Main Menu

Overview

During his more than forty years in the practice of law, Bill has focused on helping individuals, families and trustees on the West Coast resolve contentious estate and trust disputes.

Licensed in Oregon and California, Bill has tried cases involving estates, trusts and conservatorships throughout Oregon, California and neighboring states, and has been designated as an expert witness in trust, estate and conservatorship litigation and related tax and professional negligence cases. Knowledgeable about complex estate and tax planning, trust and estate administration, Bill has lectured extensively for Continuing Education of the Bar, the National Business Institute and addressed numerous Bar Associations, Estate Planning Councils, and estate planning professionals.

Bill taught Estate Planning for over a decade at California State University, Fresno, and has a demonstrated his ability to communicate, author and listen. Trained through Pepperdine University’s Center for Dispute Resolution, Bill has served as a mediator for trust, estate and conservatorship disputes and brings an extensive knowledge of estate planning and trust administration, practical and real life experience as trial counsel and his training as a mediator to settling cases in the same trusts’ and estates’ arena. He is a former chair of the Fresno County and the Orange County Bar Association estate planning, trust and probate sections and the former president of the Fresno Estate Planning Counsel. Bill has served as judge pro tem in the probate departments of the Fresno County Superior Court and the Orange County Superior Court.

Professional Activities

  • Member, Orange County Bar Association; Resolutions Committee, 1988; Conference of Delegates, 1988 and 1989; Estate Planning, Probate and Trust Law Section, 1985-198; Education Officer, 1986-1987; Secretary, 1987-1988; Vice Chair, 1988-1989; Chair of Probate Policy Memorandum Revision Committee,1985-1986; Section Education Officer and Moderator, 1986; O.C.B.A. Probate Clinic; Member of State Controller’s Office Liaison Committee; Legislative Review Committee
  • Member, Association of Business Trial Lawyers, 2002-present; San Joaquin Chapter Board of Directors, 2009-present; Annual Seminar Planning Committee, 2011
  • Member, Notre Dame Law Association
  • Member, St. Thomas More Law Society
  • Member, Oregon Mediation Association
  • Judge Pro Tem, Orange County Superior Court, Probate Department, 1988
  • Judge Pro Tem, Fresno County Superior Court, Probate Department, 1996-2002
  • Owen M. Panner American Inn of Court

Community Activities

  • Member, Fresno Estate Planning Council; President, 2000-2001; Board of Directors,1994-1999; Treasurer, 1989-1999
  • Member, Orange County Estate Planning Council
  • Member, Newport Beach Estate Planning Council
  • Member, C.S.P., Inc. (Community Service Programs); Former President, Board of Directors; Victim Witness Advisory Board
  • Member, Notre Dame Clubs of Fresno, Orange County and Portland
  • Member, Our Lady of Perpetual Help, Clovis, California; School Board, 1994-1999
  • Member, San Joaquin Memorial High School, Fresno, California; School Board (Chair), 1998-2001
  • Member, Catholic Professional & Business Breakfast Club, Fresno, California; Board of Directors, 1997-2001

News & Insights

Speaking Engagements

  • "Settling Probate Disputes, When and Why Mediate," Fresno County Bar Association CLE
    Speaking Engagement
    Fresno, CA, 3.6.14
  • Seminar
    Garvey Schubert Barer, Portland, OR, 10.25.12
  • "Who Can Fill Your Shoes?," Northwestern Mutual Portland
    Speaking Engagement
    Portland, OR, 9.26.12
  • "Examination of Court-Appointed Expert," Association of Business Trial Lawyers 39th Annual Seminar
    Speaking Engagement
    Oahu, HI, 9.19.12
  • "Planning for Incapacity and Long Term Care," Family Legacy Forum
    Speaking Engagement
    Newport Beach, CA, 5.9.12
  • "Fiduciary Liability," Portland Estate Planning Council
    Speaking Engagement
    Portland, OR, 11.16.11
  • "Recent Developments in Probate and Estate Planning," Kern County Bar Association Probate and Estate Planning Section
    Speaking Engagement
    Bakersfield, CA, 3.8.11
  • "Recent Developments in Probate and Estate Planning," Fresno County Bar Association Estate Planning, Trusts and Probate Section
    Speaking Engagement
    Fresno, CA, 2.3.11
  • "A Picture Is Worth a Thousand Words: Technology in the Courtroom," Association of Business Trial Lawyers 37th Annual Seminar
    Speaking Engagement
    Oahu, HI, 10.20.10
  • "Seeing is Believing - Using Graphics to Enhance Your Message," Association of Business Trial Lawyers 35th Annual Seminar
    Speaking Engagement
    Kauai, HI, 9.24.08
  • "Resolving Estate and Trust Litigation Through Mediation," Sacramento Estate Planning Council
    Speaking Engagement
    Sacramento, CA, 4.23.06

Blog Posts

Blog Posts

Admissions

  • California, 1973
  • Oregon, 2007
  • U.S. Court of Military Appeals, 1974
  • U.S. Tax Court, 1983
  • U.S. District Court of Appeals, Central District of California, 1982
  • U.S. District Court of Appeals Eastern District of California, 1991

Education

University of Southern California Law Center, J.D., 1973

University of Notre Dame, B.A., 1970

Honors | Recognitions

  • Named by peers as a "Super Lawyer" in Super Lawyers, a Thomson Reuters business, 2012
  • Certified Specialist, Estate Planning, Trust & Probate Law, The State Bar of California Board of Legal Specialization.  
  • Martindale-Hubbell AV Peer Review Rated.

 

Back to Page