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Updated: March 13th, 2023 | San Diego | Lawyer List S | Henderson Caverly Pum & Trytten LLP | Estate Planning, Probate, Taxation, Trusts and Estates,
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Address: 12760 High Bluff Drive, Suite 150, san-diego, CA, 92130
Law Firm: Henderson, Caverly, Pum & Trytten, LLP
Phone: 858-779-1674
Fax: 858-755-9900
Email:
Website: http://www.hcesq.com
| Title | Partner |
| First Year of Call | |
| Areas of Practice | Estate Planning, Trusts and Estates, Probate, Taxation |
| Description | Elected: ‘Best Lawyers of America’, 2002; Los Angeles County ‘Super Lawyer.’ Recognized as one of the top 100 vote recipients (vote compiled by Law & Politics Media, 2004, 2006). C.P.A., State of Illinois, 1979. Author: ‘To My Wife, I Leave My IRA – The Economics of Inherited IRAs,’ Trust and Estates Magazine, September 2002; ‘Integrating Retirement Plans Into the Estate Plan,’ 24th UCLA-CEB Estate Planning Institute, 2002. Co-Author: ‘The QTIP Trust as Retirement Plan Beneficiary,’ ALI-ABA Course Materials Journal, 2000 and Estate Planning Trust and Probate News, Spring 2000; ‘Estate Planning for Retirement Plans: The Heir With the Biggest Pile of Money Wins,’ 52nd USC Tax Institute On Federal Taxation, 2000; ‘Aggregate Theory Agreements: Don’t Get ‘Bogged’ Down,’ Estate Planning Trust and Probate News, Fall 1999; ‘Tax and Investment Planning for the Individual,’ 57th NYU Institute on Federal Taxation, 1998; ‘Grantor Trusts,’ 18th Annual UCLA-CEB Estate Planning Institute, 1996; ‘Turning Sand Into Glass: Clarifying Retirement Benefits in The Estate Plan,’ 47th USC Tax Institute on Federal Taxation, 1995; ‘A Second Look At Spousal Rights in an IRA,’ Estate Planning Trust and Probate News, Fall 1994. Chair, Taxation Section, Committee on Estate and Gift Tax, State Bar of California, 1996-1998. |
Sophisticated estate planning, family law, start a nonprofit, trust administration & probate, estate & trust litigation, mediation.Henderson, Caverly, Pum & Trytten, LLP with offices in San Diego, Rancho Santa Fe, Pasadena, Irvine and Los Angeles, California, is a full service estates and trusts law firm, handling all aspects of planning, administration and probate, and litigation since 2001. Henderson, Caverly & Pum LLP is widely…
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