Theresa is certified by the State Bar of California Board of Legal Specialization as a specialist in Probate, Estate Planning and Trust Law.  Theresa works with a wide variety of individuals and families to implement their personal estate planning needs and goals, and working to achieve gift, estate and generation-skipping transfer tax savings.  Theresa has worked on a wide range of gift and estate plans for her clients through the creation of revocable living trusts, irrevocable trusts, special needs trusts, pet trusts, qualified personal residence trusts (QPRTs), life insurance trusts, dynasty trusts, intentionally defective grantor trusts, grantor retained annuity trusts (GRATs) and charitable remainder trusts.

Theresa’s practice also includes representation of individual and corporate fiduciaries in post-death estate administration matters, including complex trust and probate administrations.  Theresa has represented trustees and trust beneficiaries in connection with the implementation, administration, amendment and/or termination of trusts.  Theresa has also worked with clients in on a wide variety of areas related to estate planning, including planning for incapacity, equity sharing agreements, Medi-Cal issues, adoptions and conservatorships.

Theresa recognizes the need to work personally with clients to ascertain their individual needs and goals, both tax and non-tax related, and to implement those in a thoughtful, timely and efficient fashion.


  • J.D., University of California, Hastings College of the Law, 2001
    • CALI Award for Contract Writing
    • CAL Award for Products Liability
    • CALI Award for Professional Responsibility
    • Member, Hastings Communications and Entertainment Journal
  • B.A., San Jose State University, summa cum laude, 1998

Bar Admissions:

  • State of California


  • Silicon Valley Bar Association
  • Santa Clara County Bar Association (Trusts & Estates Section)
  • Santa Clara County Estate Planning Council
  • State Bar of California (Trusts & Estates Section)

Other Professional Experience:

  • Pillsbury Winthrop Shaw Pittman, Senior Associate in the Estates, Trusts & Tax Planning Department