Elizabeth A. Bawden
Partner
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). She received the 2019 Distinguished Service Award from the Los Angeles Council of Charitable Gift Planners, where she has served as president and has been a member for 15 years.
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 and Estate Planning.
Elizabeth serves on the board of the Heifer International Foundation, supporting the work of Heifer International to end hunger and poverty around the world by providing livestock and training to struggling communities.
Admissions
Publications
Memberships
Talks
State of California, 2000
State of Arkansas, 2017
‘Ways Clients Can Help Their Children Buy a House,’ Withers Insight - June 21, 2022, author
‘Ways Clients Can Help Their Children Buy a House,’ Financial Advisor - May 18, 2022, author
‘Final Anti-Clawback Regs Give Estate Planners Green Light,’ Tax Notes, November 26, 2019, quoted
American Institute for Philanthropic Studies Certified Specialist in Planned Giving program (2020-present)
American College of Trust and Estate Counsel (ACTEC), Fellow (2014-present)
American College of Trust and Estate Counsel (ACTEC), Charitable Planning Committee
‘Expanding Hope: City of Hope Orange County Preview & 2022 Estate and Tax Planning Update,’ Legacy of Hope Society Webinar - March 16, 2021, speaker
‘Creative ways to help clients with donor advised funds,’ Inland Empire Community Foundation’s Professional Advisors Council Meeting - June 30, 2021, presenter
‘Structuring Gifts to Achieve and Maximize Social Impact,’ Western Regional Planned Giving Conference - April 28, 2021, presenter
Il mio profilo in un minuto
Giving back is an important personal value
Istruzione
Lingue
- English