Faith H. Liveoak

Practice Details

• Firm Information
  Position

  Associate

  Firm Name

  Snell & Wilmer L.L.P.
• Representative Cases & Transactions
  Cases

  Representative Experience: Estate Planning
  Trust
  Estate Administration: Assist clients with drafting
  funding basic estate plans (e.g., Trust, Will, Advance Health Care Directive, et al.)
  complex multi-generational estate plans (including Multigenerational Trusts
  Spousal Lifetime Access Trusts
  Grantor Retained Annuity Trusts
  Intentionally Defective Grantor Trusts
  Incomplete Gift Trusts
  et al.).
  Assist clients with prenuptial agreements, transmutation agreements,
  other issues relating to community
  separate property.
  Represent Personal Representatives in California Probate Administrations.
  Represent fiduciaries
  beneficiaries in Trust Litigation, including preparing reports/accountings to the Court, ex parte petitions, discovery, motions to seal, pleadings, etc.
  Advise clients on closely held business restructuring.
  Prepare
  files Estate
  Gift Tax Return.
  Advise Trustees
  fiduciaries on ethical
  fiduciary obligations to beneficiaries.
  Federal, State
  Local Tax Planning
  Audit: Provide guidance on California's Income Taxation of Non-Grantor Trusts.
  Advise grantors
  fiduciaries on Federal
  California income tax consequences of trust
  estate planning.
  Advise individuals on state tax consequences of California residency
  exit planning.
  Represent individuals
  entities in CA Franchise Tax Board audits.
  Represent real property owners in Property Tax Assessment Appeals.
  Represent employers in California Employment Development Department (Employment Tax) Audits.
  Advise U.S.
  non-U.S. persons on inbound/outbound transactions
  U.S. reporting obligations.