When it comes to managing wealth and advising on trust, tax, and estate matters, Northern California is home to some of the best minds in private wealth law in the United States. The attorneys selected in this article have been handpicked for their knowledge and experience in navigating the complex intricacies of private wealth law. Every prominent lawyer in this field based in Northern California has been included.
We highlighted lawyers who stood out for their reputation for providing outstanding service and advice to their high-net-worth clientele. They have been recognized by market commentators, colleagues, and clients for their innovative approach, superior client service, and wide-ranging expertise in the industry.
From the high-stakes strategizing for cross-border trusts and estates to tax planning and philanthropic planning work, these lawyers are equipped to guide the wealthiest individuals through any situation. Let’s look into some of these extraordinary private wealth law practitioners now.
M. Read Moore
With no official firm website, M. Read Moore has made a name for himself at McDermott Will & Emery LLP by advising clients on intricate cross-border trusts and estate planning, including asset relocation. Several market commentators hail him as an “excellent” practitioner in the field of Private Wealth Law.
Myron Sugarman
Myron Sugarman of Loeb & Loeb LLP is a “well-respected” San Francisco-based lawyer. According to sources, he is a “top-notch and brilliant” practitioner, with a focus on tax, charitable and estate planning, along with other private client issues. The firm, however, does not have a dedicated website.
Laurelle Gutierrez
Also a part of McDermott Will & Emery LLP, Laurelle Gutierrez is highly regarded among colleagues for her bright and experienced practice. She focuses on estate and tax planning, philanthropy, and trust and estate administration. She is recognized for her “thought leadership” in the private wealth law sector. Like her colleague, M. Read Moore, she has no firm website available.
Theodore A Hellman
Part of Hanson Bridgett LLP, Theodore Hellman is celebrated for his vast experience in private wealth law. He is an expert in trust and estate planning, probate administration, and charitable giving.
Mark Weaver
Mark Weaver of Farella Braun + Martel LLP is a high-praised lawyer with international expertise. Handling a full suite of trust, estate, and succession issues for high-net-worth clients, Mark shows exceptional leadership and presents excellent client service. “He is very good with clients and is building a good team over there,” remarks a source.
Julie M. Kwon
Part of McDermott Will & Emery LLP without a firm website, Julie Kwon is lauded as an excellent practitioner. She handles international and domestic wealth planning, specializing in assisting clients with the relocation of funds and assets. She is highly appreciated for her responsive work manner.
Jill Dodd
Jill Dodd of Manatt Phelps & Phillips LLP advises high-net-worth individuals and families on estate planning and administration, focusing on philanthropic planning work. Jill is revered for her impeccable reputation and outstanding professional track record but has no official website for her firm.
Caitlin Carey
Caitlin Carey of Perkins Coie LLP is lauded for the personalized and sophisticated advice she provides to wealthy clients regarding tax issues, estate planning, and trust administration. Her ability to connect with clients and build trust is notable.
Paula Leibovitz Goodwin
Also at Perkins Coie LLP, Paula Leibovitz Goodwin is recognized for her ability to handle extremely complex planning and tax issues. She also provides assistance on trust and estate administration and probate matters to high-net-worth clients.
Danielle Zaragoza
Danielle Zaragoza at Shartsis Friese LLP is notable for her expertise in estate planning, trusts, and estate administration, and probate litigation. Known for her in-depth knowledge, responsiveness, and personal touch, Danielle’s clients speak highly of her ability to understand and communicate the preferred solutions.
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