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Jeremy Joshua Ofseyer

Trusts Attorney at Palm Desert, CA

5.0   11 reviews

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About Jeremy

Learn Jeremy’s areas of practice.

Mr. Ofseyer is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, and his practice focuses on Estate Planning, Trust Administration, and Probate Court proceedings involving Trusts, Estates, and Conservatorships.

Since 2012 he has had the highest available peer-review rating, AV® Preeminent™, from Martindale-Hubbell and the highest available Avvo™ rating, 10.0 Superb. Palm Springs Life Magazine has selected him as one of its “Top Lawyers” every year since it started rating lawyers in 2011. He is a graduate of the Harvard Law School (magna cum laude 1990).

Mr. Ofseyer has taught Wills & Trusts and Estate Planning as an adjunct professor at the University of La Verne College of Law, and is on the panel of Court-appointed attorneys for Conservatorship cases in Riverside County Superior Court.

He began his legal career in New York, as a Judicial Clerk at the U.S. District Court in Brooklyn. He has years of litigation experience at some of New York’s elite firms, including four years as a Senior Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP, an eminent international firm based in Manhattan. He went on to start his own firm in Palm Desert, California in 2005, focusing on estate planning, trust, and probate matters, and was a partner of Nethery & Ofseyer LLP from 2008 through 2013.

Mr. Ofseyer also has an M.A. in Philosophy, with a concentration in Ethics, from New York University, and a Ph.D. in Philosophy, with a concentration in Ethics, from the University of North Carolina. He has taught Ethics at Harvard, N.Y.U., U.N.C., and U.C.L.A., and served on the Committee on Ethics of the Trusts & Estates Section of the State Bar of California, which published the 2013 update to the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel (3rd Edition).

He is a former member of the Board of Directors of the Arthritis Foundation of the Desert, and the Board of Directors of the Jewish Family Service of the Desert. He lives in Indian Wells with his wife Alexandra, son Daniel, and cats Tiger and Gizmo.

Licensed for 30 years
State CA
Status Active
Acquired 2005
Updated 11/30/2022
State NY
Status Currently Registered
Acquired 1992
Updated 11/17/2022

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

Contact Jeremy

Law Office Of Jeremy J. Ofseyer
74000 Country Club Dr., Ste. H-1
Palm Desert, CA, 92260

Reviews

5.0 / 5.0
  11 customer reviews
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Posted by Jerry | November 18, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Professional and Efficient
Jeremy and his staff did a great job updating my estate planning documents. Jeremy made the entire process very efficient and he promptly delivered the final results. Everything was explained in easy to understand terms. I’m very satisfied with his services and would give him my highest recommendation.
Posted by michele | September 16, 2020
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Review of Jeremy Ofseyer
I found Jeremy to be very knowledgeable and was more responsive than several other attorney's I deal with. I intend to utilize his services in the future.
Posted by J | August 28, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Excellent
Excellent service, office staff, attorneys. Wonderful document signing process. Would definitely use them again.
Posted by Gloria | July 21, 2020
This review is from a person who hired this attorney.
| Hired Attorney
A great experience from start to finish
I needed a Living Trust done as I had just bought a home and wanted to be sure my kid’s wouldn’t have problems inheriting it without worrying about probate. I tried a “do it yourself “ approach trying to save money. It was a mistake. I reached out to Jeremy Ofseyer hoping that he would be able to fix and finish the mess I had started. I made the right call by hiring him. Although he didn’t “fix” my mess. He and his staff did give me a professional and legally binding Trust that I could never have accomplished on my own. Everyone on the staff was helpful, thorough, kind and patient. It was the best experience dealing with an attorney I have ever had. Their Covid 19 protocol was way above standard. I never had to step foot in the office and the entire process went smooth as silk. I highly recommend Jeremy Ofseyer. Great guy and wonderful at his craft.
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Posted by Jo | November 7, 2017
This review is from a person who hired this attorney.
| Hired Attorney
My estate plan is now the best that it can be
I am wholly impressed with the recent revision of my entire estate documents package by the law office of Jeremy J. Ofseyer. While Mr. Ofseyer's noteworthy credentials speak for themselves, his (and his entire staff's) professionalism and kindness paved an unexpectedly smooth process. I can now breathe easy, confident that my Trust and other important personal legal documents are the best that they could possibly be.
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Posted by Jay | April 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Revocable Family Trust
My wife and I hired Jeremy Ofseyer to create a revocable family trust. He was very professional and helped us through the process in a timely manner. His staff, especially Ami and Donna, were also very supportive during this process, as was the CPA he referred us to for consultation about tax concerns. We would certainly highly recommend Jeremy to others.
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Posted by Carol | November 22, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Extremely professional
We decided to have a consultation with Jeremy about preparing a family trust. At the meeting, we were so impressed with him, we hired him on the spot. We have been pleased with every step of the way. It was all prepared in a timely and professional way and everyone was very friendly.
Posted by Robert | April 23, 2011
An Excellent Trust Attorney I Recommend
Jeremy Ofseyer is a well educated and experienced attorney for the development of a variety of trust instruments. He is personable, reliable, attentive to the needs of his client, and professional in his demeanor and service. My best endorsement of Jeremy is that he inspires confidence in his desire and ability to fulfill the needs of his clients, quite unlike a trust attorney with a prestigious firm in Century City, who has a national reputation in the field, and is indifferent to his clients, except as they enable him to bill in quarter-hour increments. Mr. Ofseyer welcomes the intellectual participation and questioning of his clients in preparation of their trust documents. He readily explains and clarifies legal purposes and terminology unfamiliar to some clients. Jeremy is attentive to important detail, and dedicated more to serving his clients than to soliciting new ones to satisfy the ambitions of senior partners of a large firm. Mr. Ofseyer does not practice trust law using fill-in-the-blank templates, but customizes and personalizes well-vetted trust instruments to the circumstances and needs of his clients, understanding that one trust document does not fit all needs, as do many lawyers who practice trust law as a side-line or field not of their expertise. I will continue to rely upon and recommend his services.
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Posted by Jack | April 20, 2011
Making a trust
Jeremy was extremely knowledgeable in creaing my living trust
Posted by anonymous | April 20, 2011
Estate planning for singles
Three years ago I needed an attorney who understands the needs of a single guy in estate planning. Jeremy asked all the right questions, did an excellent job on the initial trust (plus associated docs) and again on later recent amendments. I'm still a satisfied client.
Posted by Ron | April 19, 2011
My Experience as a Client of Jeremy Ofseyer - Very Positive!
I have consulted with Jeremy on a number of issues. I have always found him to be up-to-date and informed on legal issues. In addition, he is approachable, friendly and helpful. The primary area of our work was development of a trust for my estate. He was very informed and helpful in making decisions and getting them in writing. Jeremy also assisted me in a matter of dealing with a trust where I was a Trustee in another state. There were issues with the management of the Trust, and Jeremy gave me some very good guidance. He also helped me set up a limited liability company and register it with the State. I have been impressed with his breadth of knowledge as well as his dedication to his work.
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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Principal
  • Law Office Of Jeremy J. Ofseyer
  • 2014 - Present
  • Adjunct Professor, Wills & Trusts and Estate Planning,
  • University of La Verne College of Law
  • 2009 - 2015
  • Partner
  • Nethery & Ofseyer LLP
  • 2008 - 2013
  • Principal
  • Law Office of Jeremy J. Ofseyer
  • 2005 - 2007
  • Senior Associate
  • Paul, Weiss, Rifkind, Wharton & Garrison LLP
  • 2000 - 2004
  • Teaching Fellow
  • University of North Carolina
  • 1997 - 1999
  • Visiting Assistant Professor
  • U.C.L.A.
  • 1996 - 1997
  • Teaching Fellow and Assistant
  • University of North Carolina
  • 1993 - 1996
  • Associate
  • Friedman, Kaplan, Seiler & Adelman LLP (NNA)
  • 1991 - 1993
  • Judicial Clerk
  • U.S. District Court (E.D.N.Y.)
  • 1990 - 1991
View all work experience

Education

  • University of North Carolina
  • PhD - Doctorate in Philosophy
  • 1999
  • New York University
  • MA - Masters in Philosophy
  • 1993
  • Harvard Law School
  • JD - Juris Doctor
  • 1990
  • University of North Carolina, Chapel Hill
  • BA
  • 1986
View all education

Associations

  • Desert Bar Association
  • Member
  • 2005 - Present
  • State Bar of California
  • Member
  • 2005 - Present
  • State Bar of California, Trusts and Estates Section
  • Member
  • 2005 - Present

Languages Spoken

  • English

Honors and Awards

  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2020
  • Top 1% of America's Most Honored Lawyers
  • American Registry
  • 2020
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2020
  • People Love Us On Yelp
  • Yelp
  • 2019
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2019
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2019
  • Top 1% of America's Most Honored Professionals
  • American Registry
  • 2019
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2019
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2018
  • People Love Us On Yelp
  • Yelp
  • 2018
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2018
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2018
  • Top 1% of America's Most Honored Professionals
  • American Registry
  • 2018
  • People Love Us on Yelp
  • Yelp
  • 2017
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2017
  • Top 1% of America's Most Honored Professionals
  • American Registry
  • 2017
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2017
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2017
  • Top 1% of America's Most Honored Professionals
  • American Registry
  • 2016
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2016
  • People Love Us on Yelp
  • Yelp
  • 2016
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2016
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2016
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2015
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2015
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2015
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2014
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2014
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2014
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2013
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2013
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2013
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • State Bar of California Board of Legal Specialization
  • 2012
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2012
  • AV Preeminent Peer Review Rating
  • Martindale-Hubbell
  • 2012
  • Top Lawyer
  • Palm Springs Life Magazine
  • 2011
View all awards

Publications

Speaking Engagements

  • Estate Planning/Probate Update
  • California’s New Trust Decanting Techniques
  • 2019
  • Probate Boot Camp
  • Ethics; and Probate Litigation
  • 2018
  • Estate Administration Boot Camp
  • Ethics in Estate Administration; and Estate & Trust Contests
  • 2017
  • PFAC Annual Meeting
  • Six Degrees of “C.Y.A.” for Trustees
  • 2016
  • The Probate Process from Start to Finish
  • Intestate Succession; and Ethics
  • 2015
View all speaking engagements

Attorney endorsements

Received (1)
Given (1)
Endorse Jeremy
Probate Attorney | May 27
Relationship: Worked together on matter
"I've worked with Jeremy on a number of legal issues and find him to be very effective."

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Palm Desert Trusts Lawyer Jeremy Joshua Ofseyer
Jeremy Joshua Ofseyer
Trusts Attorney
Palm Desert, CA
Licensed for 30 years