Member Details

Jurisdictions
  • California

Exclusive IR Member for:

  • Real Estate
Address
800 Silverado Street Second Floor
La Jolla 92037 United States

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Biography

Edward P. Schlesier, is a board-certified specialist in Estate Planning, Trust, and Probate law. Other areas of practice include taxation, corporate, real estate, general business and employment matters.

BARS & COURTS

California Bar, 2001

U.S. District Court, Southern District of California

EDUCATION

University of San Diego, School of Law, JD

University of San Diego, BBA (Honors)

San Diego State University, Certificate in Government Contract Management

Passed Certified Public Accountants Exam

Licensed California Real Estate Broker (License No. 01032592)

PROFESSIONAL AFFILIATIONS

La Jolla Bar Association (past President and current Board Member)

San Diego County Bar Association

American Bar Association

Society of Trust and Estate Practioners

IR Global

USD Real Estate Alumni Association

COMMUNITY AFFILIATIONS

Scripps Planned Giving Board Health Foundation (Board Member)

Volunteers of America-Southwest (former Director)

Provisors (since 2010)

Teen Volunteers in Action

St. Thérèse of Carmel Parishioner

RESPONSIBILITIES

Counseling clients with complex estate and trust planning matters including revocable living trusts, disclaimer trusts, irrevocable life insurance trusts, qualified personal residence trusts, intentionally defective grantor trusts, grantor retained annuity trusts, charitable trusts, asset protection trusts, total return trusts, generation-skipping trusts, dynasty trusts, private foundations, family limited partnerships, wills, health care and legal incapacity planning, and integrating retirement benefits into estate plans.

Advising and representing clients with federal and state income, gift, estate and employment tax matters including domestic and international tax plans, gift programs, estate settlements, tax audits, tax disputes, collection representation, offers in compromise, and installment agreements.

Advising and representing clients with corporate, limited liability company and partnership matters including formation, maintenance, business succession, mergers & acquisitions, dissolution, shareholder agreements, reorganizations, and disputes between owners.

Advising and representing clients with complex real estate transactions including commercial lease negotiations, property transfers, tax-deferred exchanges, and property tax assessment disputes.

Advising and representing management and employees on various employment matters including employee benefit plans, wage disputes, harassment, and personnel policies and procedures.

REPRESENTATIVE TRANSACTIONS

Complex estate plan for estate valued in excess of $150 million.

Complex estate plan for corporate executive.

Trust administration after death of settlor with assets in excess of $25 million.

Trust dispute concerning assets in excess of $10 million.

Probate of complex estate valued in excess of $3 million.

Court approved modification to an irrevocable trust.

Tax analysis and consultation for sale of real property valued in excess of $120 million.

Purchase/Sale of privately held company.

Employment agreement for executive.

Negotiated separation for executive/minority owner.

PUBLICATIONS AND SPEAKING ENGAGEMENTS

Speaker: “Nevada Advantage,” Whitter Trust, September 2017

Speaker: “Advanced Estate Planning Challenges for Second Marriages,” Strafford, August 2017

Speaker: “Planning for Access to Digital Property,” UBS, August 2017

Speaker: “Ask the Experts: Disability Planning,” Monarch Cottage – La Jolla, October 2016

Speaker: “A-B Disclaimer Trusts,” National Law Foundation, April 2016

Speaker: “Optimizing Basis Step-Up and Leveraging A-B and QTIP Trusts,” Strafford, September 2015

Speaker: “Tax Planning for Business Owners,” Vistage Group, June 2015

Speaker: “Estate Planning,” USMC-JAG Professional Military Education Seminar, May 2015

Speaker: “Tax Planning for Business Owners,” Merrill Lynch Conference, April 2015

EMPLOYMENT BACKGROUND

Edward P. Schlesier served eight years with an internationally ranked top-20 engineering firm, as a Senior Project Manager and Accounting Manager. He was also in the real estate and aerospace manufacturing industries with Fortune 100 companies.

SPECIAL NOTES

Frequent guest on Real Talk San Diego.

Enjoys travel, Padres baseball, USD basketball, and playing video games. 

 

SUPPORT TEAM

Assistant:

Anna Lisa Vega
avega@bkflaw.com

858.551.2440 x328

Paralegal:
Mari E. Wadsworth

858.551.2440 x329

mwadsworth@bkflaw.com

Firm Description

For the past 26 years, Blanchard, Krasner & French has successfully provided legal counsel for the business and personal needs of our clients. We help businesses and individuals navigate through complex business, real estate, and financing transactions. We assist clients in taking advantage of tax and asset protection laws to effectively plan for the future. We also zealously enforce and protect their rights through litigation when necessary.  We are unique in our dedication to offering high quality legal support while maintaining accessibility, assistance and attention. Our team does not work for BKF, they work for the clients we serve.

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