Tiffany A. Halimi
Practice Areas
Tiffany Halimi is a shareholder in the Tax, Trusts and Estates practice group at Clark & Trevithick. She handles a wide array of trust and estate matters, ranging from drafting succession documents, such as wills and trusts, to administering trusts and probates. Specifically, Tiffany’s practice includes experience in planning for high net worth individuals, including the preparation of revocable living trusts, irrevocable gift trusts, insurance trusts, and other sophisticated wealth transfer instruments. Additionally, Tiffany utilizes the cross-section of her law degree and Masters in Business Administration to advise closely-held business owners on corporate matters, including family business succession planning, corporate formation, compliance and dissolution. Tiffany is a frequent speaker and author on various estate planning and trust administration topics.
- JD, Pepperdine University
- MBA, Pepperdine University
- BA, University of Southern California, Political Science Major, Minor in Law & Society, Minor in Business Law
- Program Chair, Trusts & Estates Section, Beverly Hills Bar Association
- Board Member, Los Angeles Estate Planning Council
- Member, Los Angeles County Bar Association
- Admitted to practice law before all California State Courts and the United States District Court for the Central District of California
- Volunteer, Veterans Legal Institute
- Volunteer, Bet Tzedek’s Wills Clinic
- Volunteer, Jewish Federation & Bet Tzedek’s Special Immigrant Juvenile Status Program
- Author, ClarkTalk Blog, 2016-2017
- Author, Daily Journal, Beware the Tolling of the Limitations Period, 2016
- Author, Portability-Enabled & Traditional Trusts: A Comparative Analysis of Estate Planning for Married Couples’ Estates, 2013
Accolades
- Listed, Avvo Clients’ Choice Estate Planning, 2013
- Listed, Super Lawyers Rising Star, 2016, 2017, 2018
Speaking Engagements
- Succession Planning After the Tax Cuts and Jobs Act of 2017, Hosted by CalCPA, 2018
- Speaker, “Pitfalls of Trust Litigation…,” Hosted by Wells Fargo Private Bank, 2017
- Speaker, “Selecting the Right Trustee,” Hosted by US Bank Private Client Reserve, 2017
- Speaker, “Planning for Death and Divorce: Crossover Issues Between Trusts, Estates and Family Law,” Hosted by Beverly Hills Bar Association, 2017
- Speaker, “Planning for Death and Divorce: Crossover Issues Between Trusts, Estates and Family Law,” Hosted by South Bay Bar Association, 2017
- Speaker, “Anticipating the Challenges that Arise as Our Clients Age,” Hosted by Wells Fargo Private Bank, 2016
- Speaker, “Selecting the Right Trustee,” Hosted by Northern Trust Company, 2016
- Speaker, “Advanced Estate Planning Techniques,” Hosted by ADP, 2015
- Speaker, “Optimizing Your Clients’ Income and Estate Tax Savings Through Charitable Remainder Trust Planning,” Hosted by American Cancer Society, 2015
- Speaker, “Anticipating the Challenges that Arise as Our Clients Get Older,” Hosted by Wells Fargo Private Bank, 2015
- For a list of speaking engagements prior to 2015, please contact thalimi@clarktrev.com