Picture of Gordon A. Schaller

Gordon A. Schaller

Partner, Office Managing Partner, Orange County
GSchaller@jmbm.com
Download VCard

Direct: 949.623.7222
Main: 949.623.7200
Fax: 949.623.7202

3 Park Plaza
Suite 1100
Irvine, California 92614

Assistant
Cara Garmon
949.623.7223
Cg4@jmbm.com

Mr. Schaller is a prominent tax and estate planning attorney in Southern California who has been in practice for over 30 years. Gordon focuses his practice on tax, estate planning, business succession, charitable and wealth management services and trust and estate litigation. He has represented individuals, family offices, and numerous public and private charitable organizations. Gordon provides creative solutions for tax, charitable, business succession and family issues. He has a specialty in the use of captive insurance companies for business and estate planning purposes, and has written and spoken frequently on this topic. He is well known throughout the country for developing comprehensive, integrated multi-generational wealth planning, preservation, insurance and management solutions. Gordon is a Fellow in the American College of Trust and Estate Counsel (ACTEC).

Representative Experience:

  • Wealth transfer planning integrating innovative financial, estate and tax structures
  • Creation and implementation of numerous tax advantaged strategies to facilitate diversification of concentrated wealth
  • Advisor to numerous financial service, investment and insurance firms in creating innovative client and industry strategies
  • Use of captive insurance structures for uninsured risks combined with related estate planning and business succession planning
  • Creation of business process and technology solutions to aggregate and integrate client financial, estate, tax and investment information
  • Advising founders of numerous public and private companies on estate planning, business succession planning, financial and liquidity planning
  • Represented multiple generations of family members who own major real estate and other business interests on all aspects of ownership, operation and disposition

Education

J.D., University of Minnesota Law School, 1973
magna cum laude

B.S., Iowa State University, 1970
with distinction

Bar Admissions

Washington
U.S. Tax Court

Associations

American College of Trust and Estate Counsel (ACTEC)

Awards & Recognition

  • Listed, Los Angeles Magazine's Southern California Super Lawyer, 2006-'07, '09-'13
  • Recognized as one of The Best Lawyers in America®, 2012, 2013, 2014
  • Listed, Worth Magazine's Top 100 Attorneys, 2006
  • Staff Editor, Minnesota Law Review
  • Martindale-Hubbell Peer Review, AV Rating
    2014 Top Rated Lawyer, Taxation