Biography

Mark Weaver is the chair of the Business Department at Farella and past 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 (2023-2024)
  • Chambers High Net Worth Guide, Private Wealth Law, Northern California (2022-2023)

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

Unplugged: The Renewable Energy Speaker Series - The IRA's Environmental Justice Incentive Programs

Join Farella Braun + Martel, the Environmental Law Institute, and Berkeley Law’s Center for Law, Energy & the Environment for an event relaunching “Unplugged: The Renewable Energy Speaker Series.” The kick-off event will be held live at Farella...

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Event

Now We Know More: Race Conscious Recruitment After Students for Fair Admissions v Harvard

Sarah Good is speaking at the NALP Annual Education Conference for the session "Now We Know More: Race Conscious Recruitment After Students for Fair Admissions v Harvard." Session Overview: In the months since the...

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Publication

California Regulation of Charitable Fundraising Platforms: Part I - Definitions

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In episode 76, I introduce the provisions of California's Charitable Fundraising Platforms law (Gov. Code, § 12599.9). These rules are relevant to all...

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News

Farella Braun + Martel Earns San Francisco Green Business Recertification

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News

Farella Announces 2024 Leadership Council on Legal Diversity Pathfinders: Taylor Rottjakob and John Ugai

Farella Braun + Martel is proud to announce that senior associates  Taylor E. Rottjakob and John M. Ugai have been named 2024 Leadership Council on Legal Diversity (LCLD) Pathfinders. Pathfinders have been identified as...

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Publication

Court Reinstates CPPA Enforcement Authority and Confirms No Delay Necessary for Enforcement of Future CCPA Regulations

A recent appellate decision has made clear that the regulations promulgated under California’s groundbreaking consumer privacy law, the California Consumer Privacy Act (CCPA, as amended by the California Privacy Rights Act (CPRA)), are ripe...

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News

JPMorgan Chase Accuses TransUnion of Stealing 'Trade Secrets'

Intellectual property practice chair Eugene Mar provided expert commentary to American Banker for the article "JPMorgan Chase Accuses TransUnion of Stealing 'Trade Secrets'." In the article, he said: "By filing this as a trade...

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Publication

Ensuring Your Website Complies With the ADA

In today’s digital age, having an online presence is crucial for businesses, including wineries, breweries, and other beverage companies. Accordingly, it’s essential to ensure that your beverage website meets federal standards for accessibility to avoid...

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News

North Coast Industry Insiders Weigh In on Why California Cannabis Tax Revenue Slipped in 2023

Jeff Hamilton spoke to Susan Wood with the North Bay Business Journal for the article "North Coast Industry Insiders Weigh In on Why California Cannabis Tax Revenue Slipped in 2023." Read the article with Jeff's...

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Publication

Nonprofit Quick Tip: State Filings in North Carolina and South Carolina

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . Episode 75 is the tenth in a series of Quick Tip episodes focusing on the details of state registration of nonprofit corporations. With...

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