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SONOMA, CA — Sonoma Law Partners Haeuser, Valluzzo & Piasta PC (SLP) announced a major strategic expansion of its multidisciplinary advisory team. The firm has appointed elite banking professional Robin Gold as Client Relations Manager and hired seasoned financial specialist Brianda Mendoza. Together, their arrivals successfully bridge a critical market gap, uniting corporate business succession planning and personal estate planning with high-level financial acumen.
For decades, business owners and agricultural families have faced a fragmented advisory landscape. They have been forced to navigate commercial lenders, corporate lawyers, and estate planning attorneys in separate silos. By embedding 50 combined years of … Read More

With the Trump administration in full swing we are eager to see the fate of the federal estate tax. At the end of this year, the annual estate tax exemption amount, currently at $13.99 million per person, is to sunset and revert to $5 million, adjusted for inflation, which will likely be around $7 million, unless Congress passes further legislation to keep the current exemption amount or repeal the estate tax all together. President Trump has expressed his desire to either extend or repeal the estate tax, although, as for now, he has yet to make any official move on … Read More

We’ve been digging into the firm history to share it with you. Sharing the picture books (yes we have some), the firm relied on one of our artist friends to create a pictorial history of our founders. Hanging in the office hallway in honor of our friend and retired partner, Thomas A. Haeuser, this piece displays the succession of lawyers; albeit a succession plan offering peace of mind to generations of clients. After all, peace of mind and solid counsel is what we do.
In a town full of nonprofits, we’re excited to share the new things in the works. … Read More

Now, in April, as a society we honor all things pride with … Read More

Born in Cordelia, Calif., on May 10, 1916, the former Sylvia Scarafoni moved to Sonoma in 1927 with her parents, who ran a dairy farm in Schellville. Sylvia was the second child of Italian immigrants who ran a dairy farm in Schellville. In 1936 Sylvia married her childhood sweetheart, August Sebastiani, and became his partner in Sebastiani Family Winery, founded by August’s father, Samuele, in 1904. Sylvia focused most of her attention on the home and was known as a superb cook, often preparing feasts of classic Italian dishes for August and his customers and colleagues. In the 1960s, Sebastiani … Read More

Genevieve was born in 1939, to Oxnard farmers John and Elvira Donlon. She was the eldest child of this first-generation American family as her father emigrated from Ireland in 1921. Growing up in Oxnard, Genevieve would spend her free time playing with her younger brother Shane, swimming at the Ventura State beach, playing various sports and mastering the piano. She excelled in school, both academically and in team sports. She was a star basketball player on her girls’ high school team and served many aces for her school team on the tennis court. Genevieve became the first college graduate in … Read More

Last year signaled a major shift in corporate reporting in California. In short, the Corporate Transparency Act (Act) came into effect January 1, 2024 requiring certain companies to report on beneficial ownership. While business lawyers at SLP have been preparing for the new reporting requirements under the Act, there have been legal challenges to the Act making its implementation uncertain. Most recently, a federal district court in Alabama has ruled on a case which attacked the constitutionality of the Act. Last week the federal district court ruled that the Act is unconstitutional because it was not within Congress’ enumerated powers. … Read More

A living trust lets you manage your assets such as money, property, and business interests, with you as the one in charge as trustee. It also provides for how you want your assets managed if you are unable to do so. In those situations, a successor trustee named by you will manage your assets to your benefit during your lifetime and then distribute those assets to your beneficiaries as named in your trust without going through and paying a court.
Trusts can be set up to be revocable in case you want to change your mind at a future date. … Read More

A very cool robot graced our Halloween open house this year. We are lucky enough to work with a start-up company focused on robotics, hence the visit. Their robots use artificial intelligence to interact with humans or other robots. While not frequent visitors to the Plaza, these robots provide emotional support in healthcare, learning, and other environments, including a special Halloween visit to Sonoma.… Read More

At its core, gratitude lets us appreciate the here and now instead of always looking for something new to make us feel happier or more fulfilled. As a recent Harvard study notes “Gratitude helps people refocus on what they have instead of what they lack.”
Here at SLP, we are grateful for the rewards of lawyering north of the bustling SF Bay Area. Here we get to practice law, raise our families, and provide civic engagement and service. Our lives are enriched because we get to offer legal advice and services to our friends and neighbors throughout the Wine Country … Read More