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Greenberg Traurig, LLPShare Holder
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Catherine Margaret Swafford

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12760 High Bluff Dr., Ste. 240, San Diego, CA 92130

Private Wealth Services, Tax, Cross-Border Tax Planning and 3 more

About Catherine Margaret Swafford

Catherine Swafford focuses on trust, estate, conservatorship, elder abuse, and fiduciary litigation. She represents clients in will and trust contests, elder abuse actions, breach of fiduciary duty and accounting cases, conservatorships, intestacy and heirship disputes, contract to make a will disputes, creditor claim disputes, and related litigation and administration matters under the California Probate Code.

Catherine’s practice spans the entire state of California, and she has appeared in numerous probate and civil courts throughout the region. She has developed knowledge in probate disputes involving issues of foreign law and international beneficiaries. Catherine has experience representing clients in cross-border probate matters involving jurisdictions such as Mexico, Switzerland, Russia, China, Hong Kong, British Virgin Islands, and Hungary. She also advises clients with beneficial interests in California who reside in foreign jurisdictions.

Catherine serves as court-appointed counsel for the San Diego Probate Court and is a frequent speaker on various topics related to trust and estate law.

Recognition & Leadership

Awards & Accolades

•Listed, Chambers High Net Worth guide, Private Wealth Disputes - California, 2021-2025
•Listed, The Best Lawyers in America, “Ones to Watch,” Litigation - Trust and Estates, 2024-2025

 

Catherine Margaret Swafford (San Diego, California) View website

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Services

Areas of Law

  • Labour and Employment
  • Real Estate
  • Other 4
    • Private Wealth Services
    • Tax
    • Cross-Border Tax Planning
    • Tax Controversy and Litigation

Practice Details

  • Firm Information
    Position
    Shareholder
    Firm Name
    Greenberg Traurig, LLP
  • Representative Cases & Transactions
    Cases
    Experience: Speaking Engagements: Presenter, Probate accountings - Requirements
    the use of forensic accountants in Probate Court, San Diego Professional Fiduciary Association of California (PFAC) Chapter Presentation, 02.14.24
    Presenter, Recent developments applicable to court-appointed matters, Probate Attorneys of San Diego (PASD) Annual Symposium, 12.01.23
    Co-Presenter, E1 Case
    Statutory Updates in Estate, Trust And Probate Law, Professional Fiduciary Association of California (PFAC), 06.03.23
    Co-Presenter, Estate planning, trust,
    probate law: 2022 year in review, Long Beach Bar Association, 03.2.23
    Speaker, Estate planning, trust,
    probate law: 2022 year in review, Probate Attorneys of San Diego (PASD), 03.15.23
    Co-Presenter, Recent Developments in Conservatorship
    Guardianship Law, Probate Attorneys of San Diego (PASD), 12.02.22
    Co-Presenter, Recent Updates on Cases, Statutes
    Fiduciary Regulations in Trust
    Estate Law, Professional Fiduciary Association of California (PFAC), 05.06.22
    Co-Presenter, Recent Developments in Estate, Trust,
    Probate Law, Probate Attorneys of San Diego (PASD), 03.16.22
    Presenter, Current Developments, including the 'Free Britney' Bill AB 1194, Part 1, North County Estate Planning Council - San Diego, 02.01.22
    Recent Developments in Conservatorship Law, Probate Attorneys of San Diego Annual Training Symposium, 12.03.21
    Case
    Statutory Updates in Estate, Trust
    Probate Law
    California Fiduciary Regulations, The 26th Annual PFAC Educational Conference, 0826.21
    Wine Not? California's Decanting Act, Estate Planning
    Trust Council of Long Beach, 06.03.21
    Stay Ahead of the Curve: Hot Topics in Trust
    Estate Law, North County Estate Planning Council webinar, 05.04.21
    Estate Planning, Trust & Probate Law: 2020 Year in Review, Trust & Estate Section of the San Diego Bar Association webinar, 04.01.21
    Co-Presenter, Powers of Appointment: Everything You Need to Know From the Planning
    Litigation Perspectives, Orange County Bar Association, Trusts & Estates Section Webinar, 08.12.20
    Co-Presenter, Estate Planning, Trust & Probate Law: 2019 Year in Review, Estate Planning, Trust & Probate Law Section of the San Diego County Bar Association Webinar, 07.15.20
    Speaker, Current Developments, North County Estate Planning Council, 11.05.19
    Co-Presenter, Decanting in California, Orange County Estate Planning Council, 09.24.19
    Presenter, Recent Developments in Probate & Trust Law, Provisors, San Diego Estate
    Succession Planning Affinity Group, 08.27.19
    Speaker, Decanting in California, North County Bar Association, 08.14.19
    Speaker, Current Developments, North County Estate Planning Council, 08.01.19
    Speaker, Current Developments, North County Estate Planning Council, 05.07.19
    Speaker, California's New Trust Decanting Laws, Long Beach Bar Association Probate, Trust & Estate Planning Section, 05.01.19
    Speaker, New California Uniform Decanting Act, STEP San Diego, 04.16.19
    Speaker, Estate Planning, Trust & Probate Law: 2018 Year in Review, San Diego County Bar Association, 03.14.19
    Speaker, Estate Planning, Trust & Probate Law: 2018 Year in Review, County Counsel Association Conference, 03.07.19
    Decanting in California, Probate Attorneys of San Diego, 02.28.19
    The New California Legislation on Decanting, North County Estate Planning Council, 02.05.19
    Wine Not? California's New Decanting Act, First American Trust, 01.31.19
    Decanting 101: The New California Trust Decanting Act, California Law Association, Webinar, 01.30.19
    Current Developments, North County Estate Planning Council, 11.01.18
    Decanting 101: The New California Trust Decanting Act, California Lawyers Association, Trusts & Estates Section, 42nd Annual Fall Program, 10.01.18
    Current Developments, North County Estate Planning Council, 09.01.18
    Current Developments, North County Estate Planning Council, 08.01.18
    Estate Planning, Trust
    Probate Law - 2017: A Year in Review, San Diego County Bar Association, 03.01.18
    Current Developments, North County Estate Planning Council, 12.01.17
    Current Developments, North County Estate Planning Council, 11.01.17
    Current Developments, North County Estate Planning Council, 08.01.17
    Traps for the Unwary: Issues to Consider in Cross-Border Fiduciary Litigation
    Trust or Probate Administrations, San Francisco Estate Planning Council & Golden Gate University Law Morning Symposium, Topics in International Estate Planning, 06. 01.17
    Amending Reporting Requirements to Reflect Social Changes, State Bar of California Taxation Section, Washington, D.C. Delegation, 05.01.17
    Estate Planning, Trust
    Probate Law - 2016: A Year in Review, San Diego County Bar Association, 02.01.17
    Estate Planning, Trust
    Probate Law - 2015: A Year in Review, San Diego County Bar Association, 02.01.16
    Estate Planning, Trust
    Probate Law - 2014: A Year in Review, San Diego County Bar Association, 02.01.15
    Publications: AB 1194: California's New Conservatorship Legislation, The Daily Journal, 03.02.22 Published Article
    Actions By
    Against Personal Representative, 01.01.22 Published Article
    Litigation Alert, California Trusts & Estates Quarterly,01.01.22 Published Article
    Probate, West's California Code Forms, 01.01.22 Published Article
    Probate & Trust Proceedings, California Civil Practice, 01.01.22 Published Article
    A Brief Overview of the California Uniform Trust Decanting Act, The Daily Journal, 05.01.19 Published Article
    MCLE Article: Wine Not? The New California Trust Decanting Act, California Trusts
    Estates Quarterly, 01.01.19 Published Article
    New Case Alerts, State Bar of California, Trusts & Estates Section, 12.31.17 Published Article
    Amending Nontaxable Crowdfunding Reporting Requirements, Tax Notes, 10.30.17 Published Article
    Litigation Alert, California Trusts & Estates Quarterly, 01.01.11 Published Article
  • Additional Links
    https://www.gtlaw.com/en/professionals/s/swafford-catherine

Experience

  • Bar Admission & Memberships
    Admissions
    2005, California
    Memberships

    Professional & Community Involvement

    •Board of Directors, Probate Attorneys of San Diego (PASD)
    •Chair, Education Committee
    •Past Member of the Board of Directors, Estate Planning Council of San Diego
    •Past Programs Chair
    •Past Vice President
    •Court-Appointed Counsel, San Diego Probate Court
    •Member, North County Estate Planning Council
    •Member, Trusts & Estates Section, San Diego County Bar Association
    •Member, Trusts & Estates Section, California State Bar
    •Member, La Jolla Bar Association
    •Member, UCLA Alumni Group of San Diego

  • Education & Certifications
    Law School
    Pepperdine University School of Law
    Class of 2005
    J.D.
    cum laude
    Other Education
    University of California at Los Angeles
    Class of 2002
    B.A.
    cum laude, departmental honors
  • Personal Details & History
    Age
    Born in 1979

Contact Catherine Margaret Swafford

Share Holder at Greenberg Traurig, LLP
Not yet reviewed

12760 High Bluff Dr., Ste. 240San Diego, CA 92130U.S.A.

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Fax: 619-347-7011
619-645-5325
949-732-6501

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Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    Catherine Margaret Swafford was admitted in 2005 to the State of California.
  • How many attorneys are in this law firm?
    Greenberg Traurig, LLP has 2750 attorneys at this location.
  • What law school did this attorney attend?
    Catherine Margaret Swafford attended Pepperdine University School of Law.
  • What year was this attorney's law firm established?
    Greenberg Traurig, LLP was established in 1967.

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