Intro
Liza specializes in providing estate planning and trust administration services to individuals and families. She is skilled in developing and implementing estate planning strategies that are tailored to her clients' personal and family goals, ranging from “first level” revocable trust planning to advanced estate and gift planning techniques. She also advises fiduciaries and beneficiaries in trust administration. Her practice includes the formation and operation of family-held partnerships and limited liability companies in the context of estate planning.
Areas of Focus
Education
Academic Distinction
UC Davis Law Review, Executive Editor
Moot Court
Admissions and Courts
Role
Family Wealth Planning Practice Leader
State Bar of California, Trusts and Estates Section
Sacramento Estate Planning Council (President 2024/2025)
Sacramento County Bar Association, Probate and Estate Planning Section
Bar Association of San Francisco, Estate Planning, Probate and Trust Section
"Creating Success for Clients," Comstock's Magazine (March 2021)
Law Clerk to The United States Attorney's Office, Eastern District of California (2005)
"To Married Couples and Surviving Spouses: Review your estate plan if it has been more than 3 years since your last update," co-author, Estate Planning & Administration Alert (October 2017)