Phone: 415-464-8855, ext 406
Wendy M. Greenberg is a partner in the Larkspur office of Bancroft & McAlister. Wendy’s practice involves all aspects of estate planning and trust administration, and she has extensive experience in tax analysis, tax minimization strategies (including complicated estate freeze transactions), and gift and estate tax return preparation.
Wendy has 18 years of experience in the field of trusts and estates, twelve of which were spent in the Trusts, Estates, and Nonprofits group at Morrison & Foerster. Wendy received her J.D. from the University of San Francisco School of Law in 1998, where she served as a member of the University of San Francisco Law Review, and received her B.A. from the University of California, Santa Barbara in 1995.
Wendy is a member of the California Bar, the New York Bar, the Trusts and Estates Section of the California Bar Association, the Marin County Bar Association, the Marin County Estate Planning Council, and the Bar Association of San Francisco.
Areas Of Practice: Trusts and Estates
Bar Admissions and Memberships: California, New York
Education: University of California, Santa Barbara, B.A., 1995, University of San Francisco School of Law, J.D., 1998
Professional Organizations: Marin County Bar Association, Marin County Estate Planning Council, Bar Association of San Francisco