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Morton, Eleanor

Name:Morton, Eleanor
Practice In: Lawsuit & Dispute ,Litigation
Law Firm: Leonard Carder, L.L.P.
Location:1330 Broadway Suite 1450
Oakland, CA 94612
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Fax: (510) 272-0174
http://www.ups-scs-lawsuit.com
 

Janet has been with the firm since 1980 and is a partner. She focuses her practice in estate planning and estate and trust administration, including prenuptial agreements, elder law and special needs planning, guardianships and probate law, charitable giving techniques, business succession planning and preparation of estate tax returns and fiduciary income tax returns for estates and trusts. She works with individuals in all areas of estate and gift tax planning, ranging from homestead declarations and testamentary estate planning (including wills, trusts, durable powers of attorney, health care proxies and living wills) to sophisticated lifetime gifting techniques, such as irrevocable life insurance trusts, lifetime QTIP trusts, charitable trusts, grantor retained annuity trusts, intentionally defective grantor trusts, family limited liability companies and qualified personal residence trusts. Janet works with individuals who may need trusts for special needs, asset protection or Medicaid planning. She also handles estate settlement and administration, trust administration, and prenuptial agreements.

Janet has been named one of Massachusetts "Super Lawyers" by Boston magazine and Law & Politics every year since 2006.In 2007, 2008, 2009 and 2012, she was selected by her peers for inclusion in The Best Lawyers in American the field of Trusts and Estates. Janet was also selected for the 2011 inaugural edition of Martindale-Hubbell Bar Register of Preeminent Women Lawyers.

Representative Matters

  • Prepared testamentary estate plans consisting of durable powers of attorneys, health care proxies, wills and revocable trusts
  • Prepared and implemented irrevocable life insurance trusts
  • Prepared and implemented sophisticated gifting strategies, including GRATs, installment sales to intentionally defective grantor trusts, and qualified personal residence trusts
  • Prepared prenuptial agreements for high-net-worth clients or their children
  • Administered complex estates, including the preparation of state and federal estate tax returns and fiduciary income tax returns
  • Assisted clients with elder law and asset protection planning
  • Served as trustee of various revocable and irrevocable trusts

Oakland Law Lawyer
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