Practice Areas

Anderson Yazdi employs a broad, nimble service platform approach encompassing all things trust and estate. Our attorneys comprise a robust and diverse demographic group of practitioners drawing on over 200 years of combined practice experience.

Our core areas of practice include the following:

Estate Planning, Trusts + Wealth Transfer

Personal Service Backed by Sophisticated Technical Experts

The firm’s Estate Planning, Trusts & Wealth Transfer Group is well recognized throughout Northern California. Our attorneys combine practical knowledge and technical expertise to create effective, tax sensitive wealth planning and asset transfer arrangements.

Consistent with Silicon Valley’s demographics, our clients encompass a broad wealth spectrum – from estates comprised of a few million dollars to members of the Forbes 400. Members of the team provide sophisticated expertise in navigating a broad range of private wealth situations – from trusts, closely held entities (including corporations, limited liability companies and partnerships), real property owners, private equity and hedge investors to venture capitalists, as well as private and public charitable organizations. The increasing diversity of the Bay Area and California bring international clientele who include resident aliens and owners of assets located abroad.

The group also represents individual and institutional fiduciaries in the administration of decedents’ estates and trusts. The majority of the estates involve Federal Estate Tax Return compliance, necessitating tax controversy practice before the Internal Revenue Service Estate and Gift Tax Division.

Areas of expertise include:

  • Formation and capitalization of family business succession entities, including partnerships, LLCs and closely-held  corporations
  • Intergenerational dynastic trust planning for high net worth individuals
  • Intricate split interest residence and grantor-retained annuity trusts
  • Transfer tax advocacy before the IRS Estate & Gift Tax Division
  • Family transactional work involving co-tenancies and entity discount planning
  • Mixed property will and revocable trust planning for US citizens and resident aliens
  • Irrevocable lifetime grantor trust planning
  • Personal tax counseling—including transfer (estate and gift), income and property tax
  • Estate and trust administration
  • International estate planning (representing resident and non-resident aliens and owners of assets located outside of the United States)
  • Court conservatorship, special needs and incapacity planning
  • Tax exempt organizations (including formation and counseling of public charities, private foundations and charitable split interest trust planning)
  • Real property transfer (encompassing entity formation, succession and transfer tax-sensitive family transactions and property disposition incident to estate administration)
  • Complex charitable split-interest trusts