Northern California Planned Giving Council Conference
5/7/2010
Lara Gilman, Speaker, "Relationship Building with Professional Advisors"
The Palace Hotel
San Francisco, CA
Insights
EventsFirm Highlights
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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News
Farella Braun + Martel Recognized in 2020 Chambers High Net Worth Guide for Private Wealth Law in Northern California
SAN FRANCISCO, July 10, 2020: Farella Braun + Martel’s Private Client Industry Group earned recognition in the 2020 Chambers High Net Worth (HNW) guide as a leading firm in the Private Wealth Law category...
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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
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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