Insights
Firm News

Farella Braun + Martel Takes Top Honors in The Recorder’s “The Best” Poll

December 17, 2010 Accolades

Ranked First in "The Best Trusts & Estates Firm" Category

SAN FRANCISCO (December 17, 2010):  Farella Braun + Martel LLP was ranked number one in the category of "The Best Trusts & Estates Firm" in The Recorder's annual 2010 "The Best" special publication.  In the 2010 survey, the legal community was asked "Which firm are you most likely to refer Trusts & Estates work to?" 

"We are delighted that our Family Wealth Group has earned this recognition from their peers in the San Francisco legal community," said managing partner Steve Lowenthal.  "They are passionate about representing clients from generation to generation and providing a practical, focused approach to meeting the needs of families and their business interests."

The Recorder's annual "The Best" special publication lists the top three professional services and products in a variety of categories as rated by the legal community.  The Recorder, an ALM affiliate, is a leading provider of California legal content. 

Farella Braun + Martel's Family Wealth Group assists individuals, families, family businesses and fiduciaries to conceive and implement sophisticated personal wealth transfer and business succession planning.  They also represent both individual and corporate fiduciaries, including national and regional bank and trust companies.  The  practice is grounded in its appreciation of the needs of families and family enterprises.  This appreciation is supported by the group's knowledge of tax law and the laws of business entities.  They are versed in gift and estate taxes, generation-skipping transfer taxes and fiduciary income taxes, formation of foundations and tax-exempt organizations and probate and litigation avoidance.

Farella Braun + Martel represents clients throughout the United States and abroad in sophisticated business transactions and high-stakes commercial, civil and criminal litigation. Founded in 1962, the firm is headquartered in San Francisco and maintains an office in the Napa Valley focused on the wine industry. Farella Braun + Martel lawyers are known for their imaginative legal solutions, dynamism and intellectual creativity. With an unwavering service ethic and interdisciplinary team approach, the firm is committed to advancing clients' objectives in the most effective, coordinated and efficient manner. Farella Braun + Martel is a green business. 

Contacts:

Michael Bond / 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

Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions

Published on MyStockOptions.com . Key Points Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts...

Read More
News

Eight Farella Braun + Martel Lawyers Listed in Best Lawyers: Ones to Watch 2021

SAN FRANCISCO/ST. HELENA, CA, August 20, 2020: Eight Farella Braun + Martel lawyers were listed in the inaugural Best Lawyers: Ones to Watch . This recognition is awarded to attorneys who are earlier in...

Read More
News

Farella Represents Sports Industry Veterans in Forming SPAC RedBall Acquisition Corp.

SAN FRANCISCO, July 28, 2020: Farella Braun + Martel represented sports industry veterans Billy Beane, the EVP of Baseball Operations for the Oakland A's, and Luke Bornn, Vice President, Strategy and Analytics at the Sacramento...

Read More
News

Farella Braun + Martel Recognized in 2020 Chambers High Net Worth Guide for Private Wealth Law in Northern California

SAN FRANCISCO, July 10, 2020: Farella Braun + Martel’s Private Client Industry Group earned recognition in the 2020 Chambers High Net Worth (HNW) guide as a leading firm in the Private Wealth Law category...

Read More
Publication

Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020

Farella's Nonprofit Education Series features Cynthia Rowland and Matt Lewis discussing current issues nonprofit organizations and their advisors are facing this year. Cynthia and Matt cover: About that nest egg—when nonprofits can, and can’t, access “endowment&rdquo...

Read More
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...

Read More
News

52 Farella Braun + Martel Attorneys Listed in The Best Lawyers in America© 2021

Read More
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...

Read More
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...

Read More
Publication

Estate Planning During Uncertain Times

Farella's Wine Industry Education Series features Lauren Galbraith discussing "Estate Planning During Uncertain Times." Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of...

Read More