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Summary

Phillip W. Hilliard 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.

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. His 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 audits 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.

Professional History

  • Associate, Hahn Loeser & Parks LLP, 2015-present
  • Trust Administrative Officer, US Trust, Bank of America, 2013-15; Trust Settlement Officer, 2012-13

Credentials

Education

Boston College of Law J.D. 2011

 

Arizona State University B.A., Political Science and History, summa cum laude, 2007

Memberships & Affiliations

State Bar of California, Member, Trusts & Estates Section; Taxation Section

 

San Diego County Bar Association, Member, Estate Planning, Trust & Probate Section; Taxation Section

 

Probate Attorneys of San Diego, Member

 

State Bar of Massachusetts, Member

 

American Bar Association, Member

Bar Admissions

State of California, 2014

 

Commonwealth of Massachusetts, 2011