Biography
Lucy Campbell counsels individuals and families on sophisticated estate and tax planning, estate and trust administration, business succession planning, and charitable planning to achieve their unique objectives. Her practice touches upon the full spectrum of income, gift, estate, and property tax laws as she guides clients through wealth transfer and financial planning strategies such as the formation and administration of irrevocable trusts, grantor retained annuity trusts, business entities, and through the utilization of lifetime gifting options.
Lucy has experience preparing federal estate tax returns and gift tax returns, and in resolving tax controversies with the IRS and state and local taxing authorities.
Memberships and Affiliations
- Young Tax Lawyers’ Liaison, Tax Policy Standing Committee, State Bar of California (2022-2023)
- Co-chair, Young Tax Lawyers, Sacramento Section, State Bar of California (2019-2023)