Gordon A. Schaller, a Partner at Jeffer, Mangels, Butler & Mitchell, LLP, is a prominent tax and estate-planning attorney in Southern California who has been in practice for over 30 years. Mr. Schaller focuses his practice on taxation issues, estate planning, business succession, charitable and wealth management services and trust and estate litigation. Because of his expertise, many high net worth individuals, family offices, and numerous public and private charitable organizations turn to Mr. Schaller for effective and creative solutions for tax, charitable, business succession and family issues. His intimate knowledge of financial, estate and tax structures make him a crucial member of an affluent clients core team of advisors.Mr. Schaller is among the countrys most in-demand attorneys for developing comprehensive, integrated multi-generational wealth planning, preservation, insurance and management solutions. Besides being a seasoned expert in the nuances of wealth transfer and taxation, Mr. Schaller is also well versed in creating technological platforms, freeing advisors to place their focus on clients and their needs. Mr. Schaller frequently facilitates the interaction of the client's investment, insurance, tax and philanthropic advisors to achieve goals-based integrated results. He is also well-known in the area of captive insurance structures for uninsured risks combined with related estate planning and business succession planning.Prior to joining JMBM, Mr. Schaller was founder of an independent wealth advisory firm. He is a Fellow in the American College of Trust and Estate Counsel (ACTEC).Phone: (949) 623-7200
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