S Eva Wolf

SW
  • Partner at Withers Bergman LLP (417 Attorneys)
  • 1925 Century Park East, Suite 400, Los Angeles, CA 90067
    View S Eva Wolf's office location
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Biography

S. Eva Wolf is a partner in the private client and tax team.

She appreciates and accounts for the differences in each individual and family she encounters by tailoring estate plans to fit each client’s goals and circumstances, while building in flexibility to anticipate future changes. Post-death, Eva guides clients through the probate and trust administration process. Eva also leverages the insider knowledge that she gained as an IRS attorney into estate, gift, and generation-skipping transfer ( GST ) tax savings and audit victories for her clients.

Talks

Inside the Minds of Estate Planning Attorneys, Wells Fargo The Private Bank, April 17, 2019

Preparing Gift and Estate Tax Returns and the Audit Process, JH Advanced Markets Web Portal, April 13, 2018

Estate and Gift Tax Return Preparation and Audit Tips, Beverly Hills Bar Association, February 20, 2018

Taxation and Representation: Career Paths in Tax Law, University of California Los Angeles, February 6, 2018

Dodging Bullets and Navigating Minefields, Helpful Tips for Preparing Estate and Gift Tax Returns and Resolving Audits from Two Former IRS Attorneys, USC Tax Institute, January 25, 2017

Estate Planning: Looking at Our World Through Income Tax Glasses, CalCPA, Westside Discussion Group, December 20, 2016

Estate Planning: Looking at Our World Through Income Tax Glasses, CalCPA, Estate Planning Committee, October 19, 2016

Estate and Gift Tax Returns: Common Mistakes and How to Fix Them, ProVisors Los Angeles Estate and Succession Planning Affinity Group, February 11, 2016

A Former IRS Attorney’s Perspective on Common Mistakes in Estate and Gift Tax Returns, Estate Counselors Forum, January 14, 2016

Estate Planning: Looking at Our World Through Income Tax Glasses, ProVisors Los Angeles Estate and Succession Planning Affinity Group, October 8, 2015

Introduction to the Federal Gift Tax, Internal Revenue Service, September 2012

Introduction to the Federal Estate Tax, Internal Revenue Service, September 2012

Track record

Successfully defended an individual in a gift tax audit in which the IRS challenged the valuations of several real properties and business entities, saving the individual approximately $1,500,000 in gift tax.

Drafted Delaware and South Dakota irrevocable trusts for an individual who wished to be an anonymous benefactor.

Prepared petition requesting Section 9100 relief, which the IRS granted in a private letter ruling ( PLR ). As a result, a surviving spouse was granted an extension of time to elect to treat a qualified terminable interest property ( QTIP ) trust as two separate trusts, saving the surviving spouse approximately $3,000,000 in GST taxes.

Drafted a declaration to support a bankruptcy trustee’s right to recover the debtors’ personal residence, which debtors had fraudulently transferred to two qualified personal residence trusts ( QPRT s).

As an IRS attorney, represented the federal government’s interests in the examination of federal estate tax and federal gift tax returns; examined estate plans that included special use valuation, family limited partnerships ( FLP s), Graegin loans, private split dollar life insurance, sales to intentionally defective grantor trusts ( IDGT s) in exchange for promissory notes, and self-cancelling installment notes ( SCIN s).

Dates

Joined
2019

Partner
2019

Publications

‘Animal Capital,’ Family Capital - February 27, 2019, quoted

Estate and Gift Tax Return Preparation and Audit Tips, Estate Planning Journal (WG&L), Volume 44, Number 9, September 2017

Daily Report for Executives, Bloomberg BNA - May 26, 2017, quoted

Estate Planning: Looking at Our World Through Income Tax Glasses, 67-13 USC Law School Institutes On Major Tax Planning, 2015.

Areas of Practice (3)

  • Trustees, executors and fiduciaries
  • North America
  • United States

Education & Credentials

Contact Information:
University Attended:
Arizona State University, B.A., Sociology, 2003
Law School Attended:
Loyola Law School, LL.M., Tax; First Honors Award in Income Taxation of Trusts and Estates, 2009; University of Arizona, James E. Rogers College of Law, J.D., Note & Comment, Editor for Arizona Journal of International and Comparative Law, 2007
Year of First Admission:
2007
Admission:
2007, California
Memberships:

Memberships

Beverly Hills Bar Association, Trusts & Estates Section

ProVisors, West Hollywood, Women, and Los Angeles Estate and Succession Planning Groups

Languages:
English
ISLN:
1000385080

Peer Reviews

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

Documents (1)

Documents by this lawyer on Martindale.com

Los Angeles, California

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