Jaime Mannon

Family Wealth, Tax

Jaime Mannon’s depth of knowledge and ability to understand—and gracefully navigate—family dynamics give her unique insight into estate planning. She works closely with her clients to develop creative and comprehensive solutions that reflect their desire to minimize taxes while creating sound plans that consider the generations to come.

Her practice includes preparing gift and estate tax returns and counseling clients with respect to a variety of tax matters, including federal income, gift and estate taxes, and California real property taxes. She also advises clients on a variety of cross-border matters, including structuring gifts being made from outside of the U.S., tax planning for beneficiaries of foreign trusts and estate planning for U.S. citizens living abroad.

Jaime is a member of the San Francisco Estate Planning Council and the Society of Trust and Estate Practitioners (STEP), an international organization for professionals dealing with family inheritance and succession planning. She is also a member of the Bar Associations of California and New York.