Estate Planning, Probate & Trust Administration

Estate and Trust Administration

BB&K provides a full range of trust and estate services to its clients. Administration matters are handled at multiple court locations in California. BB&K attorneys are able to handle both general representation and special appearances for primary and ancillary probate proceedings, contested matters, other litigation involving probate, conservatorship and guardianship estates, and any court proceedings that would involve interpretation, administration or distribution of trusts.

In addition, BB&K is equipped to provide assistance in all aspects of estate and gift tax planning, as well as income tax matters involving trusts and estates. The firm also will assist fiduciaries in preparing and submitting accountings to courts and beneficiaries, and transferring assets without formal court administration.

BB&K relies on living trusts as the centerpiece of many of its estate plans. Beyond these devices, the firm also has expertise in implementing family limited partnerships, various charitable trust arrangements, other irrevocable trust devices, as well as wills, powers of appointment, community property agreement, and the like.

BB&K also specializes in working with small businesses and professional clients to provide business succession planning in the acquisition and disposition of small businesses and professional practices, whether or not these transactions are part of the estate planning or administration process. The firm also has an active practice in qualified and non-qualified deferred compensation plans, and provides coordination between the plan benefits of the clients and their estate plans.