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Overview

Lucas Gelfen advises ultra-high net worth individuals, family offices, and private foundations on all aspects of estate planning, including tax-efficient wealth transfer strategies and charitable giving initiatives. 

Lucas has specialized experience preparing complex federal gift and estate tax returns and drafting revocable and irrevocable trusts for both domestic and international clients.

Education

  • New York University School of Law, J.D., cum laude
  • University of Southern California, Marshall School of Business, B.S., summa cum laude
  • University of Southern California, B.A., summa cum laude

Bar Admissions

  • California

Languages

  • English
  • Spanish
  • Russian