At Leland, Schultz, Morrissey & Knowles, we work with our clients on family wealth transfers and closely held business planning, with due consideration to gift, estate, generation-skipping and other transfer taxes. We have considerable experience in preparing wills, revocable and irrevocable trusts (including insurance and charitable trusts), and durable powers of attorney. We also advise clients regarding the advantages of lifetime giving and making appropriate provision for retirement plan benefits.


We also offer comprehensive probate and administration client service in areas ranging from advice for executors or trustees to the distribution of assets from estates and revocable trusts after death, the preparation of estate tax returns, and the representation of clients in the event of an audit. Our attorneys have particular experience in the litigation of estate and trust matters.

We also represent heirs, beneficiaries, executors, administrators and trustees who reside in other parts of California or out of state.Please call (530) 342-4500 or contact us online to begin the discussion on estates and trusts.