Insights
Events

Planning Opportunities for Family Business Owners in Uncertain Times

11/14/2012
Lara Gilman and Mark Weaver present "Planning Opportunities for Family Business Owners in Uncertain Times" in Lodi, CA.  Sponsored by FMB Bank.

Firm Highlights

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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News

Major Lake County Resort Development Approved

Katherine Philippakis, chair of Farella's Wine Industry Group, was quoted in the Napa Valley Registe r article, "Major Lake County Resort Development Approved." The Lake County Board of Supervisors voted to approve a massive...

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Publication

Supreme Court Ruling Expands Reach of Clean Water Act NPDES Permitting

Read the article on California Ag Net , here . In April, the United States Supreme Court issued a landmark ruling clarifying the reach of the federal Clean Water Act. The Court decided that a...

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News

How Wine Business Law Is Shifting Amid Coronavirus Pandemic Allowances for Virtual Tastings, Direct Sales

Katherine Philippakis, chair of Farella's Wine Industry Group, was featured among wine law experts commenting on trends in wine business law from direct-to-consumer shipping to regulation of winery events amid COVID-19 shutdowns, the current wave...

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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

How Grape Growers Can Protect Their Interests When a Winery Approaches Insolvency

A lot goes into the making of great wine, and when a winery becomes financially unstable, there are multiple competing interests that need to be satisfied, including the banks that provide the winery with...

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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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News

Dan Cohn Named to American Friends of Tel Aviv University Board of Directors

SAN FRANCISCO, May 26, 2020: Farella Braun + Martel Partner Daniel E. Cohn was elected to the American Friends of Tel Aviv University (AFTAU) Board of Directors. AFTAU is a nonprofit organization that raises...

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Publication

Reopening Businesses Must Consider Employee and Consumer Privacy

While we’re far from returning to the “normal” that predated the COVID-19 pandemic, states have begun to relax lockdown requirements and some previously “nonessential” businesses are returning to operations. Along with these openings, governmental...

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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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