ESTATE PLANNING

The attorneys at ELLISON & ROBIE, INC will draft an estate plan to meet your individual needs. We have significant experience in all aspects of the drafting of estate plans including, but not limited to, the drafting of Wills, Trusts and Durable Powers of Attorney. We draft all types of Revocable Trusts including bypass and disclaimer trusts, Life insurance Trusts and other types of Irrevocable Trusts, Special Needs Trusts, Qualified Domestic Trusts (QDOT) for noncitizen spouses, Qualified Personal Residence Trusts (QPRT) and even judicially created trusts established through a substitute judgment proceedings in a Conservatorship.


PROBATE COURT PROCEEDINGS

The attorneys at ELLISON & ROBIE, INC., have significant experience in representing clients in all areas of practice under the jurisdiction of the probate court including, but not limited to, the following: probate estates, trust matters, conservatorship proceedings, guardianship proceedings and spousal property petitions.


PROBATE ESTATES AND TRUSTS

LELAND J. ELLISON and TODD R. ROBIE have extensive experience representing Executors, Administrators, and beneficiaries in Probate proceedings; Trustees and beneficiaries in Trust proceedings and in the drafting of Trust Petitions to establish claims to trust property, to interpret trust instruments and to determine the validity or invalidity of trust instruments. We not only represent these clients in the general administration of probate estates and/or trust matters, we also represent parties in the litigation associated with contested trusts and estates.


PROBATE AND TRUST LITIGATION

LELAND J. ELLISON and TODD R. ROBIE have extensive experience representing Executors, Administrators, Trustees and beneficiaries in contested and litigated trust and probate proceedings. We represent clients in complex trust and will contests, asserting and defending claims of undue influence, elder abuse, fraud, and breach of fiduciary obligations. We represent clients seeking the appointment and/or removal of Executors, Administrators, Conservators, and Trustees, and we also represent those same type of fiduciaries in defending against such actions.


CONSERVATORSHIPS AND GUARDIANSHIPS

LELAND J. ELLISON and TODD R. ROBIE represent Conservators, both private parties and professional fiduciaries, and family members in Conservatorship proceedings and Guardians and family members in Guardianships proceedings. In addition, LELAND J. ELLISON and TODD R. ROBIE have extensive experience serving as court appointed counsels for conservatees in conservatorship matters and minors in guardianship matters.


MEDIATION

LELAND J. ELLISON is a Sacramento County Superior Court approved probate mediator. Mr. Ellison has served as a mediator in trust and probate litigation matters which have trial dates pending and on other disputed matters where the parties have informally agreed to mediate disputed probate matters prior to engaging in formal litigation.


EXPERIENCE

LELAND J. ELLISON and TODD R. ROBIE have a combined legal experience of fifty (50) years in the representation of clients in the drafting of estate plans and in the representation of clients in probate court proceedings. Clearly, the attorneys at ELLISON & ROBIE, INC., have the background, education and experience to handle everything from drafting an estate plan to meet your individual needs to representing you in any type of probate court proceeding and probate litigation from a basic probate to the most complex type of proceedings, petitions and litigation which pass through the probate court. Therefore, whether you need a simple or elaborate estate plan, and/or if you need to hire an attorney to represent you in a probate or in a more complex type of probate court proceeding, ELLISON & ROBIE, INC., has the background, education and experience to meet your needs, requirements and interests through their representation in the matter.