Her practice is focused on estate planning for high net worth clients, clients with complex family structures and/or complex assets, international and cross-jurisdictional planning and irrevocable trust and tax planning. She also manages multi-faceted trust administration and probate matters and advises clients on charitable giving, including the negotiation and drafting of gift agreements.
Amy counsels individual clients, married spouses, registered domestic partners and legally unrelated life partners as well as multiple generations of families in all aspects of estate planning, including wealth transfer, estate tax freezing techniques, generation-skipping transfer tax planning, income tax planning, charitable giving and disposition of retirement assets.
Amy has extensive experience in designing and drafting irrevocable inter vivos trusts, including grantor retained annuity trusts, charitable split-interest trusts, irrevocable life insurance trusts, intentionally defective grantor trusts, and domestic non-grantor trusts designed to receive transfers of assets from non-resident non-citizen donors and/or foreign grantor trusts. Before earning her Master of Laws in Taxation in 2010, Amy practiced as a business litigator for ten years, with particular emphasis on trust and fiduciary litigation and real estate litigation.
Me in a minute
I particularly enjoy the logic-puzzle aspect of tax law.
As a former litigator, one of my goals in designing each client’s estate plan is to avoid ambiguities that might open the door to disputes in the administration phase. Working on the front end to understand clients’ needs and goals and to establish comprehensive plans rather than fighting after the fact gives me great professional and intellectual satisfaction. I particularly enjoy the logic-puzzle aspect of tax law and applying that in ways specifically tailored to each client.
State Bar of California, Trusts & Estates Section
Bar Association of San Francisco, Estate Planning, Probate and Trust Section
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