概述
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.
教育背景
- 纽约大学法学院, 法学博士, cum laude
- University of Southern California, Marshall School of Business, 学士, summa cum laude
- University of Southern California, 文学学士, summa cum laude
执业资格
- 加利福尼亚州
语言
- 英文
- 西班牙语
- Russian