Experience

Business Planning During Family Restructuring

Advised on commercial dispute between extended family members in the midst of a divorce proceeding; guided restructuring of family businesses, and sale of certain assets, while maintaining discretion and confidentiality.

Business Transition to Next Generation

Counseled family on buy-sell provisions and allocation of decision-making authority between siblings at a point of business transition, including completion of individual interviews to inform the final plan.

Data Management and Brand Protection

Established website privacy policy to conform with evolving legal landscape; prepared nondisclosure agreement; advised clients on overall brand protection through trademark registration and enforcement.

Employment Counseling

Reviewed insurance policies of family business and helped with redesign of coverage to eliminate gaps and better capture all insurance needs.

Insurance Counseling

Advised client on how to address problematic employee to put an end to improper conduct and protect the business from liability.

Long Term Wine Company Strategic Planning

Designed and implemented a strategy for the control and ownership of a family-owned winery in a manner which positioned the business for continued success, with well-developed procedures for good governance, transparency and cooperation.

Sole Proprietor Exit Planning

Formulated a succession plan for a sole proprietor in a manner that provided for his retirement, rewarded his long-time employees, and complemented his philanthropic objectives.

Tax Advantaged Business Structuring

Structured ownership of family vineyards in a manner to defer for as long as possible the reassessment of the vineyards for property tax purposes.

Wealth Transfer to Minimize Estate Tax

Designed and implemented a complex gift and sale program to transfer millions of dollars of value to the next generation without the imposition of gift or estate taxes.

Firm Highlights

Publication

I Always Feel Like AI Is Watching Me: Artificial Intelligence and Privacy

ChatGPT got the early press, and every day we learn of new generative artificial intelligence products that can create new and creative visual and text responses to human input. Following on ChatGPT’s fame, Google’s...

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News

Aviva Gilbert Named a Leadership Council on Legal Diversity Fellow

Aviva Gilbert Headshot at Farella Braun + Martel
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Event

The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions

Join Carly Alameda and Amy Briggs in the discussion on "The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions" to the ACC Bay Area Chapter. Corporate counsel are often tasked with negotiating...

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Event

The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions

Join Carly Alameda and Amy Briggs in the discussion on "The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions" to the ACC Bay Area Chapter. Corporate counsel are often tasked with negotiating...

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Publication

Hot Topic: UPMIFA in the Context of Financial System Instability

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . A really hot topic this week is the duty of care for directors and trustees of charities in a time of volatility in...

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News

Profile in Women Leadership - Mary McCutcheon

Mary McCutcheon Headshot
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News

WhatsApp and Facebook Take the NSO Group to Court

Kyle McLorg was interviewed for the  Shoot The Messenger: Espionage, Murder, & Pegasus Spyware  investigative podcast episode “WhatsApp and Facebook Take the NSO Group to Court” produced by Exile Media in collaboration with The...

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Publication

Nonprofit Basics: Best Practices for Approving Insider Compensation Decisions

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the third in a series discussing insider transactions by exempt organizations. In this episode, I'll look closely at best practices...

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Event

23rd Annual Wine Industry Conference

Farella Braun + Martel is a Presenting Partner of the  North Bay Business Journal' s 23rd Annual Wine Industry Conference. The conference will explore new trends and challenges to the wine industry in the North Bay. Farella's Richard...

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Publication

Nonprofit Basics: Conflict of Interest Policies and Best Practices for Approving Insider Compensation

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the second in a series discussing insider transactions. In episode 32, I gave a general overview of the federal laws...

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