Each attorney in our firm is a Certified Specialist in Estate Planning, Probate, and Trust Law and a Certified Specialist in Elder Law. We serve as counsel to the estates (probate and trust) of decedents, guiding families and other beneficiaries through both routine and complex trust and probate administration, including liquidation or transfer of estate assets and preparation and filing of estate and gift tax returns.

Patricia Jo Wilkinson is a former Assistant U.S. Attorney and is an accomplished trial attorney who handles all will, trust, elder abuse, and tax disputes for the firm.

Conrad M. Wilkinson (M.S. Tax) counsels clients in complex trust, tax, and family enterprise succession planning matters.

Patricia Jo Wilkinson

Ms. Wilkinson graduated with honors in economics from UCLA and Loyola Law School. She began her career as a Federal Prosecutor in downtown Los Angeles where she specialized in prosecuting federal tax crimes. She next became a partner in the law firm of Rubin, Eagan and Feder, where she specialized in litigating will, trust, and real property contests.

In January of 1988 she joined her husband in establishing the law firm of Wilkinson & Wilkinson. Both she and her husband are certified specialists in trusts, estates, and probate by the State Bar of California and certified Elder Law Specialists by the National Academy of Elder Law Foundation.

Ms. Wilkinson is the author of several articles on estate planning and is a frequent lecturer in her area of expertise to other attorneys.

Admitted to bar: 1974, California

Education: University of California at Los Angeles (A.B., 1970); Loyola University of Los Angeles

(J.D., 1973). Certified Specialist: Estate Planning, Trust, and Probate Law. The State Bar of California Board of Legal Specialization. Certified Specialist: Elder Law by the National Academy of Elder Law Foundation.

Chair, advisory committee on Trusts, Estate Planning and Probate for the State Bar of California; Vice President, Citrus Estate Planning Council; Past Chair, Citrus Estate Planning Council; Member: Los Angeles County Bar Association; State Bar of California; National Academy of Elder Law Attorneys; Board Member, Chaffey College Gerontology Advisory Committee; Board Member, California State Polytechnic University, Pomona, California on the Planned Giving Advisory Board; Advisory Board Member, State Bar of California Board of Legal Specialization.

Guest Lecturer on the Sociology of Aging, Pitzer College, Claremont, California. Guest Speaker, Citrus Estate Planning Council and Azusa Pacific University on "Dynasty Trusts and Living Trusts." Guest Speaker, Pomona Valley Bar Association, topic: "Where Elderlaw and Estates and Trusts Meet."

Articles: "IRA Planning With QTIP Trusts," NAELA News; "Lifecare Contracts;" "Special Needs Trusts for the Mentally Challenged," Alliance for the Mentally Ill Newsletter.

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Conrad M. Wilkinson

Admitted to bar: 1977, California

Education: University of California at Los Angeles (B.A., 1960); The American Graduate School of International Management (B.F.T., 1962); La Verne College of Law, formerly Mid-Valley College of Law.(J.D., 1976); Golden Gate University (M.S., Taxation, 1981).

Recipient: American Jurisprudence Award.

Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization. Certified Specialist, Elder Law by the National Academy of Elder Law Foundation.

Administrative Coordinator, Justice System Advisory Group, Los Angeles County, California; Certified Business Arbitrator, American Arbitration Association; Member: Los Angeles County Bar Association; State Bar of California; Panel Member, National Association of Elder Law Attorneys.

Charitable Organizations: Trustee and General Counsel for the Pomona Public Library Foundation.

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