T 925.944.9700
F 925.944.9701
pwenthe@bpbsllp.com

Patricia A. Wenthe

Paralegal

Patty Wenthe provides paralegal services for the firm's Estate and Tax Planning and Business Groups. A senior paralegal with particular expertise in investigation, she has 23 years of expertise with a broad knowledge and experience in probate/trust administration, complex estate plans, probate and trust-related litigation, conservatorships, and preparation of fiduciary court accountings. 

Publications: “Conservatorship Accountings: How to Get Started and What to Tell Your Clients to Stay on Time!” State Bar of CA Trusts and Estates Quarterly, Vol. 33, Issue 3, 2016.

 

“Conservatorship Accountings: When Certain Figures are Not What they Seem, Market and Carry Values, an Inventory and Appraisal and Bond Primer, and Using the Judicial Council Accounting Schedule Forms.”  State Bar of CA Trusts and Estates Quarterly, Vol. 34, Issue 1, 2017; Article also available as an online self-study test for MCLE credits @ www.calbar.org/ self-study.   

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Education

  • Paralegal Certification, 2001
  • Continuing Legal Education (Estate Planning; Probate; Trusts)
  • Legal Document Assistant License #153

 

Professional Membership

  • Notary Public (since 1994; currently commissioned through 2017)
  • State Bar of California (Trusts and Estates Section)
  • Contra Costa County Bar Association (Probate Section) 
  • Mt. Diablo Legal Professionals Association (MDLPA)/LSI, Inc.
  • National Guardianship Association