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.

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

Publication

Weed at Work: Understanding Legalized Marijuana in the Office

Click here for the audio recording of the webinar "Weed at Work: Understanding Legalized Marijuana in the Office.

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News

Gov't Drops IP Theft Charges Against Ex-Jawbone Workers

Law360 reported that the U.S. Attorney’s Office for the Northern District of California in San Jose moved to dismiss all trade-secret-theft charges against the remaining four defendants in what was originally a six-defendant case...

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Publication

Time to Check Your Cyber Insurance

Now that the CCPA is in effect, some companies will need to revise their policies. The cyber insurance markets are beginning to adapt to the new California Consumer Privacy Act (CCPA) which went into...

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Event

ABA 34th National Institute on White Collar Crime

Jessica Nall will be speaking at the 34th National Institute on White Collar Crime session, "Updates in Cybercrime: Are We Fighting an Impossible Battle?" Details: Information security has now become an essential part of corporate...

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News

Sushila Chanana Named to 2020 Leadership Council on Legal Diversity Fellows Program

SAN FRANCISCO, February 13, 2020: Farella Braun + Martel is proud to announce that Sushila Chanana has been named a member of the 2020 class of Fellows participating in a landmark program created by...

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Event

2020 ABA National Symposium on Technology in Labor & Employment Law

Rebecca Stephens will be speaking at the 2020 ABA National Symposium on Technology in Labor & Employment Law session, "Marijuana in the Workplace." Details: According to a 2018 Pew Research Survey, 62 percent of...

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Publication

Another Federal Circuit Finds Phishing Loss Covered Under Crime Policy

Companies of all sizes have fallen victim to attacks whereby fraudsters will use deceptive communications, such as spoofed emails, to trick an employee into transferring money into the fraudsters’ control. While these increasingly prevalent...

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Event

Risk Management Summit for Agriculture and Cannabis

Rebecca Stephens will be presenting the topic "A Closer Look at Ag/Cannabis Employment Issues Surfacing in 2020" at Newfront Insurance's Risk Management Summit for Agriculture & Cannabis. Join us for a free, all-day event...

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News

North Bay Wineries Taking Insurers to Court Over Denied Smoke Taint Claims

Tyler Gerking, chair of Farella's Insurance Recovery Group, was quoted in the Napa Valley Register article, "North Bay Wineries Taking Insurers to Court Over Denied Smoke Taint Claims." In the article, Tyler said he would expect...

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Publication

Strategy Lessons From Wells Fargo Fintech Patent Litigation

United States Automobile Association (USAA) is a financial services company that provides insurance, banking, investment, and retirement products and services for members of the military and their families. On June 7, 2018, USAA filed...

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