Biography

An experienced litigator and Bar-Certified Legal Specialist in Estate Planning, Trust and Probate Law, Lily provides comprehensive representation in contested estate, trust and conservatorship cases.

She helps professional fiduciaries, personal representatives, guardians, conservators, heirs, trustees and other concerned parties protect their interests in the full range of probate and trust matters, including:

  • petitions for probate
  • heirship petitions
  • petitions for breach of trust
  • petitions for removal or suspension of trustee
  • will and trust contests
  • Heggstad and Probate Code Section 850 petitions
  • spousal property petitions
  • conservatorship and guardianship petitions

Clients receive forward-looking strategic guidance at each stage in the litigation process and tenacious advocacy at court, in trial and before mediators and arbitrators.

She also oversees the administration of complex trusts and estates and provides taxation and wealth planning services, including designing and drafting comprehensive estate plans, preparing four-schedule trust and estate accountings and assisting in the preparation of trust and estate tax returns.

Before Fox Rothschild

Prior to joining Fox, Lily was an estate planning attorney with Myers Urbatsch, P.C. She also worked as a white-collar criminal defense attorney, representing clients charged with complex fraud, embezzlement and corruption cases in federal court.

During law school, Lily was the senior technology editor of the Hastings Law Journal, as well as an editor for its blog, “On the Record.” She was a judicial extern for both the Office of the Circuit Executive for the Judicial Council of the Ninth Circuit and for District Chief Judge Jennifer Gee of the Office of Administrative Law Judges in the U.S. Department of Labor. She was also an award-winning member of the UC Hastings Trial Team.

Beyond Fox Rothschild

Lily is a recurring speaker for National Business Institute seminars regarding trust and probate matters. She also participates in and speaks at educational seminars including the annual Fiduciary Attorney Summit and the California Estate Planning Certified Specialist Prep Course, both offered by Fox Rothschild, LLP.

Accomplishments

  • State Bar of California-Certified Legal Specialist in Estate Planning, Trust & Probate Law