10 September 2020 - Podcast
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 is an Accredited Estate Planner® (AEP®), a designation awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements. She holds a Martindale-Hubbell® AV Rating and 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
‘Facing change: Current United States tax and estate planning ideas,’ Withers Insight - August 11, 2020, co-author
‘Resilience amid the coronavirus and its economic effects in the US,’ Withers Insight - March 19, 2020, co-author
‘Paths to privacy on the road to real estate transactions,’ Daily Journal’s ‘Wealth with Withers’ column - December 19, 2019, co-author
ACCREDITED ESTATE PLANNER® (AEP®) designee, National Association of Estate Planners & Councils
State Bar of California, Trusts & Estates Section
Board of Director, San Francisco Estate Planning Council
American Bar Association - Real Property, Trust & Estate Law Section
Vice Chair, American Bar Association - Real Property, Trust & Estate Law Section, Digital Property Committee
‘Withers talks: families and family office | Ep 3 - Opportunities for planning in a low interest environment,’ Withersworldwide podcast - September 10, 2020, speaker
‘Looking Ahead: Identifying opportunities with intra-family loans,’ Withersworldwide webinar - June 22, 2020, co-presenter
‘Wine Not? California’s New Decanting Act,’ San Mateo County Bar Association Estate Planning & Probate Section, October 10, 2019, co-presenter
Education
Languages
- English
Dates
Joined
2014
Partner
2014
