Amy L. McEvoy is a partner in the Tax and Estate Planning Practice Group in the firm’s Los Angeles office and is the Team Leader of the firm’s Private Wealth Services Team. Ms. McEvoy is Certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.
Ms. McEvoy specializes in all aspects of wealth transfer planning. She advises U.S. citizens, residents and nonresident noncitizens regarding U.S. estate and gift tax planning with an emphasis on minimizing taxation.
Ms. McEvoy prepares customized complex trusts, both domestic and offshore, as well as comprehensive estate plans. She also advises fiduciaries in regards to the administration of trusts and estates.
Education:
- J.D., University of the Pacific, McGeorge School of Law, 2003, with distinction, Traynor Honor Society
- B.A., University of Southern California, 1999
Admissions:
- California
Memberships:
- Co-Chair, Private Wealth Services Industry Team
- Executive Committee of the Trusts and Estates Section, Los Angeles County Bar Association 2007-2016 (Chair 2013-2014, Vice-Chair 2012-2013, and Secretary and Treasurer 2011-2012)
- Member, Society of Trust and Estate Practitioners (STEP), Los Angeles Branch
- Member, FOX (Family Office Exchange)
- Member, Trusts and Estates Section, State Bar of California
- Member, University of Southern California Alumni Association
Cost
Rate : $$$