Genevieve M. Larson

Partner | San Francisco

Genevieve is a partner in the private client and tax team.

She counsels high net worth individuals on estate planning, business succession planning, philanthropy and probate and trust administration. Genevieve implements plans tailored to meet client objectives, whether to mitigate transfer or income taxes or limit risk of loss, through various trust structures. In addition, her experience includes guiding fiduciaries through all aspects of probate and trust administration, including settlement of disputes and probate litigation.

Genevieve also counsels and assists clients with their philanthropic endeavors, through the establishment of tax-exempt organizations, charitable trust structures or donor advised funds.

Genevieve also advises both public charities and private foundations on best practices in governance and operations, fundraising and tax compliance.

Her diverse client base includes entrepreneurs and executives, family businesses and owners, fund managers and investment professionals. For Genevieve’s clients, she provides business and tax advice structured specifically to the markets in which her clients are active. She has gained an understanding of the real estate and agricultural industry, in particular, wine and fruit and nut tree production. Her industry experience provides an understanding of the roles and responsibilities necessary to foster successful businesses, and the importance of tax strategies and effective, open succession plans to the long-term health of family-owned enterprises.

Genevieve was named a Super Lawyers Rising Star in 2015, 2017, and 2018.

Admissions

Publications

Memberships

Talks

State of California, 2005

US Tax Court, 2005

US District Court for the Northern District of California, 2005

Registered Foreign Lawyer in the UK, 2015

‘Same-Sex marriage Rules Reflected in Final IRC Regs’, Trusts & Estates Magazine, wealthmanagement.com, October 2016, co-authored

Is the Death Tax Killing American Family Farms’, Fortune.com, April 2015, quoted

State Bar of California, Trusts & Estates Section

San Francisco Estate Planning Council

Attorneys for Family-Held Enterprises

Family Firm Institute

‘All in the Family: Business Succession Planning,’ The Bar Association of San Francisco, December 2017

‘Growing It’, Women & Wealth Forum, Withersworldwide, San Francisco, November 2017

‘Keeping It in the Family: Business Succession Planning for the Family Business’, 25th Annual Estate & Gift Tax Conference in San Francisco, March 2017

Education


Languages


  • English

Dates


Joined

2014
Partner

2014

Recognition


San Francisco

505 Sansome Street,

2nd Floor,

CA 94111

View Office

Regularly works with...