Ms. Greenberg has practiced for over 20 years in the areas of estate planning and trust administration. She has deep expertise in tax analysis and gift and estate tax return preparation. Ms. Greenberg builds tax minimization strategies, including estate freeze transactions, tailored to meet client objectives through various trust structures. In addition, she has extensive experience guiding fiduciaries through all aspects of probate and trust administration. Her industry experience provides an understanding of the roles and responsibilities necessary to foster successful family wealth planning.
Ms. Greenberg is admitted to practice in both California and New York, and is a member of the California Bar Association, Trusts and Estates Section, and the Marin County Estate Planning Council.