Atty. Jay L. Beckerman
Jay is a Partner and a member of the Estate Planning Group. Jay works on a broad range of estate and tax related planning, from wills and revocable trusts to more complex planning involving irrevocable trusts, charitable gifts and business succession planning.
Profile Summary
About Jay L. Beckerman at a glance
Jay L. Beckerman is a Partner based in Santa Barbara, California, practicing at Mullen Henzell L L P. They have 51+ years of legal experience, licensed to practice since 1975. Their practice focuses on trusts and estate planning. Admitted to practice in California (1975) and United States Tax Court (1982). Educated at New York University School of Law (LL.M. Taxation, 1981) and University of California at Berkeley (B.A., 1970). Recognitions include AV Preeminent. Serves clients in Santa Barbara, CA and the surrounding metropolitan area.
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About
- Jay is a Partner and a member of the Estate Planning Group
- Jay works on a broad range of estate and tax related planning, from wills and revocable trusts to more complex planning involving irrevocable trusts, charitable gifts and business succession planning
- Jay holds an advanced degree in taxation, and his practice includes sophisticated tax planning for the transfer of wealth
- Jay enjoys literature, chess and tennis
- Representative Experience Multiple plans involving succession planning with transfer tax stands as an integral part of the planning
- Design and implementation of multi-generational trusts for large wealth families
- Community Involvement Jay served on the Cold Spring School District Board of Trustees for ten years and for six years on the governing board of the Friendship Adult Day Care Center, a non-profit organization devoted to the care of frail elderly adults
- Jay currently serves on the Planned Giving Committees for the Visiting Nurse and Hospice Care of Santa Barbara
Practice Areas Explained
Jay L. Beckerman's Areas of Practice
Each practice area below reflects the types of cases Jay L. Beckerman handles, with a brief overview of what that area of law covers.
Jay L. Beckerman is one of 94,411 trusts attorneys indexed nationally. Browse trusts attorneys in California →
An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.
Jay L. Beckerman is one of 203,974 estate planning attorneys indexed nationally. Browse estate planning attorneys in California →
Jurisdictional Context
Why local counsel matters in California
Practicing law in California. Legal matters in California are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Santa Barbara are typically filed in the local municipal court or the appropriate California state district court, depending on subject matter and amount in controversy. An attorney licensed in California brings working knowledge of local procedural deadlines, judicial practices in this venue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in California courts without local counsel or pro hac vice admission.
Looking for additional California attorneys? Browse all attorneys in Santa Barbara or all attorneys in California.
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