The information provided here is for informational purposes only. It is not,
nor is it intended to be, legal advice.
You should consult an attorney for
individual advice regarding your own situation.

2012 David A. Solitare



 
 

DAVID A. SOLITARE
Principal


Professional Experience
Since 1984, the principal of the firm, attorney David A. Solitare, has practiced law in the corporate and business financial planning arenas, particularly in connection with tax-sensitive contract drafting
and review.

He has a strong background in tax
planning for individuals and corporations,

David A. Solitare
and significant experience in estate planning for high net worth individuals, wills, probate, trust administration, and business entity formation.

He has represented individuals and companies before the IRS, the U.S. Tax Court, and state and local tax agencies. His major projects have included limited partnership and real estate syndications (including a major private resort hotel acquisition), and purchases and sales of closely-held businesses.

Mr. Solitare also has two years of tax accounting experience with the tax department of the international accounting firm PricewaterhouseCoopers, in their Los Angeles office.

Education
UCLA School of Law, J.D.
UCLA Anderson Graduate School of Management, M.B.A, Concentration in finance and accounting
UCSD, B.A., Economics, magna cum laude


Bar Admissions/Memberships
State Bar of California and Taxation Section
Los Angeles County Bar Association and Taxation Section
San Fernando Valley Bar Association

Court Admissions
U.S. Tax Court

Community Involvement
Serves on the panel of referral attorneys with the Los Angeles County Bar Association Lawyer Referral and Information Service, and lectures on the topics of estate planning and personal finance.
Past Elder and Deacon at Bel Air Presbyterian Church. Currently teaching Bethel Bible Series.

Personal
Mr. Solitare resides in Woodland Hills, is married, and has one child. His hobbies include backpacking, skiing, and distance running.

MICHAEL N. BALIKIAN
Of Counsel Associate


Professional Experience
Mr. Balikian is of counsel to the firm and has over 22 years experience in the areas of estate planning, post-death estate administration, business formation and representation, real estate and tax.

While in law school, Mr. Balikian served as a judicial clerk for the Honorable Lynn Compton in the Second Appellate District of the California Court of Appeals.

Michael N. Balikian

Education
University of the Pacific, McGeorge School of Law, J.D.
University of the Pacific, McGeorge School of Law, Masters in Business and Tax
University of Arizona, B.A. Business Administration

Bar Admissions/Memberships
State Bar of California
San Fernando Valley Bar Association

Court Admissions
U.S. Tax Court

Community Involvement
Cofounder of First Generation Foundation, an organization dedicated to providing financial resources to low-income seniors
Serves on the Probate Volunteer Panel of the Los Angeles Superior Court
Member of the Christian Legal Society
Past Vice-President of the local chapter of Gideons International
Past member of the Olive View-UCLA Medical Center Foundation Estate and Tax Planning Advisory Committee
Served as a Vice-Chair of Planned Giving for the Arthritis Foundation's local board

Personal
Mr. Balikian enjoys basketball and golf. He is married with three children and resides in Thousand Oaks, California.

SHERIDAN J. HUGHES
Paralegal

Ms. Hughes joined our firm in 2006. She received her Bachelor’s degree in Geography from California State University, Northridge and her paralegal certificate from West Los Angeles College. She currently assists the firm in the areas of estate planning, trust administration, probate, and business entity formation and maintenance. She is also a Notary Public.

Jeanne E. Betzendorfer

A paralegal as her second career, Ms. Hughes has flown 25 years with Continental Airlines as a flight attendant.

Ms. Hughes enjoys marathon running and gardening and has traveled extensively around the world. She currently resides in Simi Valley, California.

 

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