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 grantor trusts, irrevocable life insurance trusts, and other planning tools • 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 assets, and petitions concerning community property rights • 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, and other business succession, real estate, and transactional matters
