also known as Ben Schwefel
Ben Schwefel is an associate attorney with Murtaugh Treglia Stern & Deily, LLP and the majority of his practice focuses on trusts and estates, including estate planning, trust administration, probate, conservatorships, and fiduciary litigation. Ben represents a broad range of clients, including high-net-worth individuals and families, trustees, beneficiaries (individuals and charities), entrepreneurs, business executives, and professional fiduciaries. He regularly works with his clients on advanced estate planning techniques that minimize income, gift, and estate tax consequences. He also advises clients in connection with the formation and operation of profit and not-for-profit business entities, including limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities.
Prior to joining Murtaugh Treglia Stern & Deily, Ben worked in the Trusts & Estates practice group of another mid-sized Orange County law firm focusing on sophisticated estate planning, business transactions, and asset protection. He is also an active member of the Young Lawyers Division and Trusts & Estates section of the Orange County Bar Association, the Elite OC, and the Orange County chapter of the USD Law Alumni Association. Ben earned his B.A. from UC San Diego and his J.D. from the University of San Diego School of Law.
Outside of the office, Ben is a self-proclaimed foodie and is always in search the perfect glass of red wine with his wife (and high-school sweetheart). He loves summer concerts at the Hollywood Bowl, is the proud owner of a basset hound, and is a regular volunteer with the Basset Hound Rescue of Southern California.
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Chat withState: California
Acquired: 2016
No misconduct found
2603 Main Street, Penthouse, Irvine, CA, 92614
1 Client Review
Showing 1 - 1 of 1 review | Corporate & Incorporation
Posted by Mehran | April 05, 2021 | Corporate & Incorporation
Kind Courteous consultant
Ben is a warm, courteous, knowledgeable lawyer whom I enjoyed talking with. He shared his wisdom openly and was very open and transparent during our call explaining every step of the Business structuring really well.
"Ben is an excellent attorney and one I consult with often in regards to business transactions and estate planning matters."
Estate planning lawyer
Litigation lawyer
Litigation lawyer
Land use and zoning lawyer
2014
Albert and Mae Lee Memorial Scholarship, University of San Diego School of Law
2020 - Present
Associate Attorney, Murtaugh Treglia Stern & Deily, LLP
2017 - 2020
Associate Attorney, Bohm Wildish & Matsen, LLP
2016 - 2017
Associate Attorney, The Loftin Firm, P.C.
2014 - 2015
Research Assistant, University of San Diego School of Law - Professor Mila Sohoni
2011 - 2016
Law Clerk, The Loftin Firm, P.C.
2020 - Present
Orange County Bar AssociationMember
2018 - Present
United States District Court for the Central District of CaliforniaMember
2017 - Present
WealthCounselMember
2016 - Present
State Bar of CaliforniaAdmittee
2016 - Present
United States District Court for the Southern District of CaliforniaAdmittee
2016 - Present
American Bar AssociationMember
2016 - 2017
Carlsbad Chamber of CommerceAmbassador Committee Member
2015 - 2016
Christian Legal SocietyRegional Small Group Co-Leader
2014 - 2015
San Diego Journal of Climate & Energy LawComments Editor
2013 - 2017
San Diego North County Bar AssociationMember
2013 - 2014
San Diego Journal of Climate & Energy LawAssociate Member
2012 - 2017
San Diego County Bar AssociationMember
2015
JD - Juris Doctor
2012
BA - Bachelor of Arts
2020
Estate Planning
2020
2019
2019
2019
Estate Planning
2019
2018
Asset Protection Trusts: Domestic and Offshore
2018
2018
Protecting Assets with Single Member LLCs
2018
LLC Formation - What Paralegals Need to Know
2017
2015
English