Our Crew

Lily M. Harris

Lily M. Harris

ATTORNEY

1-628-272-2900

Lily is an experienced civil litigator who represents clients in a broad range of matters, with a primary focus on trust and estate litigation. A Bar-Certified Legal Specialist in Estate Planning, Trust and Probate Law, she also provides comprehensive representation in contested estate, trust and conservatorship cases.

She helps professional fiduciaries, personal representatives, guardians, conservators, heirs, trustees and other concerned parties protect their interests in the full range of probate and trust matters, including:

  • petitions for probate
  • heirship petitions
  • petitions for breach of trust
  • petitions for removal or suspension of trustee
  • will and trust contests
  • Heggstad and Probate Code Section 850 petitions
  • spousal property petitions
  • conservatorship and guardianship petitions

Clients receive forward-looking strategic guidance at each stage in the litigation process and tenacious advocacy at court, in trial and before mediators and arbitrators.

She also oversees the administration of complex trusts and estates and provides taxation and wealth planning services, including designing and drafting comprehensive estate plans, preparing four-schedule trust and estate accountings and assisting in the preparation of trust and estate tax returns.

Before joining Apex, Lily was an estate planning attorney with Myers Urbatsch, P.C. She also worked as a white-collar criminal defense attorney, representing clients charged with complex fraud, embezzlement and corruption cases in federal court.

During law school, Lily was the senior technology editor of the Hastings Law Journal, as well as an editor for its blog, “On the Record.” She was a judicial extern for both the Office of the Circuit Executive for the Judicial Council of the Ninth Circuit and for District Chief Judge Jennifer Gee of the Office of Administrative Law Judges in the U.S. Department of Labor. She was also an award-winning member of the UC Hastings Trial Team.

Lily is a recurring speaker for National Business Institute seminars regarding trust and probate matters. 

BAR ADMISSIONS

  • California

COURT ADMISSIONS

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

EDUCATION

  • University of California, Hastings College of the Law (J.D., cum laude, 2012)
  • University of California, Berkeley (B.A., 2003)

MEMBERSHIPS

  • State Bar of California, California Lawyers Association
    •  Trusts and Estates Section
  • The Bar Association of San Francisco
    • Estate Planning, Probate and Trust Section
  • Board Member, Sierra Curtis Neighborhood Association – A Nonprofit Corporation
    • Member, Racial Justice Committee
    • Member, Neighborhood Concerns Committee

LANGUAGES

Conversational Farsi

ACCOMPLISHMENTS

State Bar of California-Certified Legal Specialist in Estate Planning, Trust & Probate Law

COMMUNITY INVOLVEMENT

Lily is a Board Member, Sierra Curtis Neighborhood Association – A Nonprofit Corporation

  • Member, Racial Justice Committee
  • Member, Neighborhood Concerns Committee

Highlights of Involvement

Lily is a Board Member, Sierra Curtis Neighborhood Association – A Nonprofit Corporation, and is a member of the Racial Justice Committee

Lily is a recurring speaker for National Business Institute seminars regarding trust and probate matters
Lily is a State Bar of California-Certified Legal Specialist in Estate Planning, Trust & Probate Law

We Are Ready

Our team is back and we are here for you when you are facing significant and difficult family law transitions. Contact us for  caring, thoughtful, and strong support.

Contact

Phone

1-628-272-2900

Address

44 Montgomery St.
Suite 1660
San Francisco, CA 94104

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