David Levin, JD, LL.M. (Tax), Principal, has both served as and represented fiduciaries since 2001.  A member of the California State Bar since 1991, David is a trusts and estates attorney with a primary emphasis on estate planning, estate administration, and mediation of related matters, and he worked for several years as corporate trustee in the banking industry. He received his B.A. from the University of California (Berkeley), his J.D. from the University of San Francisco School of Law, and his LL.M. in Taxation from Golden Gate University School of Law. David has taught courses on Wills and Trusts as adjunct professor at John F. Kennedy School of Law, he has co-authored Decedent’s Estate Practice, Vol. 7, a practice guide for California attorneys published by California CEB (Continuing Education of the Bar), has served as President of the East Bay Estate Planning Council and Chair of the Trust and Estate Administration subcommittee of the Alameda County Bar Association. He currently serves on the Board of Directors for Senior Services of Northern California, the Supporting Foundation for Sequoia Living; and he volunteers as a grief support facilitator for Circle of Care, a program of East Bay Agency for Children. When not working, David enjoys hiking Bay Area trails, yoga, live music, movies and travel.

 

Jennifer Croteau, CLPF, NCG, Client Services,  is a California Licensed Professional Fiduciary, and a National Certified Guardian.  She comes to Marchi Smith & Levin (MSL) with a background in finance and senior care, as well as 12 years with a foundation focused on clean energy.  She is dedicated to providing advocacy and support for her clients in all areas of their lives.  Jennifer’s love for the Bay Area will often find her outside with her family; hiking, running, and surfing.  

 

 Linda Farquhar, Client Servicescomes to MSL with a Certificate in Applied Accounting, experience in tax, bookkeeping and accounting, and is currently on her way to becoming a California Licensed Professional Fiduciary. The decision to make a major career change was ignited for Linda when she became the fiduciary of her parent’s estate and she saw firsthand a real need for both personal care and financial management for the aging. She holds a BFA in Photography and a Masters in Art. When Linda is not working, she enjoys her time with friends and hiking with her adorable Labradoodle Zazzy. She is an avid yogini, a Buddhist practitioner, loves to dance and of course continues to pursue her creative passion, the art of photography.

 

Kris Kuebler, Accountant,  has always had an aptitude for numbers and remembers winning a math contest in 6th grade.   Early career testing suggested she would do well as a CPA, however she earned a degree in theater and secondary education and spent her early career working as a group home counselor, activity director for a retirement community, Girl Scout trainer, folk singer and a theater director. Along the way, she acquired bookkeeping experience and transitioned into a role as Chief Financial Officer for a local software company from which she retired in 2017, after almost 30 years.  For much of that time she has also worked for MSL, managing its business accounts, and preparing annual accountings for its clients.  She loves the work and is proud to support a company that helps so many people.

 

Amanda Onstott, Client Services, has been with MSL since early 2017.  Prior to joining MSL, Amanda became interested in fiduciary work after working for four years as Trustee on a complicated family estate.  Amanda’s varied work experience includes bookkeeping and serving as Staff Tailor for multiple Bay Area theatres.  When she is not in the office, she enjoys spending her time with her two children and husband.  She has a Bachelor’s Degree in Sociology and Theatre Arts from San Diego State University.

 

Marianne Pearson, Client Services, holds a BA in Anthropology and a California Teaching Credential. Marianne devoted nearly 20 years working in education and organizing and managing extracurricular programs.  Marianne acquired extensive experience caring for family members with chronic health issues and has developed a passion for care work.  In her free time, Marianne enjoys traveling, yoga and walking her spaniel, Minny.

 

Meg Starbuck, Bookkeeper,  has worked for over 30 years as a bookkeeper and consultant, having developed an expertise in understanding and reconciling brokerage statements and other types of equities, as well as financial reporting and basic accounting principles from her many years working in the accounting field.   While maintaining an active buddhist practice, Meg enjoys working for local nonprofit groups incorporating mindfulness into public schools. Meg has a BA from UC Berkeley with a major in Anthropology.

 

Myrtle, Loyal House Dog. Standing approximately one foot high and weighing in around 21 pounds, our terrier/corgi mix greets friends and strangers alike, responds well to treats, and serves as a good treatment for hypertension.

 

Ivy Tiegel, Care Manager, is a registered Associate Marriage and Family Therapist practicing in San Francisco. Ivy completed clinical training in Gero-wellness at Pacific Institute, where she worked therapeutically, helping older adults to age more meaningfully and navigate the transition through the aging process. She also supported elders and their families, offering gero-wellness, memory care, and expressive arts to clients in their homes through Living Well At Home for three years. Ivy holds a Masters in Counseling Psychology with a concentration in Expressive Arts Therapy from California Institute of Integral Studies, as well as fine art degrees from Pratt Institute and University of California, Davis.  As an artist, Ivy favors photography and collage. She has two cats who are world-class snugglers and begins most days with earl grey tea and dancing.

 

Gene Marchi, LVN, NCG, CLPF, Retired, the founder of Marchi Smith & Levin, was considered by colleagues and clients throughout California to be one of the pioneers of professional fiduciary practice, and he was instrumental in ensuring that professional fiduciaries satisfy licensing requirements before being allowed to work in this field. 

 

Travis Smith, EDM, MA, MFT  (1950-2018), co-founder of Marchi Smith & Levin, possessed impeccable credentials in the area of care management, and her passion for helping to guide others through the process of dying has helped establish and sustain the firm’s focus on a model of compassionate care as a critical adjunct to its fiduciary practice. She is greatly missed.

 

Professional Affiliations

Professional Fiduciary Association of California – Founding Members

State Bar of California

Marin County Estate Planning Council; Estate Planning Council of Diablo Valley

East Bay Trusts and Estates Lawyers

Aging Life Care Association

National Guardianship Association

California Association of Marriage and Family Therapists (CAMFT) Marin County and San Francisco Chapters

Bay Area Social Workers in Health Care

Marin County Section on Aging

Senior Services of Northern California (supporting foundation for Northern California Presbyterian Homes & Services)