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Scott A. Harshman

Partner
SHarshman@jmbm.com
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Direct: 949.623.7224
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

Scott A. Harshman has extensive experience in tax, trust and estate matters and business planning, for high net-worth individuals, including wealth transfer planning, income tax planning, corporate and partnership taxation, business succession planning, and international estate and tax planning. Scott also has vast experience in probate and trust administration, trust and probate litigation, and the structure and formation of nonprofit entities, including private foundations and public charitable organizations.

Concentration:

  • Taxation
  • Estate and wealth-transfer planning
  • International estate, gift, and income tax planning
  • Trust and probate administration
  • Business tax planning, including entity selection and buy-sell agreements
  • Corporate and partnership tax
  • Private foundations and public charities
  • Federal and state tax controversy
  • Litigation and dispute resolution involving wills, trusts and other testamentary instruments

Representative Experience:

  • Planned and implemented a business succession plan for an estate worth over $200 million involving a family office structure, multiple partnership agreements, voting agreements and dynasty trusts
  • Planned and implemented a $45 million installment sale to an intentionally defective grantor trust
  • Planned and implemented a $50 million transfer to a charitable lead trust
  • Coordinated trust administration of over 30 irrevocable trusts that hold a substantial interest in a publicly traded company for multiple generations of family members
  • Formed and planned the structure of a nonprofit school, consisting of the formation of a public charity and supporting organizations, and a total project cost of over $60 million
  • Represented numerous trustees and beneficiaries in disputes involving removal of trustees, accountings, breach of trust, and petitions to reform or modify trusts

Education

LL.M., Taxation, University of San Diego School of Law, 1999

J.D., Whittier Law School, 1998
cum laude

B.A., University of California, Riverside, 1995

Bar Admissions

State Bar of California, U.S. Tax Court

Associations

Certified specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization

Member, Trusts and Estates Section of California State Bar

Awards & Recognition

  • Recognized as a "Southern California Rising Star" by Los Angeles Magazine and Super Lawyers Magazine, 2010