WrenfieldEstate Law

Estate planning, trust administration and probate

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Who you work with

A man with gray hair and a short gray beard, in glasses and a charcoal three piece suit with a dark tie, one hand in his pocket, looking toward the camera.

Daniel Wrenfield

Founder

Trust design and family governance · Santa Monica, California

Practiced in estate planning for eighteen years before opening the firm. Handles trust design, family meetings and the conversations nobody wants to start.

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Claire Osei

Co-founder

Trust administration and property transfers · Santa Monica, California

Trust administration and property transfers. Spent six years in probate litigation, which is a useful thing to have read before drafting anything.

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Elliot Vance

Attorney

Probate and estate administration · San Jose, California

Carries the probate files: petitions, notices, inventories and the hearings that follow. Clerked in a probate department before practice, which is where he learned what a court actually wants to see.

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Marcus Adeyemi

Attorney

Business succession and closely held entities · San Jose, California

Works where the estate plan meets the operating agreement. Buy-sell terms, transfer restrictions and the valuation questions a family business raises the moment an owner stops being an owner.

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What we do

An older couple's hands resting together beside an adviser's paperwork. Estate planning The documents that decide who acts for you and who receives what, written to be used rather than filed. Two colleagues comparing a page against a laptop. Trust administration What happens after. The notices, valuations, transfers and accountings a successor trustee is required to produce. A gavel on its block, someone writing on a clipboard behind. Probate The court proceeding that moves property when there was no trust, or when the trust did not own it. Keys held out across a desk while a contract is signed. Property transfers Deeds, retitling and the reassessment questions that follow a change in ownership of California real property. Two people shaking hands in an office. Business succession Where the estate plan meets the operating agreement, and the two have to be made to agree. A man pointing at a place on an open document. Incapacity and special needs Who decides when you cannot, and how to provide for someone whose benefits an outright gift would put at risk.