Jeremy Joshua Ofseyer

Jeremy Joshua Ofseyer

5.0
Rating: 10.0

Licensed for 33 years

Trusts Lawyer at Palm Desert, CA
Practice Areas: Trusts, Estate Planning, Probate

74000 Country Club Dr., Ste. H-2, Palm Desert, CA

About Jeremy

Biography

Practice Areas

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 21 years

State: California

Acquired: 2005

Active

No misconduct found

Licensed in New York for 33 years

State: New York

Acquired: 1992

Currently Registered

No misconduct found

Location

Law Office Of Jeremy J. Ofseyer: A Professional Corporation

74000 Country Club Dr., Ste. H-2, Palm Desert, CA, 92260

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Jeremy Joshua Ofseyer's Reviews

Avvo Review Score

5.0 /5.0

11 Client Reviews

Filter Avvo Reviews (11) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 3 of 3 reviews | General Knowledge

Posted by Robert | September 16, 2020 | Trusts

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.

Posted by Gloria | July 22, 2020 | Hired Attorney | Trusts

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.

Posted by Ron | April 20, 2011 | Trusts

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 decisi...ons 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.

See All Client Reviews

Jeremy Joshua Ofseyer's Lawyer Endorsements

Endorse Jeremy
Vincent R. Whittaker headshot
Vincent Whittaker

Probate lawyer | 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."

View All Endorsements
Vincent R. Whittaker headshot
Vincent Whittaker

Litigation lawyer

Experience

Rating:  10.0 (Superb)

Honors

2024

-26: Super Lawyer, Super Lawyers

2013

- 26: Certified Specialist, Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization

2012

-26: AV Preeminent Peer Review Rating, Martindale-Hubbell

2012

-26: 10.0 Superb, Avvo

2011

-26: Top Lawyer, Palm Springs Life Magazine

1990

Magna Cum Laude (top 10% of class, 1990), Harvard Law School J.D.

Work Experience

2014 - Present

Principal, Law Office Of Jeremy J. Ofseyer: A Professional Corporation

2009 - 2015

Adjunct Professor, Wills & Trusts and Estate Planning, University of La Verne College of Law

2008 - 2013

Partner, Nethery & Ofseyer LLP

2005 - 2007

Principal, Law Office of Jeremy J. Ofseyer: A Professional Corporation

2000 - 2004

Senior Associate, Paul, Weiss, Rifkind, Wharton & Garrison LLP

1997 - 1999

Teaching Fellow, University of North Carolina

1996 - 1997

Visiting Assistant Professor, U.C.L.A.

1991 - 1993

Associate, Friedman, Kaplan, Seiler & Adelman LLP (NNA)

1990 - 1991

Judicial Clerk, U.S. District Court (E.D.N.Y.)

Associations

2005 - Present

Desert Bar Association

Member

2005 - Present

State Bar of California

Member

2005 - Present

State Bar of California, Trusts and Estates Section

Member

Education

1999

University of North Carolina

PhD - Doctorate in Philosophy (Ethics)

1993

New York University

MA - Masters in Philosophy (Ethics)

1990

Harvard Law School

JD - Juris Doctor

1986

University of North Carolina

BA - Philosophy & Political Science

Speaking Engagements

2025

Webinar

Trusts & Trust Management, Undue Influence & Deathbed Transfers, and Estate Administration Myths

2025

Desert Bar Association

Bridging the Gap: How Family Lawyers Can Lay Groundwork For Smooth Probate (co-presenter)

2024

Webinar

Distribution and Closing of the Estate & Ethics and Estate Administration

2022

Webinar

Handling Claims Against Fiduciaries & Applying Legal Ethics Rules

2020

Webinar

California Estate Administration Process & Alternatives

2019

Estate Planning/Probate Update

California’s New Trust Decanting Techniques

2018

Probate Boot Camp

Ethics; and Probate Litigation

2017

Estate Administration Boot Camp

Ethics in Estate Administration; and Estate & Trust Contests

2016

PFAC Annual Meeting

Six Degrees of “C.Y.A.” for Trustees

2015

The Probate Process from Start to Finish

Intestate Succession; and Ethics

2009

Adjunct Professor

Wills & Trusts and Estate Planning (2009 - 2015)

Publications

2025

VIII Probate Department Newsletter No. 1 Navigating the New Frontier: State Bar Guidance on Generative AI for Trusts and Estates Counsel

2024

VII Probate Department Newsletter No. 3 The Estate Tax Exemption Sunset and Anti-Clawback Regulations

2023

29 California Trusts & Estates Quarterly No. 4 Settlor Incapacity and Filling a Trust’s “Empty Chairs”

2022

V Probate Department Newsletter No. 2 Settlor Incapacity and Filling the “Empty Chair”

2021

IV Probate Department Newsletter No. I Bequeathing Bitcoin: Crypto for the Cryptee

2020

III Probate Department Newsletter No. I Remote Online Notarization and California Estate Planning Instruments

2019

II Probate Department Newsletter No. II Handling Debts of a Deceased Trustor

2019

25 California Trusts & Estates Quarterly No. 4 Tips of the Trade: Pitfalls of Split-Interest Trusts for Blended Families

2019

25 California Trusts & Estates Quarterly No. 4 Pitfalls of Split-Interest Trusts for Blended Families

2013

Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel The Client With Diminished Capacity (Ch. 7), contributing editor

Languages

English

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