About

Provided by Sideman & Bancroft LLP

The fundamentals of a sound estate plan—and often the first documents we draw up for our clients—include a pour-over will, revocable trust, durable power of attorney and advance health care directive. In addition to executing these essential papers, our attorneys assist clients with comprehensive estate, gift and generation-skipping transfer tax planning. The Estate Planning Group uses the most current techniques available, including dynasty trusts, grantor retained annuity trusts, qualified personal residence trusts and sales to intentionally defective grantor trusts to transfer wealth in tax-efficient ways and to minimize burdens on heirs. The creation of family limited partnerships and limited liability companies represents additional strategies for transferring wealth at reduced cost while facilitating business succession planning for the tax-efficient transfer of a family business.


Ranked Individuals at
Sideman & Bancroft LLP

Provided by Chambers
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Band

California: Northern

Private Wealth Law

Ellen I Kahn
2
Ellen I Kahn
2
Band 2
Hilary Pierce
3
Hilary Pierce
3
Band 3

Members

Provided by Sideman & Bancroft LLP

Cindy Tate

Daniel Redman

Ellen I Kahn

Ellen I Kahn

Head of Department

Hilary Pierce

Hilary Pierce

Head of Department

Kirsten Wolff

Head of Department

Margaret Zywicz

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