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William Finestone concentrates his practice in the area of trusts and estates, with particular emphasis on estate and tax planning and estate and trust administration.
Mr. Finestone has over 40 years of experience in the preparation of wills, revocable and irrevocable private trusts, charitable trusts, durable powers of attorney for financial and healthcare matters, and business succession planning. He advises his clients on estate and trust administration matters involving probate and non-probate procedures as well as the resolution of disputes involving wills and trusts.
He is skilled in Probate Court and private fiduciary current and final accountings, including the representation of fiduciaries and beneficiaries in connection therewith. He advises clients on tax planning matters, including United States, California, and international transfer tax planning; corporate, partnership, and individual income tax planning; and property taxation. Additionally, he is well-versed in charitable tax planning, including the formation and representation of tax-exempt organizations and tax planning for charitable gifts.
Mr. Finestone is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law, and a Los Angeles Superior Court Alternative Dispute Resolution Neutral. He is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), a member of its Charitable Tax Planning and Exempt Organizations Committee, and a director of the ACTEC Foundation.
Mr. Finestone is a frequent lecturer at continuing education and other programs, including the American and California State Bar Associations, ACTEC, the USC Tax Institute, the UCLA/CEB Estate Planning Institute, Partnership for Philanthropic Planning (National Committee on Planned Giving), Western Regional Planned Giving Conference, Western Conference on Tax Exempt Organizations, AFP, several Planned Giving Roundtables in California and elsewhere, and corporate meetings.
He has authored articles on matters regarding estate tax, life insurance, trusts, and charitable gifts and pledges, to name a few, in leading industry newsletters and journals.
Since 1990, he has been an instructor for accounting and tax seminars at the California State University Los Angeles, College of Extended Studies and International Programs. He was also an instructor on Tax Aspects of Real Estate Investments, UCLA Extension, from 1977 to 1997.
COMMUNITY SERVICE & AFFILIATIONS
Mr. Finestone is a past Chair of the Exempt Organizations Committee of the Taxation Section of the Los Angeles County Bar Association (2012–2013). He is a director for life of Friends of Golf, and a member of the St. Matthew’s Legacy Society and the American Legion Post 283.
- “Southern California Super Lawyer" for Estate Planning/Trusts, by Los Angeles Magazine
- “Best Lawyers in America" for Trusts and Estates” by Los Angeles Magazine
- AV Preeminent, by Martindale-Hubbell
- 2006–2018, Non-Profit/Charities Law and Trusts and Estates in Los Angeles, listed in Best Lawyers in America©
- 2004–2017, “Los Angeles Super Lawyer” in Estate Planning & Probate, listed in Super Lawyers
A description of the standard or methodology on which the accolades are based can be found here.