1.5 Participatory MCLE; 1.5 Legal Specialization in Taxation Law

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.

Steven L. Walker is Certified Specialist in Tax Law by the California Board of Legal Specialization, and Fellow of the American College of Tax Counsel. He is a tax attorney and handles tax controversies involving the IRS and state taxing agencies. Mr. Walker is an Adjunct Professor of Law at the University of San Francisco in the LLM (Taxation) program, and Former Chair of the Taxation Section of the California Lawyers Association. He also is a former attorney at the Office of Chief Counsel, Internal Revenue Service.
 
He is personable and knowledgeable and known for providing skilled advocacy and expertise.
 
Prior to establishing his own firm in 2010, he was a Partner at the international law firm of McDermott, Will & Emery in Palo Alto, CA, an Associate General Counsel for a publicly-traded technology company in Silicon Valley, and an associate at the international law firm of White & Case LLP.  Mr. Walker has over 30 years of experience, and is well-liked by clients, respected by government officials, and has achieved successful results.

Elizabeth Mackey-Sall, Moderator