Bruce Givner, experienced Estate Planning, Tax attorney in Los Angeles, CA with 21 reviews
Lawyer credibility
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LCRS
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
Average 44,50
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Bruce Givner

12100 Wilshire Boulevard, Los Angeles, CA

Practices

star star star star star
5.0 / 5
Avvo
5.0
info
Avvo rating
16 Reviews
Google Maps
5.0
info
Google reviews rating
5 Reviews
Data reflects the status as of the latest update. Updates are typically done monthly.

License

License ID number: -

Licensed in: -

Year admitted: -

Education

1977:
New York University School of Law, LL.M - Master of Laws
1976:
Columbia University School of Law, JD - Juris Doctor
1973:
UCLA, B.A.

Last reviews

See All Reviews
Overall rating
star
star star star star star
5.0 21 reviews
Avvo 5.0
Google Maps 5.0

Natalie amoils

star star star star star
23 Feb, 2021
Google Maps

Brendan g

star star star star star
18 Apr, 2020
Google Maps

Deborah poulter

star star star star star
18 Apr, 2020
Google Maps

Top review highlights

Pros
1
Exceptional legal expertise and knowledge
“Bruce's knowledge and recall of the law is remarkable; Bruce's wiciked sense of humor is humanizing; and his documents are superb.”
2
Excellent communication and client-focused approach
“Bruce, is very straight forward and giving with his time. He helps you understand some complex ideas in a very simple fashion, answering all your questions as you go along.”
3
Creative and personalized solutions
“I have used Bruce within the past few months on some estate planning issues that I had, and Bruce was very helpful in helping me find a 'creative' but yet 'safe' solution to my problems.”
4
Genuine care and commitment to clients
“I feel that he is 'really' trying to help me, and that he is really interested in my problems.”
5
Extensive experience and long-term relationships
“It has been at least 25 years that Bruce and I have worked together on mutual clients and, in all these years, I and my clients have been extremely happy with his services, knowledge and professionalism.”
Cons
As a result of the analysis of reviews about this lawyer, no significant cons were found.

Publications

2020:
Los Angeles Daily Journal, Anticipating Joe Biden's Proposed Capital Gains Tax
2019:
Los Angeles Daily Journal, Charitable Lead Annuity Trusts May Make You Yawn, But They Work
2019:
Los Angeles Daily Journal, Anticipating Elizabeth Warren's Wealth Tax
2018:
Los Angeles Daily Journal, Planning Under The New Tax Law: Relax
2018:
Los Angeles Daily Journal, "To C Or Not To C?" Is The Question Under The New Tax Law
2018:
Los Angeles Daily Journal, Mitigating The New Limit On Home Property Tax Deductions
2018:
Los Angeles Daily Journal, Use It Or Lose It: The Newly Doubled Estate And Gift Tax Exclusion
2018:
Tax Notes, Foreign Asset Protection Trusts: Useful In Many Situations
2017:
California Business Law Practitioner, Asset Protection Planning: Guidance For Business Lawyers
2017:
Los Angeles Daily Journal, What Upcoming Tax Proposals Mean For California Taxpayers
2017:
Los Angeles Daily Journal, The Problem With An Underfunded IRS
2017:
Los Angeles Daily Journal, California Needs To Create A Court Devoted To Tax
2017:
Los Angeles Daily Journal, California On The Brink Of Fixing Its Broken Tax System
2017:
Los Angeles Daily Journal, It's Not Too Late To Find Ways To Reduce Your Taxes
2017:
California State Bar Trusts and Estates Quarterly, Private Annuities Are Fun
2017:
California State Bar Trusts and Estates Quarterly, Tips Of The Trade - Children Are The Enemy
2017:
California Journal of Tax Litigation, IRC Section 831(b) Captive Insurance Company Update
2017:
California Journal of Tax Litigation, Office of Tax Appeals ("OTA") Optimist
2016:
Los Angeles Daily Journal, IRS Continues To Battle An Important Estate Planning Tool
2016:
Los Angeles Daily Journal, Battle Continues Over How Post-Death Events Affect Value
2016:
Los Angeles Daily Journal, IRS Could Shake Up Special Valuation Rules In Coming Weeks
2016:
Los Angeles Daily Journal, IRS Rules May Eliminate All Valuation Discounts
2016:
Los Angeles Daily Journal, Respected Tax Judge Indicted For Duping Tax Authorities
2016:
los angeles daily journal, IRS to increase scrutiny of `micro captive' insurance companies
2016:
LACBA Remedies Section Newsletter, Little Noticed, Radical Changes in California's LLC Act
2015:
Los Angeles Daily Journal, Discounts of family entity interests threatened
2015:
Los Angeles Daily Journal, New Law Clarifies When IRS Gets More Time To Audit
2015:
Los Angeles Daily Journal, International Estate Planning Easier With New E.U. Rules
2014:
Los Angeles Daily Journal, LLCs Take A Back Seat To Limited Partnerships In 2014
2014:
California Continuing Education of the Bar (CEB) Drafting California Irrevocable Trusts, Chapter 9 - Dispositive Clauses
2014:
California Continuing Education of the Bar (CEB) Drafting Irrevocable Trusts, Chapter 17 - Qualified Personal Residence Trusts
2014:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 21 - Overview of Trust Distributions
2014:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 22 - Trusts For Children
2014:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 30 - Trustee Accounting Powers
2014:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 31 - Trustee Administrative Powers
2014:
California State Bar Trusts and Estates Quarterly, The Three Legged Stool: Simple, But Sophisticated, Estate Tax Planning
2013:
Los Angeles Daily Journal, Understand The Economics Of A Franchise Tax Board Audit
2013:
Los Angeles Daily Journal, Why Aren't More Lawyers Covered By Pension Plans?
2013:
Los Angeles Daily Journal, Looking Ahead To 2014
2013:
Los Angeles Daily Journal, Another View Of The IRS Scandal
2013:
Los Angeles Daily Journal, Taxpayer Responds To IRS 2,545 Days Late - Wins
2013:
Los Angeles Daily Journal, From Russia, With Money
2013:
Los Angeles Daily Journal, Tapping The Family Lawyer To Be Trustee
2013:
Los Angeles Daily Journal, Same Sex Marriage: Taxes And Real Estate
2013:
Los Angeles Daily Journal, Death Is Not The Only Capital Gains Loophole
2013:
Accounting Today, The IRS Goes Easy On A Noncompliant Taxpayer
2013:
Accounting Today, A Major IRS Estate Tax Loss
2013:
Accounting Today, IRS Tackles Four-Time Super Bowl Champion For A $5 Million Loss
2013:
Accounting Today, Windfall Income Tax Planning
2013:
Accounting Today, Attacking The IRS: Ignorance or Stupidity?
2013:
Accounting Today, IRS Loses To Yankee Doodle Dandy
2013:
CalCPA Buzz, Valuable Homes, Pitiful Exemption
2013:
Accounting Today, Tax Planning For The Future Sale of A Business
2013:
The Self-Insurer, 10 Point Checklist Before You Adopt A Captive
2013:
The Self-Insurer, Section 831(b) Captives: Often Overlooked Tax Issues
2013:
California State Bar Trusts and Estates Quarterly, Asset Protection Planning: Attorneys as Advisors and Targets
2013:
Accounting Today, IRS Win Contains Taxpayer Victory On Reasonable Compensation
2013:
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts, Chapter 17 - Qualified Personal Residence Trusts - Annual Update
2013:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 21 - Overview of Trust Distributions
2013:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 22 - Trusts for Children
2013:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 30 - Trustee Accounting Powers
2013:
California Continuing Education of the Bar (CEB) California Will Drafting Third Edition, Chapter 31 - Trustee Administrative Powers
2013:
Accounting Today, IRS Loses Again Due To Taxpayer's Oral Testimony
2013:
Accounting Today, Taxpayer Victory Over IRS: Even A Bad Appraisal Can Be A "Qualified" Appraisal
2013:
Accounting Today, IRS Loses on Statute of Limitations: Lawyer's Fraud Not Imputed To Taxpayer
2013:
Accounting Today, Doing Well By Doing Good With Year-End Tax Planning
2013:
Accounting Today, IRS Loses (A Little) On Taxation Of Damages
2013:
Accounting Today, Ring In The Tax Savings Before You Ring Out The Year
2012:
Los Angeles Daily Journal, March Madness: Taxpayers 3, IRS 0
2012:
Los Angeles Daily Journal, IRS: trustees and donees personally liable for estate and gift taxes
2012:
Los Angeles Daily Journal, Your IRS Income Tax Audit: Know When To Say "No"
2012:
Los Angeles Daily Journal, Life Insurance: The Powerful and Despised Tax Shelter
2012:
Los Angeles Daily Journal, Tax Law: Is Substance Abuse An Excuse For Willful Tax Violations?
2012:
Los Angeles Daily Journal, US Tax Court Hears Cases on Professional Reliance in Tax Preparation
2012:
The Los Angeles Daily Journal, Estate Tax Magic: Private Annuities
2012:
Financier Worldwide, US Citizens Rely On Domestic Asset Protection Structures As Foreign Environment Turns Hostile
2012:
Wealth Strategies Journal, Family Limited Partnerships: Continued Success In Tax Court
2012:
Wealth Strategies Journal, Come For The Exclusion, Stay For The Interest Rate
2012:
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts, Chapter 17 - Qualified Personal Residence Trust - Annual Update
2011:
Los Angeles Daily Journal, Capital Gain Tax Is Voluntary
2011:
Los Angeles Daily Journal, Challenging IRS Regulations: The U.S. Supreme Court Makes The Path More Difficult
2011:
Los Angeles Daily Journal, U.S. Supreme Court Takes Up Issue Of Basis Overstatement In Tax Returns
2011:
Los Angeles Daily Journal, Nontaxable Settlement Proceeds Require Careful Documents
2011:
Los Angeles Daily Journal, Government Seeks California Property Tax Records For Gift Tax Evaders
2011:
Los Angeles Daily Journal, IRAs and Living Trusts: An Uneasy Combination
2011:
Journal of Tax Practice & Procedure, Challenging IRS Regulations: The Supreme Court's Mayo Decision
2011:
California State Bar Trusts and Estates Quarterly, Estate Tax Planning And The Codified Economic Substance Doctrine: An Uneasy Connection
2011:
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts, Chapter 17 - Qualified Personal Residence Trusts - Annual Update
2011:
Journal Of Financial Service Professionals, The Completed Gift Asset Protection Trust
2010:
Los Angeles Daily Journal, Modifying Irrevocable Trusts To Reflect Family Changes
2010:
Los Angeles Daily Journal, Estate Tax Planning Is Asset Protection Planning
2010:
Los Angeles Daily Journal, Economic Substance Doctrine: The IRS' Newly Fortified Weapon
2010:
Los Angeles Daily Journal, Zero Estate Tax Planning: Many Roads To Heaven
2010:
Los Angeles Daily Journal, Your April 15, 2011 Tax Return: It's Not Too Late To Plan
2010:
Los Angeles Daily Journal, Never Pay Income Tax On Your Retirement Plan
2010:
Los Angeles Daily Journal, Shock and Awe: Obama’s Concession on Estate Taxes
2010:
Journal of Tax Practice & Procedure, S.G. Smith: Taxpayer Must Pay The Listed Transaction Penalty and Sue For A Refund
2010:
Journal of Tax Practice & Procedure, Economic Substance Doctrine: The Curious Case of Codification
2010:
Journal of Tax Practice & Procedure, Economic Substance Doctrine - Six Months After Codification
2010:
California Continuing Education of the Bar (CEB)'s Drafting California Irrevocable Trusts, Chapter 17 - Qualified Personal Residence Trusts
2009:
Planned Giving Design Center, LLC, The IRS’s Proposed 5% Distribution Requirement For Nonfunctionally Integrated Supporting Organizations: A Call To Action
2009:
Leimberg Information Services, Reverse QPRTs To The Rescue
2009:
Journal of Financial Service Professionals, Once In A Generation Opportunity To Engage In Estate Tax Planning
2008:
California Tax Lawyer, Countryside Limited Partnership: Pro-Taxpayer Decision Despite Economic Substance Attack
2008:
California Trusts & Estates Quarterly, The Curious Case of QPRTs: Underused and Underappreciated
2008:
Journal of Financial Service Professionals, Federal Courts Confirm The Importance Of Financial Planners To Successful Tax Planning
2008:
Journal of Financial Service Professionals, Preparer Penalties: Toughened Standard, Increased Penalties Impact Financial Service Professionals
2007:
California Tax Lawyer, Potential Codification Of "Economic Substance" Doctrine
2006:
Los Angeles Daily Journal, Poorly Drafted Trust Could Become Subject to IRS Lien
2006:
Los Angeles Daily Journal, Even After Death, Steps Can Be Taken to Lower Estate Taxes
2006:
Los Angeles Daily Journal, Careful Counseling Can Result In a Partnership IRS Will OK
2005:
Los Angeles Daily Journal, New Tax Decision, Legislation Have Little Impact In California
2005:
Los Angeles Daily Journal, Court Refines Formula For Family Limited Partnerships
2004:
Los Angeles Daily Journal, IRS Respects Well-Drawn Family Limited Partnerships
2003:
Los Angeles Daily Journal, Planning Can Keep Assets Out of Debtor's Bankruptcy Estate
2003:
Los Angeles Daily Journal, Privilege Lost - Pending Legislation Would Put Limits on Attorney-Client Confidentiality
2003:
Los Angeles Daily Journal, Self-Canceling Installment Note Can Be Powerful Planning Tool
2003:
Los Angeles Daily Journal, "Stone" Proves Family Limited Partnership Is Alive And Well
2002:
Los Angeles Daily Journal, Timing Is Critical To Good Tax Planning Strategies
1988:
Insurance Sales, A New Sizzle For Split Dollar
1987:
California Business Law Reporter, Selected Pension Provisions of the 1986 Tax Reform Act
1987:
Movers, Shakers and Changemakers, Chapter 15 "Shake 'em Up"
1984:
Tax Practice In California, Chapter Author
1982:
Taxes - The Tax Magazine (also published in Compensation & Benefits Review), Do Not Permit Deductible Employee Contributions Under Corporate Retirement Plans
1982:
Taxes - The Tax Magazine (CCH), Good News (For A Change) For Professional Corporations: The Keller and Foglesong III Cases
1980:
Taxes - The Tax Magazine, Using The Nondiscriminatory Classification Test In Designing Qualified Plans
1978:
Los Angeles Daily Journal, Solar Energy Tax Incentives: A Progress Report, Part I
1978:
Los Angeles Daily Journal, Solar Energy Tax Incentives: A Progress Report, Part II
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