Eric R. Bardwell is a Partner in the Orange County office and is a member of the Firm’s Trusts and Estates department. JMBM’s Trusts & Estates Group is recognized by U.S. News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law. Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.
Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration, probate administration and the preparation of gift and estate tax returns. Mr. Bardwell has been designated as a Certified Specialist in Estate Planning, Trust & Probate law by the State Bar of California, Board of Legal Specialization.
In 2014, 2015, 2016, 2017, 2018, 2019 and again in 2020, Mr. Bardwell was named among the list of Southern California Rising Stars by Super Lawyers Magazine. Only 2.5% of the attorneys under age 40 in Southern California are selected for this honor. In 2019 and 2020, Mr. Bardwell received additional recognition by being named in the top 25 lawyers under 40 in Orange County by Super Lawyers Magazine.
While in law school, Mr. Bardwell served as a judicial extern to the Honorable Gary Allen Feess in the United States District Court for the Central District of California and as Literary Editor for the Pepperdine Journal of Business, Entrepreneurship & the Law.
J.D., Pepperdine University School of Law
B.S., San Diego State University
U.S. District Court for the Central District of California
California State Court
California Bar Association
Orange County Estate Planning Council
Hoag Hospital Foundation, Planned Giving Advisory Committee
ALS Association of Orange County, Board of Directors (2013 - 2019)
Member, Chapman University Endowment Council
- Super Lawyers, Rising Star 2014-2020, Top 25 Lawyers Under 40 in Orange County 2019 & 2020