People: Alan T. Yoshitake, Partner
Alan T. Yoshitake
Partner
Biography
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







