About the Second Edition Authors
KAREN E. ANDERSON, B.S., University of Minnesota; J.D., Loyola University, Los Angeles. Ms. Anderson is a private professional fiduciary. She is a co-author of chapter 7 (Recordkeeping and Accounting).
MICHAEL ANTIN, B.S., 1960, University of California, Los Angeles; J.D., 1963, University of California, Berkeley, School of Law. Mr. Antin, of the Los Angeles bar, specializes in income taxation, employee benefits, deferred compensation, and life and disability insurance planning. He is a Certified Specialist in Taxation Law. He is a co-author of chapter 8 (Principal and Income).
ALEXANDRA LABOUTIN BANNON, B.A. and M.A., San Francisco State University; J.D., University of California, Berkeley, School of Law. Ms. Bannon, a partner in the firm of Anglea & Bannon, Pasadena, specializes in tax and probate administration and litigation, and environmental tax. She is a Certified Specialist in Estate Planning, Trust and Probate Law. Ms. Bannon is the author of material used in chapter 6 (Managing Specific Trust Assets).
PAUL J. BARULICH, B.A., 1981, University of California, Berkeley; J.D., 1984, Golden Gate University School of Law. Mr. Barulich is the Managing Director of Barulich Dugoni Law Group in San Mateo and a Certified Specialist in Estate Planning, Trust, and Probate Law. He is a co-author of chapter 2 (Overview of Trustee’s Duties, Standards, and Powers).
JAMES P. BESSOLO, B.A., University of Southern California; J.D., Loyola University, Los Angeles. Mr. Bessolo is Vice President and Senior Trust Counsel of Northern Trust Bank and is a member of the Trusts and Estates, Real Property, and Taxation sections of the California Lawyers Association. He is the author of First Edition update material used in several chapters.
ELIZABETH ANNE BIRD, B.A., 1972, University of California, Berkeley; J.D., 1978, University of California College of the Law, San Francisco. Ms. Bird, of the San Francisco bar, specializes in estate and trust planning, administration, and related taxation issues. She is a Certified Specialist in Estate Planning, Trust and Probate Law. Ms. Bird is a co-author of chapter 4 (Rejection of Trust; Resignation and Removal of Trustee).
SARAH S. BROOMER is the author of chapter 1 (The Role of the Attorney). Ms. Broomer is a partner with the law firm of Ruttenberg Cutler Broomer, LLP, Los Angeles. Her practice emphasizes estate planning, conservatorships, and trust and estate litigation. She received her B.A. in Political Science in 2004 from the University of California, Berkeley, and her J.D. in 2008 from Southwestern University School of Law. Ms. Broomer was a judicial extern for the Honorable Aviva K. Bobb (Ret.), the supervising probate judge of the Los Angeles Superior Court. She is on the executive committee of the Beverly Hills Bar Association Trusts and Estates Section.
SANDRA J. CHAN, A.B., 1976, University of California, Los Angeles; J.D., 1979, University of California, Davis, School of Law. Ms. Chan, of the Santa Barbara bar, practices in the areas of estate planning, probate, and trust and decedent’s administration. She is a co-author of chapter 4 (Rejection of Trust; Resignation and Removal of Trustee).
CHRISTINE L. CRAIG, B.A., 1987, University of California, Berkeley; J.D., 1991, and M.B.A., 1992, Santa Clara University. Ms. Craig is a former member of the firm of Gaw Van Male, Napa, and currently practices in Scotts Valley. She limits her practice to estate planning, trust administration, probate, and conservatorship. Ms. Craig is a co-author of chapter 7 (Recordkeeping and Accounting).
DAVID B. GAW, A.B., 1967, University of Colorado; J.D., 1971, University of California College of the Law, San Francisco. Mr. Gaw is a founding partner of the firm of Gaw Van Male, Napa. He is a Certified Specialist in Estate Planning, Trust and Probate Law and is certified as an elder law attorney by the National Elder Law Foundation. Mr. Gaw is the author of chapter 13 (Administering Single-Person Trust After Settlor’s Death) and chapter 14 (Subtrust Allocation and Funding on the Death of the First Spouse) and a co-author of chapter 13A (Administering Moderate Married Settlor Trust on the Death of the First Spouse) and chapter 14A (Further Steps After the Death of the First Spouse).
BRUCE GIVNER is the author of chapters 3 and 6 (Cotrustees and Shared Fiduciary Powers; Managing Specific Trust Assets). Mr. Givner earned his B.A. from the University of California, Los Angeles; his J.D. from Columbia University; and his LL.M. (Taxation) from New York University. Mr. Givner, who is a partner with the firm of Givner & Kaye, Los Angeles, specializes in tax and estate planning.
DIBBY ALLAN GREEN, A.B., 1978, Westmont College; 1988–1989, Santa Barbara College of Law; Certificate in Negotiation, Mediation & Conflict Management, 2000, University of California, Santa Barbara Extension. Ms. Green is an Advanced Certified Paralegal in estate planning and probate with California Property Tax Planning & Paralegal Services, California City (formerly with the law firm of Ambrecht & Associates, Santa Barbara). Ms. Green is a co-author of chapter 7 (Recordkeeping and Accounting).
MARGARET M. HAND, B.A., 1989, University of California, San Diego; J.D., 1993, University of California, Berkeley, School of Law. Ms. Hand, a partner in Hartog, Baer & Hand, Orinda, is a Certified Specialist in Estate Planning, Trust and Probate Law and a fellow of the American College of Trust and Estate Counsel. She specializes in probate and trust administration, as well as conservatorships and guardianships. In addition, she teaches fiduciary accounting for the CalCPA Education Foundation. Ms. Hand is the author of chapter 10A (Beneficiary’s Creditor’s Rights Against the Trust) and a co-author of chapter 10 (Creditors’ Rights Against the Trust).
ANN C. HARRIS, B.A., 1972, University of California, San Diego; J.D., 1980, University of San Diego Law School; LL.M. (Taxation), 1981, Boston University. Ms. Harris is an adjunct Professor of Law at the University of San Diego and has taught Federal Income Taxation of Trusts and Estates and Federal Gift, Estate, and Generation-Skipping Transfer Taxation. She is a co-author of chapter 12 (Estate Tax Returns).
SCOTT J. JUDSON is a co-author of chapter 15 (Court Proceedings). Mr. Judson is an associate with the law firm of Bold, Polisner, Maddow, Nelson & Judson, a professional corporation in Walnut Creek and Sacramento. He received a B.A. in Political Science with High Honors, and a B.A. in Communications with Honors in 2009, both from the University of California, Davis, with Phi Beta Kappa honors. He received his J.D. from the University of California, Davis, School of Law. Mr. Judson’s practice focuses primarily on estate planning and trust and probate litigation, as well as tangential civil litigation. In addition, Mr. Judson is a member of the Schwartz-Levi Inn of Court and is an active alum at the University of California, Davis, serving on the UC Davis Cal Aggie Alumni Board of Directors. Mr. Judson is a member of the California, Contra Costa County, and Sacramento County Bar associations.
JAMES P. LAMPING, B.A., 1996, University of Michigan; J.D., 1999, and LL.M. (Taxation), 2000, University of San Diego Law School. Mr. Lamping, a former associate with Gaw Van Male, Napa, currently practicing in San Francisco, focuses his practice on estate planning, trust administration, probate, and litigation. He is a member of the U.S. Tax Court Bar and a former member of the Executive Committee of the Trusts and Estates Section of the State Bar of California. He is the author of chapter 17 (Long-Term Trust Administration) and a co-author of chapter 13A (Administering Moderate Married Settlor Trust on the Death of the First Spouse) and chapter 14A (Further Steps After the Death of the First Spouse).
MICHAEL PATIKY MILLER, A.B. cum laude, 1965, Rutgers University; J.D., 1968, New York University School of Law. Mr. Miller was a partner in Weinberg, Ziff & Miller, Palo Alto, specializing in taxation, estate planning, probate and trust administration, and probate litigation, and a Certified Specialist in Taxation Law. Mr. Miller died in 2007. He was the original author of chapter 10 (Creditors’ Rights Against the Trust).
RUTH A. PHELPS, B.A., 1972, Immaculate Heart College, Los Angeles; J.D., 1975, LL.M. (Taxation) 2004, Loyola Law School. Mrs. Phelps is a partner with the Phelps Law Group, Pasadena. She is a fellow of the National Academy of Elder Law Attorneys and a fellow of the American College of Trust and Estate Counsel. Mrs. Phelps is a co-author of chapter 15 (Court Proceedings).
SANDRA PRICE, B.A., 1972, New York University; J.D., 1978, University of San Francisco; M.S. in Taxation, 1990, Golden Gate University. Ms. Price is a partner in Sideman & Bancroft, LLP, San Francisco, where she focuses her practice primarily on estate and gift taxation, estate planning, and the related areas of probate and trust administration. She is a Certified Specialist in Estate Planning, Trust, and Probate Law and a Fellow of the American College of Trust and Estate Counsel. Ms. Price is a co-author of chapter 12 (Estate Tax Returns) and chapter 16 (Modification, Revocation, and Termination of Trust).
BART J. SCHENONE, B.A., 1971, Stanford University; J.D., 1974, University of Michigan. Mr. Schenone formerly practiced with Schenone & Peck, Hayward, and currently practices with Temmerman, Cilley & Kohlmann, Danville, in the areas of estate planning, trust, and probate law, as well as in the related areas of real property and business law. He is a Certified Specialist in Estate Planning, Trust and Probate Law and a Fellow of the American College of Trust and Estate Counsel and former chair of the Executive Committee of the Trusts and Estates Section of the State Bar of California. Mr. Schenone is a co-author of chapter 4 (Rejection of Trust; Resignation and Removal of Trustee) and the author of chapter 5 (Investments and Management of Assets).
MARC M. STERN, B.A., 1981, Stanford University; J.D., 1986, University of Southern California. Mr. Stern is a partner at the firm of Greenberg Glusker Fields Claman & Machtinger LLP, Los Angeles, concentrating in trust and probate litigation and taxation. He is a co-author of chapter 11 (Income Taxation of Trusts).
CHELSEA J. SUTTMANN, B.A., 2009, University of Michigan, Ann Arbor; J.D., 2012, Santa Clara University School of Law. Ms. Suttmann is a shareholder and director at Barulich Dugoni & Suttmann Law Group, Inc. Her law practice focuses on estate planning clients with high net worth, on estate and trust administration, and on business owners, specifically on interfamily business succession planning. She is a co-author of chapter 2 (Overview of Trustee’s Duties, Standards, and Powers).
MICHAEL L. TAYLOR, B.A., 1971, University of Santa Clara; J.D., 1974, University of Santa Clara. Mr. Taylor was senior counsel at the firm of Foley & Lardner, Los Angeles, and was a Certified Employee Benefit Specialist. Mr. Taylor is a co-author of chapter 8 (Principal and Income).
ROBERT S. TIPPETT, B.A., 1984, Yale University; J.D., 1987, University of Michigan. Mr. Tippett formerly practiced trust and estate law with the firm of Greenberg Glusker Fields Claman & Machtinger LLP, Los Angeles. He currently resides in Park City, Utah. Mr. Tippett is the author of chapter 9 (Trustee Compensation, Attorney Fees, and Other Administrative Costs) and a co-author of chapter 11 (Income Taxation of Trusts).
MAY LEE TONG, B.A., 1970, Pomona College; J.D., 1983, Golden Gate University School of Law. Ms. Tong practices in Oakland, specializing in estate planning, trust, and probate administration. She is a Certified Specialist in Estate Planning, Trust and Probate Law and former chair of the Executive Committee of the Trusts and Estates Section of the State Bar of California. Ms. Tong is a co-author of chapter 16 (Modification, Revocation, and Termination of Trust).
