Jeff Sydney has been an attorney in California for more than 30 years. He is a Certified Specialist in Estate Planning, Trust and Probate Law, Certified by the State Bar of California. This means Jeff has passed a rigorous written examination; satisfied requirements for extensive experience in these practice areas; fulfilled ongoing educational requirements; and received favorable reviews from other attorneys and judges familiar with his work.
Jeff’s educational background includes a Juris Doctor (JD) degree from Stanford University Law School, a Master of Business Administration (MBA) degree from the University of Southern California and a Bachelor of Arts (BA) degree from Columbia University. He is a member of WealthCounsel, the WealthCounsel Advisors Forum and ElderCounsel. Jeff’s decision to focus on Estate Planning and Elder Law was initially based on experiencing firsthand how Elder Law and estate issues impacted his own family. This commitment has been constantly reinforced over the years by the satisfaction of working closely with individuals and families and helping them successfully address these issues for themselves and loved ones.
Jeff takes a very personal approach to the practice of law. He devotes a significant portion of every initial consultation to asking the kinds of questions that enable him to get to know you and your family. What are your greatest concerns? Your short and long-term goals? Your hopes and dreams for the future? Your values? Only when Jeff has a thorough understanding of these and other issues that matter to you most will he work with you to design a customized plan tailored to your specific situation. Experience has taught him that this kind of approach is the only way to create truly effective plans - ones that go well beyond simply minimizing taxes and avoiding probate.
Jeff is a longtime resident of the West San Fernando Valley. Jeff is married. He has two children. Jeff’s hobbies include flying (as a licensed private pilot), studying history, model railroading, and attempting to master the impossible game of golf.
Licensed since 1973
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I highly recommend Jeff and would not hesitate to refer friends and family to his office. His commitment to staying current on the most recent developments in estate planning allows Jeff to give exceptional advice and sets him apart. I endorse this lawyer.
Jerry Lowe Bankruptcy & Debt Attorney
Relationship: Fellow lawyer in community
|Award Name||Grantor||Date Granted|
|Certified Specialist in Trust, Estate and Probate Law||California Board of Legal Specialization||2009|
|Accredited Attorney||Department of Veterans Affairs||N/A|
|President||The Sydney Law Firm, a Professional Corporation||2003 - 2012|
|Association Name||Position Name||Duration|
|Conjo Valley Estate Planning Council||N/A||2012 - Present|
|ElderCounsel||N/A||2006 - Present|
|Advisors Forum||N/A||2006 - Present|
|WealthCounsel||N/A||2006 - Present|
|University of Southern California||N/A||M.B.A.||1988|
|Stanford Univ Law School||N/A||J.D.||N/A|
|Through the Looking Glass||Protecting Inherited IRA's after Clark v. Rameker||2014|
|Southern California Forum||Estate Planning for Blended Families||2014|
|Expertise for Experts||Planning for Childfree Couples||2014|
|Planning for the Generations Symposium||Estate Planning for Blended Families||2013|
|January 2013 Roundtable||Planning under the American Taxpayer Relief Act||2013|
|Southern California Forum||Estate Planning for Blended Families||2012|
|Los Angeles Chapter Meeting||Spendthrift Trusts||2012|
|January Meeting||Advanced Estate Planning for Retirement Assets||2012|
|Quarterly Meeting||Estate Planning for IRAs and Other Qualified Plans||2011|
|Personal Financial Planning Practicum||Estate Planning||2011|