Insights
Firm News

Estate Planning Tools May Vanish in 2013

August 7, 2012 Media Coverage
Lawyers USA

Genevieve Larson, of Farella’s Family Wealth Group, commented on the prospect of higher estate tax rates and the potential loss of key estate planning tools at the end of 2012.

Firm Highlights

Publication

Wealth Transfer Strategies in Today’s Market

Current market conditions and the federal gift and estate tax laws present wealth transfer opportunities that high net worth individuals may wish to leverage over the near term. Federal Gift and Estate Tax Exemption...

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News

Farella Braun + Martel Announces 2020 Partner Elevations

SAN FRANCISCO/ST. HELENA, Calif., January 21, 2020: Northern California legal powerhouse Farella Braun + Martel is pleased to announce the election of senior associates Evan Abrams, Lauren Galbraith, and Alex Reese to the partnership...

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Event

Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020 (Webinar)

Join speakers, Cynthia Rowland and Matt Lewis, for a discussion of current issues nonprofit organizations and their advisors are facing this year. Cynthia and Matt will cover: About that nest egg—when nonprofits can, and can’t...

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Publication

Your Retirement Planning and the SECURE Act

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of January...

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Publication

Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions

The historically high lifetime exemption amount for gift, estate and generation-skipping transfer taxes increased from $11,400,000 to $11,580,000 per person this year due to inflation indexing. Individuals who had used up their lifetime exemption...

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