Karl Knickmeyer

Contact Details

KNICKMEYER

Address

2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

 

I have over 35 years experience as an attorney. I am involved with estate planning, trust and estate matters, including sophisticated estate planning techniques for HNW and UHNW clientele. I have had experience in both large and small law firms specializing in trust, estate, real estate and tax planning.

Legal Experience:

My practice has emphasized tax, sophisticated estate planning, and real estate matters. I currently have and have had the opportunity to counsel high net worth clients in the analysis, structure and implementation of their real estate, tax, estate and trust planning matters. Working closely with the clients, their CPAs and other advisors, I have the opportunity to recommend and then implement many of the techniques listed below as the situation warranted:

• Family Limited Partnerships and Limited Liability Companies
• Qualified Personal Residence Trusts
• Insurance trusts
• Grantor Retained Annuity Trusts
• Charitable Remainder (Annuity & Uni) Trusts
• Sales to defective Grantor Trusts
• Trust litigation (trustee representation)
• Trust administration
• Real estate matters (structuring transactions, purchase and sale, and tax)

Financial Services Experience:

As the Executive Director (Sr. VP) of Morgan Stanley’s Wealth Advisory Services for Los Angeles, Ventura and Santa Barbara counties, I interacted, through the firm’s financial advisors and directly with their high net worth clients (over $10 million net worth). Many of the clients had a net worth exceeding $50 million.

 

Specialty

Tax, Estate Planning, Real Estate.

Law Firm

Law Office of Karl Knickmeyer

Area of Practice

Real Estate, Tax planning, Trusts & Estates

Admission

California, U.S. District Court (Central and Southern Districts), United States Tax Court

Professional Affiliations

State Bar of California - Member of Trusts & Estates Section and Tax Section; Conejo Valley Estate Planning Council; CPA/LAW Society; Beverly Hills Bar Association - Secretary/Treasurer (2005-2006), Board of Governors (2001-2005), Chair - Resolutions Committee, Chair - Real Estate Section, State Bar Conference of Delegates (Member); U.S. District Court (Central and Southern); United States Tax Court; Licensed California Real Estate Broker; Former U.S. Army Officer.

Education

LL.M. - Taxation New York University School of Law, New York, New York; J.D. (cum laude) - California Western University School of Law, San Diego, California; B.A. - Economics, (honors) University of California, San Diego, La Jolla, California.

Location

Westlake Village