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        • Yvonne M. Moore
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        • Daniel M. Steinberg
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  • About the Firm
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    • Community Involvement
    • Contact
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    • Resource Center
  • Careers
  • Broker Login
  • Home
  • Practice Areas
    • Commercial Real Estate Law
      • Real Estate Transactions & Finance
      • Litigation, Arbitration & Mediation
      • Property Management & Bankruptcy
      • Land Use Planning & Development
    • Construction Law
      • Contracts & Compliance
      • Construction Litigation
    • Trusts & Estates Law
      • Estate Planning
      • Trust Administration
      • Trust Litigation
    • Business Law
      • Entity Formation
      • Ownership Structure
      • Partnership/Entity Disputes
  • Professionals
    • Attorneys
      • Commercial Real Estate
        • John D. Fairbrook
        • Candice B. Harper
        • Nicholas L. Kohlmeyer
        • Trevor W. Martin
        • Collin S. McCarthy
        • Jennifer L. Pruski
        • Charles W. Trainor
      • Business
        • Colby A. Campbell
      • Construction
        • Jessica A. Robison
        • Daniel M. Steinberg
      • Trusts & Estates
        • William H. Davis
        • Crystal L. Matter
        • Jeanette M. Salkin
      • In Memoriam
        • Nancy Hotchkiss
        • Michael S. Middleton
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      • Commercial Real Estate
        • Melissa J. Johnson
        • Meighan J. Pilgrim
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        • Vicky M. Bell
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        • Christine E. Soule
    • Firm Administration
      • Accounting
        • Yvonne M. Moore
      • Client Services
        • Katie S. Dryden
      • Management
        • Daniel M. Steinberg
        • Barbara C. Urbani
  • About the Firm
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William H. Davis

Trusts and Estates

William H. Davis, who has an LLM in taxation and is a Certified Specialist in Estate Planning, is a longtime shareholder with Trainor Fairbrook, having been with the firm since 1986. His practice is focused on high net worth estate and tax 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.

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.

Recognitions

Publications

Better To Act Before the “Build Back Better Act” Takes Effect

TRAINOR FAIRBROOK ATTORNEYS RECOGNIZED AS 2021 NORTHERN CALIFORNIA SUPER LAWYERS, FOUR NAMED AS “RISING STARS”

Why You Should Seriously Consider Gifting Before 2021

2020 Estate Planning Update

Should You Restructure Your Wine Company Ownership and Management

Generation Skipping Trusts

The Dangers in Losing Track of Personal Guaranties

Maximize Gifts Before the End of 2013

Preparing for Increased Estate Taxes by Taking Action!

Will Your Family Business Succeed? Plan For the Next Generation to Keep Your Values Intact!

Reduced Estate and Gift Tax Rates Present Creative Opportunities in 2011

It’s Beginning to Look A Lot Like… $5 Million Exemption & Maximum Rate of 35%

Is Congress Moving Toward Estate Tax Reform?

Don’t Sit Back And Assume Congress Will Extend Or Amend The Estate Tax Laws! Take Steps Now To Cover Your Estate Planning Goals

Will Your Estate Planning Benefit by Converting Your IRA to a Roth IRA in 2010?

Avoid the Family Feud After You’re Gone: Guide Your Successor Trustee by Smart Planning

Bad Times in Real Estate Provide Estate Planning Opportunities

HONORS

  • Rated BV Distinguished – Martindale-Hubbell
  • Best of the Bar – Sacramento Business Journal:‎
    2016-2019
  • Top Lawyer Estate Planning & Probate, Tax – Sacramento Magazine: 2015-2021
  • Northern California Super Lawyer – Super Lawyers: 2021-2022
  • Honoree – Sacramento Region Community Foundation: 2016
  • Outstanding Student, LL.M. – Golden Gate University, School of Law

MEMBERSHIPS

  • Certified Legal Specialist – Estate Planning, Trust & Probate Law – State Bar of California
  • Member – State Bars of California (Trusts & Estates Section) & Pennsylvania
  • Member – Sacramento County Bar Association, Probate & Estate Planning Section
  • Judge Pro Tem – Sacramento & Placer County Superior Courts
  • Admitted to Practice – Northern & Eastern U.S. District Courts
  • Admitted to Practice – 9th Circuit Court of Appeals
  • Member – Philanthropic Advisors’ Forum of Greater Sacramento, Sacramento Region Community Foundation
  • Member – Sacramento Estate Planning Council
  • Member — Salvation Army Sacramento Metro Advisory Board

EDUCATION

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

CONTACT

  • Phone – (916) 929-7000
  • Email
  • vCard
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  • Printable Version

IN THE NEWS

 

Below are the most recent articles published featuring, referencing, or celebrating this attorney.

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Better To Act Before the “Build Back Better Act” Takes Effect

Update as of November 1, 2021: As those in Washington continue to ...
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Best of Bar 2018

Thirteen attorneys from Trainor Fairbrook made the Sacramento Business Journal's Best of ...
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SACRAMENTO'S MOST AWARDED REAL ESTATE ATTORNEYS

980 Fulton Avenue, Sacramento, CA 95825

(916) 929-7000

(916) 929-7111

mail@trainorfairbrook.com

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