R. Frederick CaspersenFarella Braun + Martel LLP, San Francisco, USAAreas of Practice: Agriculture Law, Business Organizations, Estate Planning, Probate & Estate Administration, Taxation Law Contact Information:
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Fred Caspersen is the head of the firm's St. Helena office. His practice focuses on the development and implementation of succession strategies for families and closely held businesses. He has a depth of experience with a variety of clients providing services, such as estate planning, will and trust drafting, and post-death estate and trust administration to meet his clients? objectives; entity selection and tax advice to achieve beneficial tax results for the plan; development of governance structures to facilitate bringing family members into the business; to provide professional and independent guidance to the family and other interested parties.
In St. Helena, Mr. Caspersen has been particularly active in working with families in the wine industry ? wineries, vineyard owners and vineyard managers.
Before moving to the St Helena office, Mr. Caspersen lived in Hong Kong for three years (1986-1989) and worked with one of the firm's largest clients at that time, Regent International Hotels, in all aspects of its hotel operations, hotel acquistions and dispositions, hotel financing and raising capital for its growth and expansion programs. Mr. Caspersen is a frequent lecturer on the efficient transfer of wealth from one generation to another. Bar Admissions California, 1972 U.S. Tax Court, 1975 Education Stanford Law School, Stanford, California, 1971 J.D. Coif Harvard College, Cambridge, MA, USA, 1964 A.B. Major: Physics Magna Cum Laude Published Works
Representative Clients Regent Beverly Wilshire Hotel, Beverly Hills, California Regent''s International Hotels Regent''s New York Hotel Professional Associations and Memberships California State Bar Association, Section of Trusts and Estates Bar Association of San Francisco; Chair, Tax Section, 1986 Bar Association of San Francisco, Section of Taxation, Section of Probate San Francisco Estate Planning Council afhe, Attorneys for Family Held Enterprises Certified Specialist in Taxation Law, State Bar of California |
