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Amy K. Nett, Esq.

GENERAL PARTNER, Private Clients/Trusts and Estates/Administration/Probate/Litigation

Licensed to practice law for nearly two decades, Amy Nett's Trusts and Estates practice focuses on a broad range of personal services directed to Nett & Nett, PC individual and business clients, including estate and trust administration and issues arising from estate tax.  More particularly, Amy Nett helps individual and business clients plan their estates with revocable and irrevocable trusts, wills, health care directives, powers of attorney, property agreements, and other estate planning and business strategies to ensure the client’s wishes are protected. Amy Nett works with each client to develop and implement an estate plan specifically designed for each individual, the individual’s family, business, property and wishes.

Education

  • CALIFORNIA WESTERN SCHOOL OF LAW
    Juris Doctor, Cum Laude 2001

  • SAN DIEGO STATE UNIVERSITY
    B.A., English, 1996

Bar Admissions

  • California, #213313

Activities & Affiliations

  • California Lawyers Association, (Trusts & Estates Section CA State Bar)

  • University of Phoenix Graduate Studies Professor 2013 to Present.

Contact Information

951.506.2980 ext. 201
anett@nettlaw.com

Personal, Estate, and Closely Held Business and Succession Planning

Amy Nett’s Personal and Estate Planning services include or relate to all forms of traditional and exotic estate planning including: Advance Health Care Directives, Bare Trusts, Business Planning Agreement, Charitable Lead Trusts, Charitable Remainder Trusts, Charitable Trusts, Codicils, Complex Wills, Constructive Trusts, Credit Shelter Trusts, Discretionary Trusts, Express Trusts, Family Trusts, Family Wills, Generation-Skipping Trusts, Grantor Retained Annuity Trusts, Health Care Power of Attorney, Health Care Proxies, Holographic Wills, Honorary Trusts, Incentive Trusts, Interest in Possession Trusts, Irrevocable Life Insurance Trusts, Irrevocable Special-Needs Trusts, Irrevocable Trusts, Joint Wills, Last Will and Testament, Letter of Instruction, Life Insurance Trusts, Limited Interdiction, Living Trusts, Living Wills, Long-Term Care and Planning, Marital Deduction Planning, Marital Trusts, Nonqualified Retirement Plan, Oral Wills, Personal Residence Trusts, Pour-Over Wills, Power of Attorney, Probate, Protective Trusts, Purpose Trust, Qualified Retirement Plan, Remainder Trusts, Resulting Trusts, Reversionary Interest Trusts, Revocable Living Trusts, Revocable Trusts, Simple Wills, Small Estate Administration, Special Needs Trusts, Spendthrift Trusts, Spousal Limited Access Trusts, Supplemental Needs Trusts, Survivor Benefit Plan, Testamentary Trusts, Totten Trusts, Trusts, Trusts for Minors/Minor’s Trusts, and Will Contests among many others.

Further, Amy Nett’s services include or relate to all forms of estate and trust administration, all related aspects of estate, gift and income tax, and trust construction and related litigation. Amy Nett's focus in this area emphasizes a symbiotic relationship between wealth enhancement to individual beneficiaries as well as business succession planning.  Through the collective effort of its Partners, Nett & Nett, PC is able to coordinate the corporate activities, ownership and governance of its business clients with the individual estate and financial planning goals of their management and principal and minority stockholders. Nett & Nett, PC uses its business acumen, problem solving abilities and legal experience to specifically tailor plans to meets the finite client objective.  Nett & Nett, PC’s approach to estate planning and business succession includes a thorough audit of a client’s lifetime and testamentary planning needs as well as any pre or non-existent business succession and corporate governing documentation.  At its core, Nett & Nett, PC’s philosophy in regards to this comprehensive, goal oriented approach to traditional estate planning and business succession boils down to a single word: “proaction”.

Estate and Trust Administration

Estate administration is an integral facet of Amy Nett’s law practice. Ms. Nett regularly provides the full range of legal administrative services to Nett & Nett’s individual and business clients; including corporate fiduciaries. Ms. Nett endeavors to work at the speed of business and with the mindset that assets of an estate belong to the beneficiaries and the job of the fiduciary is to comply with all legal requirements and distribute the assets as promptly and proficiently as possible.

Ms. Nett does everything possible to facilitate trust and estate settlements, assisted by highly trained legal partners and associates who meet clients' needs economically and efficiently.

In addition to estate administration, Ms. Nett regularly administer trusts for our clients, offering a full range of tax preparation (with CPA participation), asset custody, and accounting services for individuals acting as fiduciaries.

When the need arises, Ms. Nett may also act as a personal representative (executor) and trustee. Ms. Nett offers nearly two decades of experience and objectivity to families in meeting their fiduciary needs. Ms. Nett has strong relationships with a number of local and regional banking and investment advisory firms.

Estate Litigation

In addition to estate planning and administration, Amy Nett has over two decades of experience in complex estate litigation.  Ms. Nett litigates a broad range of complex issues and cases involving trust, will, shareholder agreements or other document construction effecting an estate or beneficiary


 

Kevin P. Nett, Esq.

GENERAL PARTNER, Private Clients/Business/Commercial/Real and Intellectual Property/Construction/Transactions/Litigation 

Licensed to practice law for over two decades, Kevin Nett's Business Law practice focuses on a broad range of services directed to Nett & Nett, PC individual and business clients, including Corporations, LLC’s, LLP’s and other entities.  More particularly, Kevin Nett helps individual and business clients plan their immediate and long term business formation, transactional and litigation strategies to ensure the client’s ultimate goals are identified, nurtured and protected.

PROBATE REFEREE / CALIFORNIA STATE CONTROLLER APPOINTED PROBATE REFEREE FOR RIVERSIDE COUNTY SUPERIOR COURT

Kevin P. Nett, Esq., was appointed as a California State Controller and Riverside County Superior Court Probate Referee in 2022. Although a Probate Referee’s appraisal is required for probate, small estate petitions, conservatorships, and guardianship matters filed with the courts, the Probate Referee can also assist the trustees in non-probate trust matters. Probate code section 16247 specifically allows Probate Referees to provide values in trust matters which are necessary for purposes of distribution, sale of assets, tax filings or general trust valuations. Using an independent Probate Referee for such matters helps relieve the Trustee of potential conflicts of interest or liability for errors.

Probate Referees have served the courts, attorneys and the public for over 60 years. The Probate Referee is an Officer of the Court appointed by the California State Controller. Before appointment the Probate Referee must pass a state administered test on probate and appraisal principles plus he is required to attend annual continuing education classes on the valuation process. Probate Referees values are widely accepted by judges and the IRS as fair, accurate and impartial values. The California Probate Referees Association of over 120 Referees in 58 California counties provides a unique network of local experts for all asset valuation assignments.

CERTIFIED PROBATE & TRUST REAL ESTATE SPECIALIST

Kevin P. Nett, Esq, is also the principal broker for Nett-Gross Group, a boutique real estate brokerage specializing predominantly in probate and trust related commercial and residential transactions. Kevin P. Nett, Esq. is a Certified Probate & Trust Specialist.

 

Education

  • CALIFORNIA WESTERN SCHOOL OF LAW
    Juris Doctor, 2001

  • SAN DIEGO STATE UNIVERSITY
    B.A., Political Science, Philosophy, With Distinction, Pi Sigma Alpha National Honor Society, 1997

Current University Faculty Positions

  • University of Saint Katherine, San Marcos, CA Adjunct Faculty Professor, Business Law

Bar Admissions

  • California, #217146

Licenses & Affiliations

  • California Lawyers Association (Business Law Section CA State Bar)

  • California Bureau of Real Estate, Broker, License No. 01774173

  • California Mortgage Loan Originator, MLO, NMLS License No. 992010 (inactive)

  • California State License Board, General Contractor, License No. 1009202 (inactive)

  • California Association of Realtors, Property Management Certification

Contact Information

951.506.2980 ext. 202
kpnett@nettlaw.com

Formations, Transactions and Business Succession Planning

Kevin Nett’s professional experience includes the full spectrum of entity formation (Corporations including Non-Profit 501C3’s, LLC’s, LLP’s, Partnerships, Joint Ventures), Corporate Governance and Counseling, Intellectual Property Registration and Licensing (Trademarks, Copyrights, Trade Secrets), Commercial Transactions including Real Estate and Construction Contracts, IP Protection, Sales, Marketing and Distribution Contracts, Executive and Employee Compensation Agreements, all forms of HR Contracts, Funding and Financing Contracts, Labor and Employment Contracts, Employee Manuals, Franchise Agreements and Offering Circulars, as well as sophisticated Mergers and Acquisition Contracts, Stock and Asset Sales, Management Buy-Outs, Divestitures, Buy-Sell and Shareholder Agreements and the like of a variety of sizes, types and business sectors.

Kevin Nett also counsels business owners in a range of industries on strategic and operational opportunities and challenges, as well as serving as a confidential advisor seeing to the execution of internal and external agenda, distilling complex situations to allow for their consideration and resolution and driving negotiations to the desired result.

Upon entering the legal profession in 2001, Mr. Nett has since served as In-House General Legal Counsel for a Federal Bankruptcy Liquidation company headquartered in San Diego California. Mr. Nett sits or formerly sat as a Director on a variety of boards for Profit and Non-Profit Organizations such as Susan G. Komen Foundation, Temecula Tar Heels, Temecula Youth Baseball, Donoma Energy, Mountain Beverage & Distribution, Nett-Gross Group, Boris & Bela Corporation, Aven Construction, Daniel J. Tucker Foundation, Heben Medical, NGG Financial, among others. In addition to being a licensed attorney, Mr. Nett is also a licensed Real Estate Broker, General Contractor (inactive), Mortgage Loan Originator and Certified Property Manager, licenses and certifications which enrich his ability to work with all aspects of business.

Kevin Nett currently also holds positions as in-house general legal counsel, officer and director positions for Advanced Telemetry Systems Incorporated.