Practice Areas
Carol is recognized as a leading trusts and estates lawyer by the Chambers High Net Worth guide. One interview told Chambers: "[Carol] is amazing. She has a great bedside manner – she is very, very smart and is able to translate clients' rambling ideas into tight plans. I refer clients to her often because she is such a fine lawyer." Carol has been certified as a specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization.
Carol's experience includes planning and drafting revocable and irrevocable trusts including dynasty trusts, life insurance planning, premarital planning, and charitable gift planning, including both charitable trusts and the formation of private foundations and public charities. Carol also has extensive experience in the administration of high value estates with complex assets, estate tax return preparation, estate tax audits, and all aspects of trust administration and probate procedures.