Procopio Grows Trusts and Estates Practice in Orange County with Addition of Two Partners
March 23, 2021 (Orange and San Diego Counties, CA) – The AmLaw 200 law firm Procopio has expanded its Trusts, Estates and Probates practice with the addition of two seasoned Partners, Renee M. Gabbard and Charles W. Lin. Both attorneys counsel high net-worth individuals, couples, fiduciaries and other clients with trust, estate and succession-planning services. Renee and Charles join Procopio’s growing Orange County, California, office, opened one year ago.
“All of us at Procopio are thrilled to be joined by two top-flight partners with strong track records serving high-net worth clients and businesses,” said Procopio Managing Partner John D. Alessio. “Renee Gabbard and Charles Lin are highly respected within the legal profession as outstanding trust and estate attorneys. They are a great addition to the firm as a whole and our growing presence in Orange County.”
Renee M. Gabbard provides her clients—including privately held businesses, high net worth clients, and charitable organizations—a wide range of legal services including all aspects of income, capital gains, gift and estate tax planning, charitable planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, insurance planning, trust tax planning, and trust administration. Her experience includes business succession and wealth planning for high net worth families and families with concentrated stock, real estate, sports teams and/or privately held businesses. Renee provides these services by combining two disciplines, the Federal Gift and Estate Tax with the formation and taxation of privately held pass through entities such as limited partnerships, LLCs, and S Corporations. A Martindale-Hubbell AV Preeminent-rated attorney recognized by Best Lawyers in America, Renee earned her B.A. in Economics from the University of Southern California (1989) and her J.D. from New York University (1992). She joined Procopio from the Irvine office of Bryan Cave Leighton Paisner.
Charles W. Lin provides tax and estate planning counseling to high net-worth clients including business owners, C-suite executives, and investors in real estate. Providing outside general counsel services for many clients, much of his work includes entity formation and structuring and property tax reassessment issues. Charles focuses on all aspects of income, capital gains, gift, and estate tax planning, wealth and business succession planning, charitable planning, trust tax planning, and trust and probate administration. He speaks Mandarin, Japanese, and Taiwanese at fluid conversational levels, and advises cross-border and multi-national individuals and families on a number of international tax and estate planning issues, including, but not limited to, pre-immigration tax planning, expatriation, and investments in U.S. property. The current president of the Orange County Asian American Bar Association, Charles earned his B.A. from Occidental College (2002), his J.D. from Loyola Law School (2008), and holds an L.L.M. in Taxation from the Georgetown University Law Center (2010). He also joined Procopio from the Irvine office of Bryan Cave Leighton Paisner.
Procopio opened its Orange County office in early 2020, just prior to the state lockdown due to the pandemic. While the firm’s attorneys have largely worked in a remote capacity in the last year, the number of attorneys affiliated with the Orange County office has grown to fifteen. It is located in the Irvine Spectrum Center. The office is one of six for Procopio, including downtown San Diego, Del Mar Heights, Silicon Valley, Las Vegas, Nevada, and Scottsdale, Arizona.
Procopio’s Trusts and Estates attorneys provide individuals, couples, fiduciaries, family-owned businesses, high net-worth individuals and their related family offices with sophisticated trust, estate and succession-planning services. They understand the critical importance of proper wealth management and ensuring the most advantageous legal and tax posture, with a goal of limiting the tax consequences of our clients while capitalizing on wealth transfer planning opportunities. They advise clients on all manner of transactions, including personal estate planning, business succession, wealth transfer planning, and cross-border estate management, and also help clients navigate federal and state tax controversies and litigation.