Ann Kavanagh Email & Phone Number

San 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.
• 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.

San Ramon, California, United States

Eide 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.

Napa, 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.
• 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.

Stockton, California Area

Walnut 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.
• 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.

Stockton

• Manage all aspects of administration of trusts, probates, conservatorships and guardianshipsincluding: preparation of trust administration documents with complex allocations to sub-trusts, postmortemplanning.
• 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.

San 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.
• 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.

• 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.

• 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.

Master Of Laws (Ll.M.), Trust, Estate, And Probate Law

Master Of Laws (Ll.M.), Federal Tax Law

Juris Doctor, Law

Law

Bachelors Of Science, Business Management