Employee Educational Series: Estate Planning Overview
10/8/2013
Genevieve Larson, Speaker, Employee Educational Series: Estate Planning Overview
Insights
EventsFirm Highlights
News
Farella Advises on Sale of Diamond Creek Winery to Maison Louis Roederer
SAN FRANCISCO/ST. HELENA, March 16, 2020: Farella Braun + Martel represented the family of the late Boots Brounstein on the sale of their Diamond Creek Winery in Calistoga, Calf. to French Champagne producer Maison...
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Publication
Updated California Shelter-In-Place Orders Include New Requirement for Social Distancing Protocol
Several California counties updated their Shelter-In-Place orders to extend the compliance period and to further define and restrict essential business activities. An overview of the new restriction was published by Farella here . One...
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News
Farella Braun + Martel Announces 2020 Partner Elevations
SAN FRANCISCO/ST. HELENA, Calif., January 21, 2020: Northern California legal powerhouse Farella Braun + Martel is pleased to announce the election of senior associates Evan Abrams, Lauren Galbraith, and Alex Reese to the partnership...
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Publication
CARES Act Money for Wineries?
Beginning tomorrow morning, April 3 rd , the Small Business Administration will begin accepting applications for Paycheck Protection Program (PPP) loans under the new CARES Act. Amid the flurry of news, small winery owners may...
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Event
Coronavirus Was Unexpected, but Is It Force Majeure? (Webinar)
Join speakers, Matt Lewis and Janice Reicher, on the webinar discussing "Coronavirus Was Unexpected, but Is It Force Majeure?"
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News
Farella Represents the Bundschu Company in its Acquisition of Valley of the Moon Winery
SAN FRANCISCO, March 5, 2020: Farella Braun + Martel represented the Bundschu Company in its acquisition of the 60 acre winery and vineyard property at the historic Rancho Agua Caliente in Glen Ellen, California...
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Publication
Wine Businesses, Lenders, and Difficult Conversations
The COVID-19 pandemic and public health efforts to combat it will impact different wine businesses in different ways. Those that depend on on-premise and direct-to-consumer (DTC) sales, such as restaurant, hospitality, and tasting room...
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Publication
Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions
The historically high lifetime exemption amount for gift, estate and generation-skipping transfer taxes increased from $11,400,000 to $11,580,000 per person this year due to inflation indexing. Individuals who had used up their lifetime exemption...
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Publication
Wealth Transfer Strategies in Today’s Market
Current market conditions and the federal gift and estate tax laws present wealth transfer opportunities that high net worth individuals may wish to leverage over the near term. Federal Gift and Estate Tax Exemption...
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Publication
Your Retirement Planning and the SECURE Act
The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of January...
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