People: Alan T. Yoshitake, Partner

Alan T. Yoshitake

Partner

Los Angeles - Downtown
Direct: (213) 270-9696
Fax: (310) 551-8484
0

Yoshitake is a partner in the downtown Los Angeles office of Seyfarth Shaw LLP and is a member of the Trusts and Estates Practice Group.  Mr. Yoshitake's practice primarily focuses on sophisticated planning of trusts and estates, trust and probate administrations, charitable planning, family business, tax and succession planning and trusts and estates litigation.

During his years of practice, Mr. Yoshitake has provided advice regarding complex planning techniques including a variety of wealth transfer techniques, charitable planning and not-for-profit entity creation and compliance, management and shareholder relationships in closely held businesses, business ownership arrangements for succeeding generations of family owners, pre-marital and post-marital agreements, retirement income tax planning and complex fiduciary income and estate tax matters, as well as individual income tax planning (foreign and domestic), trust administration and probate administration. Mr. Yoshitake also practices in the area of federal, state and local taxation and represents clients before the Internal Revenue Service, U.S. Tax Court, the California Franchise Tax Board and California State Board of Equalization.

In addition to his diverse planning practice, Mr. Yoshitake extensively litigates and has served as an expert witness concerning trusts and estate issues.  He is regularly in Court removing and defending fiduciaries, resolving disputes between trustees and beneficiaries, negotiating and settling property disputes between family members, and protecting the elderly from being financially abused.

Mr. Yoshitake is admitted to practice before the United States Supreme Court, United States District Court, United States Tax Court, California Supreme Court and Supreme Court of Hawaii.

Mr. Yoshitake has successfully handled several noteworthy cases, including:

  • Litigating and obtaining a verdict for the largest surcharge against a fiduciary in a county’s history
  • Planning for a U.S. Resident – Foreign Citizen with assets domestically and abroad in excess of a billion dollars
  • Obtaining an unprecedented multi-million dollar equitable adjustment for an income beneficiary who was shortchanged on his distributions over several prior years
  • Advising co-trustees in their administration of over thirty related family trusts with substantial assets, regarding multi-generational and multi-jurisdictional issues
  • Litigating and successfully defending to verdict an individual Trustee against each and every allegation of breach of trust for his administration of a multi million dollar irrevocable trust
  • Planning and saving a family in excess of $100 million in estate taxes
  • Counseling and selling one of America’s largest Japanese American owned companies
  • Disinheriting a litigious beneficiary from a multi-million dollar inheritance
  • Securing a multi-million dollar judgment in a dispute between spouses involving a foreign jurisdiction, a Cayman Island Trust and California Community Property laws
  • Removing a fiduciary from power and recovering most of an elderly client’s assets from the abuser
  • Litigating and successfully defending a Trustee from all allegations of multiple breach of duty claims in the administration of trusts valued in excess of $200 million
  • Recovering a multi-million dollar award for a spouse whose husband was hiding assets domestically and in a foreign jurisdiction
  • Removing a professional fiduciary “sua sponte” of without an evidentiary hearing/for the egregious bad acts and bad judgment.
  • Obtaining a no change letter for a taxpayer whose family was facing financial ruin and was being assessed a deficiency of over $1.2 million
  • Advising, resolving property disputes and maintaining the privacy of celebrity clients including actors, musicians, directors and sports figures
  • Acting as Pro Bono counsel for several adopted children to unite them with their loving parents

Yoshitake is a partner in the downtown Los Angeles office of Seyfarth Shaw LLP and is a member of the Trusts and Estates Practice Group.  Mr. Yoshitake's practice primarily focuses on sophisticated planning of trusts and estates, trust and probate administrations, charitable planning, family business, tax and succession planning and trusts and estates litigation.

During his years of practice, Mr. Yoshitake has provided advice regarding complex planning techniques including a variety of wealth transfer techniques, charitable planning and not-for-profit entity creation and compliance, management and shareholder relationships in closely held businesses, business ownership arrangements for succeeding generations of family owners, pre-marital and post-marital agreements, retirement income tax planning and complex fiduciary income and estate tax matters, as well as individual income tax planning (foreign and domestic), trust administration and probate administration. Mr. Yoshitake also practices in the area of federal, state and local taxation and represents clients before the Internal Revenue Service, U.S. Tax Court, the California Franchise Tax Board and California State Board of Equalization.

In addition to his diverse planning practice, Mr. Yoshitake extensively litigates and has served as an expert witness concerning trusts and estate issues.  He is regularly in Court removing and defending fiduciaries, resolving disputes between trustees and beneficiaries, negotiating and settling property disputes between family members, and protecting the elderly from being financially abused.

Mr. Yoshitake is admitted to practice before the United States Supreme Court, United States District Court, United States Tax Court, California Supreme Court and Supreme Court of Hawaii.

Mr. Yoshitake has successfully handled several noteworthy cases, including:

  • Litigating and obtaining a verdict for the largest surcharge against a fiduciary in a county’s history
  • Planning for a U.S. Resident – Foreign Citizen with assets domestically and abroad in excess of a billion dollars
  • Obtaining an unprecedented multi-million dollar equitable adjustment for an income beneficiary who was shortchanged on his distributions over several prior years
  • Advising co-trustees in their administration of over thirty related family trusts with substantial assets, regarding multi-generational and multi-jurisdictional issues
  • Litigating and successfully defending to verdict an individual Trustee against each and every allegation of breach of trust for his administration of a multi million dollar irrevocable trust
  • Planning and saving a family in excess of $100 million in estate taxes
  • Counseling and selling one of America’s largest Japanese American owned companies
  • Disinheriting a litigious beneficiary from a multi-million dollar inheritance
  • Securing a multi-million dollar judgment in a dispute between spouses involving a foreign jurisdiction, a Cayman Island Trust and California Community Property laws
  • Removing a fiduciary from power and recovering most of an elderly client’s assets from the abuser
  • Litigating and successfully defending a Trustee from all allegations of multiple breach of duty claims in the administration of trusts valued in excess of $200 million
  • Recovering a multi-million dollar award for a spouse whose husband was hiding assets domestically and in a foreign jurisdiction
  • Removing a professional fiduciary “sua sponte” of without an evidentiary hearing/for the egregious bad acts and bad judgment.
  • Obtaining a no change letter for a taxpayer whose family was facing financial ruin and was being assessed a deficiency of over $1.2 million
  • Advising, resolving property disputes and maintaining the privacy of celebrity clients including actors, musicians, directors and sports figures
  • Acting as Pro Bono counsel for several adopted children to unite them with their loving parents

Education

  • Master of Laws in Taxation, New York Law School (1986)
  • J.D., Southwestern University School of Law (1985)
  • B.S., University of Southern California (1982)

Admissions

  • Hawaii
  • California

Courts

  • United States Supreme Court
  • United States District Court
  • United States Tax Court
  • Supreme Court of California
  • Supreme Court of Hawaii

Affiliations

  • American Bar Association
  • Los Angeles Bar Association
  • Hawaii Bar Association
  • Charminade University (Planning Committee Member for the Hawaii Tax Institute)
  • University of Southern California (Planning Committee Member for the USC Tax Institute)

Presentations

  • “Dealing With Nearly Incapacitated Elderly Clients and Their Families,” 48th Annual Hawaii Tax Institute (December 2011)
  • “Recent Developments Affecting Estate Planning beyond 2011,” St. John’s Healthcare Foundation - Symposium (November 2011)
  • “The Past Present and Future of Estate Planning With a Look at Planned Giving,” American Heart Association Barlow Respiratory Hospital Foundation Goodwill Industries of Southern California Union Rescue Mission (October 2011)
  • “The Past, Present and Future of Estate Planning,” San Gabriel Valley Estate Planning Counsel (September 2011)
  • “Fiduciary Boundaries - Managing the Mistakes and Lessons to be Learned,” 47th Annual Hawaii Tax Institute (November 2010)
  • “Recent Developments Affecting Estate Planning Beyond 2010,” St. John’s Healthcare Foundation - Symposium (2010)
  • “Recent Developments Affecting Estate Planning Beyond 2009 – Fiduciary Boundaries,” St. John’s Healthcare Foundation – Symposium (2009)
  • “Beneficiary Rights – Dealing With The Realities,” 46th Annual Hawaii Tax Institute (October 2009)
  • “Through the Looking Glass:  The Politics of Estate Tax Reform,” San Gabriel Valley Estate Planning Counsel (2009)
  • “Estate Tax Reform,” Beverly Hills Bar Association (2009)
  • “Current Developments in Estate Planning With A View To Washington,” National Association of Estate Planners & Councils – 45TH Annual Conference (November 2008)
  • “When Trust Administration Becomes Trust Litigation,” 45th Annual Hawaii Tax Institute (October 2008)
  • “Legislative Update on Estate Planning Issues:  A Look Into the Future of Estate Tax Reforms and the New Frontier of Trusts and Estates Litigation,” St. John’s Healthcare Foundation - Symposium (2008)
  • “Advanced Estate Planning Techniques for Large Multi-Generation Estates,” UCLA Wealth Planning Conference (2007)
  • “Important Lessons For Fiduciaries and Their Advisors,” 44th Annual Hawaii Tax Institute (October 2007)
  • “A Look Into the Future of Estate Tax Reform,” Sacramento Estate Planning Council (September 2007)
  • “Washington Update:  Current Trends In Estate and Gift Taxation With Practical Applications,” St. John’s Healthcare Foundation - Symposium (2007)
  • “Recent Developments in Probate and Trust Litigation,” Southern Arizona Estate Planning Council – Estate Planner’s Day (2007)
  • “Making Discretionary Distributions and Other Distributions From Trusts,” 43rd Annual Hawaii Tax Institute (October 2006)
  • “Using Mediation To Resolve Your Trusts and Estates Disputes,” 43rd Annual Hawaii Tax Institute (October 2006)
  • “Primer on Estate Planning For A $10 Million Estate,” American Bar Association – National Annual Conference (August 2006)
  • “Current Development in Estate Planning,” Hawaii Estate Planning Council (2006)
  • “Trustees and Beneficiaries – Can’t We Just Get Along”
  • “Is Your Client Going Nuts?  Don’t Let Them Be Financially Abused and How It Can Affect the Estate Plan,” 42nd Annual Hawaii Tax Institute (October 2005)
  • “Trustees and Beneficiaries – Avoid Your Worst Nightmare,” HSCPA Annual Personal Financial Planning Conference (2005)
  • “Advising Trustees to Act Prudently,” 41st Annual Hawaii Tax Institute (October 2004)
  • “Trusts and Estates Litigation – The Defense and The Offense,” 41st Annual Hawaii Tax Institute (October 2004)
  • “How to Select A Trustee:  Tax and Non-Tax Considerations,” 41st Annual Hawaii Tax Institute (October 2004)
  • “Personal, Estate and Tax Planning for the Non-Traditional Couple,” 40th Annual Hawaii Tax Institute (October 2003)

Publications

  • Contributor,”21st Century Estate Planning,” Cannon Financial Institute (2006 Edition)
  • “The Advantages of Creating Out-Of-State Trusts,”Los Angeles Lawyer Magazine (September 2005)

Legal Certifications

Certified Specialist in Estate Planning, Trust and Probate Law By the State Bar of California Board of Legal Specialization (2005 - Present)

Accolades

California Super Lawyer, Estate Planning & Probate (2005-2010)

Teaching

Instructor on “Basic and Advanced Estate Planning” wealth management courses at UCLA, UC-Berkeley, and UC-San Diego.