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
  Return To Our Home Page  
Firm History Of Alperstein, Simon, Gillin & Scott Our Areas Of Expertise Review Our Biography Page
Meet Our Staff Law Related Links Click Here To Contact Us

 

 

ATTORNEY BIOGRAPHIES




GLENN M. ALPERSTEIN
Email: gma@asgslaw.com

GLENN'S BACKGROUND: Glenn is an Attorney At Law ("av" rated in Martindale-Hubbell) and is one of the principal member-owners in the Law Firm of Alperstein, Simon, Farkas, Gillin & Scott, LLP. Glenn is reputed throughout California as a sucessful and competent lawyer. His reputation comes from his numerous bar and legal professional committee memberships. To name a few, Mr. Alperstein is 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 (but has of recent date of his own accord declined to remain a member) 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 Alperstein was admitted to the California Bar in 1961; he is a graduate of UCLA (B.S. Business Administration, 1957); and a graduate of Boalt Hall (U.C. Berkley, 1960).

GLENN'S QUALIFICATIONS: Glenn is a Member of the Section of Taxation of the American Bar Association; Member of Estate Counselor's Forum of Century City; Member of Jewish Community Foundation Committee on Taxes & Legal Matters; Past President of Estate Counselor's Forum; Past President of the Hollywood Bar Association; Past President of the Hollywood Estate Planning Council. Glenn was for many years (but has of recent date of his own accord declined to remain a member) 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 is also a former instructor in Probate Administration in Probate Paralegal Program at University of West Los Angeles; he is 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 is 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.

GLENN'S ESTATE & GIFT & GENERATION SKIPPING PLANNING PRACTICE: Glenn's Practice is limited to Estate, Gift and Generation Skipping Planning matters, including Post Mortem Tax Planning & interrelated Tax, Trust, Probate & Conservatorship Law matters, Retirement Planning Death Benefit Distribution Planning and Charitable Planning, as more particularly set forth below:

  1. Traditional Estate Planning Documents: Glenn renders consulting services, tax planning advice, designing services, preparation of documentation, personal detailed explanation of and supervision of execution and funding of Revocable Living Trusts and "Pour Over" Wills, Financial and Health Care Durable Powers Of Attorney, so-called Living Wills, Nominations Of Conservator and other related estate planning documents.

  2. Sophisticated Gift & Generations Skipping Discount Planning: Glenn also performs sophisticated gift planning, including the establishing of gift plans resulting in all forms of gifts, including simple gift plans, trust gift plans and sophisticated gift planning, using proven "cutting edge" techniques to achieve tax planning objectives, including design of and funding of Family Limited Partnerships and Limited Liability Companies and gifting interests therein so as to qualify gifted interests for deep discounts.

  3. Gift & Generations Skipping Trust Planning: Glenn renders consulting services, tax planning advice, designing services, preparation of documentation, personal detailed explanation of and supervision of Irrevocable Trusts of every kind and nature, including creating and overseeing the implementation and funding of:
    • "Crummey" Trusts.
    • Generation Skipping Trusts.
    • Irrevocable Life Insurance Trusts.
    • Qualified Personal Residence Trusts ("QPRTS") and traditional "GRATS" & "GRUTS".
    • The use of "Intentionally Defective (for Income Tax Purposes only) Grantor Trusts" to achieve creative income, gift and estate planning and tax objectives.
  4. Distribution Of Retirement Plan Death Benefits: Glenn's practice includes every legal, personal and tax aspect of the proper designating of beneficiaries and the ultimate distribution, as well as timing of distribution of death benefits from qualified and non qualified retirement plans (taking into account interrelated personal, income tax, estate tax and federal generation skipping tax issues)

  5. Post Mortem Tax, Probate And Trust Law Services: Glenn's practice includes every aspect of post mortem legal and estate and generation skipping tax services, including:


    • Probate Avoidance Services: Carrying out estate plans (whether or not designed by Glenn), including obtaining Hegsttad Orders, Community & Separate Property Set Aside Orders and other techniques to avoid probate where possible.

    • Trust Funding and Allocations Between Trusts: All services related to implementing and funding so called "AB" and/or "ABC" (or more sophisticated) Trusts at the first spouse's death as well as carrying out trust planning at the second death.

    • Federal (& California) Estate Tax Returns (including Federal Generation Skipping Tax Schedules): All services related to preparing and timely filing Federal (& California) Estate Tax Returns (including Federal Generation Skipping Tax Schedules) and representing clients in every aspect of Internal Revenue Service administrative audits thereof, including handling Appeals matters (before IRS Appeals) and, when necessary, providing Tax Court and Refund Claim representation in federal estate, gift and generation skipping tax matters.

    • Probate & Conservatorship Services: Although Alperstein, Simon, Farkas, Gillin & Scott, LLP's practice is designed to avoid Conservatorships and Probates, Glenn and his staff are fully capable of providing all necessary conservatorship (including obtaining of Orders of Substitute Judgment) proceedings where required or appropriate (including to creating and funding revocable trusts for incapacitated clients who have failed to do so prior to such incapacity) and to provide probate legal services (where necessary because of lack of prior probate avoidance planning).
  6. Charitable Planning: Glenn's services include every aspect of charitable gift planning, including the creation and tax qualification of Publicly Supported Foundations, Private Operating Foundations, Private Foundations as well as assisting clients in availing themselves of one or more of the myriad of available funds operated by various Sectarian and Non Sectarian Community Foundations (such as the California Community Foundation and the Jewish Community Foundation). Such services include the designing and implementation of both Charitable Remainder Trusts (both Unitrusts and Annuity Trusts) and Charitable Lead Trusts.

  7. Other Tax & Estate Planning Matters: Alperstein, Simon, Farkas, Gillin & Scott, LLP's practice is capable of providing any and all other services that directly or indirectly relate to the aforesaid matters described above.

 

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-Hubbel) 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.

 

Home Page | History Of The Firm | Areas Of Expertise | Attorney Biographies |
Meet Our Staff | Legal Links On The Web |
Download Forms
 
Return To Top Of Page
 

To Contact Us With Questions Concerning Our Practice, Appointments, or Any Other General Comments Click Here!

 

© Alperstein, Simon, Farkas, Gillin & Scott LLP 2006

 

Page Last Updated 09/13/07