So, You’re the Trustee of an Estate…Now What?

by Edward J. Corey, Jr., Carlena L. Tapella, Gary D. Rothstein, Mary deLeo
The Trusts & Estates Law Blog

An essential aspect of estate planning is the Trustee, who will be tasked to carry out wishes. This is such an important role that potential Trustees are usually asked if they would be willing to take on the responsibility before being named in a Trust. Occasionally, however, Trustees are surprised to find that they have been named. Regardless of how the role comes to you, the Trustor (sometimes called “Settlor,” “Grantor,” or “Trustmaker”) trusted you and believed you to be responsible.

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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 of the 2021 Sacramento Top 25 Super Lawyers, achieving the region’s highest percentage again this year.

Attorneys selected to the 2021 Northern California Super Lawyers list include Brendan J.

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17 Weintraub Tobin Attorneys Named to The Best Lawyers in America© and Ones to Watch 2021

Sacramento, CA (August 20, 2020) – Weintraub Tobin, a leading California full-service law firm, is pleased to announce that 17 attorneys were recognized in The Best Lawyers in America© 2021. This year Best Lawyers launched “Ones to Watch,” a recognition for attorneys earlier in their careers, and 4 Weintraub attorneys were included in the inaugural edition. In addition, Louis Gonzalez Jr. received the prestigious 2021 “Lawyer of the Year” recognition for Litigation (Real Estate) in the Sacramento region.

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19 Weintraub Tobin Attorneys Named to The Best Lawyers in America© 2020

 

SACRAMENTO, CA (August 15, 2019) – Weintraub Tobin, a leading California full-service law firm, is pleased to announce that 19 of our attorneys have been recognized on the 2020 The Best Lawyers in America list. In addition, Weintraub Tobin attorney Christopher Chediak was named the Best Lawyers® 2020 “Lawyer of the Year” for Business Organizations (including LLCs and Partnerships) in the Sacramento region.

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19 Attorneys from Weintraub Tobin were recognized in The Best Lawyers In America ©2019

SACRAMENTO, California – August 15, 2018 – Weintraub Tobin congratulates its nineteen attorneys who have been included in The Best Lawyers of America© 2019 list.

David Adams, Sacramento, Corporate Governance Law, Leveraged Buyouts and Private Equity Law

Gary L. Bradus, Sacramento, Commercial Transactions/UCC Law

Sherry Bragg, Newport Beach, Litigation – Labor and Employment, Litigation – Real Estate

Kay U. Brooks, Sacramento,

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Here Today, Gone Tomorrow: A Fiduciary's Guide to the Attorney-Client Privilege

Comic drawing of three attorneys sitting at a table

Summary of Program

As a fiduciary, you may think that all of your communications with your attorney are confidential.  While communications between an attorney and his or her client are generally protected by the attorney-client privilege, in the trustee context, it is the office of the trustee, not the individual who is acting as trustee, that is the client.  As a result, if a trustee resigns or is removed from office, all of the confidential attorney-client communications will pass to the successor trustee.

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19 Attorneys from Weintraub Tobin were recognized in The Best Lawyers In America© 2018

SACRAMENTO, California – August 16, 2017 – Weintraub Tobin congratulates its nineteen attorneys who have been included in The Best Lawyers of America© 2018 list.

David Adams, Sacramento, Corporate Governance Law, Leveraged Buyouts and Private Equity Law

Gary L. Bradus, Sacramento, Commercial Transactions/UCC Law

Kay U. Brooks, Sacramento, Trusts & Estates

Dale Campbell, Sacramento, Bet-The-Company Litigation, Commercial Litigation,

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Nine Weintraub Tobin Attorneys Named to Best Lawyers In America© 2017

SACRAMENTO, California – August 15, 2016 – Weintraub Tobin congratulates its nine partners who have been included in The Best Lawyers of America© 2017 list.

David Adams, Sacramento, Corporate Governance Law & Leveraged Buyouts and Private Equity Law

Dale Campbell, Sacramento, Bet-The-Company Litigation, Commercial Litigation
Chris Chediak, Sacramento, Corporate Law
Jim Clarke, Sacramento, Tax Law & Litigation and Controversy – Tax
Daniel B.

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Weintraub Tobin Elevates Two to Shareholder

Official Announcement of promotion to Shareholder

SACRAMENTO (July 6, 2016) – Weintraub Tobin, one of California’s leading, full-service law firms, is pleased to announce that Shauna N. Correia and Gary D. Rothstein have been promoted to shareholder. The attorney group represents clients in a range of practice areas and industry sectors.

“We congratulate these new shareholders on their accomplishments. The careers of these attorneys reflect core attributes that drive the success of our firm and our clients,

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