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Trust & Estate, Probate & Business

Serving communities and businesses from the South Bay to Newport Beach

We apply over 86 years of combined professional experience to ensure unsurpassed service and legal representation. We have clients worth more than one hundred million dollars and clients worth less than a million dollars. All clients receive the same high level of service and value.

86 Years
Combined Experience
Hundreds
Clients Represented
$500M+
Assets Protected
Practice Areas

We serve the legal needs of individuals, families, closely held and family owned businesses, corporate trustees, trusts and tax exempt charitable organizations, creating peace of mind, a solid foundation and asset protection.

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Latest Estate & Trust Cases

The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.

During multiple day trial, successfully defeated TRO over a 25 million dollar estate against international law firm.

During a five day trial, successfully defended trustee against 2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against beneficiary bringing claim.

The firm prepared estate plans for six separate families after assisting them with the sale of their family business for approximately 40 million dollars.

The firm recently advised the executors during probate proceedings in several mid-seven figure probates.

Your Team of Lawyers

Magee & Adler, Estate & Trust Planning, Administration & Litigation for your Family & Business Long Beach California
Scott R. Magee, Esq.
Partner
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Eric R. Adler, Esq. Magee & Adler Lawyers for your family and business
Eric R. Adler, Esq.
Partner
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Magee & Adler, Estate & Trust Planning, Administration & Litigation for your Family & Business Long Beach California
Jacqueline Magee Huber, Esq.
Associate
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OUR BLOG

Silhouette of hand choosing mini wood house model from model and row of coin money on wood table, selective focus, Planning to buy property. Choose what's the best. A symbol for construction ,ecology. (Silhouette of hand choosing mini wood house model
Estate Law
A Look at The Future Consequences Passage of Prop. 19
December 14, 2020 by in Estate Law
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Required minimum distributions RMD phrase on the page.
Estate Law
New Distribution Rules for Inherited IRAs
November 11, 2020 by in Estate Law
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Anticipating Changes in the Federal Estate and Gift Tax Exemption
Estate Law
Anticipating Changes in the Federal Estate and Gift Tax Exemption
September 9, 2020 by in Estate Law
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What You Need To Know About The SECURE Act
Estate Law
What You Need To Know About The SECURE Act
February 3, 2020 by in Estate Law

What You Need To Know About The SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 became effective on January 1, 2020, but you may have

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Final IRS Rules Confirm Huge Tax Advantages by Completing Gifts Now
Estate Law
Final IRS Rules Confirm Huge Tax Advantages by Completing Gifts Now
December 16, 2019 by in Estate Law
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IRS Alerts People to Property Lien Scam
Estate Law
IRS Alerts People to Property Lien Scam
October 21, 2019 by in Estate Law

IRS Alerts People to Property Lien Scam The IRS recently estimated that more than 4,500 people across the country lost almost $23 million to scammers calling and threatening arrest and

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Efforts to Amend Proposition 13
Estate Law
Efforts to Amend Proposition 13
September 23, 2019 by in Estate Law

Efforts to Amend Proposition 13 When it was approved by voters in 1978, Proposition 13 brought lower real property taxes for owners of residential, commercial and farm properties throughout California.

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Charitable Giving: Outright Gifts and Charitable Trusts
Estate Law
Charitable Giving: Outright Gifts and Charitable Trusts
September 3, 2019 by in Estate Law

Charitable Giving: Outright Gifts and Charitable Trusts Supporting a favorite charity or philanthropic organization during your lifetime and/or after your death can be accomplished in several ways. A previous article

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U.S. Supreme Court Limits Authority of States to Tax Trusts
Estate Law
U.S. Supreme Court Limits Authority of States to Tax Trusts
August 12, 2019 by in Estate Law

U.S. Supreme Court Limits Authority of States to Tax Trusts Taxation of irrevocable trusts has always been complicated, but in recent years the level of complication has increased due to

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Charitable Giving with Donor-Advised Funds and Private Foundations
Estate Law
Charitable Giving with Donor-Advised Funds and Private Foundations
July 15, 2019 by in Estate Law

Charitable Giving with Donor-Advised Funds and Private Foundations The generosity of Americans is borne out by the more than $410 billion they donate annually to charitable causes and organizations. Most

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PROPOSITION 13 ILLUSTRATION by doug griswold -- Prop. 13
Estate Law
Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity
May 20, 2019 by in Estate Law

Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity California taxpayers made their voices heard in 1978 when they went to the polls and approved Proposition 13. Under

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Estate Planning and Newly Proposed California Estate Tax
Estate Law
Estate Planning and Newly Proposed California Estate Tax
April 15, 2019 by in Estate Law

Estate Planning and Newly Proposed California Estate Tax The ballot on Election Day 2020 could ask California voters to authorize a new estate tax if a pending proposal is approved

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Estate Planning to Retain Your Proposition 13 Tax Base
Estate Law
Estate Planning to Retain Your Proposition 13 Tax Base
March 19, 2019 by in Estate Law

Estate Planning to Retain Your Proposition 13 Tax Base The passage of Proposition 13 in 1978 established an initial base year, 1975-76, for assessed valuation for California real property that

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IRS Addresses Concerns About Increase in Basic Exclusion Amount
Estate Law
IRS Addresses Concerns About Increase in Basic Exclusion Amount
January 14, 2019 by in Estate Law

IRS Addresses Concerns About Increase in Basic Exclusion Amount The Tax Cuts and Jobs Act signed into law last year did not include the hoped-for repeal of the federal taxation

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Happy 18th Birthday! Time to Start Planning Your Estate
Estate Law
Happy 18th Birthday! Time to Start Planning Your Estate
December 10, 2018 by in Estate Law

Happy 18th Birthday! Time to Start Planning Your Estate It’s probably safe to assume that most young adults are more concerned about pursuing their education or planning careers than they

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California Trust Decanting Law: Breathing New Life Into Irrevocable Trusts
Estate Law
California Trust Decanting Law: Breathing New Life Into Irrevocable Trusts
November 12, 2018 by in Estate Law

California Trust Decanting Law: Breathing New Life Into Irrevocable Trusts Wine and California seem to be synonymous, so you might be familiar with decanting as a method of improving wine

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Estate Planning Mistakes of the Rich and Famous
Estate Law
Estate Planning Mistakes of the Rich and Famous
October 22, 2018 by in Estate Law

Estate Planning Mistakes of the Rich and Famous One of the aspects of being a celebrity is the impression that you “have it all.” Unfortunately, while fame does usually bring

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Anthony Bourdain’s Death Exposes Important Legal Lesson
Estate Law
Anthony Bourdain’s Death Exposes Important Legal Lesson
August 29, 2018 by in Estate Law

Anthony Bourdain’s Death Exposes Important Legal Lesson The recent shocking death of culinary star Anthony Bourdain is a tragedy on many levels. While the people who personally knew him best

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Background of Estate Tax Law
Estate Law
Background of Estate Tax Law
February 20, 2018 by in Estate Law

Background of Estate Tax Law The modern estate tax dates back to 1916 when it was imposed at a rate of 10% on the portion of estates above $50,000. Over

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Let Us Give You Peace of Mind

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    Note: this communication does not automatically create an attorney-client relationship and is not privileged. Someone from our office will contact you to set up an appointment.

    Estate Planning Questionnaire

    In order to make our first meeting as productive as possible, we ask that you complete a questionnaire that provides us with relevant personal and financial information. The information which you provide to us is held in complete confidence, and is used for the sole purpose of analyzing your estate planning needs and designing your estate planning documents.

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    Long Beach Office

    Mon – Fri: 8:30am-4:30pm
    or By Appointment

    Phone: (562) 432-1001

    Email: receptionist@mageeadler.com

    Magee & Adler, A Professional Corporation
    400 Oceangate
    Suite 1030
    Long Beach, California 90802

    Easy Long Beach / Palos Verdes Access

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    Magee & Adler, Estate & Trust Planning, Administration & Litigation for your Family & Business Long Beach California
    PRACTICE AREAS

    • Estate Planning

    • Estate & Trust Administration

    • Estate & Trust Litigation

    • Business Transactions

    • Mediation

    • Wills & Revocable Trusts

    • Probate

    • Representation of trustees and beneficiaries

    • Succession Planning

    • Real Estate Law

    • Asset Preservation

    • Conservatorships

    • Guardianships

    • Buy-Sell Agreements

    • Charitable Trusts

    SERVING CLIENTS FROM LONG BEACH TO PALOS VERDES

    Feel free to contact us with any questions! Our top priority is giving you peace of mind, a solid foundation and asset protection.

    (562) 432-1001
    receptionist@mageeadler.com

    Mon – Fri: 9am-5pm
    or By Appointment

    Magee & Adler, Estate & Trust Planning, Administration & Litigation for your Family & Business
    © Magee & Adler, A Professional Corporation. All Rights Reserved.
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