Planning For Life’s Twists And Turns

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Marc L. Edwards

Mr. Edwards concentrates his practice on probate, trust and estate planning in addition to all types of tax return preparation. He has published articles in various professional newsletters and journals on various income and estate taxation issues. Prior to practicing law, Mr. Edwards, who is a Certified Public Accountant licensed in California, practiced accounting in Los Angeles. He graduated cum laude from the University of California, Santa Barbara, in 1989 with a Bachelor of Arts and earned his Juris Doctor from Loyola Law School in 1994. He has lectured at various banks and brokerage firms including Charles Schwab, Citibank and Wells Fargo and has provided numerous private seminars for clients and colleagues. He currently lives with his wife and young son in the San Fernando Valley.

Education

  • Loyola Law School, Los Angeles, California
    • Juris Doctor - 1994
  • University of California, Santa Barbara
    • Bachelor of Arts - 1989
    • Honors: cum laude

Practice Areas

  • Estate Planning
  • Probate and Trust Administration
  • Conservatorships
  • Business Entity Formation
  • Tax Return Preparation
  • Tax Dispute Resolution

Bar Admissions

  • California, 1994
  • U.S. Tax Court, 1995

Classes/Seminars

  • Lecturer, Charles Schwab
  • Lecturer, Citibank
  • Lecturer, Wells Fargo

Professional Associations and Memberships

  • American Association of Attorney-Certified Public Accountants, Member
  • San Fernando Valley Bar Association, Member
  • Los Angeles County Bar Association, Member

Pro-Bono Activities

  • California Society of Certified Public Accountants, Member

Certified Legal Specialities

  • Certified Public Accountant, State of California, 1991

Current Employment Positions

  • Attorney
  • Certified Public Accountant