Practice Overview

J. Timothy (Tim) Maximoff counsels clients in tax, estate planning and administration, and business matters. In estate planning, he assists his clients in optimizing their planning, addressing the high estate and income tax burdens, and the unique family and business dynamics of each case. Mr. Maximoff’s work encompasses the appropriate use of many types of trusts, family corporations, partnerships, limited liability companies, and foundations, as well as assisting his clients in the formation and operation of their business ventures. He assists clients in administering estates and trusts and in resolving complicated estate and family business disputes. Mr. Maximoff also represents individuals and business clients in federal and state tax examinations, appeals and litigation, and in trust and estate disputes.

Professional Activities

Mr. Maximoff is the past Chair of the Taxation Section of the State Bar of California and its Estate and Gift Tax Committee. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Mr. Maximoff has been named a “Northern California Super Lawyer” every year since 2007, as chosen by his peers and through the independent research of Law & Politics and San Francisco Magazine. He is a member of the Estate and Trust and Business Law Sections of the California Bar Association, the American Bar Association’s Taxation, Business, and Real Property, Probate and Trust Sections, and a board member of the Santa Clara County Estate Planning Council. His is also a member of the Santa Clara and Santa Cruz County Bar Associations.

Speaking Engagements

Mr. Maximoff has spoken at the State Bar of California tax conferences and educational institutes, the Santa Clara and Santa Cruz County Estate Planning Councils, CPA society presentations, financial planning forums and before professional groups.