Wendy E. Hartmann Los Angeles, California
| Associate | |
| phone | 877-820-6534 323-900-0548 |
| fax | (323) 935-0071 |
| Email Me | |
Wendy E. Hartmann was born in Brooklyn, New York and received her B.S. in Business Administration from the State University of New York at Oswego. She received her Juris Doctor (J.D.) degree from the University of LaVerne College of Law and her Masters of Laws (LL.M) degree in Taxation from Golden Gate University School of Law. Ms. Hartmann is admitted to practice before the United States Supreme Court, United States District Court for the Central District of California, and the United States Tax Court. Ms. Hartmann is certified by the State Bar of California, as a Certified Specialist Estate Planning, Trust and Probate Law.
Prior to receiving her J.D. and LL.M degrees, she practiced for more than twenty years in the areas of taxation, accounting, estate planning, business management and development, and human resources, as well as serving for several years as a Vice President at a nationwide human resource consulting firm. Ms. Hartmann now specializes in the areas of estate planning, trust administration, probate, taxation, business formation and development, adoption and family formation, with a large portion of her practice devoted to advising the LGBT community.
Ms. Hartmann is a frequent lecturer in the areas of estate taxation as well as the evolving laws affecting the LGBT community, and has presented programs at the California State Bar Annual Meeting, State Bar Taxation Conference, as well as the Estate & Gift Tax Conference. In addition, she has made presentations to various sections of the Los Angeles County, Beverly Hills, San Fernando Valley and Orange County Bar Associations, along with programs to CPA groups, estate planning councils and a wide variety of LGBT community organizations.
She is a member of the Taxation and Estate Planning Sections of the California Bar, the Los Angeles County Bar Association and the Beverly Hills Bar Association. In addition, she served on the Board of Trustees of the San Fernando Valley Bar Association and on the Executive Committee of the Warner Center Estate and Tax Planning Council.
- Areas of Practice:
- Estate Planning
- Trust Administration
- Probate
- Taxation
- Adoption
- Family Formation
- Business Formation
- Transactional
- Certification/Specialties:
- Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization, 2004
- Bar Admissions:
- California, 1999
- U.S. District Court Central District of California, 1999
- U.S. Supreme Court, 2004
- U.S. Tax Court, 2000
- Education:
- Golden Gate University School of Law, San Francisco, California,
2000
L.L.M.
Major: Taxation - Univ. of LaVerne College Law, Encino, California,
1998
J.D. - State University of New York, Oswego, New York,
1976
B.S.
Major: Business Administration and Accounting
- Classes/Seminars Taught:
- Lecturer, Estate Taxation, Evolving Domestic Partnership Laws, Community and Professional Groups
- Professional Associations and Memberships:
- State Bar of California Taxation and Estate and Trust Sections
- San Fernando Valley Bar Association
- Beverly Hills Bar Association
- Los Angeles County Bar
- Warner Center Estate and tax Planning Council
- Past Employment Positions:
- Law Office of Wendy E. Hartmann, Owner, 2005 - 2008
- Rosenthal and Smith, LLP, Staff Attorney, 2000 - 2005
- Ancillary Businesses:
- Tax Preparation
