Heidi L. Imsand

Heidi L. Imsand
Attorney

t: 510.834.6600
f: 510.834.1928
himsand@wendel.com

Education

University of San Francisco, San Francisco, California; LL.M. in Taxation (expected summer 2022)

University of California, Hastings College of the Law, San Francisco, California; J.D.

Saint Mary’s College, Moraga, California; B.A.

Admissions

The State Bar of California

Practice Areas

Trusts and Estates
Tax

  • Profile
  • AFFILIATIONS
  • INSIGHTS

Heidi is known for her commitment and dedication to clients, and her valuable combination of insight to estate planning, trust administration, and tax law.

A certified Specialist in Estate Planning, Trust & Probate Law by the California State Bar, Heidi has nearly a decade of professional experience and a deep understanding of trusts, estates, and their tax implications (candidate, LLM in Taxation, expected summer 2022).

Clients seek her guidance in drafting and designing estate plans, including high-net worth individuals, clients with business succession issues, and clients with unique family situations. She has deep experience in trust administration, including crafting asset allocations, ensuring tax and probate law compliance, and managing the often complex relationships between trustees and beneficiaries.

Heidi applies the same diligence to client matters that has distinguished her throughout her career: earning the Thomas Jefferson Award (as top student in the political science department) and graduating magna cum laude from Saint Mary’s College of California; being named a Thurston Society member, earning membership in the Order of the Coif, and graduating magna cum laude from the University of California, Hastings College of the Law; and earning the top student award in Federal Tax Accounting and Tax Timing at the University of San Francisco.

California Lawyer’s Association

  • Member, Trusts and Estates Section

Contra Costa Senior Legal Services

  • Volunteer

Contra Costa County Bar Association

  • Member

News

Wendel Rosen Welcomes Attorney Heidi L. Imsand

Wendel Rosen Welcomes Attorney Heidi L. Imsand

01/28/2022 | Wendel Rosen LLP

OAKLAND, Calif., January 28, 2022 – Wendel Rosen LLP, the largest law firm in the East Bay, representing businesses and individuals throughout the country, announced today that Heidi L. Imsand…

Full Article

Education

University of San Francisco, San Francisco, California; LL.M. in Taxation (expected summer 2022)

University of California, Hastings College of the Law, San Francisco, California; J.D.

Saint Mary’s College, Moraga, California; B.A.

Admissions

The State Bar of California

Practice Areas

Tax
Trusts and Estates