Vern Adkins

Associate Attorney at Hopkins & Carley
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Contact Information
us****@****om
(386) 825-5501
Location
Palo Alto, California, United States, US
Skills

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Bio

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Credentials

  • Certified Trust and Financial Advisor
    American Bankers Association
    Nov, 2012
    - Oct, 2024
  • Certificate of Advanced Accounting Proficiency
    Santa Clara University
    Aug, 2004
    - Oct, 2024

Experience

  • Hopkins & Carley
    • United States
    • Law Practice
    • 100 - 200 Employee
    • Associate Attorney
      • Mar 2017 - Present

      I work with families to efficiently transfer wealth from one generation to the next. After carefully listening to the priorities of a family, I customize an estate and wealth transfer plan unique to each family's situation. Common examples of wealth transfer techniques include: Grantor Retained Annuity Trusts (GRATs) Sales to Intentionally Defective Grantor Trusts (IDGTs) Irrevocable Gift Trusts Irrevocable Dynasty/GST Trusts Family entities (LP/LLC) In addition to these advanced wealth transfer techniques I also assist families with basic estate planning including revocable trusts, wills, powers of attorney, and advance healthcare directives. After a death, I assist families with trust and estate administration including preparing and filing federal estate tax returns (Form 706), court proceedings (Heggstad Petitions), and retitling of assets. Show less

  • Boston Private Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President & Trust Officer
      • 2013 - Feb 2017
  • Borel Private Bank & Trust Company
    • Banking
    • 1 - 100 Employee
    • Vice President & Trust Officer
      • Oct 2009 - 2013
  • PwC
    • Professional Services
    • 700 & Above Employee
    • Senior Tax Associate
      • Sep 2006 - Oct 2009

Education

  • Santa Clara University School of Law
    Juris Doctor
    2003 - 2006
  • University of Arizona
    Bachelor of Science, Political Science
    2001 - 2003

Community

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