Renee M. Gabbard

Renee provides her clients—including privately held businesses, high net worth clients, and charitable organizations—a wide range of legal services including all aspects of income, capital gains, gift and estate tax planning, charitable planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, insurance planning, trust tax planning, and trust administration. Her experience includes business succession and wealth planning for high net worth families and families with concentrated stock, real estate, sports teams and/or privately held businesses. Renee provides these services by combining two disciplines, the Federal Gift and Estate Tax with the formation and taxation of privately held pass through entities such as limited partnerships, LLCs, and S Corporations. Renee lectures and teaches frequently. She is a former adjunct professor at both Chapman Law School and Golden Gate University’s Masters in Taxation program.