Naomita Yadav

Partner | San Francisco

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

She has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents.

Naomita advises families with generational wealth in the context of changing circumstances and passage of time such as multi-generation wealth planning for family members who are beneficiaries of trusts settled by prior generations. This particular mix of experiences and knowledge enables Naomita to act as a proficient adviser for the globally mobile high net worth family.

Naomita is an active member on the American Bar Association’s Real Property, Trust and Estate Law Section and serves as vice chair on the Farmers, Ranchers and Natural Resources Committee.

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Secretary Katie Gradwohl

+1 415 549 2466

Focus areas

Elderly and vulnerable people

Families and family offices

Trustees, executors and fiduciaries

North America

Admissions

Publications

Memberships

Talks

California - 2011

‘Checking Out of Hotel California,’ Tax Notes State - July 18, 2022, author

‘Estate Administration of Cryptocurrencies,’ Tax Notes Federal - March 14, 2022, author

‘Fall 2021 Issue,’ Michigan Alumnus - September 24, 2021, featured

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ABA RPTE - Vice chair, Farmers, Ranchers and Natural Resources Committee

‘Qualified Small Business Stock,’ American Bar Association Tax Section’s Virtual Fall Tax Meeting 2021 - September 23, 2021, panelist

‘Trusts as Owners of a Closely Held Business Entity,’ American Bar Association Tax Section’s Virtual Fall Tax Meeting 2021 - September 23, 2021, panelist

‘Community Property: Impact on Marital Rights and Estate Planning,’ Minnesota CLE 2021 Probate & Trust Law Section Conference - June 8, 2021, speaker

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Me in a minute

I like to connect the dots…

Personal planning requires an understanding of both the objective aspects and subjective goals of an individual. I see my role as providing the best ‘how’ to enable my clients to achieve multi-layered economic and non-economic goals concerning family, charity, and business. I leverage my breadth of experience in tax, ranging from corporate and partnership to personal income, trusts and estates, to create an optimized solution for my clients.

Education

Yale University, cum laude, B.S.
University of Michigan, M.B.A.
University of Michigan Law School, cum laude, J.D.

Languages

  • English

Dates

Joined

2021

San Francisco

909 Montgomery Street,

Suite 300,

CA 94133

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Insight

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Meet the team