Tate Birnie specializes in trusts and estate planning, probate, trust administration, Wills, elder law, incapacity planning and trust and estate litigation. Her approach to estate planning begins with listening and learning about you, your family and your financial assets. Tate will work with you to make sure that you understand your options so that you can make the choices that match your goals. Proper estate planning can result in tax savings, orderly management of your financial affairs and medical care in the event of incapacity, and a thoughtful and efficient distribution of your assets.
Tate’s practice has a particular emphasis in working with the LGBT community and estate planning with same-sex couples. Tate devotes many hours to continuing study and education with LGBT working groups to keep pace with the rapidly changing legal and tax landscape for same-sex couples in California.
Tate Birnie graduated from Stanford Law School in 2000. Prior to joining her father in practice in Sebastopol, Tate worked with the law firm of Fish & Richardson PC in Silicon Valley where she practiced intellectual property law and civil litigation. After graduating from Stanford Law School, Tate served as a law clerk for the Honorable Marilyn L. Huff, United States District Court for the Southern District of California. During law school, Tate worked as a law clerk for the Department of Justice, Civil Appellate Division in Washington D.C. and as a law clerk for Legal Services of Northern California, a non-profit legal aid organization based in Sacramento.
Prior to attending law school, Tate earned a degree in Mathematics from the University of California at Davis and was named the 1995 U.C. Davis Scholar-Athlete of the year for her achievements in the pool and in the classroom. Like her father, Tate was a collegiate swimmer and earned NCAA Division II All-American honors in swimming.
Tate is also actively involved in her community and focuses on issues related to seniors. She served as a Board member of the Sebastopol Area Senior Center for eight year; serving as President of the Board for two years.
Tate is a member of the Sonoma County Bar Association, the Trusts & Estates Section of the Sonoma County Bar, the Bench-Bar Committee of the Probate Court, and the LGBT Section of the Sonoma County Bar as well as the National LGBT Bar Association. Tate has also recently joined the LGBT Family Law Institute, which is a joint venture of the LGBT Bar and the National Center for Lesbian Rights, and allows experienced LGBT family law and estate planning practitioners to share collective wisdom and to discuss cutting-edge legal strategies for representing members of the LGBT community.