Keeley C. Luhnow is a “superb” rated (10/10) attorney on Avvo.com. For 15 years she has practiced in the areas of probate, trust administration, conservatorships (general and limited), and estate planning and has filed probate matters in counties all over the State of California. Ms. Luhnow was co-chair of the San Diego County Bar Association Elder Law Section in 2006-2007, co-chair of the San Diego County Bar Association Estate Planning, Trust and Probate Section in 2013-2014 and chair of the San Diego Probate Bench-Bar Committee in 2015. Ms. Luhnow was an editor and contributing author of the 2017 San Diego County Probate Handbook, published by Probate Attorneys of San Diego. In 2005, she was hired by the State of California to train Adult Protective Services employees in the legal fields of wills, trusts, and powers of attorney and advocating for senior citizens and dependent adults’ legal rights. Ms. Luhnow instructed over 700 Adult Protective Services employees throughout the State of California.
Practice Areas: Estate Planning, Trust & Estate Litigation, Trust Administration, Tax
Ms. Luhnow’s organizational affiliations include: Probate Attorneys of San Diego, San Diego County Bar Association Elder Law section and Estate Planning, Trust and Probate section, San Diego Superior Court Probate Bench-Bar Committee, and the California State Bar Association Trust and Probate Section. She received her B.A. in history from California State University, San Marcos and her law degree from Wake Forest University School of Law in Winston-Salem, North Carolina.
Mr. Woodward’s practice focuses on estate planning, trust administration, and probate and estate litigation. He has diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, Mr. Woodward was an attorney at a major securities litigation firm headquartered in San Diego. He was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. His diverse litigation experience in multi-party, national scale cases, blends well with his estate planning and tax experience, to afford his estate litigation clients exceptional representation.
Mr. Woodward earned his law degree from the University of San Diego, where he also received a Master of Laws in Taxation, with an emphasis on complex estate planning and business planning. Prior to law school, Mr. Woodward earned his B.A. in Economics from UC San Diego. Mr. Woodward is licensed to practice law in California, and to appear in the Southern District of the United States Federal Court.
Mr. Woodward’s philanthropic activities include the Volunteer Income Tax Assistance program, Habitat for Humanity, and the San Diego Volunteer Lawyer Program.
Simple and Complex Will and Trust Drafting, Educational Trusts, Qualified Terminal Interest Property Trusts (QTIPs), Retirement Benefits Trusts, Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Grantor Trusts (IDGTs), Crummy Trusts, Special Needs Trusts, Estate and Income Tax Planning for IRAs,401(K)s and other retirement accounts, Transfers of wealth, real estate and business interests between generations.
Distribution of assets upon death, Trustee representation and counsel, Representation and advisement of beneficiary rights, Division of assets for A B Style Trusts upon the death of the first spouse, Sub Trust Funding, Establishing Trusts for minors, Fiduciary Accountings, Evaluation of tax treatment for IRAs and 401(K) distributions.
Testate and Intestate Estates, Executor and Administrator representation, Spousal Property Petitions, Petitions to Determine Succession to Real Property, Petitions to Determine Persons Entitled to Distribution, Transfers of Small Estates Pursuant to Probate Code Affidavit method, miscellaneous probate matters and petitions.
Trust & Estate Litigation:
Will contests, Trust contest, Disputes between beneficiaries, Disputes between Trustees, Undue influence and lack of capacity cases, Prosecution and defense of caregiver beneficiary cases, Omitted spouse matters, Disinherited child cases, Lost will cases, Creditor claims against trusts and estates, Trustee surcharge actions, Financial abuse and fraud of elders or dependent adults, Prosecution and defense of trustee removal actions, Compelling trustee accountings and distributions, Objections to accountings, Reformation of problematic trusts, Court actions to modify irrevocable trusts, Establishing community property interests in a deceased spouse’s estate for surviving spouses.
Medicare and Medi-Cal Planning for Long Term Nursing Care, Medi-Cal qualification matters, Medi-Cal state recovery matters, Protection of home, maximizing assets which can be maintained by a spouse and family upon an elder entering a long term nursing care facility, Community Spouse Resource Allowance Increase matters, Special Needs Trusts, Intentionally Defective Grantor Trusts, and Financial abuse of the elderly matters.
Conservatorships of the Person and the Estate, General and limited Conservatorships.