AMBRECHT & ASSOCIATES
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Specialty Areas:Family Business Succession PlanningAsset ProtectionEstates and TrustsTax LitigationReal Property TaxBusiness Organization and Transactions
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Founder and principal John W. Ambrecht focuses his practice on integrating sophisticated estate and tax planning with family business succession planning, including developing appropriate transitional structures with an emphasis on conflict resolution among generations and constructing a lasting framework for family business management and ownership succession. His practice also includes sophisticated multi-state domestic trusts and estate planning, national and international asset protection, and tax controversies (IRS). John W. Ambrecht is also one of the principals and founders of Families & Wealth, LLC, formed to help families and their advisors to create succession, estate and family governance plans in the presence of family issues. See the Families & Wealth, LLC, website for more information. Admitted
Education
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Awards
Lectures/Presentations"Multi-Generational Conflicts." 2009 Trusts & Estates Symposium sponsored by the Trusts & Estates Section of the Los Angeles County Bar Association, January 16, 2009, Los Angeles, CA. "Love & Money: Blending Law and Psychology in Family Business Succession Planning," St. John's Healthcare Foundation, November 7, 2008, Oxnard, CA. "Giving the Next Generation the Business(!): An Advisors' Challenge," Los Angeles Chapter of the Society of Trust and Estate Practitioners (STEP LA) Practitioners Series, October 1, 2008, Santa Monica, CA. "A Case History: The 'Typical' Family 2003," Estate Planning Council of Ventura County's 11th Annual Interdisciplinary Estate Planning Workshop, September 5, 2008, Oxnard, CA. "Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," First National Bank, Wealth Management, April 28, 2008, Tucson, AZ. "A New Framework for Managing Family Business Succession," Trusts and Estates Section of the Monterey County Bar Association, March 28, 2008, Monterey, CA. "Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," National Association of Personal Financial Advisors 2007 Western Regional Conference, September 28, 2007, Santa Barbara, CA. "Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," Estate and Gift Section of the San Luis Obispo Bar Association, September 27, 2007, San Luis Obispo, CA. "Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," Orange Coast Estate Planning Council, September 25, 2007, Santa Ana, CA. "A New Framework for Managing Family Business Succession," co-sponsored by Santa Barbara City College, September 24, 2007, Santa Barbara, CA. "Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," Ventura Estate Planning Council, March 21, 2007, Oxnard, CA. "Shirtsleeves to Shirtsleeves in Three Generations: How Can We Help?" Annual Inland Empire Estate Planning Seminar, November 8, 2006, University of Redlands, Redlands, CA. "Managing Family Dynamics in the Estate Planning Process: From Roles to Rules," October 31, 2006, sponsored by Northern Trust, Phoenix, AZ. "Dealing with Ethical Issues in Family Business Succession Planning, or How to Help Succession Work within our Ethical Guidelines," Los Angeles County Bar Association, Trusts and Estates section, January 27, 2006, Los Angeles, CA. "Estate Planning for the Family Business: A Non-Linear Approach," Ventura Estate Planning Council, November 16, 2005, Oxnard, CA. "Asset Protection Trusts and Private Placement Insurance: An Important Ingredient in the Estate Planning Process," CPA/Law Forum, May 6, 2004, Santa Barbara, CA. "Estate Planning: An Overview of the Opportunities and Complexities of Successful Succession," Goleta National Bank, February 18, 2004, Santa Barbara, CA. "Estate Planning for the Family Business: A New Model for 'Managing' Family Dynamics in the Estate Planning Process," Bank of the West, November 12, 2003, San Francisco, CA. "Estate Planning: An Overview of the Opportunities and Complexities for Successful Succession," Wells Fargo, Private Wealth Banking Group, May 20, 2003, Los Angeles, CA. "Estate Planning: An Overview of the Opportunities and Complexities for Successful Succession," Santa Barbara Yacht Club, April 21, 2003, Santa Barbara, CA. "Estate Planning for the Family Business: A Non-Linear Approach," Santa Barbara Estate Planning Council, February 25, 2003, Santa Barbara, CA. "The Impact of Special Needs Planning on the Family System," Devereaux Foundation, June 5, 2002, Santa Barbara, CA. "Estate Planning & Administration: 17th Annual Recent Developments," California Continuing Education of the Bar (CEB), January, 2002, Santa Barbara, CA. "Estate Planning for the Family Business: The Non-Linear Approach," The November, 2001, Annual Meeting of the California Tax Bars, San Francisco, CA. "Estate Planning for the Family Business: The Case for an Attempt at Integrating the 'Financial Tax-Driven' and 'Soft-Sided' Issues," California CPA Education Foundation, October, 2001, Los Angeles and San Francisco, CA. "Estate Planning & Administration: 16th Annual Recent Developments," California Continuing Education of the Bar (CEB), January, 2001, Santa Barbara, CA. "Use of Foreign Asset Protection Trusts in Estate Planning and Attendant Risks to Clients and Practitioners," November, 2000, Annual Meeting of the California Tax Bars, speaker along with Reuben W. Tylor, Cook Islands Trust and Banking Corporation Ltd.; Karen M. Warfel, Technical Advisor, Offshore Compliance, Office of Tax Shelter Analysis, IRS; Dwight Sparlin, Special Agent, Criminal Investigation Division, IRS. "Succession Planning: What Works and What Doesn't?" presentation by John W. Ambrecht and Niel N. Koenig, Ph.D., for the 2000 Central Coast Wine Industry Conference with the California CPA Education Foundation (November 6, 2000). "Generation Specific Planning Strategies for the Family Business," Southern California Tax and Estate Planning Forum, October 27, 2000, San Diego, CA. "Estate Planning & Administration: 15th Annual Recent Developments," California Continuing Education of the Bar (CEB), January, 2000. "Increasing Taxpayer Compliance: A Discussion of the Negligence Penalty," Presentation to House Ways & Means Committee, Washington, D.C., May, 1998. "Succesion and Multigeneration Strategic Planning for the Family Business," California CPA Education Foundation. "Funding and Administering Trusts after the Death of the Trustor," California Continuing Education of the Bar (CEB) (March, 1995), and also California State Bar Estate Planning, Trust and Probate Section (now known as Trusts and Estates Section). "Sophisticated Irrevocable Trusts," California Continuing Education of the Bar (CEB). "The Value of Sustaining the Values," USC Federal Tax Institute (1994). "Planning for the Marital Deduction," California CPA Education Foundation. "Family Business Succession Planning: The Two Critical Planning Components in the Transition Process," California CPA Education Foundation. "The Taboo Topics in Estate Planning and What to Do About Them," California CPA Education Foundation. "Estate Planning and Generation Skipping Taxes," California State Bar Tax Section. "Estate Planning for Financial Planners," University of California Santa Barbara Extension. "Federal Tax Procedure," Golden Gate University, Masters Degree Program. Author
Mixing Business with 'Family Stuff,' published in Montecito Journal, November 16, 2006. Co-author of Risky Business: Family Succession and the Rules of Professional Conduct, California Trust & Estates Quarterly, published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Vol. 12, No. 2, Summer, 2006. Co-author of From Roles to Rules: A New Model for Managing Family Dynamics in the Estate Planning Process, California Trust & Estates Quarterly, published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Vol. 10, No. 1, Spring, 2004. "Successful Estate Planning: What Works and What Doesn't," in Private Wealth Advisor (now Private Wealth Management), Vol. 3 No. 9, May 2001. Chapter 4, "Generation-Skipping Transfer Tax," and Chapter 5, "Real Property Tax," in California Transaction Forms: Estate Planning, West Group, 1999. Co-author of Family Enterprise Planning: The Forgotten Component in the Family Business Succession Plan, California Trust & Estates Quarterly, published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Vol. 4, No. 3, Fall, 1998. "Bad Dreams May Be Real: The Generation-Skipping Tax Inclusion Ratio after the Final Regulations," California Tax Lawyer magazine, published by the Tax Section of the California State Bar (1996). Co-author of Handling Postmortem Trust Administration: A Checklist, Action Guide of California Continuing Education of the Bar (1996, updated 1997, 1999). Co-author of "Post Mortem Trust Administration: A Checklist Approach," published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar (1995). (See Step 1) "The Value of Sustaining the Values," a paper presented to the University of Southern California Federal Tax Institute and published in the Institute's 1994 proceedings. Co-author of "California Real Property Tax Issues with Estate Planning Transfers to Legal Entities and Making Gifts" Estate Planning, Trust & Probate News (now, California Trust & Estates Quarterly), published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Part I: Vol. 13, No. 3 (Fall, 1993); Part II: Vol. 13, No. 4 (Winter, 1993). Co-author of "Family Limited Partnerships: A Client Primer" (Estate Planning, Trust & Probate News (now, California Trust & Estates Quarterly), published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Vol. 13, No. 1 (Spring, 1993). "Selected Solutions for Coping with the Generation Skipping Transfer Tax Rules," California Tax Lawyer magazine, published by the Tax Section of the California State Bar (1991). Recently Reported Cases ambrecht@taxlawsb.com
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