Education is the cornerstone of effective estate planning.  I listen attentively to my clients’ specific intentions, desires, and all concerns. The advice I am able to provide makes my clients capable of making their own decisions producing a plan tailored to their unique situation.  My business education and experience complement my understanding of cutting-edge legal estate tax planning techniques to assist the client integrating business, tax, and succession requirements, as necessary, into an estate plan.    My sensitivity and understanding of family planning dynamics helps with creative solutions to these challenges as well.  I have counseled families and businesses since 1985 with special understanding of both business issues and intra-family planning issues, and with respect to significant estate tax avoidance and/or minimization techniques.  My commitment to your education and participation in the ultimate design offers you a unique approach to developing your own estate plan and/or business plan. 

Emphasis

Estate Planning, Estate Tax Planning, Business and Succession Planning

In the scope of her practice, Ms. Bevier routinely advises clients and prepares estate tax sensitive documents including wills and trusts, life insurance trusts, charitable remainder trusts, buy-sell agreements, business succession planning, entity choice and creation and other documents related to the areas of estate tax planning and business planning. She also routinely handles probate matters and conservatorships.

Education

 B. S. 1981 University of California, Davis, CA, Business

J. D. 1985 University of the Pacific, McGeorge School of Law

1997-Present, Certified Specialist, California Board of Legal Specialization, in Estate Planning, Trust and Probate

Civic Activities

2009-Present Member, Planned Giving Committee, Boy Scouts of America, Golden Empire Council

2006-Present Member, El Dorado Hills Chamber of Commerce

2006-Present Member, Roseville Chamber of Commerce

2010-New Member, Sacramento Metro Chamber of Commerce

2002-Present Chair, Board of Directors – Play-It-Forward, Inc.

2009-Present Member, Sacramento Chapter – Foundation for Personal Financial Education

2001-2008 Member, Board of Directors – California Musical Theater Foundation

2000-2004 Member, Board of Directors, Co-Chair, Gift Planning Committee, American Red Cross, Sacramento-Sierra Chapter

1996-2002 U.C. Davis Medical Center Leadership Council

1994-2004 Girls Scouts of America – Leadership

1994-1996 Member, Board of Directors, El Dorado Hills Soccer League, affiliated with AYSO

Professional Affiliations

 1985-Present Member, American Bar Association, Estate Planning Section

1986-Present Member, Sacramento Estate Planning Council

1998-Present Member, Sacramento Bar Association, Probate and Trust Section

1997-Present Lecturer, CEB Courses & Lecturers, NBI

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