Mary White - Board Certified Specialist in Estate Planning, Trust and Probate Law
Something about Mary...
Known throughout the Peninsula and San Francisco as a favorite trust attorney among trust departments and charitable organizations, Mary is celebrating her sixteenth year of private practice as the only estate planner on Sand Hill Road.
Adept from her thirteen years at historic Pillsbury Madison & Sutro, and as the mother of four children, she offers technical, yet practical advice. "After 25 years, I still love my work...listening to client's wishes, applying complexities of trust and tax law to their objectives and then presenting a plan, intricately drafted and simply explained, that exceeds expectations."
Something about Our Services...
Consultations include discussions of estate tax, gift tax, generation-skipping tax and income tax in addition to title and property rights, including the characterization of property as separate or community property tax assessment issues in connection with transfers.
Our estate planning services include:
- Preparation of revocable trusts for single persons, married couples with both community and separate property and domestic partners,
- Irrevocable trusts for minors,
- Life insurance trusts,
- Qualified personal residence trusts,
- Charitable lead trusts,
- Charitable remainder trusts,
- Grantor retained annuity trusts, and
- Qualified domestic trusts for non-citizen spouses.
The standard estate planning engagement includes a will, revocable trust, durable health care power of attorney, guardian nominations for children, if appropriate, and advice in connection with life insurance, benefit plan and retirement account designations.
Trust administration engagements include:
- Allocation and distribution of trusts at death
- Advice in connection with incapacity and trustee succession issues,
- Tax reporting requirements,
- Estate tax, generation-skipping tax and income tax advice
- Preparation of funding and transfer documentation in connection with trust transfers.
Probate court engagements include:
- Court proceedings involving a petition for probate of will and letters testamentary,
- Spousal property petition,
- Petition for appointment of removal of trustee,
- Petition for instructions regarding termination, modification and interpretation or construction of trust instrument.