Erica Shepard

Real Estate & Land Use


Truckee, CA
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Erica is a California certified specialist in Estate Planning, Trust and Probate Law and is recognized as a Super Lawyer in Northern California.  Her practice primarily focuses on estate and tax planning, probate, trust administration, and trust and estate litigation.  With over 15 years’ experience in trusts and estates law, Erica has counseled a full range of clients, including individual beneficiaries and trustees, professional fiduciaries, financial institutions, closely held businesses, charities and charitable foundations.  The estate planning process is deeply personal, and Erica works closely with each client to develop and implement comprehensive estate plans that provide for family wealth and tax planning, is specific to their needs, reduces future family conflict, and is clear and coherent to her clients and their appointed fiduciaries.  She also possesses significant experience in counseling trustees administering living trusts and in resolving disputes among beneficiaries and fiduciaries.  Prior to joining Scale, Erica was a partner and practice group leader for a growing regional firm.  While Erica has focused exclusively on trusts and estates, she has a wealth of experience in other substantive areas frequently at the heart of trust and estate matters including real estate, tax, corporate, and family law. 

Areas of Expertise

Estate, Gift and Tax Planning
Asset Protection
Charitable Giving
Trust and Estate Administration
Trust and Probate Litigation
Fiduciary Representation
Elder Law

Prior Associations

Brillant Law Firm, PC
Skootsky & Der LLP


Golden Gate University, LL.M in Taxation
Golden Gate University, J.D.
UC Santa Barbara

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