Eisen, Jeffrey
Partner
Charitable Sector
Tax
Trusts & Estates
Legal Expertise
Mr. Eisen's practice is focused on estate planning, probate and trust administration, and the representation of beneficiaries (including charitable organizations) in contested or disputed trusts and estates. Mr. Eisen represents individuals and families in the full range of estate planning, including everything from "basic" estate planning, (wills, living trusts, and powers of attorney), to complex planning to the transfer of wealth while minimizing or eliminating estate tax, gift tax and generation-skipping transfer tax. He counsels beneficiaries and fiduciaries (executors and trustees) regarding the administration of estates and trusts, including the preparation and filing of federal estate tax returns. Mr. Eisen represents individuals and charities as beneficiaries of potentially troubled, disputed and contested estates, working and negotiating to reach a settlement without litigation, but shepherding clients through mediation and litigation of these disputes where necessary. He also counsels individuals and institutions serving as fiduciaries to carry out their duties successfully and without liability to beneficiaries.
Industry Focus
Planning for the successful transmission of wealth and protection of the inheritance left by others, regardless of the source of the wealth, whether from real estate, traditional businesses of from the entertainment business (songwriters, actors, athletes and others)
Key Professional Accomplishments
* Transferred a 25% interest in a 9-figure family-owned business without incurring an estate or gift tax.
* Creation of estate plans and administration of estates involving unique issues facing actors, athletes, songwriters and others in the entertainment industry.
* Successfully represented numerous estates and individuals in IRS estate and gift tax audits.
* Serves as lead outside counsel to a major national charity to protect its interest in complex and disputed real estate trusts.
Professional, Business, and Civic Affiliations
* Professionals Networking Group (1997-present)
* Former member, Executive Committee, Los Angeles County Bar, Trusts and Estates Section (1997-2000)
Court Admissions
* California, 1991
* U.S. Tax Court, 1993
Education
New York University School of Law, J.D., 1991
Wharton School, University of Pennsylvania, B.S., 1988
