30 Years




Edward P. Schlesier

Ed Schlesier San Diego California

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

Litigation Paralegal/Assistant:

Anna Lisa Vega
858.551.2440 x328

Paralegal Estate and Tax:
Mari E. Wadsworth
858.551.2440 x329

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
  • University of San Diego School of Law, Board of Visitors
  • USD Real Estate Alumni Association
  • 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


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 consultation 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 and Author: “Trust Taxation” section of the “Wills and Trusts 101,” National Business Institute

Speaker: “Business Transitions – Trust and Estate Considerations,” U.S. Bank – Wealth Management

Speaker: “Nevada Advantage – Using Nevada Trusts,” Whitter Trust

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.