Areas of Practice
706 estate tax returns
Wills and trusts
Advanced planning strategies
Marc is an associate in GVM’s Estate Planning and Trust Administration Departments. Marc’s practice focuses on helping trustees and fiduciaries with advanced and complex trust administrations, including the preparation of 706 estate tax returns for taxable and non-taxable estates and complex fiduciary accountings. Marc also advises executors and personal representatives and assists them throughout probate proceedings.
Marc’s background and experience in complex administrations gives him a unique advantage and perspective as an estate planner. That perspective helps him to advise clients on practical, cost-efficient solutions that seek to avoid the many issues he frequently sees during trust administrations.
As an estate planner, Marc performs basic estate planning as well as more complex estate planning, including assisting the group of senior partners with asset and note modeling as well as the preparation of irrevocable trusts and advanced planning for individuals and families with significant wealth who face serious estate, income, gift, and property tax implications.
University of California, Irvine – B.A., Political Science, 2008
Loyola Law School, Los Angeles – J.D., 2014
Napa Valley Bar Association
Napa Valley Young Lawyers Division – Board Member
California - 2015
Joined the Firm