Ellis Roy Stern

Ellis Roy Stern

also known as Ellis R. Stern

4.0
Rating: 9.5

Licensed for 51 years

Estate planning Lawyer at Encino, CA
Practice Areas: Estate Planning, Business, Real Estate ... +2 more

6345 Balboa Blvd #200, Encino, CA

About Ellis

Biography

Tulane Moot Court. Adjunct Professor of Law, Federal Estate and Gift Taxation: University of San Diego School of Law, 1983; University of San Fernando Valley School of Law, 1982.

Practice Areas

5

Practice Areas

Business 20%

Entity formations, real estate transactions, and all types of business transactions with specific emphasis in tax and tax related issues

50 years

20%
Estate Planning 20%

Drafting estate planning documents; probate and trust administration; trust litigation; serving as Trustee for both private and charitable trusts; representing Trustees

50 years

20%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 50 years

State: California

Acquired: 1975

Active

No misconduct found

Licensed in Florida for 51 years

State: Florida

Acquired: 1974

Inactive

No misconduct found

Location

Stern & Goldberg

6345 Balboa Blvd #200, Encino, CA, 91316

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Ellis Roy Stern's Reviews

Avvo Review Score

4.0 /5.0

1 Client Review

5 star (0)
4 star (1)
3 star (0)
2 star (0)
1 star (0)

Posted by JR | February 25, 2015

SHOCKED AT THE POOR REVIEWS

I am a CPA and have worked with quite a few of my clients' trust attorneys so I have a basis of comparison. I had Mr. Stern do my wife and my Will and Living Trust and also my Mother's Will and Living Trust. There were some possible issues with some potential beneficiaries who would not be please...d with our bequests and Ellis made some very intelligent and caring suggestions as to how these potential problems could be solved with the least possibility of any litigation in the future. Certainly not looking to generate extra fees. His fees were well within the going rates in Encino and actually, I was surprised at how reasonable they were for the services performed. At all times, Mr. Stern acted ethically and this is quite important to me being a CPA. For disclosure, other then Mr. Stern doing my personal work, I have never had any business relationship with him for myself or my clients. I obviously only can speak to my own experiences with Mr. Stern in relationship to the experiences. I think I have a good background as a CPA to judge an attorneys work, ethics and professionalism and it is difficult for me to believe that this is the same person I have dealtt with over the years.

See All Client Reviews

Ellis Roy Stern's Lawyer Endorsements

Endorse Ellis
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Maya Shulman

Estate planning lawyer | Jun 25

Relationship: Fellow lawyer in community

"I endorse this lawyer."

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Maya Shulman

Family lawyer

Experience

Rating:  9.5 (Superb)

Honors

2017

AV Preeminent Rated, Martindale-Hubbell

2017

Certified Specialist, Probate, Trust and Estate Planning, California Board of Legal Specialization

2017

Certified Specialist Taxation Law, California Board of Legal Specialization

2017

Super Lawyer, SuperLawyers

2017

Peer Review Rated, Martindale-Hubbell

2016

Super Lawyer, Southern California, California Super Lawyers

2015

Super Lawyers, SuperLawyers

2014

Super Lawyer, SuperLawyers

2013

Super Lawyer, SuperLawyers

2012

Super Lawyer, SuperLawyers

2010

Super Lawyer, SuperLawyers

2009

Super Lawyer, SuperLawyers

Work Experience

1900 - Present

Member, Stern & Goldberg

Associations

1975 - Present

Los Angeles County Bar Association

1975 - Present

State Bar of California

Provisors

Education

1975

New York University School of Law

LL.M - Master of Laws in Taxation

1974

Tulane Univ Law School

JD - Juris Doctor

1968

Fairleigh Dickinson University

BA

N/A

Fairleigh Dickinson Univ

undergraduate

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

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  • Experience & background Years licensed, work experience, education
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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution