THE LAW OFFICE OF
Alperstein, Simon, Farkas, Gillin & Scott, LLP
15760 Ventura Boulevard, Suite 1520
Encino, CA 91436-3026
Phone: (818)501-3100
Fax: (818)461-0559
Email: attys@asgslaw.com
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ATTORNEY BIOGRAPHIES


GLENN M. ALPERSTEIN (Retired)

Glenn M. Alperstein (av rated in Martindale-Hubbell) graduated from UCLA (B.S. Business Administration) in 1957 and obtained his law degree from Boalt Hall, U.C. Berkley, in 1960. Glenn joined our predecessor firm of Gillin & Scott in 1964. After 45 years of dedicated and loyal service, Glenn retired from the Firm on December 31, 2008.

Glenn was widely recognized as an icon within the estate planning community as a highly competent and capable of highly sophisticated planning. Above all Glenn was a true counselor at law and experience for his clients, providing valued advise and judgment in family and business matters of every nature. The members of the Firm today are the embodiment of Glenn's tutelage and vision of being true counselors at law for our clients.

His membership and participation in numerous bar and legal professional committee memberships included being a Member of the Section of Taxation of the American Bar Association; Member of the Estate Counselor's Forum of Century City; Member of the Jewish Community Foundation Committee on Taxes & Legal Matters; Past President of the Estate Counselor's Forum; Past President of the Hollywood Bar Association; Past President of the Hollywood Estate Planning Council. Glenn was for many years a Certified Tax Specialist under the California State Bar Board of Legal Specialization and a Member of the elite national estate planning and retirement plan counsel, "The Group". Glenn was also a former instructor in Probate Administration in Probate Paralegal Program at University of West Los Angeles; he was a licensed teacher in the Los Angeles Adult Education Program and former instructor (for over nine years) on the subjects of "Wills, Trusts and Estates" and "Legal Problems of the Family". Glenn was a frequent guest lecturer at tax institutes, including the California State Bar's Continuing Education of the Bar (CEB) programs, estate planning councils, certified life underwriter meetings and other organizations; and author of numerous articles on estate, gift and generation skipping transfer planning, post mortem tax and trust matters and all interrelated tax aspects thereof, including income and estate tax planning for distributions from qualified and non-qualified retirement plans.

 

JOEL M. SIMON
Email: jms@asgslaw.com

JOEL'S BACKGROUND: Joel is an Attorney At Law ("av" rated in Martindale-Hubbell) and one of the principal member-owners in the Law Firm of Alperstein, Simon, Farkas, Gillin & Scott, LLP, 15760 Ventura Boulevard, Suite 1520, Encino, CA 91436-3026; Telephone No. (818) 501-3100; Fax No. (818) 461-0559; E-mail Address "jms@asgslaw.com". Prior to attending law school, Joel graduated from California State University At Northridge, obtaining his Master of Arts Degree in History. Joel taught American History, Political Science and Far Eastern History at Rio Hondo and Cerritos Colleges. While working as an instructor, Joel attended and graduated Cum Laude from Whittier College of Law in 1978, where he distinguished himself as a member of Law Review and was awarded the prestigious American Jurisprudence Award in Commercial Transactions and Constitutional Law. Joel was admitted to the California Bar in 1978. Joel has served as an Adjunct Instructor at Whittier College of Law, teaching Legal Research and Writing. Joel is married to Sylvia for more than 23 years. His primary outside interests include community service, hiking and every aspect of computers (including assuming full responsibility for every aspect of the computerization of the Firm). Joel is a Director of the Encino Chamber of Commerce and serves as an officer of the United Chambers of Commerce, including serving in the positions of Assistant Secretary and Chairman of its Governmental Affairs Committee.

JOEL'S QUALIFICATIONS: Joel is a member of the Los Angeles County Bar Association Professional Responsibility and Ethics Committee, serving as Chairman of the Committee in 1993-94. He is also an actively participating Judge Pro Tem assigned on a "pro bono" basis to sit for both the Municipal Court and Superior Court hearing civil matters, unlawful detainer, small claims and appeals. Joel also acts as an arbitrator for the Los Angeles County Bar Association Dispute Resolution Services, hearing fee arbitration disputes and since 2003, served as Vice Chair of the Attorney-Client Arbitration and Mediation Services Executive Committee. He is a member of Los Angeles Trial Lawyers Association, the American Bar Association and is a former Trustee of the Hollywood Bar Association. Joel is a certified mediator, on the panel of probate mediators and has developed negotiation skills to utilize the mediation process to produce effective, economical results for the firm's clients. Joel is a Director and will serve as President of the Encino Chamber of Commerce in 2006 and has been a member of the Chamber since 1996. Joel has been a Director and Member of the Executive Committee of the Economic Alliance since 2003. He is also a Director and Chairman of the United Chambers of Commerce 2005-2006. Joel is General Counsel, pro bono, for Para Los Ninos since 1980 and he has been actively participating as Judge Pro Tem for twenty years and has been assigned on a "pro bono" basis to sit in Superior Court hearing civil matters, unlawful detainer, small claims and appeals.

JOEL'S BUSINESS LAW, REAL ESTATE, COMMERCIAL TRANSACTIONS, CIVIL LITIGATION AND "LPS" CONSERVATORSHIP PRACTICE: Joel's practice is uniquely balanced between transactional documentation and litigation in the following areas:

  1. Business Law: Joel's business law experience includes every legal aspect of business formations, business operations (including maintaining corporate Directors & Shareholder minutes up to date), business agreements (including "Buy-Sell" and Redemption Agreements) and other business agreements succession planning; it also includes planning, advising and drafting agreements relating to purchases, sales, business agreements relating to reorganizations and liquidations of businesses. Joel is familiar with every conceivable type of legal entity, including both "C" and "S" Corporations, Limited Liability Companies ("LLCs"), Limited Liability Partnerships ("LLPs"), general partnerships, limited partnerships, including Family Limited Partnerships ("FLPs"), sole proprietorships and tax exempt entities, including charitable foundations and charitable trusts.

  2. Business and Commercial Law Dispute Resolution & Litigation Practice: Joel is experienced in counseling, advising and representing clients in all aspects of business, commercial law and real estate dispute resolution, including mediation, arbitration and litigation. Joel has extensive experience, including actual in court jury and non jury trial litigation. Joel's experience in drafting and litigating business matters, and his training and conducting of mediations provides a sensitive but aggressive approach to resolving disputes and providing concrete, well reasoned advice to the firm's clients to help clients achieve maximum net economic results in resolving disputes.

  3. Property & Property Tax Matters: Joel also performs services in connection with the purchasing, selling, exchanging (on a tax deferred basis), leasing, financing, refinancing and gifting of both real estate and personal property. Joel is experienced in all aspects real property tax practice, including utilizing Prop 13 and Prop 58 Exemptions as well as dealing with both the Tax Assessor's office to resolve reassessment matters and avoid adverse determinations.

  4. Pre & Post Marital Agreement: Joel and Glenn each render consulting, negotiating, designing and drafting services in connection with all aspects of property agreements between: (i) parties to anticipated marriages, (ii) spouses and (iii) domestic partners, relating to:
    • The preservation of separate property rights.
    • The transmutation of joint tenancy property into community property.
    • The ability to treat community property under the "aggregate theory of community property".

  5. Conservatorship Matters: Joel's practice includes every legal aspect of representing clients in Department 95A of the Los Angeles Superior Court in connection with LPS Conservatorship matters (including representing clients in jury trials). Additionally, Joel's practice includes extensive experience making court appearances in general probate and probate conservatorship matters.

  6. Legal Services In Carrying Out Sophisticated Gift Plans: Joel's practice includes every aspect of carrying out sophisticated gift programs designed by Glenn, including the design, formation and funding of the LLC or FLP, including dealing with control issues, Prop 13 issues, title insurance issues, gifting (assigning) LLC or FLP interests to donees and other interrelated issues thereto.

Joel's extensive background in both the transactional and litigation process gives him a highly practical approach to the law with the ability to provide advice and counsel in transactional matters based upon his court room, mediation, arbitration and experience as a litigator.

SCOTT FARKAS
Email: smf@asgslaw.com

SCOTT'S BACKGROUND: Scott is an Attorney at Law and a Partner in the Law Firm of Alperstein, Simon, Farkas, Gillin & Scott LLP, 15760 Ventura Boulevard, Suite 1520, Encino, California 91436-3026; Telephone No. (818) 501-3100; Fax No. (818) 461-0559.

Scott was admitted to the California Bar in 1998; he is a graduate of University of Southern California (B.A., Sociology, 1994), Loyola Law School of Los Angeles (J.D., 1998) and University of Southern California (Master of Business Taxation, 1999).

Before joining the firm in June 2001, Scott first served as a law clerk with the firm during the summers of 1996 and 1997. Thereafter, Scott worked at PricewaterhouseCoopers LLP, from 1999 to June 2001, in the Technology and Entertainment practice. His responsibilities included tax consulting for corporations, partnerships, limited liability companies and individuals.

Scott is married to Carin. Scott's outside interest include travel, soccer, golf, tennis, movies and USC Football.

SCOTT'S QUALIFICATIONS: In 1999, Scott received his Master of Business Taxation degree with an emphasis in estate planning and individual tax issues. Scott's area of practice with the firm will primarily be in personal and business tax matters, estate planning, trusts, conservatorships and related matters. Scott is a member of the American Bar Association, the Los Angeles County Bar Association, the Beverly Hills Bar Association and Sports Lawyer Association. He participates in section memberships within each organization in tax, trusts and probate.

WHITNEY M. SCHWARTZ
Email: wms@asgslaw.com

WHITNEY'S BACKGROUND: Whitney was admitted to the California Bar in 2005. She is a graduate of University of California, San Diego (B.A., Human Development, cum laude) and University of California, Los Angeles School of Law (J.D., 2005). Additionally, she is currently pursuing a Masters of Taxation at Loyola Law School.

Prior to joining the firm in July 2007, Whitney practiced in the fields of estate planning, post-mortem administrations, and small business formation and maintenance.

Outside of the firm, Whitney's interests include travel and golf.

WHITNEY'S QUALIFICATIONS: Whitney is a member of the American Bar Association, the Los Angeles County Bar Association, the Beverly Hills Bar Association, and the Ventura County Bar Association. Her areas of practice include estate planning, trust administrations, probate, conservatorships, and related matters.


S. DELL SCOTT (Retired)

Mr. Scott ("av" rated in Martindale-Hubbell) graduated from the University of Chicago in 1942 and obtained his law degree in 1947 from its School of Law, where he served on the Law Review. Mr. Scott was a founding member of our predecessor firm and practiced closely on associations with Glenn and was mentor to Joel since 1964 and 1978 respectively.

He was a member of the American Bar Association, American Trial Lawyers Association and the Association of Business Trial Lawyers. He has served as a Trustee of the Los Angeles County Bar Association and is a former President of the Hollywood Bar Association. During his twenty years of service as a member of the Board of Directors of the Metropolitan Water District of Southern California he served as a member of its Executive Committee, as Vice Chairman of its Legal and Claims Committee and as a member of its Water Problem Committee.

Mr. Scott's areas of specialization (prior to his retirement in 1995) included administrative law matters, structuring major business and real estate transactions, handling complex business and marital dissolution litigations. In his practice, he has also represented major American and International companies.

NATHAN E. GILLIN (Deceased)

One of the firms two founding partners, Nathan E. Gillin died in 1996. Although greatly missed, his legal career (from 1932 through his retirement in the late 1980's) encompassed complex real estate transactions, including the formation of real estate syndicates, giving a broad range of advice to business clients, coordinating with the other members of the firm in connection with income, estate and gift tax problems involving real estate transactions, has been of immense benefit to the firm and its remaining members.

On October 22, 1996 Nathan E. Gillin, passed away. He will be missed by all of us, but the quality and expertise that he instilled in this firm will always continue.

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Page Last Updated 09/13/07