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27 Years

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Thomas L. Gotfredson

Of Counsel

Thomas L. Gotfredson, has been assisting clients for over thirty-seven years in business, real estate and estate planning matters.

Tom’s Practice Areas

Business

Real Estate

Trust & Estate

858.551.2440 x331

Assistant:

Angela Manzano
858.551.2440 x302
amanzano@bkflaw.com

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

Bars and Courts
  • California Bar
  • Colorado Bar
Education
  • University of Denver, School of Law, JD
  • Northwestern University, BA
Professional Affiliations
  • President, La Jolla Bar Association (2019)
  • La Jolla Executive Roundtable
  • San Diego Estate Planning Council
  • Northwestern University Alumni Association
  • University of Denver Law School Alumni Association
Responsibilities

 

Tom Gotfredson draws on thirty-seven years of legal experience to help clients achieve their goals in a timely and responsive manner. He provides thoughtful legal insights on matters pertaining to business and real property law and estate planning based on reasonable and clearly stated fees. His primary source of business is referrals from satisfied clients.

Representative Transactions

 

Business 

Assisted with LLC or corporate formations and purchases and sales for a variety of business, including physicians, audiologists, dentists, contractors, educational consultants, placement firms, film directors, television personalities and entertainers, franchisees, retailers and off-shore entities, providing strategic structural, operational and tax advice.

 

Represented scientific instrumentation business in IP matters and disputes and assisted in planning and implementation of redemption of founder’s shares.

 

Prepared shareholder agreement governing rights and duties concerning buy-sell agreement between shareholders and assisted numerous clients in generational transfer of shares or membership interests.

 

Negotiated and drafted a wide variety of internet related agreements for e-commerce clients.

 

Real Estate

Negotiated forty (40) long-term retail leases with a combined value over $80 million with shopping center and mall owners throughout the United States on behalf of expanding national retailer.

 

Directed the 1031 exchange of $20 million in sale proceeds into replacement NNN and ground lease properties in Florida, Texas, and Arizona.

 

Counseled national bank involving a variety of complex real property transactions in Southern California including structuring multi-million dollar loans on medical office building ground leases and insuring priority of large Property Owner Association financing.

 

Prepared Correction Deeds for multiple clients in order to roll back County Assessor re-appraisals due to inadvertent transfers triggering re-appraisal.

 

Estate Planning

Pioneered use of “Disclaimer Trusts” to avoid unnecessary funding of the “B” Decedent’s Trust for estates under $11 MM lifetime exemption.

 

Counseled numerous estate and trust beneficiaries relative to enforcing their right to distributions and transparency in estate or trust administration.

 

Analyzed and advised clients on existing estate plan documents drafted prior in time to the Tax Relief Act of 2010 that resulted in a major estate tax overhaul.

 

Prepared over 200 estate plans or amendments to existing estate plans.

 

Member, Fidelity Investments attorney referral network for San Diego County.