Penny has continued to be a panel speaker on general probate and estate planning issues and on estate planning for same-sex couples and the LGBTQ community. where she continues to expand her probate, trust administration and estate planning practice. In 2010, she joined the firm of Boutin Jones Inc. While at McDonough, Penny continued to grow her knowledge and planning for same-sex couples and LGBTQ clients, including being a guest speaker at the Crocker Art Museum’s seminar for estate and financial planning for same-sex couples. In 2007, Penny joined the firm of McDonough Holland & Allen PC, where she further enhanced her skills and knowledge of probate administration and assisted clients with more complicated probate issues involving intestacy, foreign assets and use of disclaimer planning in intestate probate proceedings. She also became exposed to the unique estate planning issues faced by same-sex couples and the LGBTQ community. While in that role, her practice and knowledge in the area of probate allowed her to assist clients from the very straightforward probate proceedings to resolving more complicated matters related to property division agreements. Following her graduation from McGeorge, Penny worked at the boutique estate planning firm of Strategic Wealth Legal Advisors, Inc., where she developed and implemented the firm’s probate and trust administration practice. Prior to entering law school, Penny worked for approximately 12 years as a paralegal in the fields of workers’ compensation and insurance. Penny’s estate planning practice includes preparation of revocable trusts, wills, and powers of attorney for both financial and health (including tax planning to minimize estate taxes) with an emphasis on estate planning issues that are unique to same-sex couples and LGBTQ community. Her trust administration practice focuses on advising trustees and beneficiaries in all aspects of the trust administration process to ensure the administration of the trust is handled appropriately from the moment the trust administration begins through final distribution from the basic administration to the more tax driven complexities of the administration. Penny Brown’s probate practice includes formal probate proceedings, summary administration proceedings, conservatorships, non-contested guardianships, and various trust proceedings before the Sacramento County Probate Court, as well as the Probate Courts in the surrounding Counties, including Yolo, Placer and El Dorado Counties.
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