Elizabeth A. Bawden

Partner | Los Angeles

Elizabeth is a partner in the private client and tax team.

She focuses her efforts on estate planning, planned giving and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational and operational issues.

Elizabeth is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law and a fellow in the American College of Trust and Estate Counsel (ACTEC).

Elizabeth is a graduate of Wheaton College (IL) and the UCLA School of Law where she served as Executive Editor of the UCLA Law Review. After law school, she clerked for Judge Wiley Y. Daniel of the Federal District Court in Colorado. Elizabeth is currently adjunct faculty at the UCLA School of Law teaching Estate and Gift Tax.

Secretary Spring Young

Admissions

Publications

Memberships

Talks

State of California, 2000

State of Arkansas, 2017

‘Shoes for the Cobbler’s Children: What Lawyers Need to Know About Estate Planning’, The Recorder, May 4, 2016, co-author with Dina Y. Nam

‘How Wealthy Individuals Can Strategically Gift Education’, Family Wealth Report, December 10, 2015 edition, co-author with Dina Y. Nam

‘Strategies and Contemporary Issues in Planning with Grantor Trusts’, 67-14 USC Law School Institutes On Major Tax Planning (2015), co-author with Dina Y. Nam

Los Angeles Country Bar Association, Exempt Organization Section, Chair (2015-2016)

American College of Trust and Estate Counsel (ACTEC), Fellow (2014-present)

‘Foreign trusts: Classification, tax and reporting implications’, STEP International Estate Planning Conference Wyoming - September 15, 2017, speaker

‘California Fiduciary Taxation’ with Alexander M. Popovich, California State Bar Association Taxation Section, May 12, 2016

‘Moving to Paradise - What You Need to Know about Your Clients’ Estate Plans When they Move from California to Hawaii’ with Rhonda L. Griswold, University of Hawaii, April 29, 2016

Me in a minute

Giving back is an important personal value

I drafted my first legal agreement at age seven, a contract to become the first female 3rd baseman for the Los Angeles Dodgers (I may have forged Tommy Lasorda’s signature on that contract, but can assure you I am now completely reformed from such behavior). A career in professional baseball did not pan out for me, but a career in the law did.

Prior to law school I worked for a number of lawyers with different legal specialties. Observing their work led me to focus my practice in work with individuals, their families and their philanthropies.

I am grateful to have skills and knowledge to help people in difficult transitions – the incapacity or death of a loved one, the settlement of affairs with siblings, and the understanding of complex tax and trust administration matters.

Teaching law students in the area of estate and gift tax is something that I love. It keeps me in touch with the next generation of lawyers and requires me to constantly expand my knowledge. The ability to explain complex concepts and procedures clearly is a hallmark of my work with clients, and teaching gives me continuing opportunity to further develop this ability.

Giving back is an important personal value. I am able to do this through my direct work with charities and other tax exempt organizations. I also enjoy helping my individual clients realize greater impact with their giving and collaborating to strengthen nonprofits in partnership with them.

Education


Languages


  • English

Dates


Joined

2015
Partner

2015

Recognition


Los Angeles

1925 Century Park East,

Suite 400,

CA 90067

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