Private Client

Family Wealth

News

November 19, 2008 Announcement
Farella Braun + Martel Snags Six Attorneys From Thelen
Additions Give Significant Boost to Thriving Core Practices SAN FRANCISCO , Nov. 19, 2008 - Farella Braun + Martel announces the addition of a group of transactional attorneys from Thelen. Joining the firm as partners are estate planning and...
October 9, 2006 Media Coverage
Getting Appraisal Done Now Can Save on Gifting
North Bay Business Journal October 9, 2006 "Getting Appraisal Done Now Can Save on Gifting" Farella Braun + Martel's Katherine Ohlandt gives recommendations on management of hard-to-value assets.
November 1, 2005 Media Coverage
Attorneys Address Wine Industry Issues
Wines & Vines
Wines & Vines November 2005 “Attorneys Address Wine Industry Issues" Farella Braun + Martel’s Fred Caspersen discusses the wine industry's most pressing legal issues and suggests strategies to help wineries negotiate them.
November 15, 2004 Announcement
Farella Braun + Martel Elevates Six To Partnership
SAN FRANCISCO, CA (November 15, 2004): Farella Braun + Martel LLP announced today that six attorneys have been elevated to the partnership, effective January 1, 2005.  The new partners are: Lara N. Gilman, John J. Gregory, Nan E. Joesten...

Firm Highlights

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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Publication

REFRESH: Loot and Private Foundation Rules – Part 1

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, I'm happy to refresh  EO Radio Show  episode 21, the first of our two episodes exploring private foundation rules using the...

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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

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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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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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

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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