$ 550-1250 per hour
Owen David Kaye
About Owen
Biography
Our practice is:
(i) 40% estate tax planning;
(ii) 40% asset protection planning; and
(iii) 20% income tax planning.
Estate tax planning is different than "estate planning": estate planning determines "who gets what". By contrast, estate TAX planning determines the value of what is passed to your heirs. In estate tax planning we use the tools Congress has provided - family limited partnerships, GRATs (grantor retained annuity trusts), private annuities, SCINs (self-canceling installment notes), qualified personal residence trusts, etc - to pass value on to the heirs at reduced value.
In income tax planning we use the tools which Congress has provided - retirement plans and charitable structures - to reduce income taxes, provide for retirement and support worthy causes.
Note that the same structures used for tax planning also have creditor protection benefits. For example, a qualified personal residence trust reduces the value of the principal residence for estate tax purposes; it also reduces the attractiveness of the equity in your home to a future creditor.
Our practice is primarily based on referrals from CPAs, secondarily from other lawyers, financial planners and clients.
Practice Areas
2
Practice Areas
Estate Planning
70%
31 years
Tax
30%
31 years
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 30 years
State: California
Acquired: 1996
No misconduct found
Location
KFB Rice, LLP
12100 Wilshire Blvd #245, Los Angeles, CA, 90025
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Owen David Kaye's Reviews
Avvo Review Score
4 Client Reviews
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Practice Areas
Showing 1 - 4 of 4 reviews
Posted by anonymous | June 27, 2012
Extremely Responsive and Bright Lawyer
My experiences with Owen have been excellent. He is very knowledgable and is practical. I always get a return phone call within an hour or two.
Posted by anonymous | June 19, 2012 | Tax
Remarkable Tax Litigation Attorney
Owen helped me fight the IRS in a dispute involving $110,000 in back taxes. Legal fees and settlement combined cost me less than $35,000.
Posted by anonymous | December 07, 2011 | Tax
Expert Tax Attorney
Owen Kaye is an expert tax attorney. Not only is he knowledgeable and bright, he is aggressive. I wish I was referred to him sooner!
Posted by Joel | March 22, 2010
Very knowledgeable
I highly recommend Owen. He went above and beyond to make sure that all of our goals and objectives were met.
Owen David Kaye's Lawyer Endorsements
"I endorse this lawyer. Very impressed with Mr Kaye's legal acumen and sophisticated approach to tax law. He's certainly got a firm grasp on complex tax issues and I'd highly recommend him to my clients and other lawyers."
"I endorse this lawyer."
"I have known Owen Kaye for years as a highly competent and personable estate planning attorney. He has the respect of his professional colleagues and ciients alike, and prospective ciient would be very lucky to obtain his combination of expertise and genuine concern for the individual needs of each client."
"I have known and worked professionally with Owen for over 10 years and have found both his personal integrity and technical work to be of the highest caliber. I have referred numerous complex income tax, estate tax and asset protection matters to him and his firm and recommend his services to both the public and professional colleagues."
"I am happy to endorse this attorney."
"I endorse this lawyer."
"I've had the privilege of knowing Owen Kaye since 2008 when we met at a multi-year, national advanced estate planning certification course. During the course, which meets quarterly for several days at a time, I came to realize that Owen is undoubtedly one of the most gifted attorneys I have encountered in my 20 years of practice. He is now one of my trusted "go-to-guys" whenever I have a complex, sophisticated planning issue that needs clarifying. Owen is one of those rare, brilliant attorneys who is not only technically sophisticated, but who also has a defined process to reach his clients' goals and dreams in a no-nonsense manner. He stays current on advanced estate planning techniques by frequently attending and teaching at high level educational events. He is respected by his peers, cherishes his family, and always has shown me the highest levels of integrity, honesty and character. I strongly endorse Owen's work; He's one of the best, and I'm honored to have him as a colleague."
"I endorse this lawyer's work."
Joseph Strazzeri
Estate planning lawyer
Mayer Nazarian
Unknown lawyer
Bruce Givner
Unknown lawyer
John Balian
Unknown lawyer
Eden Brown
Estate planning lawyer
Robin Mashal
Litigation lawyer
Experience
Honors
1995
Certificate in Taxation, Western State University College of Law
Work Experience
2019 - Present
Managing Partner, KFB Rice, LLP
2009 - 2019
Partner, Givner & Kaye, APC
1995 - 2009
Attorney, Bruce Givner, A Professional Corporation
Associations
2009 - Present
WealthCounselMember
1996 - Present
Beverly Hills Bar AssociationMember
1986 - Present
American Bar AssociationMember
Sample of Legal Cases
Ferrante v. Casey (In re Ferrante), BAP No. CC-14-1222-KiTaPa (Related Appeals)
Nichols Estate v. Commissioner
Negotiated settlement of $2,000,000
Education
2009
Southern California Institute
Laureate in Wealth Strategies
2009
Southern California Institute
Laureate in Wealth Strategies
1995
Western State University College of Law
Law
1991
San Diego State Univ
Undergraduate
Speaking Engagements
2011
Givner & Kaye Seminar Series
Asset Protection Planning - The Advanced Course
2010
Thursday Insights
Qualified Personal Residence Trusts: Beyond The Basics
2010
Thursday Insights
LLCs: Beyond The Basics
2010
2010
Thursday Insights
Protecting The Personal Residence: Survey Of Eight Alternatives
2010
Thursday Insights
"Flexible" Irrevocable Trusts
2010
Thursday Insights
SCIN-GRATs: Ph.D Level Estate Tax Planning
2010
Thursday Insights
Defined Benefit Plans For 2010 and Beyond: Better Than Ever!
2010
Thursday Insights
Asset Protection Planning: An Introduction
2010
The Gathering 2010
Beyond the Basics: Sophisticated QPRT Planning for Clients in 2010
2009
California Society of CPAs - Hollywood/Beverly Hills Discussion Group
Estate & Financial Planning For a Cataclysmic Economy
Publications
2019
Los Angeles Daily Journal
Anticipating President Warren's Wealth Tax
2019
Los Angeles Daily Journal
Plan Now For Your April 15, 2020, Personal Income Tax Return
2018
Los Angeles Daily Journal
To C or not to C
2018
Los Angeles Daily Journal
The Limit On Home Property Tax
2018
Los Angeles Daily Journal
Triple Net Lease Property and the 20% QBI Deduction
2018
Los Angeles Daily Journal
Use It Or Lose It - The Newly Doubled Estate And Gift Tax Exclusion
2017
California State Bar Trusts and Estates Quarterly
Private Annuities Are Fun
2017
California State Bar Trusts and Estates Quarterly
Children Are The Enemy
2017
Los Angeles Daily Journal
Impact Of 2017 Income Tax Proposals
2017
Los Angeles Daily Journal
Underfunding The IRS - Bad Fiscal Policy
2017
Los Angeles Daily Journal
It's Time For A California Tax Court
2017
Los Angeles Daily Journal
California To Fix Broken Income Tax System
2017
Los Angeles Daily Journal
Not To Late To Reduce Your 2017 Income Tax Liability
2017
Los Angeles Daily Journal
Planning Under The New Tax Law - Relax
2016
Los Angeles Daily Journal
Tax Court Judge Deducts Personal Expenses - Guilty Of Tax Fraud
2016
Los Angeles Daily Journal
IRS Attacks Micro-Captives - Bites Off More Than It Can Chew
2016
Los Angeles Daily Journal
Warning - End to Estate Tax Valuation Discounts Approaches
2016
Los Angeles Daily Journal
Estate Tax Planning Avalanche - Congress Reacts
2016
Los Angeles Daily Journal
New IRS Regulations May Eliminate All Valuation Discounts
2016
Los Angeles Daily Journal
IRS Battle Over How Post-Death Events Impact Value
2016
Los Angeles Daily Journal
IRS Continues To Battle Family Limited Partnerships
2015
Los Angeles Daily Journal
Congress Changes Statute Of Limitations For IRS Audits
2015
Los Angeles Daily Journal
Discounts Of Family Entity Interests Threatened
2014
Los Angeles Daily Journal
Captive Insurance Companies - New Developments
2014
Los Angeles Daily Journal
Asset Protection Planning - LLCs Take A Back Seat To Limited Partnerships
2013
California Continuing Education of the Bar (CEB)
Chapter 17 - Qualified Personal Residence Trusts - Annual Update
2013
California State Bar Trusts and Estates Quarterly
Asset Protection Planning: Attorneys as Advisors and Targets
2013
Los Angeles Daily Journal
Taxpayer Responds To IRS 2,545 Days Late - Wins
2013
Los Angeles Daily Journal
From Russia, With Money
2013
Los Angeles Daily Journal
Looking Ahead To 2014
2013
Los Angeles Daily Journal
Tapping The Family Lawyer To Be Trustee
2013
Los Angeles Daily Journal
Same Sex Marriage - Taxes And Real Estate
2012
Los Angeles Daily Journal
Life Insurance: The Powerful and Despised Tax Shelter
2012
Los Angeles Daily Journal
US Tax Court Hears Cases on Professional Reliance in Tax Preparation
2012
Los Angeles Daily Journal
Estate Tax Magic: Private Annuities
2012
Los Angeles Daily Journal
Your IRS Income Tax Audit: Know When To Say "No"
2012
Los Angeles Daily Journal
Tax Law: Is Substance Abuse An Excuse For Willful Tax Violations?
2012
Los Angeles Daily Journal
Why Aren't More Lawyers Covered By Pension Plans?
2012
Los Angeles Daily Journal
Understand The Economics Of A Franchise Tax Board Audit
2011
Los Angeles Daily Journal
Capital Gain Tax is Voluntary
2011
Los Angeles Daily Journal
Shock and Awe: Obama's Concession on Estate Taxes
2010
CEB's Drafting California Irrevocable Trusts
Chapter 17 - Qualified Personal Residence Trusts
2010
The WealthCounsel Quarterly
Economic Substance Doctrine: Consequences of Codification
2010
Los Angeles Daily Journal
Modifying Irrevocable Trusts To Reflect Family Changes
2010
Los Angeles Daily Journal
Economic Substance Doctrine: The IRS’ Newly Fortified Weapon
2010
Los Angeles Daily Journal
Estate Tax Planning Is Asset Protection Planning
2009
Leimberg Information Services
Reverse QPRTs To The Rescue
2009
Los Angeles Lawyer
Property Tax Change In Ownership: Entity “Loophole”?
2009
The WealthCounsel Quarterly
Reverse QPRTs To The Rescue
2009
California Tax Lawyer Magazine
Generation Skipping Transfer Tax And IRC §6166: An Uneasy Relationship
2009
Journal of Financial Service Professionals
Once In A Generation Opportunity To Engage In Estate Tax Planning
Languages
English
Activity
Legal Answers
Legal Guides