Partner
Estate Planning, Trusts + Wealth Transfer
Filip draws upon his extensive tax background to develop sophisticated wealth transfer strategies, and tailor estate plans to minimize the income, gift, and estate tax consequences associated with wealth transfers.
Prior to joining Anderson Yazdi, Filip was an Associate at a boutique tax law firm in Silicon Valley, where he represented both individuals and businesses in tax controversy matters before the Internal Revenue Service and California Franchise Tax Board. He also advised clients on issues pertaining to international tax compliance and planning.
Academic Credentials
- LL.M. Taxation, New York University School of Law, 2019
- J.D., University of California, Hastings College of the Law, 2014
- B.A., University of California, Berkeley, 2008
- State Bar of California Certified Specialist in Tax Law
Professional Organizations
- State Bar of California
- San Mateo County Bar Association
Speaking Engagements
- “When is a Trust Subject to California Income Tax?”, Petrinovich, Pugh, and Co. LLP, (September 2018)
- “California Income Taxation of Trusts”, Silicon Valley Bar Association (July 2017).
- “Transfers of Real Property and Prop. 13: Understanding when a Transfer of Real Property Triggers a Property Tax Reassessment”, Mission Society of Enrolled Agents (September 2016)
Articles
- “Income Taxation of Trusts in California”, The Tax Insider (July 26, 2018).
