Jennifer Scharre is a Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. Jennifer’s practice focuses on sophisticated wealth transfer strategies for high net worth clients, including founders, individuals at startups, and clients with large real estate portfolios. Jennifer’s prior practice at a boutique trusts and estates firm makes her uniquely equipped to solve both the legal and tax issues that families face as well as the practical issues of family dynamics, succession planning, and wealth preservation.

Her estate planning practice includes working with clients to develop and execute their legacy goals, including drafting estate planning and entity documents. She also represents fiduciaries and beneficiaries in all aspects of trust and estate administration, including preparation of trust accountings and estate and gift tax returns. Jennifer also provides advice on property tax issues for clients with large real estate portfolios and provides strategies to limit reassessment.

Jennifer is a prolific speaker and provides informative presentations regarding estate planning, charitable giving, and special needs issues to professional organizations and her local community. She has been a Lecturer at both Santa Clara School of Law and UCSC Extension.Jennifer served as an extern to United States Bankruptcy Judge Arthur S. Weissbrodt (Ret.) in the United States Bankruptcy Court, Northern District of California. Jennifer earned her J.D. from Santa Clara University School of Law in 2015. She earned her Bachelor of Accountancy from the University of San Diego in 2012, where she was on the Dean’s List.

She serves on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association and on the Board of Trustees of the Silicon Valley Bar Association (SVBA), where she is also Treasurer. She previously served as Executive Committee Chair and Education Co-Chair of the SVBA. Jennifer is a member of the Estate Planning, Trust and Probate Section of the State Bar of California, as well as on the Board of Directors of the 5 Buckets Foundation.

Steven L. Walker is a tax attorney based in San Jose, California, with over 30 years of experience representing clients in complex tax matters. He advises individuals and businesses on federal, state, and local tax controversies, including audits, appeals, litigation, and collections. His practice includes both civil and criminal tax matters, with a focus on international tax compliance, voluntary disclosures, and offshore issues.

Steven also handles state tax matters before the California Franchise Tax Board, the California Department of Tax and Fee Administration, the Employment Development Department, and the Office of Tax Appeals. Additionally, he offers guidance to clients, attorneys, and professionals on bankruptcy-related tax issues. Known for his personable approach, he combines skilled advocacy with deep technical knowledge.

Before founding his own firm in 2010, Steven was a Partner at the international law firm McDermott, Will & Emery in Palo Alto, an Associate General Counsel for a publicly traded technology company in Silicon Valley, and an associate at White & Case LLP. He is a former attorney at the IRS Office of Chief Counsel and worked at the California Franchise Tax Board. He is highly regarded by clients and respected by government officials for achieving successful results.