Elizabeth Pierson is Of Counsel to the firm. She is certified by the State Bar of California as a specialist in Estate Planning, Trust and Probate Law, 1995 to present. Responsible for all aspects of pre-mortem and post-mortem estate planning, probate and trust administration, estate and gift tax return preparation, audit representation, and tax court petitions. Representation of clients in preparation of revocable and irrevocable trusts, including gift trusts, insurance trusts, charitable trusts, title confidentiality trusts, and foundations. Representation of taxpayers in return preparation and audit, before IRS Appeals, and in requests for private letter rulings, with issues such as minority interest and lack of marketability discounts, family limited partnerships, previously taxed property credits, contaminated real property, allocation of the generation-skipping-transfer tax exemption, and self-canceling installment notes. Representation of fiduciaries and beneficiaries seeking instructions and construction or modification of documents, including declaratory relief. Representation of litigants in actions to remove fiduciaries, contest documents, and to determine title.
Elizabeth was elected a fellow of The American College of Trust and Estate Counsel (ACTEC) and is a member of the Society of Trusts and Estates Practitioners (STEP). She is a member of the California State Bar’s Trusts and Estates Section Executive Committee, is a past chair of the Los Angeles County Bar Association Taxation Section and its Committee on Estate and Gift Taxation, as well as a former member of the Executive Committee of the California State Bar’s Taxation Section and the Beverly Hills Bar Association Trusts and Estate Section.
Elizabeth is currently Executive Editor board of California Trusts and Estates Quarterly.
In addition, she is a former member of the California State Bar Estate Planning Law Advisory Committee, which is responsible for the state bar process that certifies qualified applicants as specialists in the field of trusts and estates.
Pro Bono Activities
Elizabeth enjoys sharing her legal expertise and fundraising skills to further important causes. Since 2011, she has served on the Planned Giving Committee and the Leadership Network for OPCC, Santa Monica’s leading organization dedicated to a comprehensive approach to the needs of the homeless.
She’s been on the Annual Fund Executive Committee for the University of Southern California Gould School of Law since 2008.
Past volunteer commitments include two years on the advisory board for the Los Angeles campus for The Chicago School of Professional Psychology, a not-for-profit, accredited institution founded in 1979.
Elizabeth also served on the board of directors for the Duke University Alumni Club of Southern California for seven years, two as communications chair and five as president.
While living in Pasadena, she spent four years on the board of directors for Villa Esperanza, a nonprofit serving children and adults with intellectual and developmental disabilities. She was on board’s executive committee for her final three years.
In addition, Elizabeth was a member of the Mentor Awards Committee for the Los Angeles Women’s Foundation (now the Women’s Foundation of California) for four years.
Certified Legal Specialties
- Certified Specialist, Estate Planning Probate and Trust Law, California State Bar, 1995 to Present.
Bar and Civic Activities
- California Editor, Lawgic LLP, Estate Planning software for estate planning lawyers, 2012-present
- Editor-in-Chief, California Trusts & Estates Quarterly, 2015-2016
- Managing and Executive Editor, California Trusts & Estates Quarterly, 2012-2015
- Contributing Author: California Trusts & Estates Quarterly, Volume 18, Issue 4, 2012
- California State Bar Association Trusts & Estates Section, Executive Committee, 2011-2016
- Contributing Author: The California Tax Lawyer, Winter, 2011
- California State Bar Association Taxation Section Executive Committee: 2008-2011
- California State Bar, Estate Planning, Trust and Probate Law Advisory Commission: 2006-2008
- Los Angeles County Bar Association Taxation Section: Chair, 2004-2005; Estate and Gift Committee, Chair, 1998-1999; Executive Committee, 1998-2006
- Contributing Author: California Decedent Estate Practice 3 – California Continuing Education of the Bar
- Contributing Author: UCLA/CEB 23rd Annual Estate Planning Institute – California Continuing Education of the Bar
- Ocean Park Community Center (OPCC), Planned Giving Committee, 2011-2015
- Duke University Alumni Club of Southern California: President, 2002-2007; Board of Directors, 2000-2007
Recently Published Works
- Editor, Lawgic’s California Wills and Trusts, a software tool designed exclusively for estate planning attorneys
- As the California editor, Elizabeth is responsible for drafting and updating complex estate planning forms used by hundreds of attorneys statewide and one of the editors involved in keeping current forms used by lawyers nationwide
- Co-author, “Windsor’s Impact on Estate Planning and Administration”
- California Trusts and Estates Quarterly Vol. 18, No. 4 (2013)
- Co-author, “Perfectly Imperfect Planning: Leaving IRAs to QTIP Trusts When Spousal Rollover is Not an Option,”
- California Tax Lawyer, Vol. 20, No. 1 (2011)