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JG

Judith Gordon

Principal at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/cerity-partners">Cerity Partners</a>
Intro Book
Seasoned estate planning expert with 20+ years of experience in high net worth individual planning and tax
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Location
San Francisco Bay Area, US
Skills
  • Estate Planning
  • High Net Worth Individuals
  • Trusts
  • Tax
  • Mergers And Acquisitions
  • Show all
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Bio

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Topline AI
Judith Gordon is a seasoned estate planning expert with 20+ years of experience in high net worth individual planning, trusts, tax, mergers and acquisitions, financial planning, management, private equity, investments, and finance. She has worked as a subject matter expert for advisors and clients in gift, estate, and generation skipping transfer taxes, estate and trust administration, and charitable planning. Judith holds a Master's Degree in Taxation from New York University School of Law, a Juris Doctor (J.D.) from Georgetown University Law Center, and a Bachelor's Degree in Psychology from the University of Florida.

Experience

  • Cerity Partners
    • United States
    • Financial Services
    • 700 & Above Employee
    • Principal
      • Nov 2021 - Present

      At Cerity Partners, I will continue in my role as a subject matter expert for advisors and clients in gift, estate, and generation skipping transfer taxes, estate and trust administration, and charitable planning. transfer strategies and estate and gift planning.

    • Estate Planning Advisor Bingham Osborn & Scarborough
      • Jan 2016 - Nov 2021

      I was a subject matter expert for advisors and clients in gift, estate, and generation skipping transfer taxes, estate and trust administration, and charitable planning. I worked collaboratively with clients' accountants and estate planning attorneys in analyzing wealth transfer strategies and estate and gift planning.

  • Grant & Gordon LLP
    • Palo Alto, California
    • Founding Partner
      • Dec 1995 - Dec 2015
      • Palo Alto, California

      Founding partner of Grant & Gordon, an estate planning boutique law firm in Palo Alto that specialized in family tax planning for high net worth individuals.

  • Gray Cary Ware & Freidenrich
    • Palo Alto, CA
    • Attorney/Partner
      • Jun 1987 - Dec 1995
      • Palo Alto, CA

      Estate Planning Attorney in Family Tax Planning Group

  • Taylor & Faust
    • San Francisco, CA
    • Attorney
      • Sep 1981 - Mar 1987
      • San Francisco, CA

      Estate Planning Attorney in a firm specializing in tax planning for high net worth individuals

  • U.S. Department of Labor
    • San Francisco, CA
    • Attorney
      • Nov 1978 - Sep 1980
      • San Francisco, CA

      Staff Attorney Litigator

Education

  • 1980 - 1981
    New York University School of Law
  • 1975 - 1978
    Georgetown University Law Center
  • 1972 - 1975
    University of Florida

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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