Partner
Current- Assist clients in creating estate plans and implementing estate and gift tax planning strategies, including use of revocable and irrevocable trusts, leveraged sales of business interests to intentionally defective.
- Counsel clients in connection with estate and gift tax, generation-skipping transfer tax, and income tax issues and considerations
- Advise clients in connection with California real property tax considerations, especially regarding real property owned within legal entities
- Represent fiduciaries in facilitating probate and trust administrations, including divisions of trusts and allocations of assets among sub-trusts
- Prepare various pleadings concerning probate and trust matters, including petitions for modification of irrevocable trusts, petitions concerning internal affairs of trusts, petitions confirming trust ownership of.
- Extensive drafting experience relating to irrevocable trusts, powers of appointment, corporate and entity agreements and governing documents, stock purchase and stock redemption agreements, asset purchase agreements.
2022 - Present
~4 yrs 5 mos
