Kim Marois

Counsel

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 as 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.

Ms. Marois received a B.S. in Accounting from University of Berkeley and a Juris Doctorate 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 or 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.

Practice Areas

___________________________________

• Estate Planning
• Trust and Estate Litigation
• Trust and Estate Administration
• Business Law
• Intellectual Property

Admissions

___________________________________

• California