First Admitted: 2000, California

Professional Webpage: https://estateplaninc.com/lawyer/Leslie-Daff,-JD,-MBA_cp1905...

Special Licenses/Certifications:

Certified Specialist in Estate Planning, Probate, and Trust Law by the State Bar of California Board of Legal Specialization

Educational Background:

B.S., University of Southern California; MBA, University of California Irvine, JD, Loyola Law School, Los Angeles

Scholarly Lectures/Writings:

Leslie is co-author and co-editor of the books The Closing Wealth Transfer Window: Post-Election Steps to Take Immediately to Protect Your Family Legacy and Estate Planning Strategies, Collective Wisdom, Proven Techniques. She is a regular columnist on tax and estate planning matters for The Journal of Financial Planning. Recent published articles include: A Roadmap To Estate Planning after Tax Reform; 2018 Tax Planning Opportunities under the Tax Cuts and Jobs Act; The Portability Exclusion: Recent Developments Bring Opportunity and Clarifications; How to Use Qualified Charitable Distributions as a Tax-Saving Tool; Recent 529 plan Changes Add to Their Advantages; Near Death Planning and the Zero Basis Rule; New Disclosures Could Lead to Penalties for Executors and Heirs; The Coming War Over Deductible Fiduciary Expenses; Beneficiaries Misbehavin'; Avoiding Post-ATRA Trust Tax Rates; The New Estate Planning Dilemma: Simplicity or Asset Protection?; Independent Contractor or Employee?; The Closing Wealth Transfer Windows; Do Your Tax Strategies Accommodate the Affordable Care Act?; Defining Incapacity in the Modern Estate Plan; Selecting and Maintaining Appropriate Fiduciaries in an Estate Plan; The Portable Exclusion and the Vanishing Bypass Trust; Protecting Your Child's Inheritance: The Beneficiary-Controlled Trust ;Tax Ramifications and Opportunities Under the New HealthCare Act; Keeping the Vacation Home in the Family - Another Use for Limited Liability Companies; Are Your Client Files Clean?; Twelve Indicators You Need to Update Your Estate Plan; Right Strategies Can Maximize Your Charitable Gifts; and Planning Opportunities in the Government's Response to the Economic Downturn. Leslie regularly speaks on estate planning topics for a variety of groups and organizations, including the Financial Planning Association (FPA), the California Society of Certified Public Accountants (CalCPA), and the National Business Institute (NBI), most recently at the following two-day NBI continuing legal education seminars for attorneys, financial planners, and accountants: Estate Planning from A to Z ; Estate Planning and Administration: The Complete Guide; and Probate Boot Camp.

Other Outstanding Achievements:

Appointed as one of nine commissioners to the Estate Planning, Trust and Probate Law Advisory Commission by the State Bar of California Board of Trustees in 2012. Reappointed to a second term in 2015.

Industry Groups:

And Trust Administration
Estate Planning
Probate

Leslie Daff