Phillip W. Hilliard, an associate in the firm’s San Diego office, focuses his legal practice on estate planning, trust administration, and estate administration and probate. He also works with clients on tax matters relating to trusts and estates, including income, gift, estate, property, and generation-skipping taxes.
At Hahn Loeser
Phillip’s experience encompasses serving clients with moderate wealth as well as high net worth clients, throughout all aspects of estate planning, such as the ongoing administration of a trust; the winding down and termination of a trust; estate administration and probate; and the preparation and filing of estate and gift tax returns. Other estate planning experience includes drafting durable powers of attorney, health care directives, wills, revocable trusts, and irrevocable life insurance trusts; wealth transfer planning; charitable gift planning; beneficiary designation planning; and estate planning for same-sex couples.
Phillip has experience representing clients during audit on complex estate tax returns, as well as advising and assisting fiduciaries and beneficiaries on their obligations, responsibilities, and rights during the administration of trusts and estates.
Boston College of Law J.D. 2011
Arizona State University B.A., Political Science and History, summa cum laude 2007
State of California
Commonwealth of Massachusetts