Elizabeth A. Bawden

Elizabeth A. Bawden: Attorney with Withers Bergman LLP AV stamp icon
  • Partner at Withers Bergman LLP (417 Attorneys)
  • 1925 Century Park East, Suite 400, Los Angeles, CA 90067
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    5.0/5.0 (25)
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Attorney Awards

Biography

Elizabeth is a partner in the private client and tax team.

She focuses her efforts on estate planning, planned giving and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational and operational issues.

Elizabeth is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law and a fellow in the American College of Trust and Estate Counsel ( ACTEC ).

Elizabeth is a graduate of Wheaton College (IL) and the UCLA School of Law where she served as Executive Editor of the UCLA Law Review. After law school, she clerked for Judge Wiley Y. Daniel of the Federal District Court in Colorado. Elizabeth is currently adjunct faculty at the UCLA School of Law teaching Estate and Gift Tax.

Elizabeth serves on the board of the Heifer International Foundation, supporting the work of Heifer International to end hunger and poverty around the world by providing livestock and training to struggling communities.

Dates

Joined
2015

Partner
2015

Talks

‘Probate: Everything You Need to Know,’ National Business Institute Seminar, Long Beach - December 13, 2018, presenter

‘Foreign Trusts: What You Don’t Know Can Hurt You,’ STEP San Diego - November 13, 2018, co-presenter

‘Planned Giving when you’re not a Planned Giving Officer,’ Association of Fundraising Professionals, Los Angeles Regional Philanthropy Conference - November 7, 2018, co-presenter

‘Flexible Trust Structuring Across Generations,’ Financial Management for the Family Office Conference at Pepperdine - September 26, 2018

‘Navigating the Trusts and Turns of Testamentary Gift Annuities,’ Los Angeles Council of Charitable Gift Planners - September 20, 2018

‘Lessons Learned from a Collective Century of Planned Giving Experience,’ Western Regional Planned Giving Conference, Costa Mesa - June 1, 2018, presenter

‘Flexible Trust Structuring Across Generations,’ AFOG meeting, Los Angeles - May 3, 2018

‘Foreign Trusts: What You Don’t Know Can Hurt You,’ ABA Section of Taxation 2018 Midyear Meeting, San Diego - February 10, 2018, co-presenter

‘Charitable Giving Update,’ 2017 Western Conference on Tax Exempt Organizations, Los Angeles - December 01, 2017, speaker

‘Foreign trusts: Classification, tax and reporting implications’, STEP International Estate Planning Conference Wyoming - September 15, 2017, speaker

‘California Fiduciary Taxation’ with Alexander M. Popovich, California State Bar Association Taxation Section, May 12, 2016

‘Moving to Paradise - What You Need to Know about Your Clients’ Estate Plans When they Move from California to Hawaii’ with Rhonda L. Griswold, University of Hawaii, April 29, 2016

‘Fundamentals of Succession & Estate Planning’ Paychex and Integrity Financial, April 27, 2016

‘California: A Taxing Place for Trusts’ with Alexander M. Popovich, USC Tax Institute, Los Angeles,CA, January 2016

‘Relationships between Trustees and Beneficiaries: How to Avoid Conflicts’ with Stephen C. Minana and Kenneth E. Petersen, Jr. 41st Annual USC Trust and Estate Conference, Los Angeles, CA, November 2015

‘Opening the Door to Opportunity: How Charitable Gifts of Appreciated Real Estate Benefit Property Owners and the Charities they Support’ Symposium hosted by Caltech, Huntington Hospital, Methodist Hospital and The Henry E. Huntington Library and Botanical Gardens, Pasadena, CA, November 2015

‘When a Bequest Matures: Navigating the Process, Pitfalls and Best Practices for a Smooth Transition’ Western Regional Planned Giving Conference, Costa Mesa, CA, May 2015

‘Strategies and Contemporary Issues in Planning with Grantor Trusts’ USC Tax Institute, Los Angeles, CA, January 2015

‘Competing, Collaborating and Cultivating - Opportunities to Attract Gifts from Donors with Private Foundations’ with Steven J. Chidester, Western Regional Planned Giving Conference, Costa Mesa, CA, May 2014

‘Recent Developments in Charitable Planning’ The Jerry A. Kasner Estate Planning Symposium, Santa Clara, CA, September 2013

‘Professional Advisor and the Charitable Gift Annuity’ Northwest Planned Giving Roundtable’s 25th Conference, Portland, OR, September 2013

‘The Opportunity of a Lifetime: Maximizing the Charitable Impact of a Liquidity Event’ California Community Foundation, Los Angeles, CA, May 2012

‘Fallow Ground or Fertile Soil? The unrealized potential of charitable real estate gifts’ Glendale Estate Planning Council, Glendale, CA, February 2012

‘Ask the Experts Panel: Advanced’ Western Regional Planned Giving Conference, Costa Mesa, CA, June 2011

Publications

‘Navigating the Twists and Turns of Testamentary Gift Annuities’, Planned Giving Today, January 2019, author

‘Impact of tax reform on tax-exempt organizations paying compensation in excess of US $1 million’, Withersworldwide.com - December 21, 2017, co-author

‘Shoes for the Cobbler’s Children: What Lawyers Need to Know About Estate Planning’, The Recorder, May 4, 2016, co-author with Dina Y. Nam

‘How Wealthy Individuals Can Strategically Gift Education’, Family Wealth Report, December 10, 2015 edition, co-author with Dina Y. Nam

‘Strategies and Contemporary Issues in Planning with Grantor Trusts’, 67-14 USC Law School Institutes On Major Tax Planning (2015), co-author with Dina Y. Nam

‘Accomplishing Clients’ Estate Planning Goals in a Post- ATRA Environment in Best Practices for Structuring Trusts and Estates_’,_ Aspatore Books, a Thomson Reuters business (2015 ed.)

‘Planning for Non-Traditional Families_’,_ In Mittra, Sid, Sahu, Anandi, and Starn, Jr., Harry (Eds.), Practicing Financial Planning for Professionals, American Academic Publishing (11th ed., 2012)

Me in a minute

Giving back is an important personal value

I drafted my first legal agreement at age seven, a contract to become the first female 3rd baseman for the Los Angeles Dodgers (I may have forged Tommy Lasorda’s signature on that contract, but can assure you I am now completely reformed from such behavior). A career in professional baseball did not pan out for me, but a career in the law did.

Prior to law school I worked for a number of lawyers with different legal specialties. Observing their work led me to focus my practice in work with individuals, their families and their philanthropies.

I am grateful to have skills and knowledge to help people in difficult transitions - the incapacity or death of a loved one, the settlement of affairs with siblings, and the understanding of complex tax and trust administration matters.

Teaching law students in the area of estate and gift tax is something that I love. It keeps me in touch with the next generation of lawyers and requires me to constantly expand my knowledge. The ability to explain complex concepts and procedures clearly is a hallmark of my work with clients, and teaching gives me continuing opportunity to further develop this ability.

Giving back is an important personal value. I am able to do this through my direct work with charities and other tax exempt organizations. I also enjoy helping my individual clients realize greater impact with their giving and collaborating to strengthen nonprofits in partnership with them.

Areas of Practice (6)

  • Charities and non profit
  • Talent and creatives
  • Philanthropy
  • Sport
  • High-net-worth individuals
  • Trustees, executors and fiduciaries

Education & Credentials

Contact Information:
310 277 9901  Phone
310 861 1781  Fax
www.withersworldwide.com/people/elizabeth-a-bawden
University Attended:
Wheaton College, B.A., cum laude
Law School Attended:
UCLA School of Law, J.D., Executive Editor, UCLA Law Review
Year of First Admission:
2000
Admission:
2017, Arkansas; 2000, State of California
Memberships:

Memberships

Los Angeles County Bar Association, Exempt Organization Section, Chair (2015-2016)

American College of Trust and Estate Counsel ( ACTEC ), fellow (2014-present)

Ronald Reagan Presidential Foundation, Professional Advisory Council (2010-2015)

Beverly Hills Bar Association, Trusts and Estates Section, Chair (2009-2010)

Beverly Hills Bar Association, Executive Committee of Trusts and Estates Section, (2005-2009)

Partnership for Philanthropic Planning of Greater Los Angeles, Past President (2007)

Western Regional Planned Giving Conference, Conference Chair (2005)

ISLN:
915975394

Peer Reviews

5.0/5.0 (25 reviews)
High ethical standing icon
A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    5.0/5.0
  • Analytical Capability

    5.0/5.0
  • Judgment

    5.0/5.0
  • Communication

    5.0/5.0
  • Legal Experience

    5.0/5.0
  • 5.0/5.0 Rated by a Attorney on 10/19/18 in Estate Planning

  • 5.0/5.0 Rated by a Partner on 10/01/18 in Estate Planning

    Elizabeth is smart and understands the estate planning practice very well.

    Elizabeth is smart and understands the estate planning practice very well. Read less

    Read less

*Peer Reviews provided before April 15, 2008 are not displayed.

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