AMBRECHT, ARNOLD & BRITTAIN, LLP
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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 Partner John W. Ambrecht focuses his practice on integrating sophisticated estate and tax planning to mesh with the intergenerational family dynamics of his clients, as well as tax controversy matters. He has developed expertise to assist clients to resolve conflicts between generations and to construct a lasting framework for family business management and ownership succession. Admitted
Education
Associations
Lectures/Presentations"Estate Planning & Administration: 17th Annual Recent Developments," California Continuing Education of the Bar (CEB), January, 2002. "Estate Planning & Administration: 16th Annual Recent Developments," California Continuing Education of the Bar (CEB), January, 2001. "Estate Planning for the Family Business: The Non-Linear Approach," The November, 2001, Annual Meeting of the California Tax Bars, San Francisco, CA. "Use of Foreign Asset Protection Trusts in Estate Planning and Attendant Risks to Clients and Practitioners," The 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). "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); also California State Bar Estate Planning, Trust and Probate 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 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 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 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 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 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 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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