Gary Rothstein is a shareholder in the Firm’s Trust & Estates group.
Gary’s practice has focused on trust administration, probate matters, and estate planning since 1993. A significant portion of his practice consists of representing corporate and individual fiduciaries and beneficiaries in all aspects of trust administration, ranging from initial funding of trusts to representing clients in Probate Court, in connection with disputes between fiduciaries, beneficiaries and creditors. Gary counsels numerous fiduciaries, beneficiaries and creditors through all phases of contested and uncontested probate and trust administration proceedings in Northern and Southern California Probate Courts, including prosecution of will and trust contests, and preparation and arguing of petitions for instructions, petitions for construction of trusts, and petitions for termination of trusts.
Another substantial portion of Gary’s practice consists of representing and advising individuals and families with respect to their Estate Planning. Gary counsels clients in connection with estate, gift, and generation-skipping transfer tax issues relevant to advanced estate planning techniques, such as revocable and irrevocable trusts, GRAT’s, defective grantor trusts, family limited partnerships, charitable giving vehicles, QPRT’s, and life insurance trusts.
Gary gives presentations to numerous banks, trust companies, and professional associations with respect to risk management issues relevant to trust and estate administration. He also gives legal professionals and prospective donors presentations to non-profit organizations pertaining to Trust & Estate administration and Estate Planning issues.
SPEAKING PRESENTATIONS
San Francisco Estate Planning Counsel
Member
San Francisco Professional Subcommittee of the Jewish Community Endowment Fund
Member
Leukemia and Lymphoma Society, Northern California Division
Past Planned Giving Committee Member
Awards
Best Lawyers in America ® 2016-2021, 2025 (Litigation – Trust and Estates)
Northern California Super Lawyers, 2021, 2023, 2024
J.D., Santa Clara University School of Law, 1983
B.A., with honors, San Diego State University, 1979
On October 22, Weintraub shareholder Gary D. Rothstein will give a presentation on “Performing Due Diligence in New Trust Intake” to California and Nevada members of the Private Wealth Management (PWM) team of a national bank. The presentation aims to help to educate fiduciaries and financial advisors on important steps that…
Weintraub Tobin attorneys Gary Rothstein, Kelly Dankbar, and Evan Winet presented at the 29th Annual PFAC Educational Conference in San Diego, CA. The conference, which was held May 15-18, 2024, provided comprehensive education for professional fiduciaries. The presentation from Weintraub’s Trusts & Estates Group, titled “Maintaining Balance on A High…
On October 18th, Weintraub shareholder Gary D. Rothstein presented Performing Due Diligence in New Trust Intake for Bank of America Trust Services, where he examined various types of provisions in a trust document to be reviewed by prospective trustees and discussed other factors worth considering, such as family/beneficiary factors, and…
From May 4-7, 2022, the Professional Fiduciary Association of California (PFAC) hosted its 27th Annual Educational Conference at the Disneyland Resort in Anaheim, CA. Weintraub Trusts & Estates attorneys Edward J. Corey, Jr., Mary deLeo, Daniel C. Kim, and Gary D. Rothstein presented on the topic of Litigation and the…
Summary of Program As a fiduciary, you may think that all of your communications with your attorney are confidential. While communications between an attorney and his or her client are generally protected by the attorney-client privilege, in the trustee context, it is the office of the trustee, not the individual…
Weintraub Tobin is pleased to announce that 41 of its attorneys have been recognized in the 2025 editions of The Best Lawyers in America® and Best Lawyers: Ones to Watch in America. 32 Weintraub attorneys are included in the 2025 edition of The Best Lawyers in America, of which six…
On Thursday, August 1, 2024, the Weintraub Tobin Trusts and Estates litigation team won on a motion in Marin County to have a pro se party declared a vexatious litigant. A victory against serial litigators, the order puts the party on a list maintained by the California courts, and requires…
Weintraub Tobin is pleased to announce that 45 of the Firm’s attorneys have been recognized on the 2024 Northern California Super Lawyers® and Rising Star lists. These lists, selected annually on a state-by-state basis, recognize outstanding attorneys who have attained a high degree of peer recognition and professional achievement in…
Weintraub Tobin is pleased to announce that 47 of the Firm’s attorneys have been selected to the 2023 Northern California Super Lawyers® and Rising Star lists. These lists, selected annually on a state-by-state basis, recognize outstanding attorneys who have attained a high degree of peer recognition and professional achievement in…
Weintraub Tobin is pleased to announce that 37 of its attorneys have been recognized on the 2022 Northern California Super Lawyers® and Rising Stars lists. Several Weintraub attorneys also received special recognition on Super Lawyers “Top” lists, including six attorneys named to the Sacramento Top 25 Super Lawyers (Gary L.…
Weintraub Tobin is pleased to announce that 38 of its attorneys have been included on the 2021 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California. In addition, 4 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 16 percent…
Sacramento, CA (August 20, 2020) – Weintraub Tobin, a leading California full-service law firm, is pleased to announce that 17 attorneys were recognized in The Best Lawyers in America© 2021. This year Best Lawyers launched “Ones to Watch,” a recognition for attorneys earlier in their careers, and 4 Weintraub attorneys…
SACRAMENTO, CA (August 15, 2019) – Weintraub Tobin, a leading California full-service law firm, is pleased to announce that 19 of our attorneys have been recognized on the 2020 The Best Lawyers in America list. In addition, Weintraub Tobin attorney Christopher Chediak was named the Best Lawyers® 2020 “Lawyer of…
SACRAMENTO, California – August 15, 2018 – Weintraub Tobin congratulates its nineteen attorneys who have been included in The Best Lawyers of America© 2019 list. David Adams, Sacramento, Corporate Governance Law, Leveraged Buyouts and Private Equity Law Gary L. Bradus, Sacramento, Commercial Transactions/UCC Law Sherry Bragg, Newport Beach, Litigation – Labor…
SACRAMENTO, California – August 16, 2017 – Weintraub Tobin congratulates its nineteen attorneys who have been included in The Best Lawyers of America© 2018 list. David Adams, Sacramento, Corporate Governance Law, Leveraged Buyouts and Private Equity Law Gary L. Bradus, Sacramento, Commercial Transactions/UCC Law Kay U. Brooks, Sacramento, Trusts & Estates…
SACRAMENTO, California – August 15, 2016 – Weintraub Tobin congratulates its nine partners who have been included in The Best Lawyers of America© 2017 list. David Adams, Sacramento, Corporate Governance Law & Leveraged Buyouts and Private Equity Law Dale Campbell, Sacramento, Bet-The-Company Litigation, Commercial LitigationChris Chediak, Sacramento, Corporate LawJim Clarke, Sacramento,…
SACRAMENTO (July 6, 2016) – Weintraub Tobin, one of California’s leading, full-service law firms, is pleased to announce that Shauna N. Correia and Gary D. Rothstein have been promoted to shareholder. The attorney group represents clients in a range of practice areas and industry sectors. Shauna Correia is a shareholder in…
An essential aspect of estate planning is the Trustee, who will be tasked to carry out wishes. This is such an important role that potential Trustees are usually asked if they would be willing to take on the responsibility before being named in a Trust. Occasionally, however, Trustees are surprised…
