The estate planning attorneys at Branton & Wilson
are experienced in every aspect of estate planning and
estate administration. Many of our estate planning
attorneys are certified by the State Bar of California
as specialists in Estate Planning, Trust and Probate
Law, and are experienced in the tax intricacies
associated with planning and administration.
Our trusts and estates practice includes the following:

• Estate, tax and multi-generation succession planning

• Charitable giving and family gift planning, including
   private foundation formation and administration

• Retirement and deferred compensation planning

• Health care and disability planning

• Trust and estate litigation, elder abuse claims and
   mediation of contested matters

• Fiduciary accounting and taxation (Including audits)

• Trust and estate administration

• Probate matters

• Conservatorships and guardianships

• All forms of revocable and irrevocable trusts, including:
      • Generation Skipping Trusts
      • Life Insurance Trusts
      • Qualified Domestic Trusts (QDOTs)
      • Charitable Remaining and Lead Trusts
      • Minor Education Trusts
      • Qualified Personal Residence Trusts (QPRTs)
      • Special Needs Trusts
      • Private Annuities

• Estate/Gift Taxation, including:
      • Return Preparation and Audits

Attorneys specializing in this practice group:


James H. Siegel
Email: JSiegel@BrantonWilson.com
Timothy G. Riley
Email: TRiley@BrantonWilson.com
Shannon N. Montisano
Email: SMontisano@BrantonWilson.com
Christian G. Heinrich
Email: CHeinrich@BrantonWilson.com