CURRICULUM VITAE

EDUCATION
LL.M. (Taxation) Golden Gate University
J.D. Hastings College of the Law, University of California
A.B. Stanford University
 

PROFESSIONAL EXPERIENCE
Christie L. Fraser, A Law Corporation
San Francisco, CA
Founder, President and Shareholder, 1980—present
 

PRACTICE AREAS
Estate and Gift Tax planning
Drafting of trusts, wills, powers of attorney, advance health care directive
Probate Estate Administration
Trust Administration, including funding, asset management, distributions, accountings
Tax compliance for fiduciaries, including preparation of Forms 706, 8971,1041, and 541
Estate tax refund claims
Tax compliance for donors (Form 709)


SEMINARS/PRESENTATIONS
Northern California Real Estate Investors
"Estate Planning and Real Estate"
Northern California Mortgage Broker's Association
"Impact of Tax Changes for Lenders and Borrowers"
Merrill Lynch, San Francisco, CA
"Wealth Preservation: The Living Trust and Beyond"
Bank of America, Private Bank, San Francisco, CA
Family Wealth Preservation


AFFILIATIONS
California State Bar
Estate Planning, Probate and Trust Section of the California State Bar
Taxation Section of the California State Bar
Marin County Estate Planning Council
San Francisco Estate Planning Council