Private Client

Family Wealth

News

January 7, 2021 Media Coverage
Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast
San Francisco Business Times
Evan Abrams spoke to the San Francisco Business Times for the article "Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast."  In the article, Evan said, “If you really want to do anything, now is the time to...
November 30, 2020 Media Coverage
How California Wine Business Property Transfer Rules Will Change in 2021
North Bay Business Journal
Lauren Galbraith commented in the North Bay Business Journal article "How California Wine Business Property Transfer Rules Will Change in 2021."  “I see families in the wine business demonstrate keen awareness that they must consider and plan for taxes...
October 18, 2020 Media Coverage
More Americans Are Renouncing Their Citizenship
Mint
In the article, "More Americans Are Renouncing Their Citizenship," originally published in The Wall Street Journal , Erin Fraser discusses tax and estate planning issues related to renouncing U.S. citizenship. Link to the full article .
January 21, 2020 Announcement
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 effective January 1, 2020. The...
April 10, 2019 Media Coverage
How to Plan for a Smooth Transition of Your Family Business
North Bay Business Journal
Family Wealth Senior Associate Lauren Galbraith discusses how family internal dynamics play a role in transferring significant assets, especially a business, between generations. Link to read the full article.

Firm Highlights

Publication

Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions

Published on MyStockOptions.com . Key Points Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts...

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Publication

Prop. 19 Passed, Here Is What You Need to Know

Proposition 19, which passed last month, has important consequences for all real property owners in California. It is important to act quickly before Proposition 19's effective date of February 16, 2021. Proposition 19 has...

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Publication

New Round of PPP Loans: What Nonprofits Need to Know

Matt Lewis and Julie Treppa discuss "New Round of PPP Loans: What Nonprofits Need to Know."  The Paycheck Protection Program (PPP) is a lifeline for nonprofits and other businesses that are struggling to survive during...

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News

Farella Braun + Martel Recognized in 2021 Chambers High Net Worth Guide

Farella Braun + Martel’s Private Client Industry Group earned recognition in the 2021 Chambers High Net Worth (HNW) guide as a leading firm in the Private Wealth Law category for Northern California. A publication...

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Publication

Estate Planning During Uncertain Times

Farella's Wine Industry Education Series features Lauren Galbraith discussing "Estate Planning During Uncertain Times." Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of...

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Event

Pushing for Diversity in Philanthropy

Join Farella's Wendy Hernandez and guest speaker, Afshan Paarlberg, assistant visiting professor at Indiana University Lilly Family School of Philanthropy, for the nonprofit industry program "Pushing for Diversity in Philanthropy." A pressing question for many philanthropists...

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News

Farella Braun + Martel Attorneys Named to 2021 Northern California Super Lawyers and Rising Stars

Thirty-seven Farella Braun + Martel lawyers were named to the Super Lawyers and Rising Stars lists of top attorneys in Northern California for 2021. 2021 Farella Northern California Super Lawyers: George Argyris – Estate...

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Publication

Year-End Estate Planning in an Election Year

The 2020 election is less than a month away and year-end estate planning is already underway for many. Under current law, the estate, gift and GST (generation-skipping transfer) tax exemptions for 2020 are set at...

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News

51 Farella Lawyers Listed in The Best Lawyers in America© 2022 and Best Lawyers: Ones to Watch

Forty-six Farella Braun + Martel lawyers were selected by their peers for inclusion in the 2022 edition of The Best Lawyers in America © .  Five Farella lawyers were named to Best Lawyers: Ones to...

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