Kay Upchurch Brooks on the Land Conservation Assistance Network

Kay Upchurch Brooks
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last updated: September 2022

Kay is a shareholder in the firm’s Trusts and Estates group. She is certified by the State Bar of California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust and Probate Law. Kay advises individuals and families on all aspects of estate and tax planning, including family trusts, wills, powers of attorney, health care documents, life insurance trusts, education trusts, charitable giving, business succession planning, gifting programs, and family business entities such as limited liability companies and family limited partnerships. She also assists clients with estate and gift tax issues, and probate and trust administrations.

Admitted to the State Bar of California in 1982, Kay began her legal career practicing business and corporate securities law in Los Angeles and Newport Beach. Kay and her family moved to the Sacramento area in 1990, and she established her own estate planning law practice in Placer County prior to joining the Weintraub firm.

Kay prepares high-quality, personalized estate and business succession plans for her clients, with an emphasis on addressing each client’s individual needs and concerns. Her clients appreciate her explanations and are able to resolve challenging planning issues with her guidance. Kay’s clients include sophisticated business owners as well as persons who have had limited occasion to work with legal counsel before, and her customized approach has enabled her to successfully advise clients with a broad range of planning issues.

Kay encourages collaboration among her clients’ advisors so that no issues are overlooked. In keeping with this practice, Kay enjoys her participation and leadership role in the Sacramento Estate Planning Council (“SEPC”), a local professional organization that promotes continuing education and collegiality for all advisors engaged in the area of estate planning services. Kay is a Past President of the SEPC.

Kay has appeared on two public service programs, “Your Money, Your Legacy,” and “You Can’t Take It With You,” which explained estate planning topics and aired regularly on Sacramento’s public television station, KVIE. She has been named as a Five Star Wealth Manager (SM) in Sacramento and a Northern California Super Lawyer. She served as an “Expert” on estate planning, wills and trusts in the Sacramento Bee’s column “Ask the Experts.”

Several Sacramento and Placer charitable organizations have also provided Kay opportunities to serve her community. Kay was a member of the Eureka Schools Foundation Board of Directors and Operating Committee from 1999-2002 and participated on the Planning Giving Committee for Sutter Roseville Community Hospital for many years. She has held positions on the Junior League of Sacramento Board of Directors and served on the Advisory Committee of the Assistance League of Sacramento. Kay is currently a member of the Steering Committee for the Philanthropic Advisors Forum. She also serves on the Membership Committee of the Capital Region Family Business Center.

Kay has received LexisNexis Martindale-Hubbell’s highest “AV” Peer Review Rating for preeminent attorneys.

Practice Areas

Trusts & Estates

Bar Admissions

California

Court Admissions

U.S. District Court, Eastern District of California
U.S. District Court, Central District of California

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REMINDER: This listing is a free service of LandCAN.
Kay Upchurch Brooks is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.