Private Client

Family Wealth

News

January 6, 2014 Media Coverage
‘Socially responsible investing’ steps towards mainstream
North Bay Business Journal January 6, 2014 "‘Socially responsible investing’ steps towards mainstream" The North Bay Business Journal article notes that individuals who measure societal impact as part of their investment performance are finding themselves with an increasingly sophisticated array of...
November 1, 2013 Announcement
Farella Braun + Martel Honored with 2014 “Best Law Firms” Rankings
San Francisco , CA – November 1, 2013: Several Farella Braun + Martel LLP practices were recognized in the U.S. News - Best Lawyers 2014 “Best Law Firms” rankings. Earning the highest level recognition, Farella’s Construction, Environmental and Mass...
August 2, 2013 Announcement
Farella Continues Expansion of Exempt Organizations Group
SAN FRANCISCO, August 2, 2013 : Courtney Nash Gardner joins Farella Braun + Martel LLP as an associate in its Exempt Organizations and Family Wealth Groups.   Gardner assists nonprofit organizations on entity formation, operational and governance matters, board...
October 1, 2012 Media Coverage
Early Mediation Smooths Family Business Succession
North Bay Business Journal October 1, 2012 “Early Mediation Smooths Family Business Succession” Farella Braun + Martel Family Wealth attorney, Lara Gilman, comments on the importance of bringing stakeholders together early on to help with the transition process and...
August 29, 2012 Accolades
Farella Attorneys Named to Best Lawyers in America 2013
SAN FRANCISCO (August 29, 2012):   Twenty seven Farella Braun + Martel LLP attorneys were selected by their peers for inclusion in The Best Lawyers in America ® 2013. The Best Lawyers in America is an annual referral guide...
August 7, 2012 Media Coverage
Estate Planning Tools May Vanish in 2013
Lawyers USA
Genevieve Larson, of Farella’s Family Wealth Group, commented on the prospect of higher estate tax rates and the potential loss of key estate planning tools at the end of 2012.
August 31, 2011 Accolades
Farella Attorneys Named to Best Lawyers in America 2012
SAN FRANCISCO ( August 31, 2011 ):   Sixteen Farella Braun + Martel LLP attorneys were selected for inclusion in The Best Lawyers in America ® 2012.   The Best Lawyers in America is an annual referral guide based...
April 7, 2010 Announcement
Four Attorneys Join Farella Braun + Martel
SAN FRANCISCO , April 7, 2010 - Farella Braun + Martel LLP welcomes four associates to the firm, including: Mark Weaver and Evan Abrams in the Family Wealth Group, Matthew Bostick in the Environmental Law Department and Jesse Debban...
January 11, 2010 Media Coverage
With No Fix on Estate Tax, Uncertainty Reigns
North Bay Business Journal January 11, 2010 "With No Fix on Estate Tax, Uncertainty Reigns: With no action from Congress, planners, people, left in lurch" Farella Braun + Martel's Fred Caspersen was quoted on what will happen with the...
September 7, 2009 Media Coverage
What will happen with the estate tax?
North Bay Business Journal September 7, 2009 "What will happen with the estate tax?” Farella Braun + Martel's Fred Caspersen was interviewed on the what will happen to the estate tax in 2010. 
April 9, 2009 Media Coverage
Firms investing in trusts and estates practice areas
The Recorder April 9, 2009 "Death and Taxes: Firms investing in trusts and estates say life's two certain things breed steady work" Farella Braun + Martel's George Argyris and Lara Gilman quoted.
January 26, 2009 Media Coverage
Who's Who in Wine Law
North Bay Business Journal January 26, 2009 "Who's Who in Wine Law" Kate Ohlandt and Katherine Philippakis were featured in the North Bay Business Journal 's list of Who's Who in Wine Law.

Firm Highlights

Publication

Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel and...

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News

Farella Braun + Martel Earns 2024 Best Law Firms® Rankings

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Publication

Charitable Bequests With Guest Stephanie Hood

Welcome to EO Radio Show – Your Nonprofit Legal Resource . I'm delighted to have as my guest Stephanie Hood, my colleague here at Farella Braun + Martel, and a member of our top-notch...

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News

Farella Announces 2024 Leadership Council on Legal Diversity Pathfinders: Taylor Rottjakob and John Ugai

Farella Braun + Martel is proud to announce that senior associates  Taylor E. Rottjakob and John M. Ugai have been named 2024 Leadership Council on Legal Diversity (LCLD) Pathfinders. Pathfinders have been identified as...

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Publication

Steps for the Long-term Success of Your Brand & Business

Family wineries face certain common issues when it comes to succession planning, and there are steps you can take to help ensure the longevity and success of your brand and business. Step 1 &ndash...

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Publication

IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive

This month, the IRS announced that it is using the long-term funding approved by Congress through the Inflation Reduction Act of 2022 to shift its attention to wealthy taxpayers in an effort to “identify sophisticated...

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Publication

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high net worth individuals. When engaging in conversations with philanthropic clients, it is crucial to help them determine suitable assets for charitable giving. Not...

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Publication

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high-net-worth individuals. When engaging in conversations with philanthropic clients, it is crucial to assist them in determining suitable assets for charitable giving. Not all...

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