Biography

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.

Distinctions

  • 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) 
  • Northern California Super Lawyers in the area of Estate & Probate (2011-2019)
  • Best Lawyers in America in the area of Trusts and Estates

Memberships and Affiliations

  • San Francisco Estate Planning Council
  • Family Firm Institute

Firm Highlights

Publication

7 Tips for Creating a COVID-19 Essential Business Travel Policy

As states are relaxing COVID-19-related restrictions, employers should remain cautious about business travel. California’s public health orders still limit travel to an “urgent matter” or that which is “essential to your permitted work.” Given...

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Event

Employment Law Updates for Nonprofits in the New Normal (Webinar)

Join Rebecca Stephens and Jaya Bajaj in the discussion on Employment Law Updates for Nonprofits in the New Normal. Nonprofit organizations are subject to both state and federal employment laws and regulations. The past few...

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Publication

Engineering, Procurement and Construction Agreements for Utility-Scale Battery Projects

The negotiation of an engineering, procurement and construction (EPC) agreement for a battery energy storage systems (BESS) project typically surfaces many of the same contractual risk allocation issues that one encounters in the negotiation...

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Event

PDC 2020 PD Virtual Summer Camp

Sarah Good will be speaking at the Professional Development Consortium's live webinar, "Diversity Sponsorship Law Firm Programs." Details: Sponsorship is critical to the retention and advancement to partnership of associates at law firms. We will...

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Publication

Treatment of Commercial Leases in Tenant Bankruptcy - The Basics

As the COVID-19 pandemic continues to wreak havoc with the nation’s economy, we have started to see bankruptcy filings by well-known companies such as GNC, J. Crew, Neiman Marcus, Modell’s, 24 Hour Fitness, Gold’s...

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Publication

Coronavirus (COVID-19) Insights and Resources

The spread of the coronavirus (COVID-19) is causing disruption throughout the US that we have not seen in generations. Governmental entities, academia, and the private sector are working diligently to contain COVID-19 while it...

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Event

7th Annual Partner Compensation One-Day Workshop

Brian Donnelly is presenting the case study session, "Managing Partner Performance" at Fairfax Associates' 7th Annual Partner Compensation One-Day Workshop. Click here for more information.

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News

Farella Braun + Martel: A Statement of Solidarity and Commitment to Equal Justice

At the heart of Farella Braun + Martel’s core values is an unwavering commitment to create a community where everyone is treated equitably and respectfully. We condemn in the strongest terms the recent tragic...

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News

Farella Names New White Collar Defense & Internal Corporate Investigations Practice Co-Chairs

SAN FRANCISCO, June 29, 2020: Northern California legal powerhouse Farella Braun + Martel announces that Senior Associates Aviva J. Gilbert and Janice W. Reicher have been appointed co-chairs of its White Collar Defense and...

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News

Community Reinvestment Groups Sue Trump Administration for Unlawfully Gutting Anti-Redlining Rules

Amid COVID-19 Pandemic, OCC’s Rushed Rule Lessens Accountability for Banks, Silences Communities Impacted by Systemic Lending Discrimination National Community Reinvestment Coalition, California Reinvestment Coalition Seek to Halt Unlawful Rule, Protect Vulnerable Communities Federal Reserve...

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