McDermott Will & Schulte, a global law firm

Laurelle has extensive experience in the design and implementation of sophisticated intergenerational wealth-transfer planning strategies. She advises domestic and multinational high-net-worth clients and families to develop and orchestrate innovative solutions around wealth transfer, philanthropic giving and multifaceted estate planning needs. She has advised trustees and executors with complex probate and trust administrations, including successfully representing clients in estate tax and gift tax audits.

While in law school, Laurelle served on the University of San Francisco Law Review. She frequently writes and speaks on sophisticated estate planning and fiduciary income tax issues for professional organizations, including the American Law Institute, the Heckerling Institute on Estate Planning, the State Bar of California and CalCPA.

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• Structuring intrafamily gifts, sales and loans, including through the use of grantor trusts
• Creating, administering and terminating complex split interest trusts, including residence trusts, grantor retained annuity trusts, charitable remainder trusts and charitable lead trusts
• Navigating fiduciaries through complex California fiduciary income tax issues

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• San Francisco Estate Planning Council

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