Top 10 Influential Private Wealth Law Lawyers in Southern California, 2023

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California, particularly Southern California, is a stronghold of financial activity that beckons an array of qualified professionals committed to supporting the pivotal area of private wealth law. These dedicated lawyers make it a point to bring forth their unmatched expertise in serving affluent individuals, families, and businesses. For their commendable performance, these lawyers have earned a reputable standing, continuously making significant contributions in trust administration, estate tax issues, tax and estate planning, high-value assets, business succession planning, charitable planning, and more. Throughout this article, we introduce ten such Private Wealth Lawyers that are not only renowned in Southern California but are increasingly gain recognition in the legal world at large.

Each lawyer we’ve chosen proved their proficiency in their respective niches, and have displayed distinctive performance that makes them worthy of the spotlight. It’s vital to identify law professionals who aren’t just knowledgeable but can readily adapt to the rapidly changing financial and legal terrain to ensure their clients’ wealth is safeguarded. Here, we’ve showcased the pinnacle of such professionals, indicating their expertise in maintaining and increasing the wealth of their high net worth clients.

These private wealth law professionals are distinctive because they approach every case with precision, using their intellect, experience, and communication skills combined with their emotional intelligence. This ensures a flawless execution of their plans, enabling their clients to rest easy knowing their wealth is in capable hands. As we delve deeper into learning about these lawyers, we unravel what sets them apart and how they have redefined the standards of private wealth law.

Carol A. Johnston

At the top of our list is Carol A. Johnston from Katten. With vast experience in dealing with multiple private wealth matters like trust administration and estate tax issues, she has been rightfully regarded as a “fine lawyer”. Operating from Southern California, Ms. Johnston continues to make her mark in the private wealth law sector.

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Lawrence H Heller

The lawyer from Greenberg Traurig, LLP, Lawrence H Heller is someone who has created a niche for himself as an esteemed “long-time estate planner”. His vast knowledge and experience have made him a reliable source of advice on domestic and international tax and estate planning matters.

Nicole M. Pearl

One of the acclaimed lawyers of McDermott Will & Emery LLP, Nicole M. Pearl excels in advising wealthy individuals, families and investors on estate planning, pre IPO issues, and business succession planning. Her thoroughness, precision, and responsiveness have never failed to earn the admiration of her clients.

Alyse N Pelavin

Known for her “top-notch skills in estate planning for high net worth clients”, Alyse N Pelavin from Loeb & Loeb LLP has distinguished herself as a proficient lawyer. Her advice involves a wide range of topics, including estate, tax, and gift planning, and the administration of trusts.

Steven E. Trytten

Renowned as the “top pension and retirement plan lawyer in the entire country”, Steven E. Trytten from Henderson Caverly Pum & Trytten LLP, specializes in advising high net worth clients on trust and estate planning issues, as well as business succession matters.

Eric Bardwell

A “first-class” lawyer, Eric Bardwell from Jeffer, Mangels, Butler & Mitchell LLP, is well-versed in handling business succession, charitable planning, and trust and estate administration matters for wealthy clients. You can learn more about him at his firm’s website.

Nancy Baldwin Reimann

Nancy Baldwin Reimann from Sheppard, Mullin, Richter & Hampton LLP is an expert in various areas of estate planning, including the preparation of trusts to facilitate the gifting of high-value assets.

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Nancy Howard

Also from Sheppard, Mullin, Richter & Hampton LLP, Nancy Howard specializes in advising wealthy families and owners of closely held businesses on estate planning and administration. She’s admired by her clients for her practicality and pleasantness. More about her can be found here.

Ronald C Pearson

Ronald Pearson, who practices at Loeb & Loeb LLP gains the nod of market commentators for his attention to detail and excellent communication skills.

Alan T Yoshitake

With no firm website, Alan Yoshitake keeps a low digital profile but is nonetheless well-respected in the industry. He practices at Seyfarth Shaw LLP and specializes in trust and estate planning and administration, particularly for work involving Hawaii. His good-sized practice speaks volumes about his unsurpassed capability.

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