Edward P. Schlesier, is a board-certified specialist in Estate Planning, Trust, and Probate law. Other areas of practice include taxation, corporate, real estate, general business and employment matters.
BARS & COURTS
California Bar, 2001
U.S. District Court, Southern District of California
EDUCATION
University of San Diego, School of Law, JD
University of San Diego, BBA (Honors)
San Diego State University, Certificate in Government Contract Management
Passed Certified Public Accountants Exam
Licensed California Real Estate Broker (License No. 01032592)
PROFESSIONAL AFFILIATIONS
La Jolla Bar Association (past President and current Board Member)
San Diego County Bar Association
American Bar Association
Society of Trust and Estate Practioners
IR Global
USD Real Estate Alumni Association
COMMUNITY AFFILIATIONS
Scripps Planned Giving Board Health Foundation (Board Member)
Volunteers of America-Southwest (former Director)
Provisors (since 2010)
Teen Volunteers in Action
St. Thérèse of Carmel Parishioner
RESPONSIBILITIES
Counseling clients with complex estate and trust planning matters including revocable living trusts, disclaimer trusts, irrevocable life insurance trusts, qualified personal residence trusts, intentionally defective grantor trusts, grantor retained annuity trusts, charitable trusts, asset protection trusts, total return trusts, generation-skipping trusts, dynasty trusts, private foundations, family limited partnerships, wills, health care and legal incapacity planning, and integrating retirement benefits into estate plans.
Advising and representing clients with federal and state income, gift, estate and employment tax matters including domestic and international tax plans, gift programs, estate settlements, tax audits, tax disputes, collection representation, offers in compromise, and installment agreements.
Advising and representing clients with corporate, limited liability company and partnership matters including formation, maintenance, business succession, mergers & acquisitions, dissolution, shareholder agreements, reorganizations, and disputes between owners.
Advising and representing clients with complex real estate transactions including commercial lease negotiations, property transfers, tax-deferred exchanges, and property tax assessment disputes.
Advising and representing management and employees on various employment matters including employee benefit plans, wage disputes, harassment, and personnel policies and procedures.
REPRESENTATIVE TRANSACTIONS
Complex estate plan for estate valued in excess of $150 million.
Complex estate plan for corporate executive.
Trust administration after death of settlor with assets in excess of $25 million.
Trust dispute concerning assets in excess of $10 million.
Probate of complex estate valued in excess of $3 million.
Court approved modification to an irrevocable trust.
Tax analysis and consultation for sale of real property valued in excess of $120 million.
Purchase/Sale of privately held company.
Employment agreement for executive.
Negotiated separation for executive/minority owner.
PUBLICATIONS AND SPEAKING ENGAGEMENTS
Speaker: “Nevada Advantage,” Whitter Trust, September 2017
Speaker: “Advanced Estate Planning Challenges for Second Marriages,” Strafford, August 2017
Speaker: “Planning for Access to Digital Property,” UBS, August 2017
Speaker: “Ask the Experts: Disability Planning,” Monarch Cottage – La Jolla, October 2016
Speaker: “A-B Disclaimer Trusts,” National Law Foundation, April 2016
Speaker: “Optimizing Basis Step-Up and Leveraging A-B and QTIP Trusts,” Strafford, September 2015
Speaker: “Tax Planning for Business Owners,” Vistage Group, June 2015
Speaker: “Estate Planning,” USMC-JAG Professional Military Education Seminar, May 2015
Speaker: “Tax Planning for Business Owners,” Merrill Lynch Conference, April 2015
EMPLOYMENT BACKGROUND
Edward P. Schlesier served eight years with an internationally ranked top-20 engineering firm, as a Senior Project Manager and Accounting Manager. He was also in the real estate and aerospace manufacturing industries with Fortune 100 companies.
SPECIAL NOTES
Frequent guest on Real Talk San Diego.
Enjoys travel, Padres baseball, USD basketball, and playing video games.
SUPPORT TEAM
Assistant:
Anna Lisa Vega
[email protected]
858.551.2440 x328
Paralegal:
Mari E. Wadsworth
858.551.2440 x329
