Estate Planning and Wealth Transfer

Our Estate Planning and Wealth Transfer practice is led by Eddie Levine, one of California’s leading experts. Eddie’s practice emphasizes sophisticated planning relating to trusts, estates, conservatorships, guardianships, non-profit tax–exempt organizations and estate and gift taxation. His clients are high–net–worth individuals, many of whom are connected to the entertainment, venture capital, and financial services communities. Eddie routinely provides consultation, advice, drafting and implementation relating to estate planning techniques and estate plans, including: trusts for children and other beneficiaries to provide for management, care and flexibility in tax planning.

Eddie is experienced in creating and implementing a wide variety of estate planning structures, including: generation–skipping transfer trusts; grantor retained annuity trusts; qualified personal residence trusts; family limited partnerships; life insurance trusts; private foundations; charitable lead trusts; charitable remainder trusts; qualified domestic trusts for non–citizen spouses; and, special needs trusts.

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