Genevieve Larson has joined Withers in San Francisco as a partner, with effect from November 2014.
She joins from Farella Braun + Martel, where she has worked for the past 6 years as a Family Wealth Attorney.
Genevieve counsels individual clients on estate planning, business succession planning, philanthropy and probate and trust administration. To implement plans tailored to meet the objectives of clients in disposing of assets in a tax efficient manner, she drafts sophisticated revocable trusts and irrevocable trusts. She also assists clients in succession planning for family owned business entities, including the implementation and maintenance of governance systems designed to meet the family objectives. 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 public charities and private foundations. She assists clients in establishing tax-exempt organizations and obtaining federal and state tax exemption. Her practice includes advising organizations on best practices in governance and operations, fundraising and tax compliance.
For many clients, Genevieve provides business and tax advice structured specifically to the markets in which her clients work. She has gained a deep understanding of the agriculture industry, and in particular, the wine and fruit and nut tree production. With clients located throughout California’s vast agricultural hot beds of Napa, Sonoma, Sutter and Mendocino counties, her industry experience provides an understanding of the roles and responsibilities of successful businesses, and the importance of tax strategies and effective, open succession plans to the long-term health of a family-owned business.
May, May & Merrimans and Lincoln’s Inn solicitors, Hunters, are to merge with effect from 1st April 2015. The combined firm will have 120 staff and a total of 530 years’ experience (Hunters was founded in 1715, and May, May & Merrimans, founded in 1786).
The firm will be known as Hunters, incorporating May, May & Merrimans, and the main office will be at 9 New Square, Lincoln’s Inn.
Hunters has practised from its 17th century premises in Lincoln’s Inn for almost 300 years, a mark of the firm’s stability and permanence. This continuity is reflected in the lasting service given to clients old and new. The firm concentrates on looking after its clients’ individual needs; a partner is personally responsible for every client. This special relationship, often built up over many years, is the bedrock of the practice.
Similarly, May, May & Merrimans’ approach is client-based, offering the personal attention of one partner to the client’s overall objectives, while calling on the expertise of specialist colleagues as required. Great importance is attached to establishing and maintaining long-term relationships with clients, and many clients have been with the firm for generations.
Richard Taylor, Senior Partner at May, May & Merrimans said:
“We believe our two firms to be an ideal fit in terms of focus, ethos and commitment to providing a high quality and cost effective service to clients. By joining forces we will produce one of the largest private client departments in the country, with the expertise and resources required to maintain the highest standards in what has become a very specialist area.”
Paul Almy, Senior Partner at Hunters said:
“It is our responsibility to keep evolving so that we continue to be a leading Lincoln’s Inn law firm for many generations to come. May, May & Merrimans have an exceptionally strong private client department and a very well established property practice. Their team will provide us with significant strength in depth ensuring that we continue to offer a comprehensive service to all of our clients.”
Justin Ripman has been promoted to Senior Partner at Mills & Reeve
Justin joined Mills & Reeve in 1991 and is a private tax and landed estates expert. He has previously headed-up the firm’s private tax team and has been a key player in building private client work as a core sector at Mills & Reeve.
He is a member of the Country Land and Business Association, National Tax Committee. He also sits on the Society of Trust and Estate Practitioners (STEP) Technical Committee.
The Manchester office of UK law firm Gateley has welcomed a team of four lawyers to its Private Client team with the appointment of partner, Philip Laidlow, solicitors Leanne Booth, Saadia Javed and a further solicitor to arrive in January on completion of maternity leave.
Philip is a leading industry figure and has had a number of articles and books published. He is author of Tolley’s Tax Planning for Post-death Variations, editor of Tolley’s Tax Havens and regularly contributes articles to a range of industry journals. He is also a founder member of the Society of Trust and Estate Practitioners (STEP) and a former chairman of its Manchester and East Midlands branches.
The team will work alongside wealth management firms, financial advisers and accountants, advising clients throughout the UK on tax and estate planning matters. They have a strong relationship with a FTSE 100 wealth management company. The team also has a particular niche in care fee planning and an Isle of Man practice.
Philip Laidlow commented: “This is an exciting time to be joining the firm and I look forward to developing our service offering. Boasting a range of specialities, the Manchester and wider team is well placed to meet the legal and financial advisory needs of the individuals we represent.”
Clarke Willmott has recruited Jane Halton as a Partner in the Private Client Team. She joins from Gateley LLP in Birmingham, where she worked in the Private Client Team for the last 14 years.
Jane specialises in wills, trusts, estate planning, estate administrations and powers of attorney. She also deals with the creation and administration of trusts, as well as dealing with the winding up of complex and taxable estates.
- Working with Accountants and Financial Advisors to produce Estate Planning Solutions for those clientswho have sold businesses and related generational planning.
- Deputyship applications and addressing the need for a statutory will.
- The Administration of estates subject to Inheritance Tax using Deeds of Variation where appropriate.
Jane will be working alongside Anthony Fairweather, Liz Smithers and Carol Cummins who are supported by a further 13 lawyers, paralegals and administrative assistants.
Anthony Fairweather, Partner and Managing Director of the Private Client team, said: “I am delighted that Jane has joined us to further strengthen our presence in the Bristol market where our client focused clear thinking approach has led to a 65% growth in turnover in the last three years making us one of the largest Private Client teams in the area”.
McDermott Will & Emery has announced that 33 attorneys will become partners, effective January 1, 2015.
McDermott’s new partners include the following tax/private client lawyers:
Matthew Boch, Chicago – State and Local Tax
Jeffrey Ekeberg, Chicago – U.S. and International Tax
Matthew Herrington, London – U.S. and International Tax
Toni Ann Kruse, New York – Private Client
Patrick McCurry, Chicago – U.S. and International Tax
Victoria Pambianco Ose, Chicago – Private Client
Michael Rosen-Prinz, Los Angeles – Private Client
Dhana Sabanathan, London – Private Client
Shu-Ping Shen, New York – Private Client
Maclay Murray & Spens has welcomed back Alexis Graham.
She had been with the Firm from 2006 to April 2014, working as an Associate Solicitor. She then spent 6 months with Turcan Connell Group before returning in October to MMS as a partner.
Alexis is primarily based in the Glasgow Office. She deals with estate planning, executry administration, trust administration, asset protection and Wills and Powers of Attorney. Her specialism is contentious executry administration, including dealing with private company shares and complex family dynamics. She also advises business owners and entrepreneurs’ in relation to tax planning and asset protection.
Deloitte will acquire leading family enterprise business, Peter Leach & Partners, with effect from January 2015.
Since its establishment in 2008, Peter Leach & Partners have built a strong global reputation, offering family business consultancy services to entrepreneurial families. They have supported successful family businesses with succession planning, the development of family constitutions, and philanthropy services. The acquisition will make it easier for these family businesses to access Deloitte’s other services including corporate finance and real estate services.
Claire Webster, head of Deloitte’s Private Client Services team said: “I am delighted to announce that we will be welcoming two new partners to our firm, Peter Leach and Alexandra Sharpe. With over 30 years of experience, Peter is considered the ‘founding father’ of family business thinking in the UK. Alex is recognised as a leading authority on family business and specialises in succession planning and governance issues. We believe that this acquisition gives Deloitte the leading family business consulting team.”
Government research shows there are 858,000 family businesses in the UK*, highlighting the important role they play in the British economy. Peter Leach & Partners’ expertise will ensure family businesses continue to be successful and harmonious through the generations.
Webster adds: “In addition to the challenges faced by established family businesses, globally we are also seeing many entrepreneurial family businesses face the prospect of generational change for the first time. Many family businesses were created following the widespread economic and political change of the last 30 years. Now the sons and daughters will take over the business and this highlights the importance of succession planning to ensure this process goes smoothly.”
Peter Leach said: “I am excited to be joining Deloitte. This is a new adventure which will allow us to share our specialist expertise in family businesses, family offices and family philanthropy with a broader audience. This is a great opportunity to integrate with a leading business advisory firm. Considering the enormous growth potential of this market, combining our forces will enable us to provide our clients with a broader range of services, which will benefit them.”
Peter Leach & Partners have established a strong market position internationally, in particular in the UK, the Middle East and Asia. Prior to launching his own practice Peter was a Partner at BDO in London, where he worked for 37 years.