Representative Experience

Represented widow of highly successful investor in negotiating confidential settlement believed to be among 2014’s largest litigated estate matters. Case presented novel, complex conflicts of law, state taxation and multistate residence issues.

Serving as trustee of approximately 30 family trusts valued in the hundreds of millions of dollars for multiple branches of a family, handle competing interests, provide long-term planning advice and negotiate resolution to conflicts while avoiding litigation.

Represented hedge fund and private equity investors in establishing trusts to benefit children and future generations—entirely transfer-tax exempt—and save clients’ families hundreds of millions of dollars in transfer and income taxes.

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  • Serving as co-trustee of ongoing trusts and charitable foundation created by widow of community and business leader with extremely substantial assets and providing strategic advice on matters involving cultural institutions and long-range tax planning.
  • Won unanimous decision by California’s State Board of Equalization completely abating proposed $10 million assessment against husband and wife clients in a case involving complex residency and source-of-income issues.

Practice Area Highlights

Team lawyers received Chambers USA, Wealth Management—National (2006 – 2016) and Chambers’ inaugural international High Net Worth Guide, National and Private Wealth—Northern California & Western Region USA (2016-2017) recognition.

Pillsbury’s ETTP practice was ranked Tier 1 by U.S. News & World Report/Best Lawyers in 2015 and our ETTP lawyers have ranked annually since 2006.

Team members are recognized by The Legal 500 U.S. and most of our ETTP partners are peer-selected members of the prestigious American College of Trust and Estate Counsel (ACTEC).