Martin Behn Email & Phone Number

Redwood City, California, United States

Palo Alto, California

Estate planning and implementation of sophisticated wealth transfer techniques. Representative matters include establishing Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), sales to intentionally defective grantor trusts, gift trusts with intentionally defective grantor trust provisions, Irrevocable Life Insurance Trusts (ILITs), generation-skipping transfer trusts (GST / Heritage Trusts), and planning for transfer of carried interest.Trust and estate administration. Representative matters include reforming trusts to ensure maximum use of generation-skipping transfer tax.Preparation and filing of federal estate (Form 706) and gift tax (Form 709) returns.Assist with actions relating to trustee removal and contests of Wills.Associate Attorney March 2015-January 2021; Shareholder January 2022 onwards.

San Luis Obispo, Ca

Estate planning.Trust and estate administration.Trust litigation relating to trustee removal actions.Trust and estate accountings and allocation of assets.Preparation of federal estate (Form 706) and gift tax (Form 709) returns.

Palo Alto, Ca

Estate planning, estate and trust administration.Drafting revocable and irrevocable trusts.Assisting in formation, maintenance, and dissolution of LLPs and LLCs.Gifts to irrevocable trusts.Trust accounting and allocation of assets.Preparation of federal estate (Form 706) and gift tax (Form 709) returns.

Santa Cruz, California

In addition to the previous duties:Researching various laws for compliance with litigation matters.Auditing domains for enforcement actions and following up with enforcement actions.Various trademark and patent docketing in CPi.

Katherine George Alexander Community Law Center

Interviewing potential clients, and rendering legal advice for collections, appeals and deficiencies.Advocating for clients to the IRS in setting up installment agreements, OICs, and CNC status.Appealing for advocates disputed tax matters with the IRS.

Filed patents with USPTO and EPO and drafted office actions for patent prosecution.Cleared potential trademarks, filed trademark oppositions and cancellations.Document review for e-discovery and internal discovery interviews in preparation for litigation.

Attended opposition proceedings at the EPO, Appeals at the OLG München.Reviewed copyright, trademark, and unfair competitions files and learned argumentation techniques.Assisted in writing English cease and desist letters for trademark infringing goods.

Wuppertal Area, Germany

Assessed and maintained employee compliance with changing European Banking standards.Implemented compliance with required banking customer information requirements.Translated and clarified English legalese into German.

The Congress-Bundestag Youth Exchange for Young Professionals ("CBYX") is a full-year work-study scholarship program focusing on cultural exchange. CBYX provides annually 75 Americans with an understanding of everyday life, education, and professional training in Germany. The program began with two months of intensive German language training in Cologne, Germany, four months of classroom instruction at a German university or college, and a five-month internship in my career field of law.

Responsible for indexing Germanic, Scandinavian and Eastern European language articles.Collected and indexed additional legal periodicals for quarterly and annual publications.Proofread indexed article entries before publication, for accuracy and consistency.

Managed a multiple auditorium, historic landmark theater and overseeing $15,000 in daily financesCreated and managed work schedules for over 40 employees

J.D., Law

Activities and Societies: Honors Moot Court External, Computer and High Tech Law Journal Associate, Advocate Newspaper Editor, Tax Society.

B.A., Political Science, German

Activities and Societies: Double Major

Education record