Phil Feldman is one of the preeminent estate planning practitioners in the Bay Area and is the senior member of the firm's Family Wealth practice. Phil brings over 30 years of experience in designing wealth management and transfer strategies for high-net-worth families. His practice includes income, gift and estate tax planning, trust and probate administration, and philanthropy.
Phil is an expert in representing individual and institutional fiduciaries in trust and estate administration and resolution of disputes. He has represented numerous clients in controversies with the Internal Revenue Service and California tax authorities, and has appeared in most of the probate courts in the Bay Area. Phil's clients value his unique ability to provide practical and highly strategic solutions to very complex tax and estate planning goals.
Phil Feldman is one of the preeminent estate planning practitioners in the Bay Area and is the senior member of the firm's Family Wealth practice. Phil brings over 30 years of experience in designing wealth management and transfer strategies for high-net-worth families. His practice includes income, gift and estate tax planning, trust and probate administration, and philanthropy.
Phil is an expert in representing individual and institutional fiduciaries in trust and estate administration and resolution of disputes. He has represented numerous clients in controversies with the Internal Revenue Service and California tax authorities, and has appeared in most of the probate courts in the Bay Area. Phil's clients value his unique ability to provide practical and highly strategic solutions to very complex tax and estate planning goals.
