Mark J. Phillips is a Shareholder in our Tax and Trust & Estate Planning Practice Groups. He has been a State Bar of California Board Certified Specialist in Estate Planning, Trust and Probate since 1993.
Mr. Phillips has over 40 years’ experience working with families and individuals through all phases of estate planning, including tailoring asset distributions to meet our clients’ needs during life, as well as their post-death beneficiaries’ needs. Minimizing federal gift and death taxes and other costs is also a key part of Mr. Phillips’ strategy.
The mechanisms for meeting all of these goals may include:
Designated Executors, Trustees, Successors and Alternates
Mr. Phillips also handles post-death trust administration, representing executors, trustees, heirs and other interested parties – managing all of the legal steps necessary to transfer a decedent’s assets through the proper distribution channels. He has successfully guided clients through property title changes, transfers of stock or brokerage accounts, appraisal and distribution of assets.
An experienced negotiator, Mr. Phillips helps disputing parties come to reasonable agreements to resolve conflicts between heirs, trustees and executors.
In addition to the fulltime practice of law, Mr. Phillips has served as an adjunct professor for thirty years at the San Fernando Valley College of Law/University of Laverne/West Los Angeles College of Law, teaching Trusts & Estates. He is the author of more than a dozen scholarly articles in bar journals, primarily in the fields of ethics, trusts and estates, as well as co-author (with his daughter, Aryn Z. Phillips) of Trials of the Century (Prometheus, 2016).
Mr. Phillips is admitted to practice in the State of California, U.S. District Court, and U.S. Tax Court.
Named a Southern California Super Lawyer each year since 2007, Mr. Phillips has also been selected to the Top 100 Lawyers in Southern California for nearly a decade.
Co-Author, Trials of the Century: A Decade-by-Decade Look at Ten of America’s Most Sensational Crimes, Prometheus Books, New York, July 2016 (with Aryn Z. Phillips)
State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law
Adjunct Professor of Law, Wills and Trusts, San Fernando Valley College of Law/Laverne/West Los Angeles School of Law, 1986-present
Adjunct Professor of the Year, San Fernando Valley College of Law/Laverne/West Los Angeles School of Law, 1993
Program Lecturer, National Business Institute, 1992-present
Co-Presenter, 2019 Year-End Tax Planning – MCLE and CPE accredited Client Seminar Series, November 2019
Co-Author, The Trial of Charles Manson: Fifty Years Later, Valley Lawyer, a publication of the San Fernando Valley Bar Association, September 2019
Author, Unreconciled: Differing Tests of Mental Capacity for Wills and Trusts,Valley Lawyer, a publication of the San Fernando Valley Bar Association, June 2018
Co-Author, Creditors' Access to Trust Distributions, April 7, 2017
Author, Redstone's Small (for Him) Tax Victory,Los Angeles Daily Journal, December 28, 2015
Author, Plain Ambiguity, Los Angeles Lawyer, a publication of the Los Angeles County Bar Association, November 2015
Co-Author, Long-Awaited Answer to Will Reformation,Los Angeles Daily Journal, July 31, 2015
Author, Change in Testamentary Capacity Rules: A Practice View, Los Angeles Daily Journal, April 24, 2015
Author, Accessing Safe Deposit Boxes After Death, Los Angeles Daily Journal, May 15, 2012
Author, Tulsa, Yool, Dacey and the Lingering Uncertainty in Claims Against Decedents in California, California Trusts and Estate Quarterly, Volume 17, Issue 3/4, Fall/Winter 2011
Co-Author, Factoring Risk for Breach of Trust, Valley Lawyer, a publication of the San Fernando Valley Bar Association, May 2011
Co-Author, Factoring Risk into the Measurement of Damages, Los Angeles Daily Journal, April 7, 2011
Co-Author, Give and Take: Donative Transfers to Caregivers, Los Angeles Lawyer, a publication of the Los Angeles County Bar Association, April 2011
Co-Author, New Legislation Brings Some Clarity to Estate Planning, Part II, Los Angeles Daily Journal, January 19, 2011
Co-Author, New Legislation Brings Some Clarity to Estate Planning, Los Angeles Daily Journal, November 8, 2010
Author, Inheritance Rights of Posthumously Conceived Children in California, California Trusts and Estates Quarterly, Volume 15, Issue 4, Winter 2010
Author, Time of Death: Does It Matter?, California Bar Journal, a publication of the State Bar of California, August, 2010
Author, Liability for Attorney's Fees in Trust Dispute Shifts, Los Angeles Daily Journal, May 5, 2010
State Bar of California
Los Angeles County Bar Association (Member, Section on Trusts and Estates)
San Fernando Valley Bar Association (Member, Probate Section)