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.