MARK J. PHILLIPS (A Professional Corporation),PARTNER, admitted to bar, 1980, California; 1981, U.S. Tax Court; 1982, U.S. District Court, Central District of California. Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California. Judge Pro Tem, Los Angeles Municipal Court, 1987. Education : University of California at Los Angeles (B.A., cum laude 1976; J.D., 1979); New York University (LL.M., Taxation, 1980). Adjunct Professor of Law in Wills and Trusts, University of La Verne, San Fernando Valley College of Law, 1986-2002, Author (partial listing): 'Estate Planning for Non-Resident Aliens ,' The Practical Lawyer, 1984; 'Vanishing Holding Requirements: Like-Kind Exchanges After Magneson, Bolker and the Tax Reform Act of 1984 ,' California State Bar Tax Section News, 1985; 'History and the Law: Judicial Process and the King's Writ ,' Northrup University Law Journal of Aerospace, Business and Taxation, 1986; 'New Restrictions on Attorney Fees in Conservatorships, Trusts and Estates, and Donative Transfers to Drafters (AB21) ', CEB Estate Planning & California Probate Reporter, 1993; 'Families in Transition: California Continues to Grapple with the Inheritance Rights of Stepchildren ,' California CEB Estate Planning, Trust & Probate News, Spring, 1994; 'Substantiation Rules for Charitable Gifts ,' Philanthropy Alert, 2000; 'Accepting the Inevitable; California Statute Finally Embraces Oral Testamentary Contracts; Journals of Legal Advocacy & Practice', Vol. 4, 2002. Member : State Bar of California; San Fernando Valley Bar Association; Los Angeles County Bar Association (Executive Committee, Section on Trusts and Estates, 1994-1997); San Fernando Valley Estate Planning Council (Board of Directors, 1991-2000; President 1996-1997); Board of Directors, Jewish National Fund, (1987-1998); Legal and Tax Committee, Jewish Community Foundation, (1992-2001); Editorial Committee, Philanthropy Alert, (1997-1998). Concentration : Taxation; Estate Planning; Probate and Trust Administration; Probate, Wills and Trust Litigation. Honors: Los Angeles Magazine Super Lawyers 2007.
New York University School of Law, New York, New York,
1980 LL.M., TaxationUniversity of California at Los Angeles School of Law, Los Angeles, California,
1979 J.D.University of California at Los Angeles,
1976 B.A. Honors: cum laude
'Estate Planning for Non-Resident Aliens', The Practical Lawyer, 1984
'Vanishing Holding Requirements: Like-Kind Exchanges After Magneson, Bolker and the Tax Reform Act of 1984', California State Bar Tax Section News, 1985
'History and the Law: Judicial Process and the King's Writ ', Northrup University Law Journal of Aerospace, Business and Taxation, 1986
'New Restrictions on Attorney Fees in Conservatorships, Trusts and Estates, and Donative Transfers to Drafters (AB21)', CEB Estate Planning & California Probate Reporter, 1993
'Families in Transition: California Continues to Grapple with the Inheritance Rights of Stepchildren', California CEB Estate Planning, Trust & Probate News, Spring, 1994
'Substantiation Rules for Charitable Gifts', Philanthropy Alert, 2000
Classes/Seminars Taught:
Adjunct Professor of Law, Wills and Trusts, University of La Verne, San Fernando Valley College of Law,
1986
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2002
Los Angeles Municipal Court,
1987 Judge Pro TemState Bar of California MemberSan Fernando Valley Bar Association MemberLos Angeles County Bar Association, Section on Trusts and Estates,
1994
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1997 Executive CommitteeSan Fernando Valley Estate Planning Council,
1991
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2000 Board of DirectorsSan Fernando Valley Estate Planning Council,
1996
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1997 PresidentJewish National Fund,
1987
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1998 Board of DirectorsJewish Community Foundation,
1992
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2001 Legal and Tax CommitteePhilanthropy Alert,
1997
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1998 Editorial Committee