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William M. Weintraub

Partner

Bar Admissions

State Bar of California

U.S. Tax Court

U.S. Court of Appeals, Ninth Circuit

Supreme Court of California

Education

J.D., Rutgers University

B.S., University of Pennsylvania

One of the firm’s six founders, Bill Weintraub specializes in estate planning, transactional tax planning, and tax controversies. His wealth transfer and estate planning clients include high- and ultra-high net worth individuals and families, professional athletes, entertainers and business owners throughout Southern California. Some estate plan clients require sophisticated trusts and transactions to carry out their goals, while other clients require relatively straightforward plans. In all cases, Bill continuously draws on his extensive experience to arrange for a smooth and efficient transfer of property from one generation to the next.

Many of Bill’s estate planning clients also rely on his expertise in tax planning and structuring for their business arrangements. Over his decades in practice, Bill has developed a unique ability to coordinate both estate planning and business and tax planning. He frequently prepares partnership agreements, buy-sell agreements and advises clients in various business and tax matters. For his experience in the field, Bill has been quoted in both business and trade media on estate and business matters.

Career Highlights

Provided tax and estate planning for world-renowned life coach and motivational speaker.

Negotiated and drafted equity participation arrangement for CEO of multi-billion-dollar private equity fund.

Estate planning for premiere major league baseball players.

Tax and transactional planning for large real estate based family business.

Successfully litigated against the IRS for the business use of a corporate jet in Rabinowitz v. Commissioner.

Recognitions

Recognized as one of the 10 Most Dependable Lawyers in California for Trusts & Estates, as seen in Forbes Magazine

Recognized as one of the Best Lawyers in Southern California as seen in Los Angeles Times Magazine, 2009-2017

Associations

Past Chair, Taxation Section of the Los Angeles County Bar Association (2006)

Adjunct Professor, USC Masters in Business Taxation Program (1991-95)

Commissioner, California Commission for Tax Policy in the New Economy (2004/05)