Beverly Hills Estate Planning Lawyers

Tamara Shari Benefield is a top-notch family law litigator for over 20 years handling high asset divorces, contested custody proceedings, as well as providing aggressive and compassionate representation for all things family law from child support and spousal support hearings as well as international and interstate child abduction cases. Ms. Benefield is a highly skilled cross examiner and exceptionally gifted trial attorney. She knows the rules and laws regarding evidence and knows how to successfully raise objections and keep out certain evidence. She is a former professor at West Los Angeles College of Law and taught Civil Procedure to prepare students...

Margaret A. Sedy is an attorney at Law Office of Margaret A. Sedy and represents clients in Business Litigation, Business Disputes, Corporate Formation, Contract Drafting and Negotiation, Technology, Internet and Privacy Law, and Regulatory Compliance Margaret Sedy also counsels and represents businesses regarding Employment Litigation, Employment and Labor Law compliance, including wage and hour, wrongful termination and discrimination claims. Margaret Sedy was awarded the Rising Stars designation in 2021, 2022 and 2023 by Super Lawyers, a distinction only awarded to 2.5 percent of top-rated practicing attorneys selected through extensive evaluation. Margaret Sedy graduated in the Top 10% of her class...

My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...

Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....

Attorney Joseph Cohen is a UCLA Law and MBA alumnus. Before opening Cohen Counsel, he worked for Paul Hastings LLP. Cohen Counsel is a true family law firm dedicated to serving you and those you care for. In addition to the usual Divorce, Spousal Support, Child Support Modification, Child Custody, Prenuptial Agreements, Restraining Orders and other more drastic family law services, we offer estate planning and corporate law counsel in order to be your full service family attorney.

Kushner Legal is primarily focused on the areas of estate planning, wills & trusts, and probate work. We work with clients throughout Los Angeles and Southern California. We help clients in all aspects of estate planning through the use wills, trusts, power of attorney agreements, health care directives, and representation agreements. We assist with Probate and Trust administration and can work with you and your family to guide you through the entire process. We have experience administering complicated multi-jurisdictional estates and can help beneficiaries and executors. I'm also licensed in BC Canada and can help British Columbians who own property in...

Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...

Mitchell A. Port is an attorney in Los Angeles who represents individuals, families, and businesses offering services in probate, trust administration, estate planning and IRS tax controversies.

In addition to administering a decedent's estate as well as identifying and distributing assets to beneficiaries, Mitch also offers services for other issues that may require the attention of a probate court, including the following:

Lost wills

Will contests

The removal of executors and trustees

Petitions for probate

Trust administration

Probate litigation

Other legal matters that must go through the California
probate court, including conservatorships
(a court proceeding for incapacitated and incompetent adults)
and guardianships (a court proceeding for...

Maggie Mouradian focuses on comprehensive estate and gift tax planning for high net worth individuals and families. Whether drafting basic estate planning documents, such as revocable trusts, wills, powers of attorney and advance health care directives, or resolving complex wealth transfer plans, Maggie pays careful attention to both the legal impact of estate planning documents as well as the practical family impact. As a result of her strong foundation of tax knowledge, Maggie skillfully advises clients with regard to their charitable objectives and has experience in creating and administering private foundations.

Before joining Weinstock Manion, Maggie was an associate in the...

Diane Park specializes in estate and trust administration, as well as estate, trust and conservatorship litigation. In administrative matters, Diane is respectful of her clients’ grief, helping them navigate the many decisions that ultimately bring them peace-of-mind. In litigation matters, she is sensitive to the stressful nature of disputes in general, maintaining focus on achieving resolution as quickly as possible. With a background in civil litigation, Diane is well-versed in the litigation process, contributing to her efficiency.

Diane is on the Executive Committee of the Trusts and Estates Section of the Los Angeles County Bar Association. In this capacity, she collaborates...

Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.

I am dedicated to outstanding representation for Tax, Business, and Trusts & Estate Planning law matters. My jurisdictions include the State of California, U.S. Court of Appeals Ninth Circuit, U.S. Court of Federal Claims and the U.S. Tax Court.

A Certified Specialist in Taxation Law, I have extensive experience and expertise providing legal advocacy for a wide range of issues. I am committed to helping clients accomplish their goals efficiently and effectively.

I have been recognized by numerous organizations, including Best Lawyers in America, Super Lawyers, Martindale-Hubbell, and Los Angeles times Magazine. Additionally, JMBM has been honored among the 2020 Best Law...

Martin Neumann is a trusted Estate Planning, Wealth Transfer Planning, Charitable Planning & Family Foundations, and Estate & Trust Administration attorney. He is committed to exceptional service and representation for individuals and families in the Los Angeles area.

With nearly 40 years of experience, Martin is skilled at assisting his clients with their estate planning and trust administration objectives. In addition to extensive experience, he brings patience and empathy to every case. Martin's priority is effectively meeting his clients' goals for their families, loved ones and charitable causes.

Visit Martin's website for more information and to schedule a consultation.

With four decades of legal experience, I provide counsel for Business, Real Estate, Estate Planning, Tax, Intellectual Property, Entertainment & Sports, and Hospitality Law matters. Based in Southern California, I represent clients as outside general counsel throughout the world. I am dedicated to delivering legal expertise and experience focused on the best possible outcomes.

Highly accomplished and respected by peers, I have been honored as the 2018 Southern California Lawyer of the Year for Closely-Held Companies & Family Businesses Law, and the 2019 Southern California Lawyer of the Year for Trusts and Estates.

Outside of work, I am committed to giving...

Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including mergers and acquisitions, financing and business succession planning, income tax planning, and estate tax planning, all on an integrated basis.

He is a member of JMBM’s Trusts & Estates Group which is recognized by U.S. News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law.

Brad is best known for his business and tax advice related to the motion picture, television, music, emerging media and sports industries. One of the focuses of his practice is coordinating the...

Jessica Babrick applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. She represents beneficiaries, fiduciaries and financial and charitable institutions in a wide variety of contested trust and probate matters. Jessica is a fervent advocate for her clients, and works closely with them to efficiently and effectively resolve claims concerning breach of fiduciary duty, undue influence, lack of capacity and the validity of wills and trusts.

Jessica serves as Co-Chair of the Executive Committee of the Trusts and Estates Section of the Beverly Hills Bar Association, which keeps her at the forefront of recent developments...

Jeffrey Geida is an accomplished California attorney. He represents clients with legal matters such as Estate Planning, Wealth Transfer and Business Succession Planning. Additionally, he has experience in Estate and Trust Administration for beneficiaries and fiduciaries. Jeff is dedicated to providing an interactive approach and creative solutions to assist you in achieving the best possible outcomes.

Jeff received his J.D. from Pepperdine University School of Law and LL.M. in Taxation from New York University School of Law. The State Bar of California Board of Legal Specialization has recognized him as a Certified Specialist in Estate Planning, Trust, and Probate Law....

RMO LLP resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. We represents heirs, beneficiaries, trustees and executors, utilizing our experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation. Driven by a commitment to provide relief to people grieving the loss of a loved one, RMO collaborates closely with clients. We pursue and defend claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. Our advice and counsel...

With four decades of experience, I am dedicated to Estate Planning, Tax, and Business Law representation, with an emphasis on wealth transfer and business succession planning. I offer clients throughout the Los Angeles area, custom plans to address their personal and business needs.

In addition to extensive experience, I am a Certified Specialist in Taxation, and have degrees in Accounting and Business Administration. With knowledgeable and skilled advocacy, I address the unique concerns and objectives of my clients. I am committed to comprehensive representation leading to the best possible outcomes.

Visit my website for more information, and contact me to see how...

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...

Jonathan Forster has been an Attorney at Weinstock Manion since 2002. He creates and carries out strategies for multi-generational estate planning, business transactions such as pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. Jonathan works with corporate attorneys, investment bankers and financial planners to pursue the best possible outcomes. He is dedicated to minimizing estate taxes while achieving clients' personal, charitable and business goals.

Jonathan teaches Estate Planning at UCLA Extension. Additional speaking engagements include topics such as "Tax Planning: Passing Your Real Property Without it Being Reassessed," "Pre-Liquidity Event Estate Planning and...

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

My main focus is to bring the knowledge and know-how when it comes to estate planning and corporate law. From providing strategies that will allow a smooth transfer of assets of one's estate to representing in probate proceedings of inidivudals who did not do any planning prior to passing away. I was born in Long Island, New York and raised in Los Angeles, California. Before attending law school, I attended the University of California at Los Angeles (UCLA), and completed a bachelor's degree in History. I then attended Southwestern Law School in Los Angeles where I received my juris doctor....

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...

Michael Feispor works closely with our clients to develop comprehensive estate and wealth transfer plans that address our clients' unique family dynamics and financial circumstances. With an LL.M. in Taxation, Michael is particularly adept at advising clients on real property, individual, corporate and partnership tax issues. Clients appreciate Michael's patience, responsiveness and his ability to break down technical issues into everyday language.

Michael began his career as a tax attorney at Skadden, Arps, Slate, Meagher & Flom LLP and joined Weinstock Manion to focus on estate and wealth transfer planning. His advanced knowledge and understanding of business transactions and tax matters...

I have decades of experience counseling on Estate, Wealth Transfer, Business Succession, and Charitable Planning matters. I diligently represent clients throughout Los Angeles in State, Federal and U.S. Tax Courts.

I am dedicated to bringing a fresh perspective to estate and wealth transfer planning. With a focus on meeting my clients' personal and business needs, I create customized solutions focused on the best possible outcomes. I diligently advocate for the unique objectives, challenges, and concerns of my clients.

With many teaching and speaking engagements, I am skilled at explaining complex legal matters in a way that everyone can understand. I have been...

The law firm of John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses across Los Angeles for over 25 years. The law firm's expertise ranges from income, income tax and accounting, to more in-depth services such as probate estate and planning. The Law Firm of John R. Ronge provides a wide range of legal, tax, and professional services to individuals, businesses in a variety of industries, trusts and estates across Los Angeles, Santa Monica and surrounding areas.

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years. Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...

Megan Ferkel Earhart is an associate with the JMBM's Taxation and Trusts and Estates Groups. JMBM’s Trusts & Estates Group is recognized by U.S. News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law. Her practice includes estate planning, probate, trust administration and related income, gift and estate tax matters.

She has authored and co-authored articles on estate planning in the Los Angeles Daily Journal and Los Angeles Lawyer Magazine and lectures to audiences on estate planning, including the Beverly Hills Bar Association, the Jewish Community Foundation and USC Trusts and Estates...

Alexander R. Ginzburg is an experienced Family Law, Elder Law, Probate and Estate Planning Attorney at Ginzburg & Bronshteyn, APC. His practice areas include Trust Litigation, Conservatorships, Divorces & Annulments, Asset division, High profile and high net worth matters, Spousal & Child Support, Child Custody, Prenuptial Agreements and Pre-divorce financial planning. Mr. Ginzburg guides clients through the legal process with an individualized plan of action and quality legal representation. He is dedicated to providing intelligent, aggressive, compassionate and affordable advocacy focused on achieving the best possible results. In 1986, Mr. Ginzburg obtained a B.S. Degree in Electrical Engineering from the University...

Jennifer Yeoh is a Founding Partner of Joe, Southard & Yeoh LLP, with over 14 years of experience, specializing in workers’ compensation law. She aggressively defends the rights of those who have been injured on the job so that they receive the financial compensation they deserve. She represents a wide variety of workers in both public and private sectors, including construction workers, caretakers, nurses, healthcare workers and airline employees. Ms. Yeoh has an in depth understanding of the intricate workers’ compensation laws and provides individualized attention to her clients to help them navigate through the complex process.

A native of Southern...