Renee M. Gabbard is a partner on Procopio’s Corporate and Individual Tax Team and a member of its Trusts, Estates and Probates practice. She 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. Renee’s 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. She 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.
Renee represents several family offices and multifamily offices. She is a frequent lecturer and speaker, and has been published in Estate Planning Magazine and The Taxation of Exempt Organizations.
Renee holds a BA in economics from the University of Southern California and a JD from New York University.