S. Eva Wolf

Partner | Los Angeles

S. Eva Wolf is a partner in the private client and tax team.

She appreciates and accounts for the differences in each individual and family she encounters by tailoring estate plans to fit each client’s goals and circumstances, while building in flexibility to anticipate future changes. Post-death, Eva guides clients through the probate and trust administration process. Eva also leverages the insider knowledge that she gained as an IRS attorney into estate, gift, and generation-skipping transfer (GST) tax savings and audit victories for her clients.

Eva is an adjunct professor at Loyola Law School, Los Angeles teaching Estate and Gift Taxation.

Secretary Dawn Andersen

Track record

Admissions

Publications

Memberships

Talks

Successfully defended an individual in a gift tax audit in which the IRS challenged the valuations of several real properties and business entities, saving the individual approximately $1,500,000 in gift tax.

Drafted Delaware and South Dakota irrevocable trusts for an individual who wished to be an anonymous benefactor.

Prepared petition requesting Section 9100 relief, which the IRS granted in a private letter ruling (PLR). As a result, a surviving spouse was granted an extension of time to elect to treat a qualified terminable interest property (QTIP) trust as two separate trusts, saving the surviving spouse approximately $3,000,000 in GST taxes.

California 2007

‘Animal Capital,’ Family Capital - February 27, 2019, quoted

Estate and Gift Tax Return Preparation and Audit Tips, Estate Planning Journal (WG&L), Volume 44, Number 9, September 2017

Daily Report for Executives, Bloomberg BNA - May 26, 2017, quoted

Beverly Hills Bar Association, Trusts & Estates Section

ProVisors, West Hollywood, Women, and Los Angeles Estate and Succession Planning Groups

Inside the Minds of Estate Planning Attorneys, Wells Fargo The Private Bank, April 17, 2019

Preparing Gift and Estate Tax Returns and the Audit Process, JH Advanced Markets Web Portal, April 13, 2018

Estate and Gift Tax Return Preparation and Audit Tips, Beverly Hills Bar Association, February 20, 2018

Education


Languages


  • English

Dates


Joined

2019
Partner

2019

Recognition


Los Angeles

1925 Century Park East,

Suite 400,

CA 90067

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