Mitchell Edwards focuses his practice on estate planning for high net worth individuals and trust and estate litigation and administration. Mitch prepares foundational documents for his estate planning clients, including revocable living trusts, wills, and powers of attorney. He regularly incorporates advanced estate planning techniques and vehicles which can both minimize taxes and help clients achieve their individual wealth transfer objectives, including grantor retained annuity trusts (GRATs), intentionally defective grantor trusts, and generation-skipping trusts.
Mitch also represents trustees and beneficiaries in disputes involving trusts and wills. By drawing on both his estate planning knowledge and civil litigation experience, Mitch is able to effectively advocate for his clients in courts throughout California. As lead trial lawyer for one of the plaintiffs, Mitch litigated a breach of trust case that resulted in a $4.85 million settlement on the fifth day of trial.
Before joining Coblentz, Mitch practiced in the Trusts and Estates group at Thoits Law in Silicon Valley.
Mitch serves on the Professional Advisors Council of the San Francisco Foundation, one of the nation’s largest community grantmaking foundations. He is a member of the San Francisco Estate Planning Council and the Trusts and Estates Section of the State Bar of California. He previously served as an assistant editor of California Trusts and Estates Quarterly.
Mitch earned his Bachelor of Arts in Psychology from UCLA and his J.D. from Georgetown University Law Center where he was Managing Editor of the Georgetown International Environmental Law Review.
Speaker, “Grantor Retained Annuity Trusts – Basics of Zeroed-Out GRATs and Issues to Spot,” Stanislaus County Estate Planning Council (November 2016)