Ed is a shareholder in the firm’s Trusts and Estates: Planning, Administration, and Litigation group. Ed’s practice focuses on estate and trust litigation, fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships. Ed has extensive trial, arbitration, mediation, and appellate experience, and has successfully litigated a number of high-profile trust and elder financial abuse cases in Northern California.
With his background and experience, Ed is able to counsel clients on matters involving family or personal conflict. He works with clients in advising them of their rights, duties, and responsibilities. Ed looks for cost-effective ways of resolving client conflicts, including utilizing dispute resolution alternatives, such as mediation. If a contested matter cannot be resolved, Ed will take the matter to trial.
Ed is one of the foremost experts in trust and estate litigation and elder financial abuse. He speaks regularly on matters of trust and estate law and elder financial abuse. Ed has assisted in drafting relevant legislation and testifies before the legislature on topics related to trust and estate matters, conservatorships, and elder financial abuse.
Elder Abuse Prevention Activities
Ed is a founding member and has served as Chair of SacFast (Sacramento Financial Abuse Specialty Team). From 2004 until 2008, Ed was honored as an outstanding volunteer by the Sacramento County Board of Supervisors for his work on the Sacramento Financial Abuse Specialty Team. In addition to his legal work, Ed has testified before the California State Legislature and Sacramento County Board of Supervisors on issues of trusts, estates and elder financial abuse, and has assisted legislators and staff in drafting laws pertaining to elders and in matters relevant to trusts, estates, conservatorships, and suitability of annuity sales to seniors.
As a member of the California State Bar’s Trusts and Estates section, Ed is involved in drafting and testifying on significant legislation in the areas of estates and trusts, conservatorships, and elder financial abuse. In 2005, among other legislation, Ed was involved in SB 1018, the Mandatory Bank Reporting Bill, which became effective on January 1, 2007. In 2006, he worked extensively on the Omnibus Conservatorship and Guardianship Reform Act of 2006. In 2007, Ed was appointed to the Judicial Council’s Probate and Mental Health Advisory Committee. The Committee’s primary duties are to make recommendations to the council for improving the administration of justice in proceedings involving decedents’ estates, trusts, conservatorships, guardianships, and mental health and developmental disability issues.
Ed regularly speaks as a panelist on issues of estate and trust litigation and elder financial abuse. Ed has participated as a panelist for continuing legal education programs in CEB, including the following courses:
Ed has spoken to various county bar associations on issues of estate and trust litigation and elder financial abuse, including the Sacramento County Bar, the Contra Costa County Bar, the Solano County Bar, the Bar Association of San Francisco, and at the Placer County Bar Association’s Granlibakken CLE Conference. He presented statewide on various topics involving new legislation in the areas of trust and estates, conservatorships, and elder financial abuse.
Ed worked extensively on SB 1018, the mandatory bank reporting bill on elder financial abuse. He spoke at the 31st Annual Mental Health Aging Conference. He has also taught courses at a local paralegal college, including Wills and Trusts and Legal Research and Writing.
Ed spends time giving to the community including participation as a former member of the Board of Directors of Family Support Programs and volunteer fundraising for St. Hope Academy. He is also an active member of Sutter Heritage Advisors and is a graduate of the Sacramento Chamber of Commerce Leadership Sacramento Program. Ed was also a recipient of the American Legion Award and a two-time nominee for the People Helping People Awards. He also served two years as PTA President.
J.D.,University of the Pacific, McGeorge School of Law, 1989
M.P.A., University of Arizona, 1985
Phi Alpha Alpha Honor Society
B.S.P.A., University of Arizona, 1982
Fellow, American College of Trust and Estates Counsel
State Bar of California, Trusts and Estates Section Executive Committee
State Bar of California, Trust and Estates Section Executive Committee Chair
State Bar of California, Litigation and Trusts and Estates Section
American Trial Lawyers Association
Sacramento County Bar Association, Probate and Estate Planning Section
Sacramento Estate Planning Council
SacFast (Sacramento Financial Abuse Specialty Team)
Founding Member and Chair
The Best Lawyers in America ®, 2018, 2019, Sacramento, Litigation – Trusts and Estates
Sacramento Magazine’s Top Lawyers List, 2015-2019–Estate Planning and Probate
Sacramento Magazine’s Top Lawyers List, 2017, 2019–Mediation, Alternative Dispute Resolution
Top Rated Lawyer ™ in Trusts and Estates Law, 2013, 2014
Sacramento Business Journal’s Best of the Bar, 2013-2018
Corporate America News Legal Elite 2015 – Best for Financial Abuse Matters, California
AV Preeminent® Rating by Martindale-Hubble, 2016 – 2018
Northern California Super Lawyers, 2004-2018
Top 25 Sacramento Super Lawyers 2016-2018
Top 100: Northern California Super Lawyers 2016-2018
America’s Top 100 Attorneys: Northern California Lifetime Achievement Award