|By Marketwired .||
|January 6, 2014 11:30 AM EST||
BURLINGAME, CA -- (Marketwired) -- 01/06/14 -- A preeminent group of Northern California wealth planning attorneys is pleased to announce the formation of their firm, Anderson Yazdi Hwang Minton + Horn LLP, effective January 1, 2014. The firm immediately becomes one of the largest and most experienced wealth advisory-focused law firms in California, with a dozen attorneys delivering sophisticated advisory and controversy-related services to a diverse base of high net worth clients.
The team of 28 attorneys, paralegals and staff were previously with the firm Carr McClellan Ingersoll Thompson & Horn, where they comprised essentially the entire estate planning and administration practice and much of the trust and estate litigation group. The new firm includes former Carr McClellan name partner Albert J. Horn, who joins Anderson Yazdi as a founder/emeritus partner. It includes a full-service advisory practice as well as a leading controversy practice, representing both plaintiffs and defendants on trust, estate, and fiduciary litigation.
"The formation of our new firm comes at an optimal time, enabling us to even more effectively meet our clients' needs, as well as seize new opportunities in this very dynamic and growing market for wealth-related legal services," said Steven D. Anderson, managing partner. "Feedback from clients, the vast majority of whom will be joining us at the new firm, has been extremely positive. We remain deeply committed to serving as their trusted advisors, and adapting and evolving based on the changing dynamics of high net worth-related matters such as asset protection, privacy and their increasing cross-border needs."
The firm retains its deep commitment to civic and professional leadership, and its partners hold leadership positions in a wide range of California-based organizations. The partners are:
Steven D. Anderson
Steve leads one of the most sophisticated estate planning practices in Northern California. For more than 25 years, he has designed and implemented virtually every type of estate planning mechanism for high-net-worth families and individuals. He also counsels nonprofit organizations in all aspects of sophisticated planned giving. Among his many professional and civic leadership positions, Steve is Vice President of the San Francisco Estate Planning Council and a life member of the Board of Directors of Peninsula Family Service. Steve has been named a Northern California Super Lawyer from 2005 through 2013.
For more than 20 years, Golnar has been a trusted advisor to high net worth families and individuals. She uses sophisticated estate planning strategies to help clients achieve their personal and business wealth transfer objectives while minimizing the impact of estate, gift and generation skipping taxes. Golnar is the vice-chair of the board of trustees of the Mills Peninsula Hospital Foundation, on the advisory board of Peninsula Family Service of San Mateo County, as well as a former board president of the Legal Aid Society of San Mateo County. She has been named a Super Lawyer from 2009 through 2013, and one of the Top 50 Women Northern California Super Lawyers from 2012 through 2013.
Sinclair counsels individuals and families in the implementation of various estate planning techniques, from revocable living trust planning (with particular sensitivity to separate property and community property issues and the minimization of estate, gift and generation-skipping transfer taxes) to complex wealth transfer strategies. He has also successfully represented clients in estate tax and gift tax audits, trust reformation proceedings and requests for private letter rulings. Sinclair has been named a Rising Star by Super Lawyers from 2009 through 2013.
John D. Minton
John is a seasoned litigator with extensive courtroom experience, whose practice focuses exclusively on trust, estate and fiduciary litigation. He has handled a wide variety of matters for individuals and institutional fiduciaries, including trustee removal and surcharge actions, trust and will challenges, financial abuse and trust-related accounting issues. He is a former business litigator with a premier global law firm.
Albert J. Horn
One of Northern California's foremost trust and estate planning lawyers, Albert has more than 50 years of experience advising families on strategies to acquire wealth, preserve it and transfer it from one generation to the next. His background in business, tax and estate planning has made him a sought-after expert in succession planning for family-owned businesses. He is a valuable mentor and resource for the firm's younger colleagues.
"I am deeply proud and excited to be a part of this group of enterprising and highly talented attorneys in forming our new firm," said Horn. "Our focus and commitment remains unwavering: to help clients grow their wealth and pass it on to future generations while minimizing the impact of taxes."
Anderson, Yazdi, Hwang, Minton + Horn LLP attorneys advise and advocate on behalf of high net worth individuals and families in many areas of wealth and asset management. The firm also advises on the formation and administration of public and private foundations as well as charitable trusts.
The firm's new contact information is:
320 Primrose Road
Burlingame, California 94010
For more information, please visit http://www.andersonyazdi.com.
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