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This content is provided by Philip B Feldman.

Practice Areas

Phil Feldman has over 30 years of experience in designing wealth management and transfer strategies for high-net-worth families. His practice includes income, gift and estate tax planning, trust and probate administration, and philanthropy. Phil also represents individual and institutional fiduciaries in trust and estate administration and resolution of disputes.

Professional Memberships

Member of the San Francisco Estate Planning Council, Co-Chair of the Marin Community Foundation Professional Advisory Committee, and serves on the professional advisory committee of the Jewish Community Federation Endowment.