Tim Kay is a Certified Specialist in Estate Planning, Trust and Probate Law, California Board of Legal Specialization. He is a partner and co-practice group leader in the firm's Private Client Services practice group. Tim's practice is concentrated in tax, trust, and estate matters with emphasis in estate planning, trust and probate administration, and estate and gift taxation. He employs advanced estate planning techniques, including grantor retained annuity trusts, family partnerships, limited liability companies, charitable remainder trusts, defective grantor trusts, insurance planning, and the creation, qualification and funding of public charities and private foundations. Tim handles premarital agreements and advises family law lawyers on the intersection of family law and estate planning. His practice includes significant matters involving trust and estate litigation, including post-death will and trust contests, issues involving the liability of trustees and other fiduciaries, and the rights of beneficiaries. In addition, Tim provides advice to non-profit organizations.
“How T&E Litigation Has Affected My Planning,” Speaker, 15th Annual Jerry A. Kasner Estate Planning Symposium, Santa Clara, CA (October 17-18, 2019)
"Staying Tax Exempt," (Training Program for Pro Bono Nonprofit Organizations Legal Assessment Clinic), Co-Presenter, ACC-SoCal, Public Law Center, Snell & Wilmer Orange County Offices, Costa Mesa, CA (April 4, 2019)