Barbara Murphy

Barbara Murphy

Barbara Murphy is a member of Hopkins & Carley’s Family Wealth & Tax Planning Practice, advising individuals and families on comprehensive tax planning – income, gift and estate – with a special emphasis on philanthropic planning. Barbara has extensive experience representing charitable organizations, including private foundations and public charities, with endowments ranging from several million to a billion dollars.

Barbara’s trust & estate practice focuses on advising clients on:

  • Estate planning
  • Estate and gift taxation
  • Income tax planning and income taxation
  • Charitable gift planning
  • Trust and estate administration
  • Compliance review of individual, trust, gift, and estate tax returns

Her exempt organization practice focuses on all aspects of charitable organizations, including:

  • Entity formation and exemptions
  • Business planning
  • Grant strategies and agreements
  • Governance
  • Regulatory compliance matters
  • Mergers and dissolutions

In effect, Barbara fills the same role as the general counsel of a corporation, but with the added complexity of the requirements for compliance with federal and state law applicable to nonprofits and their fundraising activities.

Barbara has also successfully represented many individuals and families in audits before the IRS and the FTB, as well as numerous state taxing authorities across the country.

Prior to joining Hopkins & Carley, Barbara was a Partner at Farella Braun + Martel LLP.

  • Advises Wells Fargo Bank as Investment Trustee of the Buck Trust
  • Advises multiple large family private foundations for her family clients on all aspects of the charitable organization
  • Advises corporate clients with their charitable gifts
  • Advises multiple families and generations on all aspects of their estate planning
  • Assists individuals and families with income tax issues, audits, and controversies

Speaking Engagements

  • Stanford University and Silicon Valley Community Foundation Conference on Charitable Giving
  • Santa Clara University School of Law, Jerry A. Kasner Estate Planning Symposium
  • American Bar Association, Real Property, Trust and Estate Law Section Annual CLE Meeting
  • CalCPA Education Foundation Estate and Trust Conference
  • Northern California Planned Giving Council Annual Conference
  • San Francisco Estate Planning Council, Member, Former Member of the Board of Directors and President Emeritus
  • Northern California Planned Giving Council, Member, Former Member of the Board of Directors
  • California Pacific Medical Center Foundation Planned Giving Council, Former Member and Vice Chair
  • St. Raymond Catholic Church Pastoral Council, Former Member and Secretary
  • American Bar Association, Tax Section, Member
  • State Bar of California, Tax Section, Exempt Organizations Committee, Member
  • State Bar of California (1993)
  • LL.M., Taxation, Golden Gate University School of Law
  • J.D., University of Southern California
  • B.A., University of California, Los Angeles

Best Lawyers Award Badge

  • The Legal 500 United States, Not-for-Profit practice area

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