Lara Gilman counsels individuals and families on estate and succession planning. Lara has extensive experience integrating and simplifying the complexities of wealth succession strategy and execution for individuals, families and businesses. She specializes in advising high net worth clients, frequently acting as a de facto general counsel, often in concert with a family office. In this role, she advises clients on a broad range of legal topics related to their personal, business and financial activities.
A family wealth practice operates at the junction of technical legal expertise and a client’s personal and family situation and objectives. Lara views her role as understanding and facilitating the client’s goals. Because her clients are always time-pressed, Lara applies a direct and highly personal approach that emphasizes making the engagement as easy for the client as possible – she strives to understand what the client is concerned about, and then helping them get there.
Lara is particularly skilled at explaining complex concepts to clients in understandable, meaningful ways. Her clients appreciate her honest, straightforward approach.
Lara offers practical advice to comprehensively plan for the distribution and protection of her client’s estates. Given that this work frequently has intergenerational components, she often also assists in advising and helping educate the next generation on the opportunities and responsibility that come with their role in management of the family’s assets. With her unique blend of experience as an estate planning, probate, business and tax attorney, Lara is a trusted advisor who helps manage all aspects of family wealth planning.
- Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California
- Certificate in Family Business Advising from the Family Firm Institute (2009)
- Chambers HNW, Private Wealth Law, Northern California (2019-2020)
- Best Lawyers in America in the area of Trusts and Estates (2018-2022)
- Northern California Super Lawyers in the area of Estate & Probate (2011-2021)
Memberships and Affiliations
- San Francisco Estate Planning Council
- Family Firm Institute