Best Santa Monica, California Trusts and Estates Lawyers
Rodney Lee is a seasoned trial attorney focusing on private wealth and general business disputes for clients ranging from high net worth individuals, including professional athletes and entertainers, to entrepreneurs and startup companies. With more than 15 years of experience in general business and trust and estate matters, he navigates his clients through complex business and interpersonal issues obtaining favorable results in state, federal, and alternative dispute resolution forums. Rodn...
Marc M. Stern is a lawyer recognized by Best Lawyers in the practice areas of Family Law, Litigation - Trusts and Estates and Trusts and Estates. Marc M. practices law in Los Angeles, California Best Lawyers has recognized Marc M. Stern since 2010. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Marc M. Stern is held by other lawyers.
Leah Bishop focuses her practice on tax planning for high net worth individuals and closely held businesses and in the administration of estates and trusts. Her areas of focus cover a wide range of industries, including real estate, manufacturing, entertainment and professional services. Passionate about philanthropy, Leah also has extensive experience in the areas of charitable giving and tax-exempt organizations. Leah’s estate planning experience includes all matters pertaining to hig...
David Nelson is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. Previously, he served as chair of the firm’s Los Angeles Trusts and Estates Practice. He concentrates on trust, probate and conservatorship litigation including: litigation and disputes involving trusts, decedents’ estates and conservatorships; will and trust contests; breach of fiduciary duty claims; and interpretation of testamentary instruments. David also has an appellate practice. His pr...
Paul is of counsel in the private client and tax team at Withers Bergman LLP. He has over 35 years’ experience focused on global planning matters. Paul is widely recognized for his practice in cross-border and entertainment tax planning. His clients have ranged broadly from high-net-worth individuals; foreign investors in U.S. real estate and other U.S.-situated assets; Americans with offshore investments, acquisitions and business activities; and actors, musicians, writers, producers, ...
Jeffrey Loeb practices in the areas of estate planning and trust and estate administration. He represents many high net worth individuals and families, including a large number in the film, television, and music industries. For those clients who own intellectual property, including copyrighted works, Jeffrey advises as to the approaches needed to ensure that his client’s post-mortem wishes will be carried into effect. Jeffrey also represents individuals and financial institutions servin...
Alyse Pelavin focuses her practice on estate and gift tax planning for high net worth individuals and closely held businesses and in the administration of estates and trusts. She also has extensive experience in the areas of charitable giving and tax-exempt organizations. Her clients range from young entrepreneurs and corporate executives to multigenerational family groups. Alyse works closely with clients at every stage to implement tax-efficient wealth transfer and preservation strategies t...
Elizabeth is a partner in the private client and tax team at Withers Bergman LLP. She focuses her efforts on estate planning, planned giving and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational and operational issue...
Mary K. Ramsden is senior counsel for the firm, practicing primarily in the areas of trust and estate administration. Since 1994, she has been a Certified Specialist in Estate Planning, Trust and Probate Law (certified by the State Bar of California Board of Legal Specialization). She has been recognized as a “Southern California Super Lawyer” Ms. Ramsden was admitted to the California Bar in 1981. She received a B.A. degree from the University of California at Los Angeles, and a ...
Elizabeth R. Glasgow focuses her practice on multigenerational wealth preservation and tax minimization, including the creation and implementation of dynasty trusts, business succession plans, asset protection strategies and charitable giving structures for business owners, real estate investors, entrepreneurs, and families managing inherited wealth. She provides comprehensive advice on a wide range of issues facing mobile high net worth individuals and geographically dispersed families, incl...
Scott Rahn is regarded as a top probate trial attorney, focusing on high-stakes private wealth disputes, fiduciary litigation, and contentious trust, probate estate and conservatorship cases. Mr. Rahn deftly helps guide clients - heirs, beneficiaries, trustees, executors, administrators, charities, creditors and conservators - through the emotional, legal and financial issues that arise when a loved one becomes compromised, is taken advantage of, and after they pass, whenever the theft, manip...
