Gary Rothstein - Weintraub Tobin Chediak Coleman Grodin Law Corporation

Gary Rothstein

Listed in Best Lawyers since 2016
Phone: 415-772-9631

Gary Rothstein is a shareholder in the firm’s Trust and Estates group. Gary’s practice has focused on trust administration, probate matters, and estate planning since 1993. A significant portion of his practice consists of representing corporate and individual fiduciaries and beneficiaries in all aspects of trust administration, ranging from initial funding of trusts to representing clients in Probate Court, in connection with disputes between fiduciaries, beneficiaries and creditors. Gary counsels numerous fiduciaries, beneficiaries and creditors through all phases of contested and uncontested probate and trust administration proceedings in Northern and Southern California Probate Courts, including prosecution of will and trust contests, and preparation and arguing of petitions for instructions, petitions for construction of trusts, and petitions for termination of trusts

Another substantial portion of Gary’s practice consists of representing and advising individuals and families with respect to their estate planning. Gary counsels clients in connection with estate, gift, and generation-skipping transfer tax issues relevant to advanced estate planning techniques, such as revocable and irrevocable trusts, GRAT’s, defective grantor trusts, family limited partnerships, charitable giving vehicles, QPRT’s, and life insurance trusts.

Gary gives presentations to numerous banks, trust companies, and professional associations with respect to risk management issues relevant to trust and estate administration. He also gives presentations to legal professionals and prospective donors to non-profit organizations pertaining to trust and estate administration and estate planning issues.

Additional Information

Areas of PracticeTrusts & Estates
San Diego State UniversityBA 1979Santa Clara UniversityJ.D. 1983
San Francisco Estate Planning CounselSan Francisco Professional Subcommittee of the Jewish Community Endowment FundLeukemia and Lymphoma Society, Northern California Division

Case History

Speaking Presentations
  • Speaker, “Managing Risk: How to Protect Yourself in a Post-Giraldin World,” Professional Fiduciary Association of California, June 19, 2015
  • Panel Member, “Trust and Estates 101: Trust and Estates Start to Finish”, Pincus Professional Education, August, 1, 2014
  • Speaker, “Performing Due Diligence In New Trust Intake,” Southern California Trust Officers Association, May 5, 2011
  • Speaker, “Federal Estate Tax Repeal – Congress Allows the Estate Tax to Disappear Into the Sunset (At Least Temporarily), “ Los Angeles Estate Counselors Forum, February 18, 2010
  • Speaker, “California’s New No Contest Clause Rules,” Marin Professional Legal and Tax Subcommittee of the San Francisco Jewish Community Federation, May 12, 2009
  • Speaker, “California’s New No Contest Clause Rules,” Marin Professional Legal and Tax Subcommittee of the San Francisco Jewish Community Federation, May 12, 2009
  • Speaker, “California’s New No Contest Clause Rules,” Peninsula Professional Advisor Committee of the San Francisco Jewish Community Federation, March 16, 2009
  • Speaker, “California’s New No Contest Clause Rules,” San Francisco Jewish Community Federation, February 4, 2009

Office Location

475 Sansome Street, Suite 1800
San Francisco, CA 94111
United States


Practice Areas

Litigation - Trusts and Estates