Mark J. Phillips
Mark Phillips brings more than thirty years of experience in taxation; estate planning; probate and trust administration; probate, wills and trust litigation.
Mark is a graduate of the University of California at Los Angeles and is certified by the California State Bar Association as a Specialist in Estate Planning, Trust and Probate Law. He is a frequent lecturer on estate planning and probate topics, having presented to professional groups more than 75 times in the past ten years. He has also served as an arbitrator, mediator and as Judge Pro Tem of the Los Angeles Municipal Court.
Recent Notable Achievements Include:
New York University, LL.M., Taxation
University of California at Los Angeles, B.A. (cum laude); J.D.
Admitted to Practice in California, U.S. Tax Court, U.S. District Court, Central District of California.
Recent Articles Published:
Los Angeles Daily Journal, "Liability for Attorneys' Fees in Trust Dispute Shifts"
The Practical Lawyer, "Estate Planning for Non-Resident Aliens"
California State Bar Tax Section News, "Vanishing Holding Requirements: Like-Kind Exchanges After Magneson, Bolker and the Tax Reform Act of 1984"
CEB Estate Planning & California Probate Reporter, "AB 21: New Attorney Conflict Rules Invalidate Transfers and Restrict Compensation”
CEB Estate Planning, Trust & Probate News, "Families in Transition: California Continues to Grapple with the Inheritance Rights of Stepchildren"
Philanthropy Alert, "Substantiation Rules for Charitable Gifts”
Journal of Legal Advocacy & Practice, "Accepting the Inevitable; California Statute Finally Embraces Oral Testamentary Contracts"
Liability for Attorney’s Fees in Trust Dispute Shifts, Los Angeles Daily Journal, 5/5/2010
Time of Death: Does It Matter? California Bar Journal, August 2010
Inheritance Rights of Posthumously Conceived Children in California, California Trusts and Estates Quarterly, Volume 15, Issue 4, Winter 2010.
New Legislation Brings Some Clarity to Estate Planning, Los Angeles Daily Journal, 11/8/2010 (with Megan L. Ferkel)
New Legislation Brings Some Clarity to Estate Planning – Part II, Los Angeles Daily Journal, 1/19/2011 (with Megan L. Ferkel)
Give and Take: Donative Transfers to Caregivers, Los Angeles Lawyer, April 2011 (with Steven Hunt, Ph.D.)
Factoring Risk into the Measurement of Damages, Los Angeles Daily Journal, April 7, 2011 (with Michael J. Phillips)
Factoring Risk for Breach of Trust, Valley Lawyer, May 2011 (with Michael J. Phillips)
Tulsa, Yool, Dacey and the Lingering Uncertainty in Claims Against Decedents in California, California Trusts and Estate Quarterly, Volume 17, Issue 3/4, Fall/Winter 2011
Accessing Safe Deposit Boxes After Death, Los Angeles Daily Journal, May 15, 2012
Southern California Super Lawyers 2007-2013 Los Angeles Magazine
Top 100 Lawyers of Southern California
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