Biography

Mark Weaver is the chair of the Family Wealth Group. Mark assists individuals and families with estate and business succession planning, and guides family members through the trust and estate administration process. His practice is founded on a deep understanding of both the unique needs of families and multi-generational family businesses and ever-changing federal, state, and international tax laws.

His experience is both as a personal and tax attorney, and includes a full spectrum of income, gift, estate, and property tax issues. He regularly leverages sophisticated wealth preservation techniques, including the formation and administration of irrevocable trusts, business entities, sole purpose entities, and charitable vehicles, to implement his clients’ objectives. Mark also advises winery and vineyard owners on a broad range of business, tax, and succession issues.

A key aspect of Mark’s practice is counseling clients on cross-border issues. He provides estate planning advice for clients with beneficiaries and/or assets that are located in multiple countries, as well as for individuals planning to enter or leave the United States. He also advises clients on reporting requirements in connection with foreign trusts, bank accounts, and other foreign assets, including the benefits and risks associated with the offshore voluntary disclosure and streamline programs.

Mark also engages in privacy planning to limit publicly available information about clients and their holdings, and asset protection planning to protect clients and their families from potential liabilities.

Distinctions

  • Best Lawyers in America, Trusts and Estates (2021-2023), Tax Law (2023)
  • Chambers High Net Worth, Private Wealth Law, Northern California (2022)

Memberships and Affiliations

  • Society of Trust and Estates Practitioners (STEP), San Francisco Branch, Member and Past Chair
  • California State Bar Association, Section of Trusts and Estates, Section of Taxation
  • Bar Association of San Francisco, Section of Estate Planning, Probate and Trust
  • San Francisco Estate Planning Council
  • Regional Parks Foundation, Planned Giving Committee

Firm Highlights

Event

Bisnow: San Francisco State of the Market

At Bisnow's San Francisco State of the Market event, Ashley Breakfield will moderate the panel "Revitalizing San Francisco: Reconfiguring the city for a hybrid world, reimagining downtown, and uplifting the economy." Click  here  for more information and to...

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News

Farella Braun + Martel Earns Mansfield Certification Plus Status

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News

Chambers USA 2023 Recognizes Farella Braun + Martel Lawyers, Practices

Farella Braun + Martel is pleased to announce that Chambers USA has recognized 16 lawyers and six practice areas in the legal directory’s 2023 edition. Individual California and Western U.S. Rankings: Sarah Bell &ndash...

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Publication

Nonprofit Basics: Federal Tax Filing Deadlines and Penalties

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode focuses on the importance of meeting the federal tax filing deadlines that apply to charitable organizations. Most charitable organizations that are...

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Publication

Office-to-Housing Conversion: State and Local Efforts to Revitalize the Downtown

Originally published in The Registry . As office vacancies soar in traditional downtown areas like San Francisco’s Financial District, state and local officials are moving quickly to adopt incentives they hope will bring people...

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News

Patrick Loi Selected to MCCA Sources of Success Program

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Publication

Trends Guest Editorial: Wildfires and Wineries

Link to the article in Gradient's Trends  Spring 2023 newsletter. Recurring wildfires in the Napa and Sonoma Counties of California have created a set of niche problems for the surrounding wineries, on top of...

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Publication

Nonprofit Basics: Meeting Minutes Best Practices

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode focuses on documenting decisions made at meetings of a nonprofit organization's board of directors or trustees. While everyone who attends a...

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News

Big Tech Breathes Sigh of Relief After Justices' Terror Rulings

Erik Olson spoke to Law360 for the article "Big Tech Breathes Sigh of Relief After Justices' Terror Rulings," covering the U.S. Supreme Court's decision not to review whether Section 230 insulates online platforms from...

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Publication

Uncorking Accessibility: How Winery Websites Can Meet ADA Compliance Standards

Vanessa Ing and Kelsey Mollura discuss "Uncorking Accessibility: How Winery Websites Can Meet ADA Compliance Standards." The Americans with Disabilities Act (ADA) is a federal civil rights law that prohibits discrimination against people with disabilities...

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