Practice Areas

Estates, Trusts, Probate & Wealth Planning

Our estate planning and probate attorneys have been advising and representing Sacramento Valley families since 1922.  Generation after generation of families return to Wilke Fleury for their estate planning and probate needs because of the professionalism and the personal attention our attorneys provide.  Adamantly opposed to the “one size fits all” approach to estate planning, our attorneys take the time to get to know their clients, to understand their goals and wishes and to develop comprehensive, personalized plans.  Our estate planning services include advising and counseling clients on:

  • Wills
  • Revocable Living Trusts
  • Powers of Attorney
  • Advanced planning trusts such as charitable trusts, personal residence trusts, grantor retained interest trusts, dynasty trusts and special needs trusts
  • Estate and gift tax planning
  • Business succession planning
  • Asset protection and wealth preservation planning

In addition to our estate planning services, our attorneys have significant experience in trust administration and probate proceedings, including:

  • Formal court administered probate proceedings
  • Trust administration and settlement
  • Probate and trust litigation
  • Mediation and arbitration of probate and trust disputes

Estates, Trusts, Probate & Wealth Planning : Professionals in Practice