Kate Ohlandt is a partner in Farella Braun + Martel's Family Wealth Group and is head of the Wine Country office in St. Helena. Ms. Ohlandt's practice focuses on complex trust and estate matters, including the development and implementation of estate plans, wealth-transfer strategies, business-succession plans, and long-range gift plans for families for effective gift and estate tax planning.
Ms. Ohlandt has extensive experience with transition planning for families with closely held businesses and real property holdings, including families with wineries, vineyards, wine-related businesses, restaurant and hospitality businesses, and retail establishments, among others. She has administered numerous estates with illiquid family business interests and real property holdings.
Ms. Ohlandt is a Certified Family Wealth Advisor by the Family Firm Institute. She is trained as a mediator on trust and estate matters and is skilled at facilitating family discussions to develop and implement successful transition plans for family businesses, including succession plans that are implemented while the original business owners are living and plans implemented upon death.
Ms. Ohlandt was named to the 2004-2014 Northern California Super Lawyers lists.