People
Fred Weil

Fred B. Weil

Partner
(415) 995-5087

Intro

Fred is the senior member of the firm's Tax Practice and has practiced law for more than 54 years in the areas of taxation and corporate law, often combining his skills in both areas. He handles both planning and dispute resolution in tax matters, including administrative appeals and Tax Court cases for individuals, estates, for-profit entities, and nonprofit entities. He regularly advises clients on the tax implications of real property transactions, including issues related to California property tax rules and 1031 exchanges. In the 1031 context, his work includes advice on swap and drop transactions, forward and reverse exchanges, and specialized planning for 1031 exchanges involving real property held through entities.

His corporate work includes taxable and tax-free mergers, acquisitions, spin-offs, and the planning of day-to-day corporate matters and transactions. Additionally, his corporate practice includes ownership dispute resolution in privately held companies, including tax-favored restructuring of business entities. Fred's work in this area is primarily comprised of ownership disputes involving members of family-owned companies, and property settlements relating to marital dissolutions.

Education

J.D. University of Chicago Law School ( 1967 )
B.S. Illinois Institute of Technology ( 1964 )

Admissions and Courts

California
Illinois

Role

Intro

Fred is the senior member of the firm's Tax Practice and has practiced law for more than 54 years in the areas of taxation and corporate law, often combining his skills in both areas. He handles both planning and dispute resolution in tax matters, including administrative appeals and Tax Court cases for individuals, estates, for-profit entities, and nonprofit entities. He regularly advises clients on the tax implications of real property transactions, including issues related to California property tax rules and 1031 exchanges. In the 1031 context, his work includes advice on swap and drop transactions, forward and reverse exchanges, and specialized planning for 1031 exchanges involving real property held through entities.

His corporate work includes taxable and tax-free mergers, acquisitions, spin-offs, and the planning of day-to-day corporate matters and transactions. Additionally, his corporate practice includes ownership dispute resolution in privately held companies, including tax-favored restructuring of business entities. Fred's work in this area is primarily comprised of ownership disputes involving members of family-owned companies, and property settlements relating to marital dissolutions.

Areas of Focus

Education

J.D. University of Chicago Law School ( 1967 )
B.S. Illinois Institute of Technology ( 1964 )

Admissions and Courts

California
Illinois

Contra Costa County Bar Association 

American Bar Association, Section of Taxation

Moraga-Orinda Fire Protection District, Director (2003-2016)

Acalanes Union High School District, Former Trustee (1987-2000)

Moraga Elementary School District, Former Trustee (1979-1987)

Moraga Education Foundation, Founder (1982)

Moraga Citizen of the Year (2019)

San Francisco’s Top-Rated Lawyers (2012)

Northern California Super Lawyers (2007–2010)

"Divorce—Corporate Style," The Marin Lawyer (July 2009)

"Free Your Trapped 'C' Corporation Earnings," The USF Entrepreneur (August 2004)

"The Two Sides of Charitable Remainder Trusts," Pers. Fin. Plan. (Sept./Oct. 1990) 

"New Taxes Tarnish Luster of Golden Parachutes," 19 Mergers & Acquisitions 54 (1985) 

"New S Corporation Rules Revised and Explained by Technical Corrections Act, Temporary Regs," 11 Tax’n For Law. 272 (1983)

"Subchapter S Corporations Made Simpler by New Law, But Not all Changes are Improvements," 29 Tax’n For Acct. 348 (1982)

"Rethinking Professional Corporations After Tax Equity," 3 Fin. & Est. Plan. (1982)

"Uniform Gifts to Minors Act—Some Second Thoughts on Its Usefulness as an Estate Planning Tool," co-author, 55 Tax 271 (1977)

Marcum Hanson Bridgett Year-End Tax Seminar (November 2018)