Diana M. Hastings

Partner

  • Education: University of Oregon, B.A. • The George Washington University, M.B.A. • Cornell Law School, J.D.
  • Admitted: State of NY, 1987 • State of CA, 1988
  • Year joined: 2015
  • Year became partner: 2015

Overview

Diana's practice focuses on domestic and cross-border estate planning, estate and trust administration and complex transfer and income tax strategies.

Highlights

  • Best Lawyers in America (and named San Francisco’s Trusts & Estates “Lawyer of the Year” in 2014-2015)
  • Fellow, American College of Trust & Estate Counsel (ACTEC) (Member, International Estate Planning Committee)
  • Registered Trust and Estate Practitioner, Society of Trust and Estate Practitioners
  • Certified Specialist, Estate Planning, Trust & Probate Law, The State Bar of California Board of Legal Specialization
  • Martindale-Hubbell® AV Rating
  • "Super Lawyer" in Northern California, Law & Politics
  • Member of the International Fiscal Association, USA Branch
  • "The Best Lawyers in the San Francisco Bay Area," S.F. Business Times
  • International Who's Who of Professionals
  • Who's Who in American Law
  • Who's Who in California
  • Who's Who of American Women

Publications and speaking engagements

Publications

  • Caught in a Trap [Estate of Charania 133 T.C. No. 7, September 14, 2009], with Christopher S. Armstrong, The STEP Journal (Vol 18. Issue 1, January 2010).
  • Purpose Trusts and PTCs: Panacea or Placebo?, with Christopher S. Armstrong, The STEP Journal USA (Issue 6, June/July 2008).
  • California Estate and Gift Tax Planning Forms & Practice Manual, with Sandra J. Chan (Data Trace Publishing Co., 1999; Supp. 2010).
  • The New California Unitrust Conversion Statute, with Seth Skootsky, 27 Estate Planning & California Reporter No. 2 (October 2005).
  • Practical Estate Planning Guidelines: Navigating Through New Trust and Tax Laws, 18 Journal of Financial Planning No. 4, (April 2005).
  • Federal Securities Law and Administration of the Grantor Retained Annuity Trust, California Trusts & Estates Quarterly, (Spring 2003 and ACTEC Journal, Spring 2004).
  • Issues Related to Nature of Trust Assets, Introductory and Basic Clauses, and Trust Administration and Trustee's Powers, with Sandra J. Chan, in Drafting California Irrevocable Living Trusts (Continuing Education of the Bar (University of California), 3d ed., 1997).
  • Proposed Qualified Personal Residence Trust Regulations Issued, California Trusts & Estates Quarterly, (Fall 1996).
  • Informal Preliminary Distributions Under Probate Code Section 10520, Estate Planning, Trust & Probate News, (Summer 1994).
  • RecentTax Court Decision Contradicts Private Letter Rulings, Trusts & Estates Magazine, (July 1993).
  • Appraisals of Significant Collections, Probate & Property, at 29, reprinted in State of the Arts, Butterfield & Butterfield Trusts and Estates Newsletter, Vol. II, No. 2 at 1, (March/April 1993.
  • Service Provides Ad Hoc Guidance On New Disclaimers, Trusts & Estates Magazine, (January 1993).
  • Service Relaxes Its Rules Re Disclaimers, Estate Planning, Trust & Probate News, (Summer 1992).
  • UPC Changes the Rules for Intestate Succession, Estate Planning, Trust & Probate News, (Spring 1992).

Speaking Engagements

  • “Tax Aspects of Restructuring the Foreign Trust,” sponsored by CalCPA, San Francisco Chapter, International Tax Committee (June 25, 2015)
  • “Cross Border Pacific Rim Estate Planning Workshop For the United States and Parts of Asia,” with J. Daniel Schrauth and Jonathan Lurie, ACTEC Western Region Fellows Meeting (August 31, 2013)
  • "Foreign and Domestic Trusts for the Multinational Family: Domestication and Restructuring in the 21st Century," sponsored by STEP San Francisco (April 20, 2011).
  • "Fundamentals of U.S. Income and Transfer Tax Planning for Non-Residents and Non-Domiciled Aliens," with M. Katherine Davidson, The 2nd Annual STEP Pacific Rim Conference, sponsored by the Society of Trust and Estate Practitioners (May 7, 2009).
  • "Redefining Income - Revitalizing the Traditional Net Income Trust?" with Michael L. Dobrov, David W Lauer and Seth M. Skootsky, sponsored by the Southern California Tax & Estate Planning Forum (October 20, 2006).
  • "Meeting Fiduciary Responsibilities of the Revised Uniform Principal & Income Act and the Uniform Prudent Investor Act," with John Scarborough, Bingham, Osborn & Scarborough, LLC, sponsored by the California Society of Certified Public Accountants, San Francisco Chapter Estate & Personal Financial Planning Interest Group (July 20, 2006).
  • "The New Unitrust Statute," with Seth M. Skootsky, sponsored by San Francisco Area Women Tax Lawyers (February 16, 2006).
  • "The New Unitrust Statute," with Seth M. Skoosky, sponsored by the Marin County Bar Association, Probate and Trust Section (February 15, 2006).
  • "The New Unitrust Statute," with Seth M. Skoosky, sponsored by the Marin County Bar Association, Probate and Trust Section (February 15, 2006).
  • 'Practical Estate Planning Guidelines In An Era Of Uncertainty," sponsored by the Tri-Valley Estate Planning Council (November 10, 2005).
  • 'Practical Estate Planning Guidelines In An Era Of Uncertainty," sponsored by the Portland Estate Planning Council (September 21, 2005).
  • 'Practical Estate Planning Guidelines: Navigating Through Trusts & Tax Laws," Financial Planning Association, FPA Virtual Seminar (April 27, 2005).
  • 'Practical Estate Planning Guidelines: Navigating Through Trusts & Tax Laws," sponsored by The Financial Planning Association of San Francisco (January 13, 2004).
  • 'Estate Plan Design & Drafting Under EGTRRA," sponsored by Continuing Education of the Bar (University of California) (September/October 2003).
  • 'Estate Planning for the Non-Traditional Family," Practising Law Institute, 31st and 29th Annual Estate Planning Institute, San Francisco, California (October 2000 and October 1998).
  • "Fundamentals of Estate Planning," sponsored by Continuing Education of the Bar (University of California) (February 1999, May 1998 and April 1996).
  • 'Qualified Personal Residence Trusts: Economic Fundamentals and Drafting Techniques," sponsored by The Barristers Club of San Francisco (May 1997) and by Alameda Bar Association (February 1998).
  • 'How Can A Charitable Lead Trust Benefit Me, My Charity, And Later On, My Family?"Your Estate ... Benefit Now, Be A Benefactor Later, sponsored by the Marin Community Foundation (September 1995).
  • 'Funding and Administering Trusts After the Death of the Trustor," sponsored by Continuing Education of the Bar (University of California) (March 1995).
  • 'Setting Up A Trust: Preliminary Considerations," Safeguard Your Family's Future Through Estate Planning, sponsored by the Investment Management Group, Wells Fargo Bank (November 1994).
  • "Basics of Drafting Wills and Related Estate Planning Documents," sponsored by Continuing Education of the Bar (University of California) and the State Bar of California (March 1994).
  • "Estate Planning Techniques for the 90s," 1993 Family Financial Forum, sponsored by the Wealth Management Group, Northern Trust Bank (January 1993).
  • "Current Pitfalls in Drafting and Trust Administration," sponsored by the Attorneys Probate Association (November 1989).

Memberships

  • Past Chair, Probate and Trust Section, Bar Association of San Francisco
  • Former Member of and Advisor to the Executive Committee, Estate Planning, Trust & Probate Section, State Bar of California
  • Member, Real Property, Trust & Probate Section, American Bar Association
  • Member, San Francisco Estate Planning Council

You are now leaving Withersworldwide and visiting Withers Consulting Group (WCG) website. Please note WCG does not offer legal services and is therefore not regulated by the Solicitors Regulation Authority or other regulating body. WCG works independently of Withersworldwide. For further information please see WCG's +Regulatory Notice +