Edward P. Schlesier

Director & Shareholder
(858) 551-2440 Ext. 311
eschlesier@bkflaw.com

Mr. Schlesier, a director and shareholder of Blanchard, Krasner & French, is responsible for the firm’s trust and estate practice. Mr. Schlesier is a board certified specialist in Estate Planning, Trust, and Probate law. In addition to his trust and estate practice, other areas of practice include taxation, corporate, real estate, general business and employment matters.

MR. SCHLESIER’S RESPONSIBILITIES INCLUDE:

• 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, 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; and

• Advising and representing clients with general business and other matters.

REPRESENTATIVE TRANSACTIONS:

• Complex estate plan for estate valued in excess of $80 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;
• Guardianship of complex estate for the benefit of a minor;
• Tax analysis and consultation for sale of real property valued in excess of $120 million;
• Successful offers in compromise with the Internal Revenue Service;
• Property Tax Assessment dispute;
• Internal Revenue Service partnership tax return audit resulting in no change;
• Internal Revenue Service estate tax return audit resulting in no change;
• Tax planning for inherited Individual Retirement Account;
• Grantor Retained Annuity Trust for stock in privately held corporation;
• Court approved modification to an irrevocable trust;
• Representation of corporate trustee during litigation between beneficiaries of a trust;
• Formation of tax-exempt private foundation;
• Analysis and planning concerning a Land Trust;
• Stock sale of construction company;
• Stock purchase of insurance agency;
• Stock sale of publishing company;
• Shareholder Agreement for a San Diego construction company;
• Formation of corporation for youth baseball league;
• Formation of limited liability company for syndicated real estate investment group;
• Advised foreign client concerning purchase of real property;
• Lease-Option for luxury residential real property;
• Represented tenant in a lease termination dispute;
• Proprietary Rights Agreement for employee of international engineering firm;
• Licensing matters for various companies;
• Employment Agreement between medical corporation and physician;
• Premarital Agreement for professional athlete;
• Franchise Agreement for printing company; and
• General counsel to numerous companies in the finance, publishing, insurance, real estate, energy, construction, manufacturing, technology, dry cleaning, and sport-fishing industries.

PUBLICATIONS AND SPEAKING ENGAGEMENTS:

• Speaker: “A-B Disclaimer Trusts,” National Law Foundation, April 2016;
• Speaker: “Estate Planning with Marital Trusts Post – ATRA: Optimizing Basis Step-Up and Leveraging A-B and QTIP Trusts,” Strafford, September 2015;
• Speaker: “Tax Planning for Business Owners,” Vistage Group, June 2015;
• Speaker: “Estate Planning,” USMC-JAG Professional Military Education Seminar, May 2015;
• Speaker: “Tax Planning for Business Owners,” Merrill Lynch Conference, April 2015;
• Author: “A-B Disclaimer Trusts”; BFK friends and clients, August 2014;
• Speaker: “Capacity: Effects on Estate Planning,” Lifeline Seminar, May 2013;
• Speaker: “Wealth Maximization Through Tax and Estate Planning” La Jolla Probate, February 2013;
• Speaker: “The 2013 Fiscal Cliff: How Will It Affect Real Estate Owners and Realtors®” La Jolla Real Estate Roundtable, October 2012;
• Author: “Tax Update: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010”; BKF friends and clients, March 2011;
• Speaker: “Tax Update,” Affluent Client Group, November 2009;
• Speaker: “Wealth Transfer Seminar,” Professional Advisor Group, October 2009;
• “’Tis the Season for Giving: Making Your Gifts Wisely,” La Jolla Light, November 2007;
• Author: “Estate Planning Seminar,” MACTEC San Diego, January 2003; and
• Speaker: “Estate Planning Seminar,” new parent support group, April 2003.

PROFESSIONAL BACKGROUND:

Prior to his legal career, Mr. Schlesier spent eight years with an internationally ranked top-20 engineering firm, serving as a Senior Project Manager and Accounting Manager. As a Senior Project Manager, he was responsible for negotiating and drafting government and commercial contracts and managing engineering projects. As an Accounting Manager, he was responsible for implementing and monitoring operating budgets and strategic business plans, and developing, implementing and auditing company financial policies and procedures. Prior to his experience with an engineering firm, Mr. Schlesier was in the real estate and aerospace manufacturing industries with Fortune 100 companies.

EDUCATION, LICENSES, & MEMBERSHIPS:

Mr. Schlesier is a Juris Doctor from the University of San Diego, School of Law. Prior to becoming a Juris Doctor, he graduated, with honors, from the University of San Diego with a Bachelors of Business Administration, with an emphasis in Finance. He is admitted to practice before all Courts in the State of California and the United States District Court, Southern District of California. He is a member of the American Bar Association and San Diego County Bar Association. He is a member and past-President of the La Jolla Bar Association. He is a full member of the internationally recognized Society of Trust and Estate Practioners (STEP). He also holds a Certificate in Government Contract Management from San Diego State University, passed the Certified Public Accountants exam, and is a licensed California Real Estate Broker. Mr. Schlesier is involved in various professional and charitable organizations. He is a Director for Volunteers of America-Southwest and Scripps Planned Giving Board Health Foundation.