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Bruce Givner

10.0

Experience
Industry Recognition
Professional Conduct

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5 Reviews

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12 Peer Endorsements

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Contributor level 12

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Overview

Practice Areas

50% Tax
36 years, 2,000 cases
50% Estate Planning
36 years, 1,200 cases

Fees and Payment Types

Fees

Fixed (Always), Hourly ($500-$650/hour)

Payment types

Cash, Check, Credit Card

Contact Information

Givner & Kaye, A Professional Corporation

12100 Wilshire Boulevard

Suite 445

Los Angeles, CA 90025

Office: 310-207-8008
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Facebook Profile

Blog

Complex Tax Issues

LinkedIn Profile

About Me

Photos (0)

Videos (5)

Video

Video

Video

Our practice is: (i) 40% estate tax planning; (ii) 40% asset protection planning; and (iii) 20% income tax planning. Estate tax... more

References

Client Reviews

Average Client Rating

Former client? Write a review

5 reviews

“C.P.A.”

Posted by: Roy, 2011-10-24 3 months ago.

Client Review: It has been at least 25 years that Bruce and I have worked together on mutual clients and, in all these years, I and my clients have been extremely... more

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“From someone in a position to know”

Posted by: Michael, 2011-10-16 4 months ago.

Client Review: When a lawyer recommends a lawyer, he (or she) is usually in a position to know. Bruce is a total professional in the areas of his expertise, and a... more

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Peer Endorsements

Endorsements

12 endorsements

Lawyers: Endorse this lawyer

Innovative, dedicated and very very smart are just a few words to describe this outstanding attorney. I unreservedly endorse him.

Endorsement from lawyer: Mayer Nazarian , Los Angeles (CA), About 1 month ago

I endorse this lawyer. I have known Bruce for years. He is smart, friendly and has a mastery of tax and estate planning that is second to none. I... more

Endorsement from lawyer: Louis Michelson , Los Angeles (CA), About 1 month ago

Résumé

License

35 years since Bruce Givner was first licensed to practice law.

State	License status	Year acquired	Last updated by Avvo
California	Active	1976	11/03/2011

We have not found any instances of professional misconduct for this lawyer.

Work Experience

Position	Duration
Shareholder at Givner & Kaye, A Professional Corporation	2009–present
Shareholder at Bruce Givner, A Professional Corporation	1994–2009

See all 6 job entries

Education

School	Major	Degree	Graduated
New York University School of Law	Tax	LL.M - Master of Laws	1977
Columbia University School of Law	Law	JD - Juris Doctor	1976

See all 3 degrees

Awards

Award Name	Granting Organization	Date
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2011
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2010

AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2009
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2008
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2007
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2006
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2005
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2004
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2003
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2002
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2001
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	2000
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1999
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1998
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1997
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1996
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1995
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1994
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1993
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1992
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1991
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1990
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1989
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1988
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1987
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1986
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1985
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1984
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1983
AV Preeminent 5.0 out of 5 Peer Review Rated	Martindale-Hubbell	1982

See all 30 awards

Associations

Position	Association Name	Duration
Section of Taxation, Exempt Organizations Committee	American Bar Association	2008-present
Section of Taxation, Employee Benefits Committee	American Bar Association	2008-present

See all 7 association entries

Portfolio

Contribution

Reputation Level 12

Answers:	146	Legal Answers
	1	Best Answer
	59	Answers marked as good
Guides:	4	Legal Guides
	1	Staff Pick

Cases

Nichols Estate v. Commissioner

Outcome: IRS asserted $14,000,000 deficiency

Bonny Lee Bakley Estate

Outcome: Assets distributed to children.

Boss Hogg of the Dukes Of Hazard

Outcome: Millions in deductible contributions

Publications

Article	Publication	Date
Estate Tax Planning And The Codified Economic Substance Doctrine: An Uneasy Connection	California State Bar Trusts and Estates Quarterly	2012
The Completed Gift Asset Protection Trust	Journal Of Financial Service Professionals	2011

IRAs and Living Trusts: An Uneasy Combination	Los Angeles Daily Journal	2011
Government Seeks California Property Tax Records For Gift Tax Evaders	Los Angeles Daily Journal	2011
Capital Gain Tax Is Voluntary	Los Angeles Daily Journal	2011
Challenging IRS Regulations: The U.S. Supreme Court Makes The Path More Difficult	Los Angeles Daily Journal	2011
U.S. Supreme Court Takes Up Issue Of Basis Overstatement In Tax Returns	Los Angeles Daily Journal	2011
Challenging IRS Regulations: The Supreme Court's Mayo Decision	Journal of Tax Practice & Procedure	2011
Nontaxable Settlement Proceeds Require Careful Documents	Los Angeles Daily Journal	2011
Modifying Irrevocable Trusts To Reflect Family Changes	Los Angeles Daily Journal	2010
Estate Tax Planning Is Asset Protection Planning	Los Angeles Daily Journal	2010
Economic Substance Doctrine: The IRS' Newly Fortified Weapon	Los Angeles Daily Journal	2010
Zero Estate Tax Planning: Many Roads To Heaven	Los Angeles Daily Journal	2010
Your April 15, 2011 Tax Return: It's Not Too Late To Plan	Los Angeles Daily Journal	2010
Never Pay Income Tax On Your Retirement Plan	Los Angeles Daily Journal	2010
Economic Substance Doctrine - Six Months After Codification	Journal of Tax Practice & Procedure	2010
S.G. Smith: Taxpayer Must Pay The Listed Transaction Penalty and Sue For A Refund	Journal of Tax Practice & Procedure	2010
Economic Substance Doctrine: The Curious Case of Codification	Journal of Tax Practice & Procedure	2010
Chapter 17 - Qualified Personal Residence Trusts	CEB's Drafting California Irrevocable Trusts	2010
The IRS’s Proposed 5% Distribution Requirement For Nonfunctionally Integrated Supporting Organizations: A Call To Action	Planned Giving Design Center, LLC	2009
Reverse QPRTs To The Rescue	Leimberg Information Services	2009
Once In A Generation Opportunity To Engage In Estate Tax Planning	Journal of Financial Service Professionals	2009
The Curious Case of QPRTs: Underused and Underappreciated	California Trusts & Estates Quarterly	2008
Preparer Penalties: Toughened Standard, Increased Penalties Impact Financial Service Professionals	Journal of Financial Service Professionals	2008
Countryside Limited Partnership: Pro-Taxpayer Decision Despite Economic Substance Attack	California Tax Lawyer	2008
Federal Courts Confirm The Importance Of Financial Planners To Successful Tax Planning	Journal of Financial Service Professionals	2008
Potential Codification Of "Economic Substance" Doctrine	California Tax Lawyer	2007
New Tax Decision, Legislation Have Little Impact In California	Los Angeles Daily Journal	2006
Poorly Draft Trust Could Become Subject to IRS Lien	Los Angeles Daily Journal	2006
Even After Death, Steps Can Be Taken to Lower Estate Taxes	Los Angeles Daily Journal	2006
Careful Counseling Can Result In a Partnership IRS Will OK	Los Angeles Daily Journal	2006
Court Refines Formula For Family Limited Partnerships	Los Angeles Daily Journal	2005
IRS Respects Well-Drawn Family Limited Partnerships	Los Angeles Daily Journal	2004
"Stone" Proves Family Limited Partnership Is Alive And Well	Los Angeles Daily Journal	2003
Planning Can Keep Assets Out of Debtor's Bankruptcy Estate	Los Angeles Daily Journal	2003
Privilege Lost - Pending Legislation Would Put Limits on Attorney-Client Confidentiality	Los Angeles Daily Journal	2003
Self-Canceling Installment Note Can Be Powerful Planning Tool	Los Angeles Daily Journal	2003
Timing Is Critical To Good Tax Planning Strategies	Los Angeles Daily Journal	2002
A New Sizzle For Split Dollar	Insurance Sales	1988
Selected Pension Provisions of the 1986 Tax Reform Act	California Business Law Reporter	1987
Chapter Author	Tax Practice In California	1984
Do Not Permit Deductible Employee Contributions Under Corporate Retirement Plans	Compensation & Benefits Review	1982
Using The Nondiscriminatory Classification Test In Designing Qualified Plans	Taxes - The Tax Magazine	1980

See all 43 publications

Speaking Engagements

Presentation Name	Conference	Date
Flexible Irrevocable Trusts	The Ultimate Estate Planner, Inc.	2011
The CPA's Role In Asset Protection Planning	The Ultimate Estate Planner, Inc.	2011

All You Need To Know About Business Succession Planning	The Ultimate Estate Planner, Inc.	2011
Large Pension Deductions For Closely Held Busiensses	The Ultimate Estate Planner, Inc.	2011
Hot 2011 Year-End Tax Planning Strategies	The Ultimate Estate Planner, Inc.	2011
Estate Tax Planning And The Economic Substance Doctrine: An Uneasy Combination	The Northwestern Branch	2011
Preparer and Other Penalties	California CPA Society Webinar	2011
Integrated Wealth Strategies: A Walk Through The Mr. and Mrs. White Case Study	The Ultimate Estate Planner, Inc.	2010
What You Need To Know About T-CLATs - Testamentary Charitable Lead Annuity Trusts	The Ultimate Estate Planner, Inc.	2010
QPRTs - Beyond The Basics	The Ultimate Estate Planner, Inc.	2010
Evaluating Eight Alternatives For Protecting The Personal Residence	The Ultimate Estate Planner, Inc.	2010
Estate And Financial Planning For A Cataclysmic Economy	San Gabriel Valley Estate Planning Council	2009
Estate & Financial Planning For A Cataclysmic Economy	L.A. Estate Planning Council	2009
Estate And Financial Planning For A Cataclysmic Economy	L.A. Chapter of the California CPA Society	2009
Current Aggressive IRS And FTB Audits	Beverly Hills Bar Association Tax Section	2009
Protecting The Personal Residence	West San Gabriel Valley Discussion Group Of The L.A. Chapter Of The California CPA Society	2007
The CPA's Role In Multi-Variable Planning	West San Gabriel Valley Discussion Group Of The L.A. Cahpter Of The California CPA Society	2007
Practice & Philosophy Of Tax Planning In A Hostile Environment	Santa Clarita Valley Discussion Group Of The L.A. Chapter Of The California CPA Society	2007
Practice & Philosophy Of Tax Planning In A Hostile Environment	San Fernando Valley Discussion Group Of The L.A. Chapter Of The California CPA Society	2007
Creditor Benefits Of Tax Planning Structures	Hollywood/Beverly Hills Discussion Group Of The L.A. Chapter Of The California CPA Society	2007
Estate Tax Planning & Audit Update	Hollywood/Beverly Hills Discussion Group of the L.A. Chapter Of The California CPA Society	2007
Creditor Benefits Of Tax Planning Structures	Whittier Area Discussion Group Of The L.A. Chapter Of The California CPA Society	2006
Practice & Philosophy Of Tax Planning In A Hostile Environment	Santa Clarita Discussion Group Of The L.A. Chapter Of The California CPA Society	2006
Practice & Philosophy Of Tax Planning In A Hostile Environment	San Fernando Valley Discussion Group Of The L.A. Chapter Of The California CPA Society	2006
Practice & Philosophy Of Tax Planning In A Hostile Environment	Pasadena Area Discussion Group Of The L.A. Chapter Of The California CPA Society	2006
Impact Of Timing On Tax Planning	State Bar Convention	2003
ESOPs: An Update	Estate Leaders Study Group	2003
Generating Large Deductions For Owners Of Closely Held Businesses	Pasadena Area Discussion Group Of The L.A. Chapter Of The California CPA Society	2002
Income Tax And Capital Gains Tax: Opportunities To Reduce, Defer And Eliminate	CPA Law Forum	2002
Estate Planning Practices: Planning For A Potential Repeal	San Fernando Valley Estate Planning Council	2000
Sophisticated Post-Mortem Funding & Distribution Issues	Pasadena Area Discussion Group Of The L.A. Area Chapter Of The California CPA Society	1999
Legislative Developments & Sophisticated Tax Planning	Association Of San Fernando Valley CPAs	1999
Sophisticated Post-Mortem Funding and Distribution Issues	Annual Institute on Federal Taxation	1999
Current Developments & Strategies In Estate Planning	Hollywood/Beverly Hills Area Discussion Group Of The L.A. Chapter Of The California CPA Society	1998
Planning For The Marital Deduction	Annual Institute on Federal Taxation	1992
Tax Season Got You A Bit Upset?	General Membership Breakfast Meeting	1991
Selected ERISA Litigation Developments	Employee Benefits Subsection Annual Program	1991
Building Your Estate Planning Practice	1991 Estate Planning Conference	1991
Planning For Distribution of Retirement Benefits	1989 Estate Planning Conference

See all 39 speaking engagements

Bruce Givner

Overview

Practice Areas

Fees and Payment Types

Fees

Payment types

Contact Information

About Me

Photos (0)

Videos (5)

References

Client Reviews

Average Client Rating

“C.P.A.”

“From someone in a position to know”

Peer Endorsements

Résumé

License

Work Experience

Education

Awards

Associations

Portfolio

Contribution

Cases

Publications

Speaking Engagements

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