I have been a certified specialist in Probate, Estate Planning and Trust Law by The... more
I have been a certified specialist in Probate, Estate Planning and Trust Law by The State Bar of California Board of Legal Specialization since inception of State certification program in 1990. LL.M. degree in taxation. My law practice is rated "av" (highest rating in legal ability and ethical standards) by Martindale Hubbell Law Directory, and has been included in their Bar Register of Preemi... view profile
Margaret R. Roisman is a partner at Roisman Henel, LLP. She is a Fellow of the... more
Margaret R. Roisman is a partner at Roisman Henel, LLP. She is a Fellow of the American College of Trusts & Estates Counsel (ACTEC) and is certified by the California State Bar Board of Legal Specialization as a specialist in probate, estate planning, and trust law. Each year since 2004, she has been selected by her peers as one of Northern California’s “Super Lawyers.” She has also been nam... view profile
Carolyn E. Henel is managing partner at Roisman Henel LLP. She represents... more
Carolyn E. Henel is managing partner at Roisman Henel LLP. She represents individuals in estate planning, probate and trust administration, family business planning and charitable giving. In addition, she advises trustees, executors, and beneficiaries in the administration of decedents’ estates, preparation of estate tax returns, and the administration of revocable and irrevocable trusts. ... view profile
I have a great deal of experience as litigator. Although my practice now focuses... more
I have a great deal of experience as litigator. Although my practice now focuses primarily on probate, planning and administration, I am well aware of the types of pitfalls that can render planning and administration vulnerable to litigation. I represent select clients in family law and landlord-tenant litigation.
Anne Bruner Nash is of Counsel to the firm of Roisman Henel LLP. She is certified by... more
Anne Bruner Nash is of Counsel to the firm of Roisman Henel LLP. She is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust, and probate law. Each year since 2005, Anne has been selected by her peers and the publishers of Law & Politics and San Francisco Magazine as one of Northern California’s “Super Lawyers.” Anne’s practice focus... view profile
I am an attorney practicing exclusively in the area of trust and estate law. I... more
I am an attorney practicing exclusively in the area of trust and estate law. I prepare estate plans from the simple will to the complete family complex trust package. I advise and assist trustees in administering trusts. I advise beneficiaries of trusts as well. When an estate requires a probate administration, I guide and represent the executor or administrator through the entire process. I a... view profile
Mr. Rayo represents clients in Contra Costa County and throughout the San Francisco... more
Mr. Rayo represents clients in Contra Costa County and throughout the San Francisco Bay Area in California, including Oakland, Berkeley, Alameda, San Rafael, Walnut Creek, Redwood City, Daly City, San Jose, Mountain View, Hayward and Fremont; and across San Francisco County, Alameda County, San Mateo County, Santa Clara County, and Marin County.
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.