Renee Gabbard is a partner in the Private Client Service Group in the Irvine office.
Ms. Gabbard’s practice focuses on privately held businesses, high net worth clients, and charitable organizations. Her areas of practice include 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. Ms. Gabbard has experience in business succession and wealth planning for high net worth families and families with concentrated stock, real estate, sports teams and/or privately held businesses. She is able to provide such services as she combines 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.
Publications include "Avoiding Tax Pitfalls and Family Conflicts When a Child is Trustee," "Drafting Estate Planning Provisions to Avoid Litigation", and "The Impact of the 2010 Tax Relief Act on Charitable Giving," published in Estate Planning Magazine and The Taxation of Exempts, all Warren, Gorham & Lamont, RIA Group Publications