Charlotte Ito

Charlotte Ito designs plans that allow individuals to achieve their estate, gift, tax and philanthropic objectives in a thoughtful and meaningful way.  Her practice ranges from domestic cases to those involving complex international issues. 

Charlotte's practice includes planning for the orderly succession of businesses to the next generation or to new owners.  She identifies planning options for her clients and helps them evaluate and determine appropriate and tax efficient strategies.  She accomplishes this in close collaboration with her clients and their advisers.  

In addition, Charlotte handles asset structuring for privacy, multigenerational planning, and probate and estate administration.

Charlotte is a Certified Specialist in Estate, Trust & Probate Law and has received the highest honors that can be granted to a trusts and estates attorney. She has been inducted into The International Academy of Estate and Trust Law, the American College of Trust and Estate Counsel (ACTEC), and the American Bar Foundation. These organizations conduct rigorous peer reviews using strict criteria that evaluate professional reputation, abilities and valuable contributions to the trusts and estates field.

Education

LL.M. (Tax), Golden Gate University, San Francisco, 1993
MBA (Finance and International Business), Haas School of Business, University of California, Berkeley, 1986
JD, Hastings College of the Law, University of California, San Francisco, 1983
BA, University of Colorado, Boulder, 1980

Bar Admission — California

Certifications
Certified Specialist, Estate Planning, Trust & Probate Law, The State Bar of California Board of Legal Specialization
Wine & Spirit Education Trust, Level 3 Wines

Court Admissions

U.S. District Court, Central and Northern Districts of California

Recognition

Martindale-Hubbell® AV Preeminent Peer Review Rating
Thomson Reuters Super Lawyers® 2006, 2009-2024
The Best Lawyers in America® 2013-2024

Memberships

Fellow, The American Bar Foundation
Academician, The International Academy of Estate and Trust Law
Fellow, American College of Trust and Estate Counsel
State Bar of California, Executive Committee, Trusts & Estates Section (Chair, 2012-13)
Member, American bar Association
Member, Bar Association of San Francisco
Member, San Francisco Estate Planning Council

Language

Japanese