An innovative provider of sophisticated legal services in over 45 practice areas.

Edward J. Corey, Jr.

Shareholder

Sacramento

916.558.6017

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Practice Areas

Bar Admissions

  • California

EDUCATION

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

Experience

Ed is a Weintraub shareholder and one of the foremost experts in the state on trusts and estates litigation and elder financial abuse.

After litigating trusts and estates matters for nearly 35 years, including fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships, Ed is now primarily serving as an attorney neutral, providing alternative dispute resolution services for those seeking to resolve trusts and estates disputes.

Alternative Dispute Resolution

As an attorney neutral, Ed is available to serve as a:

  • Mediator;
  • Arbitrator; and/or
  • Discovery referee.

Ed has extensive trial, arbitration, mediation, and appellate experience, and has successfully mediated hundreds of contested trust, estate, and conservatorship matters. He has a deep understanding of the sensitive and often complicated dynamics that are involved in estate, probate, and trust disputes. He is able to help mediation participants resolve conflicts in an often private and efficient manner, helping to avoid the cost and stress of ongoing litigation.

Empathetic and Effective Solutions

Ed is available to help resolve entire cases or single issues throughout the state of California. He can assist with dispute resolution using in-person, virtual, or hybrid ADR sessions. Ed and his team work to provide timely, effective solutions that meet the unique needs of each dispute, backed by a proven track record of alternative dispute resolution success.

Throughout his career, Ed has represented beneficiaries and trustees, including corporate fiduciaries, private professional fiduciaries, and individual trustees, in a wide variety of trusts and estates disputes and matters, including:

  • Will and trust beneficiary disputes;
  • Trust administration and disputes, including failing to administer the trust in accordance with its terms, favoring one beneficiary over another, self-dealing, mishandling trust assets, and breaches;
  • Contested accounting issues, including high-value trusts and conservatorships;
  • Undue influence and capacity issues;
  • Claims of elder financial abuse;
  • Contested conservatorships;
  • Contested inheritance rights;
  • Guardianship matters.
Extensive Experience

Ed is a Fellow of the American College of Trust and Estate Counsel and former Chair of the Trust and Estates Section of the California State Bar (TEXCOM). He has extensive speaking experience on issues of estate and trust litigation and elder financial abuse with various organizations throughout the state. Ed has participated as a panelist for continuing legal education programs in CEB, including the following courses:

  • Estate Planning and Administration
  • Durable Powers of Attorney
  • Litigating Will Contests
  • Undue Influence and Capacity Cases
  • Assessing Capacity and Undue Influence: Avoiding Will Contests
  • Representing Fiduciaries
  • Counseling Fiduciaries (Avoiding Minefields)
  • Crisis in Conservatorships
  • Fundamentals of Trust Administration
  • Elder Law Litigation/Remedies for Financial Abuse
  • Conducts trainings for Sacramento County Adult Protective Services
Elder Abuse Prevention Activities

Ed is a founding member and has served as Chair of Sac FAST (Sacramento Financial Abuse Specialty Team). He was honored as an outstanding volunteer by the Sacramento County Board of Supervisors on numerous occasions for his work on the Sacramento Financial Abuse Specialty Team.

Legislature

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.

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 were 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.

Publications/Blogs

Ed has authored and co-authored several articles on topics of trusts and estates matters, litigation, and attorney ethics, including, but not limited to:

  • Co-authored an article published in the California Trusts and Estates Quarterly entitled “Crisis in Conservatorships.”
  • Co-authored an article published in the California Trusts and Estates Quarterly entitled “Contractual Arbitration: Is it Binding on the Victims of Elder Abuse?”
  • Co-authored article “Lickter v. Lickter: Taking the Legs from under Elder Abuse Standing,” for the California Trusts and Estates Quarterly
  • Co-authored several articles on attorney malpractice and ethics, published in the Daily Journal, including:
    • “When Is Actual Injury Triggered?”
    • “The Repercussions of Ethical Violations”
    • “Meeting the Standard of Care”
    • “To Whom Do the Statutory Recoveries Belong?”
    • “To Whom Does an Attorney Owe a Duty of Care?”
    • “When Opposing Counsel Represents a Client’s Affiliate”
    • “Fees for Defending Malpractice Actions by Corporations”

American College of Trust and Estate Counsel
Fellow

State Bar of California, Trusts and Estates Section Executive Committee (TEXCOM)
Member (2004-2015), Chair (2011-2012)

State Bar of California, Litigation and Trusts and Estates Section
Member

American Trial Lawyers Association
Member

Sacramento County Bar Association, Probate and Estate Planning Section
Member

Sacramento Estate Planning Council
Member

SacFast (Sacramento Financial Abuse Specialty Team)
Founding Member and Chair

Meritas, Sacramento
Member

Awards

The Best Lawyers in America®, 2018-2026 (Litigation – Trusts and Estates) 2025, 2026 (Elder Law)

Sactown Magazine’s Top Lawyers List, 2015 – 2023 – Estate Planning and Probate

Sactown Magazine’s Top Lawyers List, 2017, 2020, 2022, 2024 – Alternative Dispute Resolution

Sactown Magazine’s Top Lawyers List, 2017, 2020 – 2022, 2024 – Mediation

Sacramento Business Journal’s Best of the Bar, 2013-2019

Corporate America News Legal Elite 2015 – Best for Financial Abuse Matters, California

AV Preeminent® Rating by Martindale-Hubbell®, 2016-2022

Selected to Northern California Super Lawyers list, 2004 – 2026

Selected to Top 25 Sacramento Super Lawyers list, 2015 – 2024

Selected to Top 100 Northern California Super Lawyers list, 2016 – 2024

America’s Top 100 Attorneys: Northern California Lifetime Achievement Award

34 Weintraub Attorneys Named to Sactown Magazine’s Top Lawyers 2024

Weintraub Tobin is honored to announce that 34 of its attorneys have been selected to the inaugural Sactown Magazine Top Lawyers 2024 list. Attorneys from Weintraub Tobin are recognized in over a dozen practice areas on this year’s list, including Real Estate, Employment & Labor, Business Litigation, and Estate Planning…

35 Weintraub Attorneys Named to 2021 Northern California Super Lawyers and Rising Stars Lists; Firm Retains Highest Percentage of Sacramento Top 25 List

Weintraub Tobin is pleased to announce that 38 of its attorneys have been included on the 2021 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California.  In addition, 4 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 16 percent…

33 Weintraub Tobin Attorneys Named to 2020 Northern California Super Lawyers and Rising Stars Lists; Retain Highest Percentage of Sacramento Top 25 List

Weintraub Tobin is pleased to announce that 33 Weintraub Tobin attorneys have been included on the 2020 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California.  In addition, 5 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 20 percent of…

14 Weintraub Tobin Attorneys Named to Best of the Bar 2019

SACRAMENTO, California  – Weintraub Tobin congratulates its 14 attorneys who have been included in Sacramento Business Journal’s Best of the Bar 2019. Attorneys selected to the 2019 Best of the Bar list include Gary L. Bradus, Kay U. Brooks ,Dale C. Campbell,  Christopher Chediak, Janet Z. Chediak, Jim Clarke,Edward J.…

37 Weintraub Tobin Attorneys Named Among 2018 Super Lawyers and Rising Stars

Super Lawyers has released its Northern California, Southern California and San Diego lists of outstanding attorneys for 2018, on which 37 Weintraub Tobin attorneys have been included. Five Weintraub Tobin attorneys received special recognition as a Top 25 Sacramento Super Lawyer. Weintraub Tobin attorneys named to the 2018 Southern California…

24 Weintraub Tobin Attorneys Rated by Martindale-Hubbell®

SACRAMENTO, CA (August 7, 2017) – Weintraub Tobin, a leading California full-service law firm, is pleased to announce that 24 Weintraub Tobin attorneys are Martindale-Hubbell rated. Out of the 24 attorneys, 21 have received the AV Preeminent® Rating by Martindale-Hubbell®, while three attorneys have been given the Distinguished rating. AV…

36 Weintraub Tobin Attorneys Named Among 2017 Super Lawyers and Rising Stars

Super Lawyers has released its Northern California, Southern California, and San Diego lists of outstanding attorneys for 2017, on which 36 Weintraub Tobin attorneys have been included. Six Weintraub Tobin attorneys received special recognition as a Top 25 Sacramento Super Lawyer. Weintraub Tobin attorneys named to the 2017 Southern California…

18 Weintraub Tobin Attorneys Named to Sacramento Magazine’s Top Lawyers List 2016

SACRAMENTO, California – July 25, 2016 – Weintraub Tobin Law Corporation congratulates its 18 attorneys who have been included in Sacramento magazine’s 2016 Top Lawyer List. David C. Adams | Business/Corporate, Mergers & AcquisitionsBrendan Begley | AppellateTaylor W.Bentley | Securities & Corporate FinanceGary L. Bradus | Banking & Financial Service, Business/CorporateKay U.…

33 Weintraub Tobin Attorneys Named Among 2016 Super Lawyers and Rising Stars

Super Lawyers has released its Northern California, Southern California, and San Diego lists of outstanding attorneys for 2016, on which 33 Weintraub Tobin attorneys have been included. Three Weintraub Tobin attorneys received special honors in their respective regions. Weintraub Tobin attorneys named to the 2016 Southern California and San Diego Super…

Three Weintraub Tobin Attorneys Named “Best of the Bar”

Weintraub Tobin Chediak Coleman Grodin is pleased to announce that three of our attorneys have been named “Best of the Bar” by the Sacramento Business Journal. Congratulations to shareholders Gary Bradus, Chris Chediak and Ed Corey. The Business Journal’s inaugural “Best of the Bar” list was created to “recognize local…

Four attorneys named “Top Rated Lawyer” in Trust and Estates Law

Congratulations to Kay Brooks, Janet Chediak, Ed Corey and Hilary L. Lamar, all of whom have been selected as a 2013 “Top Rated Lawyer” in Trust and Estates Law by the national attorney-ranking service Martindale-Hubbell. The attorneys received this prestigious honor after receiving an “AV Preeminent” review rating on Martindale-Hubbell…

Announcing Weintraub’s Trusts and Estates Law Blog

Weintraub Tobin is excited to announce the launch of the Trusts and Estates Law Blog. The blog aspires to inform the general public and the professionals in the estate planning community, including fiduciaries, CPAs, and attorneys about: – Trusts and estates litigation- Estate planning- Elder law- Estate and gift tax-…

Weintraub Genshlea Chediak Announces New Los Angeles Office

Sacramento’s fifth-largest law firm quietly opened a branch in Los Angeles this week. Weintraub Genshlea Chediak Law Corp. has hired two litigators in an office on Wilshire Boulevard to solidify a toehold in the intellectual property, employment and entertainment markets in Southern California. The firm has expanded in Sacramento, too.…

Detecting Fraud With Financial Armor

Comstock’s Magazine Authors Don Lipper and Elizabeth Sagehorn New California laws widen the definition of who is required to report elder financial abuse. State Senate Bill 1018, which took effect on January 1, 2007, requires banks, credit unions and their affiliates to report elder financial abuse. January 1, 2008, Senate…

Duo Works To Protect Elderly From Financial Scams

The Daily JournalJuly 02, 2007 By Gary Scott, Daily Journal Staff Writer Shareholders Ed Corey and Kelly Sutter comment on the protection of the elderly from financial scams as the population in California grows older and lives longer. They note that there is a dramatic increase in the number of…

Trusts & Estates Case Alert: Another California Appellate District Adopts Anderson v. Hunt Reasoning in Assessing Capacity to Execute a Trust Instrument

by Edward J. Corey, Jr.
Trusts & Estates Legal Updates

The California Court of Appeal for the Sixth Appellate District issued a ruling Tuesday in Lintz v. Lintz, 2014 Cal. App. LEXIS 27 (6th Dist. January 14, 2014) adopting the reasoning of the Second Appellate District regarding the standard for legal capacity to execute a trust instrument (as announced by…

Announcing Weintraub’s Trusts and Estates Law Blog

Weintraub Tobin is excited to announce the launch of the Trusts and Estates Law Blog. The blog aspires to inform the general public and the professionals in the estate planning community, including fiduciaries, CPAs, and attorneys about: – Trusts and estates litigation- Estate planning- Elder law- Estate and gift tax-…