Private Wealth Law
High Net Worth Guide 2024 : California: Northern
Band 3
About
Provided by Sideman & Bancroft LLP
To aid clients in preserving wealth and minimizing tax exposure in matters of gifts, estates and trusts, the Estate Planning and Administration Group of Sideman & Bancroft represents individuals, spouses, domestic partners and families in developing and implementing comprehensive estate plans. As a group, we have a breadth of knowledge and experience gained through well over 100 years of law practice. Composed of partner-level attorneys at varying stages in their careers, the Estate Planning and Administration Group ensures families a consistent, trusted advocate across generations. Our attorneys offer clients options for both family wealth planning and tax planning that are tailored to their particular circumstances. We use the most current estate planning techniques to create clear and coherent estate plans, make tax-efficient gifts to family members, protect assets from creditors, pay estate taxes, and further our clients’ charitable intentions. Providing thoughtful and comprehensive solutions to the complex issues associated with significant wealth is our forte.
Chambers Review
Sideman & Bancroft is well regarded for comfortably dealing with complex matters.
Strengths
Provided by Chambers
"Sideman & Bancroft are extremely capable of managing complex client estate planning."
"There is always outstanding technical ability from Sideman & Bancroft's attorneys. They have many complex high net worth clients with complex domestic and international tax issues."
"Sideman & Bancroft provide a boutique personal approach to trust and estates while able to handle complex and sophisticated matters. They have a strong, diverse team of trust and estate attorneys."
"Sideman & Bancroft are extremely capable of managing complex client estate planning."
"There is always outstanding technical ability from Sideman & Bancroft's attorneys. They have many complex high net worth clients with complex domestic and international tax issues."
"Sideman & Bancroft provide a boutique personal approach to trust and estates while able to handle complex and sophisticated matters. They have a strong, diverse team of trust and estate attorneys."
Notable Practitioners
Ellen Kahn is an experienced private wealth attorney, having focused her practice on trust administration and estate planning.
"Ellen is great; she's an institution."
"Ellen is a really good lawyer."
"Ellen is attentive to the client's stated goals and brings her experience to help them achieve those goals."
Hilary Pierce is experienced at estate planning and administration for high net worth clients.
"Hilary is an exceptional lawyer who is absolutely at the top of her game and an expert in her field. She has a great rapport with clients and is passionate about giving them a customised estate plan."
"Hilary is very good and practical; she is a pleasure to work with."
"Hilary is a good lawyer. She's very smart and responsible."
Kirsten Wolff is an experienced lawyer who advises clients on estate planning, trusts and philanthropic ventures.
"Kirsten is a wonderful practitioner. She incredibly knowledgeable and is able to communicate complex topics to her clients in a way they can understand."
"Kirsten is extremely responsive and well-versed in the issues. She provides complete and practical advice without over-complicating the matters."
"Kirsten is not only a top trust and estate attorney with a solid tax background, but she also happens to be one of the nicest people around."
Ranked Individuals at
Sideman & Bancroft LLP
California: Northern
Members
Provided by Sideman & Bancroft LLP
Daniel Redman
Head of Department
Head of Department
Kirsten Wolff
Head of Department
Margaret Zywicz
Paige Voorhees
Sandra Price
Clients
Provided by Sideman & Bancroft LLP
Earthjustice
Industries
Provided by Sideman & Bancroft LLP
Charitable Planning
International Planning
Trust and Estate Administration and Probate Litigation