Practice Expertise

  • Estate Planning & Administration
  • Tax
  • Estate Planning & Administration
  •  

Areas of Practice

  • Estate Planning & Administration
  • Estate Planning & Administration
  • Tax
  • Family Wealth Planning

Profile

Liza Bunker specializes in providing estate planning, trust and probate administration services to individuals and families. She is skilled in developing and implementing estate planning strategies ranging from “first level” revocable trust planning to advanced estate and gift planning techniques. She also advises fiduciaries and beneficiaries in probate and trust administration. Liza’s practice also includes the formation and operation of family-held partnerships and limited liability companies in the context of estate planning.

Bar Admissions

  • California

Education
J.D., Order of the Coif, University of California, Davis School of Law (2007)
B.A., Stanford University (2000)

Areas of Practice

  • Estate Planning & Administration
  • Estate Planning & Administration
  • Tax
  • Family Wealth Planning

Professional Career

Professional Associations
  • State Bar of California, Trusts and Estates Section
  • Sacramento Estate Planning Council
  • Sacramento County Bar Association, Probate and Estate Planning Section
  • Bar Association of San Francisco, Estate Planning, Probate and Trust Section


Articles

"Parent-Child Exclusions from Property Tax Reassessment Fundamentally Changed by Proposition 19," co-author, Estate Planning & Administration Alert (December 2020)
"To Married Couples and Surviving Spouses: Review your estate plan if it has been more than 3 years since your last update," co-author, Estate Planning & Administration Alert (October 2017)

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