James R. BirnbergPartner
Practice areas: estate planning, probate and trust administration, estate and fiduciary income taxation.
Before joining Oldman, Cooley, Sallus, Gold, Birnberg & Coleman, L.L.P. in 2003, Mr. Birnberg was of counsel to Loeb & Loeb in Los Angeles, California and before that was a staff counsel with the State Controller’s Office, Division of Inheritance and Gift Taxation, Los Angeles, California.
He received his undergraduate degree from Pomona College (with honors in history), a master of arts degree from Stanford University and his law degree from the University of California, Berkeley. He is admitted to practice in California, in the United States Tax Court, United States District Court (CD Cal.), United States Ninth Circuit Court of Appeals and the United States Supreme Court.
Mr. Birnberg has been an active member in the California State Bar, the Los Angeles County Bar and the Beverly Hills Bar, having been a member of the Trusts and Estates Executive Committees for each, being in charge of state legislative matters. He is also a member of the Probate and Mental Health Advisory Committee to the State Judicial Council, where he is the legislative chair.
Mr. Birnberg has received awards for his service to the legal community from the California State Bar Taxation Section (V. Judson Klein Honorary Award, 1986), the Los Angeles County Bar Estates and Trusts Section (Arthur K. Marshall Award, 2000), the Beverly Hills Bar Estates and Trusts Section (Timothy A. Whitehouse Award, 2008) and the California Continuing Education of the Bar (Spirit Award, 2010). He is a member of the American College of Trust and Estate Counsel and has been included as a Super Lawyer and as a Best Lawyers (Southern California) for a number of years.
Mr. Birnberg is a frequent lecturer on legislative developments and estate, gift and inheritance taxation. He has prepared legislative update materials for the California State Bar, local bars and other groups for the past 25 years, and these outlines have been specifically requested by lawyers throughout California. In addition, he has written several articles for the U.S.C. Institute on Taxation and for the U.S.C. Probate Institute, and he is the author of the State Death Taxes chapter of California Estate Planning (C.E.B.).
He has been an expert witness in probate, attorney fee, legal malpractice and federal estate tax issues and has participated in a number of significant probate and tax-related appeals.
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