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Kate graduated with a Bachelor of Arts degree in Economics from UC Davis. After graduation, Kate worked for several years at Hewlett Packard Corporation and then Marriott Corporation in Sales Management. She then realized she was drawn to the law and earned her Juris Doctorate degree from Santa Clara University. Kate worked for several years at both Morgan, Ruby, Franich & Fredkin and then Ruby & Schofield, two prominent San Jose civil litigation firms, before taking time off to raise her two daughters. In her spare time, Kate enjoys teaching fitness classes, spending time with her family, reading great fiction,...

Jason advises individuals and families regarding estate planning, wealth succession and philanthropy to responsibly transfer wealth to future generations while minimizing the related income, estate, gift and generation-skipping transfer tax costs. His expertise includes sophisticated wealth transfer techniques involving defective grantor trusts, personal residence trusts, insurance trusts, grantor-retained annuity trusts, buy-sell agreements and the formation of related business entities; counseling clients with respect to charitable giving, including establishing charitable trusts, forming and obtaining tax-exempt status for nonprofit entities (public charities and private foundations), and providing ongoing guidance to ensure proper governance and compliance with applicable state and IRS rules;...