Shartsis Friese LLP

Family Wealth Planning

Counsel

Wendy M. Greenberg advises individuals and families on complex estate planning and trust administration.

With more than 25 years of experience, Wendy has an extensive background in preparing all types of sophisticated estate planning documents and guides fiduciaries through all aspects of trust administration. She brings deep expertise in tax analysis, transfer tax minimization strategies and the preparation of gift and estate tax returns for high-net-worth individuals.

University of San Francisco; J.D., 1998 | University of California, Santa Barbara; B.A., 1995