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KATE CLAIR FREELAND has been practicing law in California since she graduated from Yale Law School in 1970. Her work has focused on providing a full range of business and transactional services, with an emphasis in complex estate planning for business owners and other high net worth individuals. Her work includes financial and tax analysis of business transactions and the integration of estate planning goals of principals. | vCard

STEVEN A. COOPER received his law degree from Columbia University in 1973, where he was a Harlan Fiske Stone Scholar, and his undergraduate degree in accounting from the University of Virginia. He focuses on complex finance and equipment leasing transactions involving vessels, railroad rolling stock, transportation equipment and capital assets. He also has extensive experience in mergers and acquisitions, real estate transactions and the structuring and financing of startup and emerging companies. | vCard

STEWART H. FOREMAN graduated from University of California, Hastings College of the Law in 1974. He is an experienced trial lawyer specializing in litigating, arbitrating and mediating complex business and trust cases and was the former Chief of Complex Litigation for the City of San Francisco. Stewart's cases also involve energy, utility and natural resources matters. He is experienced in handling matters before the Federal Energy Regulatory Commission and works with hydroelectric and natural gas pipeline clients. He is experienced in negotiating with governmental natural resource agencies and environmental groups.  Stewart is on the mediation panel for the United States District Court, Northern District of California, and a facilitator trained by the United States Institute for Environmental Conflict Resolution. | vCard

MARK I. SCHICKMAN received his Bachelor of Arts and Juris Doctorate degrees from Columbia University, where he was a Harlan Fiske Stone Scholar and the recipient of Columbia’s Whitney North Seymour Medal for Distinguished Trial Advocacy. He has held numerous elected bar positions, including service as President of the Bar Association of San Francisco, and Governor of the State Bar of California. He is the immediate past chair of California’s Judicial Nominees Evaluation Commission. For the past 30 years, he has concentrated on employment and labor law, litigating every type of employment matter and providing advice in avoiding liability for discrimination, harassment, wrongful termination, union related charges and all other aspects of the employment relationship. He is a member of the American Arbitration Association’s select panel of employment arbitrators, a member of the Board of Governors of the American Bar Association and is the Editor of the California Employment Law Letter. | vCard

BETH L. KRAMER received her J.D. cum laude from Boston University School of Law in 1985 where she was named a Paul J. Liacos Distinguished Scholar and her undergraduate degree from State University of New York at Binghamton in 1982 with a B.S. in Economics and a B.A. in mathematics. She is a member of the State Bars of California, New York, Massachusetts and the District of Columbia, and is admitted to practice before the United States Tax Court. She served as past President of Probate and Trust Sections of both the Bar Association of San Francisco and the Marin County Bar Association, and is co-author of the Estate and Gift Tax Chapter of CEB's California Estate Planning Treatise. A Certified Specialist in Estate Planning Trust and Probate Law by the State Bar of California Board of Legal Specialization, Superlawyer Magazine has identified her as a Probate and Estate Planning Superlawyer, and one of the Top 50 Female Attorneys in Northern California. Beth focuses her practice on tax and non-tax aspects of estate planning, including structuring wealth transfers to charitable and non-charitable recipients, forming family business entities, administering estates and trusts, and representation in connection with estate and gift tax returns. | vCard

DANIEL T. BERNHARD received his J.D. from Georgetown University in 1982, an M.A. from Stanford in 1979, and his A.B. from Cornell in 1974. Dan is an experienced litigator specializing in trials and mediations. In private practice he has successfully represented Fortune 500 companies, closely held corporations, municipal entities, partnerships and individuals in a variety of complex business disputes. Dan was also a Deputy City Attorney for the City and County of San Francisco where he chiefly represented the City as a plaintiff, helping it to recover hundreds of millions of dollars. Dan's cases commonly involve investment disputes, business frauds and torts, Trust disputes and related litigation, as well as regulatory claims under state and federal law. | vCard

FRANK F. HUANG graduated cum laude from Boston University School of Law in 1997 and received his undergraduate degree from Brown University in 1994. Frank's practice focuses on corporate transactions, mergers and acquisitions, general business advice and real estate throughout California and the Pacific Rim. He also has experience representing startup and emerging companies and advising clients on securities law compliance and offshore investments and transactions. | vCard

PETER L. DMYTRYK graduated cum laude from Harvard Law School in 1984, after receiving his bachelor's degree in accounting with highest honors from the University of Delaware in 1979. He serves as counsel to high net worth individuals and families, business owners and related entities, including nonprofit organizations, in the areas of estate planning, trust and estate administration, taxation, and business planning and transactions. His practice particularly focuses on complex estate, tax and business planning in order to achieve clients' unique and diverse objectives in an integrated and comprehensive manner. | vCard

CATHLEEN S. YONAHARA received her law degree from the University of California, Hastings College of Law in 1999. She concentrates her practice on labor and employment law, including Title VII, FEHA, ADA, ADEA, FMLA, CFRA, and the California Labor Code. Cathleen has represented clients before federal and state courts, the EEOC, the DFEH, the California Labor Commissioner and other government agencies. Her employment litigation practice includes claims of discrimination, harassment, failure to accommodate, retaliation, wrongful termination, unfair competition, wage and hour violations, and breach of contract. Cathleen's practice also includes counseling clients on all aspects of the employment relationship from hiring to termination. Cathleen is an experienced speaker on labor and employment law matters, such as complying with California employment laws, preventing sexual harassment, legally managing leaves of absences, and wage and hour compliance. She is Assistant Editor of the California Employment Law Letter. | vCard


THEA BEATIE ELIOT, J.D., LL.M. has practiced in the areas of trust and estates and tax since 1995.  She began her career at a boutique firm in San Francisco.  When that firm formed a joint venture with what is now the largest regional accounting firm in the Bay Area, Thea was asked to head up the new firm's estate planning divisionThere, she created multi-disciplinary estate and financial plans for affluent clients, including dot-com founders and Fortune 500 CEOs.  By age 28 she was an equity partner, and by age 31 she was president of the company.  Prior to joining the firm in 2013, Thea was a name partner at an Oakland law firm and ran her own practice in Marin for over 7 years.

Thea earned her Bachelor of Arts at Reed College in Portland, Oregon, where she majored in Comparative Literature, and studied art history and literature at the University of Paris, Sorbonne.  She earned her Juris Doctor cum laude at Seattle University School of Law where she received the Cheney Legal Writing award and served on Law Review.  Thea also earned her Masters of Law in Taxation with honors at Golden Gate University School of Law. | vCard


ELI R. COFFINO received his J.D. in 2006 from Cardozo School of Law in New York City and his B.A. in Economics from the University of California Los Angeles in 2001. His practice focuses on trust and estate planning and administration. While in law school, Eli worked with the United Nations High Commissioner for Refugees in Lusaka, Zambia and New York headquarters. He was also the Senior Articles Editor of the Cardozo International Law Journal. Following law school, Eli was a judicial clerk for the Honorable Judge John Dearman in the Probate Department of the San Francisco Superior Court. He is a past Chair of the Estate Planning, Probate and Trust Section of the San Francisco Barristers Club. | vCard


DAVID C. YOUNG received his law degree from University of California at Los Angeles in 1991 and his undergraduate degree in accounting from Georgetown University.  His practice focuses on estate planning for high net worth individuals and business owners, with an emphasis on sophisticated planning designed to accomplish personal goals and to minimize taxes.  In connection with trust and estate administration, David advises beneficiaries, trustees and executors regarding tax considerations, distribution decisions, dispute resolution and other issues. | vCard




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