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.

Secretary Olivia Azevedo

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

‘For Private-Client Lawyers, Newly Wealthy Startup Clients Bring Fresh Challenges, Opportunities,’ Multiple publications: The American Lawyer, New York Law Journal, The Recorder, and Legaltech News, May 29, 2019, quoted

‘Riding the Pre-IPO Wave to Estate Planning,’ Recorder, May 9, 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

‘Wine Not? California’s New Decanting Act,’ San Mateo County Bar Association Estate Planning & Probate Section, October 10, 2019, co-presenter

‘Cryptocurrency for Estate Planners,’ American Bar Association Real Property Trust and Estate Law eCLE - April 30, 2019

‘Blockchain and the Private Client,’ California Lawyers Association webinar - January 9, 2019

Education


Languages


  • English

Dates


Joined

2014
Partner

2014

Recognition


San Francisco

505 Sansome Street,

2nd Floor,

CA 94111

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