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

An Introduction to DAFs and Overview of the Newly Proposed DAF Regulations

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I’m Cynthia Rowland, and episode 62 describes new proposed regulations important to the administration of donor advised funds. The Internal Revenue Service and the...

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Publication

It Wasn’t Me, It Was the AI: Intellectual Property and Data Privacy Concerns With Nonprofits’ Use of Artificial Intelligence Systems

In today's rapidly changing technological landscape, artificial intelligence (AI) is making headlines and being discussed constantly. To be sure, AI provides a powerful tool to nonprofits in creating content and exploiting for countless cost-effective...

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Event

In-House Counsel Conference 2024

Sushila Chanana is speaking on artificial intelligence law at the Bar Association of San Francisco's In-House Counsel Conference 2024. To register for the event, please click  here .

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News

Proposal for Bar Exam Alternative Goes to California Supreme Court

Sarah Good, a member of the State Bar of California Board of Trustees, was quoted in The Recorder article, "Proposal for Bar Exam Alternative Goes to California Supreme Court." Read the article here (subscription...

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News

Farella Braun + Martel Earns 2024 Best Law Firms® Rankings

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Publication

Wind Energy Project Approvals and Tax Credits Look To Outpace Macroeconomic and Supply Chain Headwinds in 2024

A snapshot of the renewable wind industry on October 31, 2023, captures many of the current challenges and opportunities for the industry and regulatory agencies heading into 2024.  That day, the world’s largest offshore...

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Publication

BIPA Liability: Existing CGL Coverage May Provide a Lifeline for Policyholders

Developments in the law have increased the potential liability that companies could face under the Illinois Biometric Information Privacy Act (BIPA), but fortunately for policyholders, Illinois case law has also solidified coverage for BIPA...

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News

State Bar of California Board of Trustees Approves Plan to Pilot Portfolio Bar Exam

Sarah Good, a member of the State Bar of California Board of Trustees, spoke to KQED Newscast about the Board of Trustees's proposal to pilot a Portfolio Bar Exam.

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Event

19th Annual Renewable Energy Law Institute

Dirk Mueller is speaking at the University of Texas School of Law 19 th Annual Renewable Energy Law Institute on "Mineral Issues Impact on Real Estate Documents, Siting and Planning: Texas vs. California." Session Overview :   Understanding...

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Event

2024 Environmental & Energy, Mass Torts, and Products Liability Litigation Committees' Joint Regional CLE Program

Sarah Bell will moderate the panel "PFAS: Everything Everywhere All at Once"  at the American Bar Association's 2024 Environmental & Energy, Mass Torts, and Products Liability Litigation Committees' Joint Regional CLE Program. Session Overview: PFAS...

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