Another substantial portion of Gary’s practice consists of representing and advising individuals and families with respect to their Estate Planning. Gary counsels clients in connection with estate, gift, and generation-skipping transfer tax issues relevant to advanced estate planning techniques, such as revocable and irrevocable trusts, GRAT’s, defective grantor trusts, family limited partnerships, charitable giving vehicles, QPRT’s, and life insurance trusts.
Gary gives presentations to numerous banks, trust companies, and professional associations with respect to risk management issues relevant to trust and estate administration. He also gives legal professionals and prospective donors presentations to non-profit organizations pertaining to Trust & Estate administration and Estate Planning issues.
Gary was selected for inclusion in the Best Lawyers in America ® for 2016-2021 in the area of Trust and Estates Litigation.
SPEAKING PRESENTATIONS
- Speaker, “Here Today, Gone Tomorrow: A Fiduciary’s Guide to Attorney-Client Privilege”, Professional Fiduciary Association of California (PFAC) Annual Conference, May 2, 2019
- Speaker, “Managing Risk: How to Protect Yourself in a Post-Giraldin World,” Professional Fiduciary Association of California, June 19, 2015
- Panel Member, “Trust and Estates 101: Trust and Estates Start to Finish”, Pincus Professional Education, August 1, 2014
- Speaker, “Performing Due Diligence In New Trust Intake,” Southern California Trust Officers Association, May 5, 2011
- Speaker, “Federal Estate Tax Repeal – Congress Allows the Estate Tax to Disappear Into the Sunset (At Least Temporarily), “ Los Angeles Estate Counselors Forum, February 18, 2010
- Speaker, “California’s New No Contest Clause Rules,” Marin Professional Legal and Tax Subcommittee of the San Francisco Jewish Community Federation, May 12, 2009
- Speaker, “California’s New No Contest Clause Rules,” Marin Professional Legal and Tax Subcommittee of the San Francisco Jewish Community Federation, May 12, 2009
- Speaker, “California’s New No Contest Clause Rules,” Peninsula Professional Advisor Committee of the San Francisco Jewish Community Federation, March 16, 2009
- Speaker, “California’s New No Contest Clause Rules,” San Francisco Jewish Community Federation, February 4, 2009