Corporate Transparency Act Update: Nationwide Injunction Still in Place – No BOI Filings Required for Now

Edward J. Corey, Jr.

Shareholder

Sacramento

916.558.6017

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Practice Areas

Bar Admissions

  • California

Experience

Ed is a Weintraub shareholder and one of the foremost experts in the state on trusts and estates litigation and elder financial abuse.

After litigating trusts and estates matters for nearly 35 years, including fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships, Ed is now primarily serving as an attorney neutral, providing alternative dispute resolution services for those seeking to resolve trusts and estates disputes.

Alternative Dispute Resolution

As an attorney neutral, Ed is available to serve as a:

  • Mediator;
  • Arbitrator; and/or
  • Discovery referee.

Ed has extensive trial, arbitration, mediation, and appellate experience, and has successfully mediated hundreds of contested trust, estate, and conservatorship matters. He has a deep understanding of the sensitive and often complicated dynamics that are involved in estate, probate, and trust disputes. He is able to help mediation participants resolve conflicts in an often private and efficient manner, helping to avoid the cost and stress of ongoing litigation.

Empathetic and Effective Solutions

Ed is available to help resolve entire cases or single issues throughout the state of California. He can assist with dispute resolution using in-person, virtual, or hybrid ADR sessions. Ed and his team work to provide timely, effective solutions that meet the unique needs of each dispute, backed by a proven track record of alternative dispute resolution success.

Throughout his career, Ed has represented beneficiaries and trustees, including corporate fiduciaries, private professional fiduciaries, and individual trustees, in a wide variety of trusts and estates disputes and matters, including:

  • Will and trust beneficiary disputes;
  • Trust administration and disputes, including failing to administer the trust in accordance with its terms, favoring one beneficiary over another, self-dealing, mishandling trust assets, and breaches;
  • Contested accounting issues, including high-value trusts and conservatorships;
  • Undue influence and capacity issues;
  • Claims of elder financial abuse;
  • Contested conservatorships;
  • Contested inheritance rights;
  • Guardianship matters.
Extensive Experience

Ed is a Fellow of the American College of Trust and Estate Counsel and former Chair of the Trust and Estates Section of the California State Bar (TEXCOM). He has extensive speaking experience on issues of estate and trust litigation and elder financial abuse with various organizations throughout the state. Ed has participated as a panelist for continuing legal education programs in CEB, including the following courses:

  • Estate Planning and Administration
  • Durable Powers of Attorney
  • Litigating Will Contests
  • Undue Influence and Capacity Cases
  • Assessing Capacity and Undue Influence: Avoiding Will Contests
  • Representing Fiduciaries
  • Counseling Fiduciaries (Avoiding Minefields)
  • Crisis in Conservatorships
  • Fundamentals of Trust Administration
  • Elder Law Litigation/Remedies for Financial Abuse
  • Conducts trainings for Sacramento County Adult Protective Services
Elder Abuse Prevention Activities

Ed is a founding member and has served as Chair of Sac FAST (Sacramento Financial Abuse Specialty Team). He was honored as an outstanding volunteer by the Sacramento County Board of Supervisors on numerous occasions for his work on the Sacramento Financial Abuse Specialty Team.

Legislature

In addition to his legal work, Ed has testified before the California State Legislature and Sacramento County Board of Supervisors on issues of trusts, estates, and elder financial abuse and has assisted legislators and staff in drafting laws pertaining to elders and in matters relevant to trusts, estates, conservatorships, and suitability of annuity sales to seniors.

In 2005, among other legislation, Ed was involved in SB 1018, the Mandatory Bank Reporting Bill, which became effective on January 1, 2007. In 2006, he worked extensively on the Omnibus Conservatorship and Guardianship Reform Act of 2006. In 2007, Ed was appointed to the Judicial Council’s Probate and Mental Health Advisory Committee. The Committee’s primary duties were to make recommendations to the council for improving the administration of justice in proceedings involving decedents’ estates, trusts, conservatorships, guardianships, and mental health and developmental disability issues.

Publications/Blogs

Ed has authored and co-authored several articles on topics of trusts and estates matters, litigation, and attorney ethics, including, but not limited to:

  • Co-authored an article published in the California Trusts and Estates Quarterly entitled “Crisis in Conservatorships.”
  • Co-authored an article published in the California Trusts and Estates Quarterly entitled “Contractual Arbitration: Is it Binding on the Victims of Elder Abuse?”
  • Co-authored article “Lickter v. Lickter: Taking the Legs from under Elder Abuse Standing,” for the California Trusts and Estates Quarterly
  • Co-authored several articles on attorney malpractice and ethics, published in the Daily Journal, including:
    • “When Is Actual Injury Triggered?”
    • “The Repercussions of Ethical Violations”
    • “Meeting the Standard of Care”
    • “To Whom Do the Statutory Recoveries Belong?”
    • “To Whom Does an Attorney Owe a Duty of Care?”
    • “When Opposing Counsel Represents a Client’s Affiliate”
    • “Fees for Defending Malpractice Actions by Corporations”

American College of Trust and Estate Counsel
Fellow

State Bar of California, Trusts and Estates Section Executive Committee (TEXCOM)
Member (2004-2015), Chair (2011-2012)

State Bar of California, Litigation and Trusts and Estates Section
Member

American Trial Lawyers Association
Member

Sacramento County Bar Association, Probate and Estate Planning Section
Member

Sacramento Estate Planning Council
Member

SacFast (Sacramento Financial Abuse Specialty Team)
Founding Member and Chair

Meritas, Sacramento
Member

Awards

The Best Lawyers in America®, 2018-2025 (Litigation – Trusts and Estates) 2025 (Elder Law)

Sactown Magazine’s Top Lawyers List, 2015 – 2023 – Estate Planning and Probate

Sactown Magazine’s Top Lawyers List, 2017, 2020, 2022, 2024 – Alternative Dispute Resolution

Sactown Magazine’s Top Lawyers List, 2017, 2020 – 2022, 2024 – Mediation

Sacramento Business Journal’s Best of the Bar, 2013-2019

Corporate America News Legal Elite 2015 – Best for Financial Abuse Matters, California

AV Preeminent® Rating by Martindale-Hubbell®, 2016-2022

Northern California Super Lawyers, 2004-2024

Top 25: Sacramento Super Lawyers, 2015-2023

Top 100: Northern California Super Lawyers, 2016-2024

America’s Top 100 Attorneys: Northern California Lifetime Achievement Award

J.D.,University of the Pacific, McGeorge School of Law, 1989

M.P.A., University of Arizona, 1985

Phi Alpha Alpha Honor Society

B.S.P.A., University of Arizona, 1982

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