Terry Nunan is a lawyer specializing in probate, estate planning and trust law. A significant portion of his time is spent representing fiduciaries, beneficiaries and creditors in contested probate, trust and conservatorship matters. He also represents executors and trustees in post death administration proceedings including formal probate proceedings, spousal property petitions, trust proceedings and the preparation and audit of estate tax returns. Terry has special expertise in estate tax and fiduciary income tax matters and has successfully represented clients in both trial and appellate courts.
 
Terry advises high net worth clients on their estate planning matters. He offers practical solutions to the challenges of preserving wealth, ranging from the simple to the complex, including: preparing wills, trusts and powers of attorney; developing plans to transfer assets from generation to generation; estate and trust administration and post-mortem tax planning; irrevocable life insurance trusts; family limited partnerships; transfers of partial interests in property; and, charitable gifts and trusts. Terry and his wife live in Rolling Hills Estates and have two sons. In his free time, he is an avid gardener.
 
Industry Experience:

• Financial Services
• Professional Services

 
Published Works:

• Tax Management Estates, Gifts, and Trusts Journal
• Los Angeles Lawyer Magazine
• California Trusts and Estates Quarterly
• Los Angeles Daily Journal
• American Bar Association Probate and Property Magazine

 
Representative Clients:

• Wells Fargo Bank

 
Classes/Seminars Taught:

• Lecturer, California Bankers Association
• Lecturer, California State Bar Educational Institute
• Lecturer, State Bar of California, Trusts and Estates Section
• Lecturer, University of Southern California Probate and Trust Institute

 
Honors and Awards:

• Martindale Hubbell “AV” Rated
• Best Lawyers in America, 2011
• “Super Lawyer” in Estate Planning, Law & Politics, 2005 – 2011
• Member National College of Probate Judges
• Recipient of an award from District Attorney Steve Cooley at the 26th Annual Jemison Awards
• Tax Advisory Board for the Tax Manager Estates, Gifts and Trust Journal, published by BNA

 
Professional Associations and Memberships:

• State Bar of California, Trusts and Estates Section – Former Member to the Executive Committee, Member
• Los Angeles County Bar Association, member
• American Bar Association, member
• Los Angeles County Bar Association, Trusts and Estates Section, Taxation Section
• Los Angeles and Orange County Probate Volunteer Panel, member