Attorneys

  Thea Beatie Eliot

Thea Beatie Eliot Since 1995, Thea has worked exclusively in the trusts and estates field, after determining in law school that the practice was an ideal combination of intellectual challenge and opportunity to improve people’s lives. Thea has worked with a broad range of clients, including entrepreneurs; first and second generation small businesses owners; and shareholders, partners, executives, officers and directors at public and private companies in the fields of technology, financial services, medicine, law and real estate. Thea has represented trustees and executors, including corporate fiduciaries, in the settlement and administration of trusts and estates, including appearing in court on her clients’ behalf. With a Masters of Law (LL.M.) in Taxation, Thea is well-equipped to advise her clients regarding the most efficient and effective means of protecting and transferring wealth. Over the course of her career, Thea has developed expertise in related areas of the law and finance, including the formation and transfer of family business entities, creditor protection, structuring and drafting co-tenancy agreements for real estate owners, pre-nuptial agreements and the financial analysis of wealth transfer strategies.

Education

1995 LL.M. in Taxation with honors -- Golden Gate University, San Francisco, California
1994 J.D. cum laude -- Seattle University Law School, Law Review, Recipient of Cheney Award for Legal Writing
1991 B.A. in Comparative Literature -- Reed College, Portland, Oregon
1989 Literature and Art History Studies -- University of Paris, Sorbonne, through Scripps College
1987 Graduate -- Ursuline High School, Santa Rosa, California

Prior Experience

Senior Counsel, Trust & Estates
2013-2016, Freeland Cooper & Foreman LLP, San Francisco, California
Founder & Attorney
2006-2013 Law Office of Thea Beatie Eliot, Larkspur, California
Partner
2002-2006 Plageman, Lund & Beatie, LLP, Oakland, California
Member, Director and President
1997-2002 BPM Goldman, LLC, San Francisco, California
Estate Planning Attorney
1995-2002 Goldman & Associates, San Francisco, California

Memberships

California State Bar
Washington State Bar (Inactive)
San Francisco Estate Planning Council
Marin County Estate Planning Council
San Francisco Bar Association, Estate Planning, Probate and Trust Section, Taxation Section
Marin County Bar Association, Probate and Estate Planning Section, Tax Law Section
Former member, Women President’s Association

 

Thea Eliot can be reached at teliot@twsglaw.com or 415-448-5000