Insights
Firm News

Farella Braun + Martel Names Lara Gilman Family Wealth Practice Chair

June 27, 2008 Announcement

(SAN FRANCISCO / ST. HELENA, CA, June 30, 2008) - Farella Braun + Martel named partner Lara Gilman chair of the Family Wealth Practice, effective July 1.

"Our Family Wealth Group is a sophisticated and well-respected practice servicing family businesses and high-net-worth individuals in business and personal succession planning," said firm chair Steve Lowenthal.  "Lara is a certified expert is this field, and her unique blend of experience as an estate planning, probate, business and tax attorney makes her a great person to lead this practice."

Gilman has extensive experience integrating and simplifying the complexities of family wealth and succession planning for individuals, families and businesses.  Her practice includes estate planning, tax and probate, counseling on charitable giving strategies, organizing and advising non-profits, and advising family owned businesses on asset protection strategies.

Gilman is a certified specialist in estate planning, trust and probate law by the State Bar of California and is a member of Attorneys for Family Held Enterprises, the Financial Women's Association of San Francisco and the Family Firm Institute.  She earned her L.L.M. with high honors from Golden Gate University (1999), her J.D. from the University of California, Davis Law School (1993) and her B.A., cum laude, from the University of California, Santa Barbara (1990).  

Since its founding in 1962, Farella Braun + Martel has achieved a national reputation for the acumen of its business practice, the high profile cases of its complex commercial litigation practice and its prestigious client base. Based in San Francisco, the firm serves a diverse group of clients from multinational corporations to emerging businesses. The firm also has an office in the Napa Valley focused on the wine industry and related businesses. Farella Braun + Martel is a Green Business.  http://www.fbm.com

Contacts:

Melinda Hepp / Traci Stuart 
Blattel Communications
415.397.4811
[email protected] / [email protected]

Cheryl Loof
Farella Braun + Martel LLP
415.954.4433
[email protected]

 

Firm Highlights

Publication

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high-net-worth individuals. When engaging in conversations with philanthropic clients, it is crucial to assist them in determining suitable assets for charitable giving. Not all...

Read More
Publication

REFRESH: Loot and Private Foundation Rules – Part 1

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, I'm happy to refresh  EO Radio Show  episode 21, the first of our two episodes exploring private foundation rules using the...

Read More
Publication

Steps for the Long-term Success of Your Brand & Business

Family wineries face certain common issues when it comes to succession planning, and there are steps you can take to help ensure the longevity and success of your brand and business. Step 1 &ndash...

Read More
Publication

REFRESH: Loot and Private Foundation Rules – Part 2

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, I refresh  EO Radio Show  episode 22, the second of our two episodes exploring private foundation rules using commentary on the...

Read More
Publication

Charitable Bequests With Guest Stephanie Hood

Welcome to EO Radio Show – Your Nonprofit Legal Resource . I'm delighted to have as my guest Stephanie Hood, my colleague here at Farella Braun + Martel, and a member of our top-notch...

Read More
Publication

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high net worth individuals. When engaging in conversations with philanthropic clients, it is crucial to help them determine suitable assets for charitable giving. Not...

Read More
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...

Read More
Publication

IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive

This month, the IRS announced that it is using the long-term funding approved by Congress through the Inflation Reduction Act of 2022 to shift its attention to wealthy taxpayers in an effort to “identify sophisticated...

Read More
Publication

Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel and...

Read More