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Edward P. Schlesier

Partner
Edward P. Schlesier

Edward P. Schlesier, is a board-certified specialist in estate planning, trust, and probate law. Other areas of practice include taxation, corporate, real estate, general business and employment matters.

858.551.2440 x311

Assistant:

Anna Lisa Vega
858.551.2440 x328
avega@bkflaw.com

Paralegal Estate and Tax:
Mari E. Wadsworth
858.551.2440 x329
mwadsworth@bkflaw.com

Bars and Courts
  • California Bar
  • U.S. District Court, Southern District of California
Professional Affiliations
  • Board Member, La Jolla Bar Association (past President)
  • American Bar Association
  • San Diego County Bar Association
  • Society of Trust and Estate Practioners (Full Member)
  • IR Global
  • Provisors (since 2010)
  • USD Real Estate Alumni Association
Education
  • University of San Diego, School of Law, JD
  • University of San Diego, BBA (Honors)
  • San Diego State University, Certificate in Government Contract Management
  • Passed Certified Public Accountants Exam
  • Licensed California Real Estate Broker (License No. 01032592)
Community Affiliations
  • Board Member, Scripps Planned Giving Board Health Foundation
  • St. Thérèse of Carmel Parishioner
  • Teen Volunteers in Action
  • Volunteers of America-Southwest (former Director)
Responsibilities

 

Counseling clients with complex estate and trust planning matters including revocable living trusts, disclaimer trusts, irrevocable life insurance trusts, qualified personal residence trusts, intentionally defective grantor trusts, grantor retained annuity trusts, charitable trusts, asset protection trusts, Nevada Incomplete Gift Non-Grantor Trusts (NINGs), total return trusts, generation-skipping trusts, dynasty trusts, private foundations, family limited partnerships, wills, health care and legal incapacity planning, and integrating retirement benefits into estate plans.

 

Advising and representing clients with federal and state income, gift, estate and employment tax matters including domestic and international tax plans, gift programs, estate settlements, tax audits, tax disputes, collection representation, offers in compromise, and installment agreements.

 

Advising and representing clients with corporate, limited liability company and partnership matters including formation, maintenance, business succession, mergers & acquisitions, dissolution, shareholder agreements, reorganizations, and disputes between owners.

 

Advising and representing clients with complex real estate transactions including commercial lease negotiations, property transfers, tax-deferred exchanges, and property tax assessment disputes.

 

Advising and representing management and employees on various employment matters including employee benefit plans, wage disputes, harassment, and personnel policies and procedures.

Representative Transactions

 

Complex estate plan for estate valued in excess of $150 million.

Complex estate plan for corporate executive.

Trust administration after death of settlor with assets in excess of $25 million.

Trust dispute concerning assets in excess of $10 million.

Probate of complex estate valued in excess of $3 million.

Court approved modification to an irrevocable trust.

Tax analysis and consolidation for sale of real property valued in excess of $120 million.

Purchase/Sale of privately held company.

Employment agreement for executive.

Negotiated separation for executive/minority owner.

Publications and Speaking Engagements

 

Speaker: “Nevada Advantage,” Whitter Trust

Speaker: “Advanced Estate Planning Challenges for Second Marriages,” Strafford

Speaker: “Planning for Access to Digital Property,” UBS

Speaker: “Ask the Experts: Disability Planning,” Monarch Cottage – La Jolla

Speaker: “A-B Disclaimer Trusts,” National Law Foundation

Speaker: “Optimizing Basis Step-Up and Leveraging A-B and QTIP Trusts,” Strafford

Speaker: “Tax Planning for Business Owners,” Vistage Group

Speaker: “Estate Planning,” USMC-JAG Professional Military Education Seminar

Speaker: “Tax Planning for Business Owners,” Merrill Lynch Conference

Employment Background

 

Ed served eight years with an internationally ranked top-20 engineering firm, as a Senior Project Manager and Accounting Manager. He was also in the real estate and aerospace manufacturing industries with Fortune 100 companies.

Special Notes

 

Frequent guest on Real Talk San Diego.

Enjoys travel, Padres baseball, USD basketball, and playing video games.