Kim Marois practices exclusively in the area of trusts, wills and estates, including estate planning, trust administration and probate, with an emphasis in taxation issues pertaining to trusts, family gifts, estates and planned charitable giving.
Ms. Marois assists individuals and families in designing their estates, as well representing trustees, executors and conservators in fulfilling their fiduciary duties. She also provides consulting services to other attorneys, accountants and charitable organizations in complex estate, gift and fiduciary taxation matters.
Ms. Marois designs, prepares and implements estate plans, from the simple to the complex, tailored to the needs and objectives of her clients. These estate plans include wills, living trusts, insurance and charitable trusts, property agreements, tax-advantaged gifting, structured property ownership, and closely-held business succession. She also prepares and files estate and gift tax returns and interfaces with the Internal Revenue Service and Franchise Tax Board on tax matters.
Education and Admissions
Ms. Marois received a BS in Accounting from University of Berkeley and a JD from Hastings College of the Law. She was admitted to practice in California, both as an attorney and as a Certified Public Accountant, in 1976. She is an author on various topics for the Continuing Education of the Bar and other professional organizations and frequently lectures at educational seminars for legal and accounting professionals. Ms. Marois is a fellow of the American College of Tax Counsel and a member of many legal and accounting organizations.