2033 N Main Street
Suite 720
Walnut Creek, CA 94596
P 925.944.9700   F 925.944.9701

Patricia A. Wenthe

Paralegal

P925.944.9700   F925.944.9701   VCARD | Print Bio

Patty Wenthe provides paralegal services for the firm’s Estate and Tax Planning and Business Groups. A senior paralegal with particular expertise in investigation and asset transfers, she has 24 years of expertise with a broad knowledge and experience in probate/trust administration, complex estate plans, probate and trust-related litigation, conservatorships, and preparation of fiduciary accountings (informal and court-settled).

Publications: “Conservatorship Accountings: How to Get Started and What to Tell Your Clients to Stay on Time!” State Bar of CA Trusts and Estates Quarterly, Vol. 33, Issue 3, 2016.

“Conservatorship Accountings: When Certain Figures are Not What they Seem, Market and Carry Values, an Inventory and Appraisal and Bond Primer, and Using the Judicial Council Accounting Schedule Forms.”  State Bar of CA Trusts and Estates Quarterly, Vol. 34, Issue 1, 2017; Article also available as an online self-study test for MCLE credits @ www.calbar.org/ self-study.

 

Speaker/Presentations:

  • The Numerous Practice Areas referred to as “Probate” (administration of estates, trusts, conservatorships, guardianships, and estate planning) – A Primer on Each; Mt. Diablo Legal Professionals Association (Legal Secretaries, Inc.) – October 9, 2017
  • An Overview of Estate Planning and Important Deadlines in Probate, Trust and Conservatorship Administrations; Mt. Diablo Legal Professionals Association (Legal Secretaries, Inc.) – January 8, 2018
  • An overview of Estate Planning:  What is it?  Who needs it?  Lafayette Business Women’s Connection – March 27, 2018

2033 N Main Street
Suite 720
Walnut Creek, CA 94596
P 925.944.9700   F 925.944.9701