Planned Giving 101

Dylan's practice focuses on estate planning, trust and probate administration, conservatorships, and charitable advising.  Dylan has prepared individualized estate plans for clients with a range of needs including probate avoidance, tax planning, business transfer planning, arrangements for minor children, planning for end of life and catastrophic injury, medi-CAL and and a variety of other concerns.  Her experience extends from basic wills and trusts to complex charitable plans targeted to helping clients meet their personal and family objectives.  Her charitable experience extends from initial set-up through ongoing organizational management including 501(c)(3) formation, board policy, and gift acceptance and use.

Dylan is a member of the Trust and Estates Section of the California Bar Association, the Nevada County Bar Association, Soroptimist of the Sierra Foothills,  the board of directors for The Center for Nonprofit Leadership, the Hospice of the Sierra Foothills Trustees, and is President of the local chapter of the Cal Alumni Association.  She also volunteers her time to advise several non-profits on corporate governance and fundraising.