Ann Kavanagh Email and Phone Number
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Ann Kavanagh personal email
I am double certified by the California State Bar Board of Legal Specialization as a Specialist in Tax Law, and a Specialist in Estate Planning, Trust and Probate Law.I hold Masters of Law (LL.M.) in Federal Tax Law, and in Trust and Probate Law.I am highly organized, efficient, proactive, and personable. I possess sound judgment and discretion, and am an adept researcher and writer. I am experienced at juggling multiple time-sensitive priorities with poise, while producing consistently high quality work under intense pressure. I am skilled with array of software applications; particularly Microsoft Office. I’ve never met an application I couldn’t use. I possess more than average patience, and a wicked sense of humor.Experienced in:• Development of complex estate and wealth management plans for high net worth individuals and families; • Trust and probate administration, simple to complex; • Trust, probate, and related litigation; • Preparation and analysis of fiduciary accounts; • Preparation of Estate Tax returns, Gift Tax returns & Fiduciary Income Tax returns; • Tax Planning; and• Tax Controversies.Specialties: Estate Planning; Business Organization Planning; Trust and Probate Administration & Litigation; Estate Tax, Gift Tax & Fiduciary Income Tax Returns; Tax Planning; and Tax Controversies.
Johnston, Kinney & Zulaica Llp
View- Website:
- jkzllp.com
- Employees:
- 28
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Senior AttorneyJohnston, Kinney & Zulaica Llp Oct 2022 - PresentSan Francisco Bay Area• Provide planning services to high net worth individuals and families with a focus on tax planning encompassing all tax impact areas including income tax, property tax, estate tax, gift tax and generation skipping transfer tax and provide post mortem administration services.• Provide a variety of information and analyses including financial models, spreadsheets and flow charts in order to better inform the client’s decision making process. • Preparation of fiduciary accountings and estate, gift & fiduciary income tax returns. • Manage all aspects of the trust and probate administration group including supervision of paralegal and administrative support staff and coordination of projects with other departments. • Negotiation and drafting of various documents including: a wide array of contracts; complex business organizations; and integrated estate plans for high net worth individuals and families. • Research of complex legal issues including: state property tax; federal estate, gift and GST taxes. • Trust and estate litigation, including prosecution and defense of breach of fiduciary duty, objections to accounts, and other related matters.
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Senior Manager, Wealth Transition ServicesEide Bailly Llp Jan 2021 - Aug 2022San Ramon, California, United StatesEide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have offices in states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! -
Associate AttorneyGaw Estate Planning, Llc Jun 2020 - Jan 2021Napa, California, United States• Provide planning services to high net worth individuals and families with a focus on tax planning encompassing all tax impact areas including income tax, property tax, estate tax, gift tax and generation skipping transfer tax and provide post mortem administration services.• Provide a variety of information and analyses including financial models, spreadsheets and flow charts in order to better inform the client’s decision making process. • Preparation of fiduciary accountings and estate, gift & fiduciary income tax returns. • Manage all aspects of the trust and probate administration group including supervision of paralegal and administrative support staff and coordination of projects with other departments. • Negotiation and drafting of various documents including: a wide array of contracts; complex business organizations; and integrated estate plans for high net worth individuals and families. • Research of complex legal issues including: state property tax; federal estate, gift and GST taxes. • Trust and estate litigation, including prosecution and defense of breach of fiduciary duty, objections to accounts, and other related matters.
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AttorneyCalone And Harrel Law Group, Llp Sep 2017 - Jun 2020Stockton, California Area
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AttorneyWagner Kirkman Blaine Klomparens & Youmans Llp Aug 2016 - Aug 2017Walnut Creek• Provide planning services to high net worth individuals and families with a focus on tax planning encompassing all tax impact areas including income tax, property tax, estate tax, gift tax and generation skipping transfer tax and provide post mortem administration services.• Provide a variety of information and analyses including financial models, spreadsheets and flow charts in order to better inform the client’s decision making process. • Preparation of fiduciary accountings and estate, gift & fiduciary income tax returns. • Manage all aspects of the trust and probate administration group including supervision of paralegal and administrative support staff and coordination of projects with other departments. • Negotiation and drafting of various documents including: a wide array of contracts; complex business organizations; and integrated estate plans for high net worth individuals and families. • Research of complex legal issues including: state property tax; federal estate, gift and GST taxes. • Trust and estate litigation, including prosecution and defense of breach of fiduciary duty, objections to accounts, and other related matters. -
AttorneyCalone & Harrel Law Group, Llp Feb 2013 - Jul 2016Stockton• Manage all aspects of administration of trusts, probates, conservatorships and guardianshipsincluding: preparation of trust administration documents with complex allocations to sub-trusts, postmortemplanning, termination and distribution agreements, and supervision of paralegal andadministrative support staff.• Trust and estate litigation, including prosecution and defense of breach of fiduciary duty,objections to accounts, and other related matters.• Preparation and analysis of fiduciary accountings and estate and gift tax returns.• Estate planning services for individuals and family businesses with a focus on tax planningencompassing all tax impact areas including income tax, property tax, estate tax, gift tax andgeneration skipping transfer tax.• Presentation of information and analysis including financial models, spreadsheets and flowcharts in order to better inform the client’s decision-making process.• Negotiation and drafting of legal documents including: various contracts; complex businessorganization documents, and integrated estate plans for high net worth individuals and families.• Research and analysis of complex legal issues including: taxation of specific transactions, stateproperty tax; federal estate, gift and GST taxes.
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AttorneyWealthplan Sep 2009 - Jan 2013San Jose, California• Provide planning services to high net worth individuals and families with a focus on tax planning encompassing all tax impact areas including income tax, property tax, estate tax, gift tax and generation skipping transfer tax and provide post mortem administration services.• Provide a variety of information and analyses including financial models, spreadsheets and flow charts in order to better inform the client’s decision making process. • Preparation of fiduciary accountings and estate, gift & fiduciary income tax returns. • Manage all aspects of the trust and probate administration group including supervision of paralegal and administrative support staff and coordination of projects with other departments. • Negotiation and drafting of various documents including: a wide array of contracts; complex business organizations; and integrated estate plans for high net worth individuals and families. • Research of complex legal issues including: state property tax; federal estate, gift and GST taxes. • Trust and estate litigation, including prosecution and defense of breach of fiduciary duty, objections to accounts, and other related matters. -
Attorney/OwnerWealth Preservation Services May 2009 - Sep 2009• Managed all aspects of this practice, offering: Estate planning; Probate and Trust administration services; Tax Planning; Estate & Fiduciary Income Taxes; and Marital and Domestic Partnership property agreements.
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Certified Law ClerkMorgan Law Offices, Apc May 2004 - Nov 2007• Drafted estate planning documents. • Managed trust and estate administrations, conservatorships and guardianships from initial filing through accountings and final distribution/termination. • Conducted client interviews, made court appearances, and performed all research. • Drafted briefs, petitions, and complaints for probate, trust, and conservatorship cases. • Drafted corporate formation documents and assorted contracts.
Ann Kavanagh Skills
Ann Kavanagh Education Details
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Trust, Estate, And Probate Law -
Federal Tax Law
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Lincoln Law School Of San JoseLaw -
Business Management
Frequently Asked Questions about Ann Kavanagh
What company does Ann Kavanagh work for?
Ann Kavanagh works for Johnston, Kinney & Zulaica Llp
What is Ann Kavanagh's role at the current company?
Ann Kavanagh's current role is Senior Associate - Litigation.
What is Ann Kavanagh's email address?
Ann Kavanagh's email address is ak****@****lly.com
What schools did Ann Kavanagh attend?
Ann Kavanagh attended Golden Gate University, School Of Law, Golden Gate University, School Of Law, Lincoln Law School Of San Jose, Santa Clara University School Of Law, University Of Phoenix.
What skills is Ann Kavanagh known for?
Ann Kavanagh has skills like Estate Planning, Estate Tax Planning, Legal Writing, Estate Administration, Litigation, Trusts, Guardianship, Wills, Tax Returns, Gift Tax, Trust Services, Business.
Who are Ann Kavanagh's colleagues?
Ann Kavanagh's colleagues are Traci Staggs, David Rios, Val Sluetzky, Kyle Overs, Azita Rahim, Jamila Powell, Ranaeya Yrastorza.
Not the Ann Kavanagh you were looking for?
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Anne Kavanagh
New York, Ny4matchpad.com, mediatrawler.com, rocketmail.com, mysteereo.com2 +134724XXXXX
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Ann Street-Kavanagh
Managing Director At Playhouse 615, Actress, Singer. Acting & Speech Coach.Nashville, Tn3yahoo.com, pmsaga.com, pmsaga.com -
4fedoforg.org, latinmail.com, juno.com, hotmail.com7 +191790XXXXX
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Ann Marie Kavanagh
Licensed Clinical & Forensic Psychologist At Pilgrim Psychiatric Center Nys OmhQueens County, Ny
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