Jay L. Beckerman

Open for Business

Partner at Mullen & Henzell L.L.P.
112 East Victoria Street, Santa Barbara, CA 93101
View Jay L. Beckerman's office location
Overall Rating

5.0
Overall Rating

5.0

Peer Reviews

5.0

Peer Reviews

5.0
Profile Visibility [ i ]
- #69 in weekly profile views out of 2,007 Attorneys in Santa Barbara, CA
- #79,418 in weekly profile views out of 2,343,548 total attorneys Overall

Attorney Awards

About Attorney Awards

Jay is a Partner and a member of the Estate Planning Group. Jay works on a broad range of estate and tax related planning, from wills and revocable trusts to more complex planning involving irrevocable trusts, charitable gifts and business succession planning. Jay holds an advanced degree in taxation, and his practice includes sophisticated tax planning for the transfer of wealth. Jay enjoys literature, chess and tennis.

Representative Experience

Multiple plans involving succession planning with transfer tax stands as an integral part of the planning; Design and implementation of multi-generational trusts for large wealth families. Community Involvement

Jay served on the Cold Spring School District Board of Trustees for ten years and for six years on the governing board of the Friendship Adult Day Care Center, a non-profit organization devoted to the care of frail elderly adults. Jay currently serves on the Planned Giving Committees for the Visiting Nurse and Hospice Care of Santa Barbara.

Estate Planning
Charitable Gift Planning
Integrated Wealth Transfer Planning
Succession Planning
Trust Administration
Valuation Planning

University Attended:

University of California at Berkeley, B.A., 1970

Law School Attended:

New York University School of Law, LL.M., Taxation, 1981; University of San Diego School of Law, J.D., cum laude, 1974

Year of First Admission:

1975

Admission:

1975, California; 1982, United States Tax Court

Birth Information:

Chicago, Illinois, October 8, 1948

ISLN:

909157041

Credit Cards Accepted

Other

5.0/5.0

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Santa Barbara, CA
112 East Victoria Street
Santa Barbara, CA 93101

805-308-7895 Phone
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Contact Information:

805-308-7895 Phone

www.mullenlaw.com/bios/jay-l-beckerman-partner-attorney-mullen-and-henzell

www.mullenlaw.com/people/jay-beckerman

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