Rob Coleman

Attorney @Musick, Peeler & Garrett

Los Angeles, CA, US

Advises high-net-worth individuals and families on all aspects of estate planning, trust administration, probate, and wealth transfer strategy. Focuses on preserving generational wealth, minimizing estate and gift tax exposure, and aligning estate plans with clients’ personal, business, and philanthropic goals.Designs and implements complex planning structures, including Irrevocable Life Insurance Trusts (ILITs), Qualified Personal Residence Trusts (QPRTs), Charitable Remainder Trusts (CRUTs and CRATs), and Family Limited Partnerships. Regularly structures and facilitates tax-efficient gifts involving appreciated assets such as real estate, closely held business interests, and fine art.Handles the administration of large, multi-asset estates and trusts, including those with significant non-liquid assets and intricate beneficiary arrangements. Prepares and files federal estate tax returns (Form 706) for taxable estates and advises fiduciaries throughout the administration process.Provides guidance to high-net-worth clients on the formation and ongoing compliance of private foundations and donor-advised funds, including structuring, governance, conflicts of interest policies, and IRS compliance. Offers strategic counsel on charitable planning vehicles that integrate seamlessly with overall estate and legacy objectives.

Pepperdine Caruso Law

Doctor of Law - JD

University of California, Berkeley

Bachelor of Arts - BA