Genevieve M. Larson

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.