Creative solutions to difficult cases is Tracy Stevenson’s hallmark. The head of Lanak & Hanna’s Probate Team, Tracy brings extensive experience drawn from her nearly 25 years in probate practice.
“It never ceases to amaze me how many different ways people come up with to make a mess out of things, and that is why I am constantly coming up with new and inventive ways to protect my clients’ interests.”
Tracy specializes in representing sureties, to minimize or eliminate a surcharge against bonded fiduciaries, and to find creative ways to ensure repayment, with interest and attorney’s fees. She works tirelessly to navigate the technical probate rules and resolve disputes among emotional family members. Whether working out ways to secure repayment, or negotiating the thorny areas of conservatorship law, Tracy is not afraid to come up with practical, out-of-the-box strategies to get her clients what they need. One novel approach involved taking possession of a vast wine collection, overseeing its secure storage, marketing and sale to recover what the surety had expended. When the wine alone did not generate enough funds to cover the expenses, Tracy ensured that she had other avenues to recover additional funds.
And, having worked as a probate examiner in Orange County herself, there is nothing she does not know about the technical side of probate court.
A former assistant scoutmaster for a local Boy Scout troop, Tracy’s interests outside the law include camping, cooking, traveling and rescuing golden retrievers.