Partner
CurrentWith respect to estate planning and administration, Bill understands that each client’s assets, family and goals are unique. He assists individuals and families with estate and tax planning, including trusts, Wills, durable powers of attorney and advance health care directives, education trusts, life insurance trusts and succession planning. Bill also advises trustees and executors regarding their responsibilities as fiduciaries to streamline the administration process and avoid unnecessary fees and costs.His trusts and estates litigation practice involves trust disputes, probate litigation, breach of fiduciary duty claims, business and asset valuation disputes, undue influence claims and trust formation proceedings. He brings the proper sensitivity required when disputes arise among family members or professional fiduciaries, and is seasoned to recommend and implement alternative dispute resolutions, if appropriate, in lieu of trial. He has also acted as a mediator and arbitrator in trust administration and trust litigation matters.His admitted jurisdictions include the Northern and Eastern U.S. District Courts and the 9th Circuit Court of Appeals. He also serves as a Pro Tem judge for Sacramento and Placer County Superior Courts.
