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Judith Gordon

Estate Planning Advisor

Judy joined the firm in 2016 after a 35 year legal career in sophisticated estate and gift tax planning, charitable planning, and probate and trust administration. She provides consulting advice for private clients and advisors on wealth transfer strategies, tax planning opportunities, and trust and estate administration.

Judy lives in Palo Alto.

Education
  • BA in Psychology, University of Florida
  • JD, Georgetown University
  • Tax LLM, New York University
Connect
LinkedIn
Articles
Property Taxes: The Often-Overlooked Transfer TaxSatisficers Versus MaximizersPlanning for Qualified Small Business Stock Treatment: Back on the Front BurnerIRS Releases Additional Guidance on Rental Property and the Section 199A DeductionHow to Help Ensure That Health Care Wishes Do Come TrueFamily Trust: Book ReviewIRS Clarification of Rules Regarding Large Lifetime GiftsAn Attitude of Gratitude During the Holidays and Throughout the YearA Guide to Finding an Estate Planning Attorney Who Is Right for YouThe New Game in Town: Maximizing the 20% Pass-Through Deduction
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