INDIVIDUAL PROFILE

Coblentz Patch Duffy & Bass LLP

Philip B Feldman

San Francisco, USA High Net Worth Guide 2020 Ranked in 1 departments
Ranked in : Private Wealth Law
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Individual profile for High Net Worth 2020

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High Net Worth
Private Wealth Law - California: Northern

Band 2

Content
Philip Feldman assists wealthy individuals and families with income, gift and estate tax planning, as well as philanthropic planning. One insider enthuses that "his competency is off the charts - if he's not the most experienced in San Francisco, he is damn near it," explaining: "He does a good job at reading clients and knowing when to be soft. He knows how to make complex matters less intimidating, and he has a very good personable demeanour." Another interviewee notes:"I refer work to him. He is very responsive, which I appreciate, as do my clients. I enjoy working with him."
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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.

Philip B Feldman

Coblentz Patch Duffy & Bass LLP

yellow-guide 5 YEARS RANKED
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Phone number
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Office

One Montgomery Street

Suite 3000

San Francisco

California

USA

CA 94104

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Ranked In

High Net Worth 2020

High Net Worth 2019

High Net Worth 2018

High Net Worth 2017

High Net Worth 2016

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