He is the author (with Aryn Z. Phillips) of Trials of the Century: A Decade-by-Decade Look at Ten of America’s Most Sensational Crimes, Prometheus Books, 2016.
CHRISTOPHER P. YOUNG is an attorney with The Alvarez Firm, with offices in Camarillo and Calabasas. He is recognized by the State Bar of California Board of Legal Specialization as a certified specialist in estate planning, trust and probate law; and he is licensed in both California and Oregon. Mr. Young focuses his practice on estate planning, elder law, probate, trust administration, and related litigation, with an emphasis on special needs trust planning and administration, conservatorships, VA and Medi-Cal planning to address the high costs of long-term care; and other legal tools vital to ensuring that individuals and families are protected during a period of medical crisis or incapacity. A frequent speaker on estate and elder law matters, Mr. Young is accredited as an attorney by the U.S. Department of Veterans Affairs. He earned his undergraduate degree from Christendom College in Front Royal, Virginia and his J.D. from Ave Maria School of Law in Ann Arbor, Michigan.