Senior Counsel
Estate Planning Trusts + Wealth Transfer
Trust, Estate + Fiduciary Litigation
With more than 26 years of experience in estate planning and trust and estate litigation, Terese has cultivated a versatile skill set that enables her to perform as effectively in the courtroom as in the transactional setting. Terese’s roots are in probate court, having begun her career as a Research Attorney in San Mateo Superior Court’s probate division twenty-nine years ago. In 1998, the Court appointed her to serve on its Independent Counsel Panel, through which she has represented conservatees in a wide variety of matters over the past fifteen years.
In addition to her estate planning and administration work, Terese is often called upon by the firm’s Trust, Estate + Fiduciary Litigation Group to handle a variety of disputes, including conservatorship proceedings, fiduciary removal actions, and accounting actions. As a result of her combined expertise in planning and probate matters, Terese serves as an invaluable asset to clients in all contexts.
Special Expertise
- Tailor estate plans for family members through multiple generations and blended families
- Conservatorship proceedings
- Estate and trust administration
Academic Credentials
- J.D., Golden Gate University
- B.A., Willamette University
- Psi Chi Society
Experience and Affiliations
