EDWARD W. WACHTEL

Principal
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Practice Areas:Tax Planning; Tax Controversies; Estate Planning; ERISA; Business Acquisitions and Dispositions; Real Estate Structuring; Property Tax Matters; Corporate and Partnership Transactions

Admitted: 1973, California; 1974, U.S. Tax Court and U.S. Claims Court

Law School: University of San Diego, J.D., cum laude, 1973; New York University, LL.M., in Taxation, 1974

College: University of California at Los Angeles and California State University at San Diego, B.S., in Accounting, 1970

Member: Beverly Hills, Los Angeles County and American (Member, Sections on Taxation and Real Property, Probate and Trust Law, Committee on ERISA, 1985) Bar Associations; State Bar of California.

Biography: Managing Editor, University of San Diego Law Review, 1973. Law Clerk to Judge William A. Goffe, U.S. Tax Court, 1974-1976. Author/Lecturer: "The Expanded Use of ESOPs and ERTA 81: PAYSOPs, Flexible ERTA LESOPs and Re-emergence of the Prohibited Group String," Twelfth Annual Employee Benefits Institute, Practicing Law Institute, 1982; "The Corporate Recapitalization Process," California State University at Los Angeles, Eleventh Institute of Taxation and Ninth Estate Planning Institute, 1984; "Value Shifting: Maximizing or Avoiding Minority Discounts and the Corporate Recapitalization Process," California State University at Los Angeles, Eighth Annual Estate Planning Institute, 1983; "Updating Qualified Plans after TEFRA," California State University at Los Angeles, Seventh Annual Advanced Institute on Taxation, 1982; "ESOPs and ESOFs: Asset and Stock Acquisition Financing Techniques," California State University at Los Angeles, Eighth Annual Institute on Taxation, 1981; "Alternate Valuation Date for Estates," 61 American Bar Association Journal 1136, 1975; "David Meets Goliath in the Legislative Arena: A Losing Battle for an Equal Charitable Voice?" 9 San Diego Law Review 944, 1972.

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Born: San Bernardino, California, February 10, 1948

ISLN: 903028248

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