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, Wills & Living Wills, Probate

74000 Country Club Dr., Ste. H-1, Palm Desert, CA

About Jeremy

Biography

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

74000 Country Club Dr., Ste. H-1, 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 - 5 of 6 reviews | Practice Area 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 Jo | November 07, 2017 | Hired Attorney | Estate Planning

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 bre...athe easy, confident that my Trust and other important personal legal documents are the best that they could possibly be.

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.

Posted by anonymous | April 20, 2011 | Estate Planning

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.

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

2020

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

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

People Love Us On Yelp, Yelp

2019

AV Preeminent Peer Review Rating, Martindale-Hubbell

2019

Top 1% of America's Most Honored Professionals, American Registry

2018

People Love Us On Yelp, Yelp

2018

AV Preeminent Peer Review Rating, Martindale-Hubbell

2018

Top 1% of America's Most Honored Professionals, American Registry

2018

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

2018

Top Lawyer, Palm Springs Life Magazine

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

AV Preeminent Peer Review Rating, Martindale-Hubbell

2017

Top Lawyer, Palm Springs Life Magazine

2017

People Love Us on Yelp, Yelp

2016

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

2015

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

2014

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

2013

AV Preeminent Peer Review Rating, Martindale-Hubbell

2013

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

2013

Top Lawyer, Palm Springs Life Magazine

2012

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

2011

Top Lawyer, Palm Springs Life Magazine

Work Experience

2014 - Present

Principal, Law Office Of Jeremy J. Ofseyer

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

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.

1993 - 1996

Teaching Fellow and Assistant, University of North Carolina

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

1993

New York University

MA - Masters in Philosophy

1990

Harvard Law School

JD - Juris Doctor

1986

University of North Carolina, Chapel Hill

BA

Speaking Engagements

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

Publications

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

Languages

English

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