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Pdf Print All William H. Davis

William H. Davis, who has an LLM in taxation and is a Certified Specialist in Estate Planning, is a longtime shareholder with the law firm of Trainor Fairbrook. His practice is focused on estate planning, trust administration, and trusts and estates litigation. With over thirty years of experience including business and litigation matters, Mr. Davis is suited to analyze and recommend estate planning avenues to help achieve the personal and financial objectives of his clients.

With respect to estate planning and administration, Mr. Davis understands that each client’s assets, family and goals are unique. He assists individuals and families with estate and tax planning, including trusts, Wills, durable powers of attorney and advance health care directives, education trusts, life insurance trusts and succession planning. Mr. Davis also advises trustees and executors regarding their responsibilities as fiduciaries to streamline the administration process and avoid unnecessary fees and costs.

His trusts and estates litigation practice involves trust disputes, probate litigation, breach of fiduciary duty claims, business and asset valuation disputes, undue influence claims and trust formation proceedings. He brings the proper sensitivity required when disputes arise among family members or professional fiduciaries, and is seasoned to recommend and implement alternative dispute resolutions, if appropriate, in lieu of trial. Mr. Davis also acts as a mediator and arbitrator in trust administration and trust litigation matters.

Bill has been with Trainor Fairbrook since 1986. In addition to his busy practice, he also serves as a Pro Tem judge for Sacramento and Placer County Superior Courts. Bill has been licensed to practice law in the State of California since 1980 and in the State of Pennsylvania since 1982, and is admitted to practice in the Northern and Eastern U.S. District Courts and the 9th Circuit Court of Appeals. He earned a Master of Laws (LL.M.) Tax Law and was selected as the Outstanding Student in the Masters of Law in Taxation Program by Golden Gate University School of Law. The State Bar of California certified Bill as a Specialist in Estate Planning, Trust and Probate Law.

Education

  • LL.M., Golden Gate University, School of Law, 2013
  • J.D., University of the Pacific, McGeorge School of Law, 1980
  • B.A., University of Oregon, 1975