The information provided here is for informational purposes only. It is not,
nor is it intended to be, legal advice.
You should consult an attorney for
individual advice regarding your own situation.

© 2005 David A. Solitare



 
 

DAVID A. SOLITARE
Principal


Professional Experience
Since 1984, the principal of the firm, attorney David A. Solitare, has practiced law in the corporate and business financial planning arenas, particularly in connection with tax-sensitive contract drafting
and review.

He has a strong background in tax
planning for individuals and corporations,

David A. Solitare
and significant experience in estate planning for high net worth individuals, wills, probate, trust administration, and business entity formation.

He has represented individuals and companies before the IRS, the U.S. Tax Court, and state and local tax agencies. His major projects have included limited partnership and real estate syndications (including a major private resort hotel acquisition), and purchases and sales of closely-held businesses.

Mr. Solitare also has two years of tax accounting experience with the tax department of the international accounting firm PricewaterhouseCoopers, in their Los Angeles office.

Education
UCLA School of Law, J.D.
UCLA Anderson Graduate School of Management, M.B.A, Concentration in finance and accounting
UCSD, B.A., Economics, magna cum laude


Bar Admissions/Memberships
State Bar of California and Taxation Section
Los Angeles County Bar Association and Taxation Section
San Fernando Valley Bar Association

Court Admissions
U.S. Tax Court

Community Involvement
Serves on the panel of referral attorneys with the Los Angeles County Bar Association Lawyer Referral and Information Service, and lectures on the topics of estate planning and personal finance.
Past Elder and Deacon at Bel Air Presbyterian Church. Currently teaching Bethel Bible Series.

Personal
Mr. Solitare resides in Woodland Hills, is married, and has one child. His hobbies include backpacking, skiing, and distance running.

MICHAEL N. BALIKIAN
Of Counsel Associate


Professional Experience
Mr. Balikian is of counsel to the firm and has over 22 years experience in the areas of estate planning, post-death estate administration, business formation and representation, real estate and tax.

While in law school, Mr. Balikian served as a judicial clerk for the Honorable Lynn Compton in the Second Appellate District of the California Court of Appeals.

Michael N. Balikian

Education
University of the Pacific, McGeorge School of Law, J.D.
University of the Pacific, McGeorge School of Law, Masters in Business and Tax
University of Arizona, B.A. Business Administration

Bar Admissions/Memberships
State Bar of California
San Fernando Valley Bar Association

Court Admissions
U.S. Tax Court

Community Involvement
Cofounder of First Generation Foundation, an organization dedicated to providing financial resources to low-income seniors
Serves on the Probate Volunteer Panel of the Los Angeles Superior Court
Member of the Christian Legal Society
Past Vice-President of the local chapter of Gideons International
Past member of the Olive View-UCLA Medical Center Foundation Estate and Tax Planning Advisory Committee
Served as a Vice-Chair of Planned Giving for the Arthritis Foundation's local board

Personal
Mr. Balikian enjoys basketball and golf. He is married with three children and resides in Thousand Oaks, California.

SHARON M. CORYELL
Probate Paralegal

Ms. Coryell has over 25 years experience and concentrates her practice in the areas of probates, conservatorships, guardianships and trust administration.

She received her Bachelor's degree in Political Science from Louisiana State University and her paralegal certificate from California State University, Los Angeles. Ms. Coryell is a member of the Beverly Hills Bar Association and the Los Angeles Paralegal Association.

Sharon M. Coryell
Ms. Coryell is married with two adult children and lives in West Los Angeles, California.

JEANNE E. BETZENDORFER
Trust Administration Paralegal

The most recent addition to our firm, Ms. Betzendorfer has 20 years experience in the legal field and is currently licensed to practice law in the State of Washington. While in Washington, Ms. Betzendorfer focused her practice in the business, real estate and probate areas. Ms. Betzendorfer also was appointed and acted as a Judge Pro Tem in the Pierce County District and Superior Court.

Jeanne E. Betzendorfer

Ms. Betzendorfer currently assists the firm in the areas of trust administration, business and real estate. Ms. Betzendorfer received a Bachelor's degree in Communication and Journalism from Gonzaga University. She received her Juris Doctor from the University of Puget Sound School of Law.

Ms. Betzendorfer is a Past President of Washington Women Lawyers, Past Trustee and Committee Chair of the Tacoma Pierce County Bar Association, Past Section Trustee of the Washington State Bar Association and past member of the Board of Directors of the Pierce County and Conejo Valley YMCA. Ms. Betzendorfer developed and taught numerous real estate courses while practicing in Washington State.

Ms. Betzendorfer is married with three children and resides in Westlake Village, California.

DAVID A. BROTMAN
Corporate Paralegal

Mr. Brotman has over 15 years experience and concentrates his practice in the areas of corporate compliance and real estate. Mr. Brotman also has extensive experience representing financial institutions in all phases of bankruptcy.

He is a graduate of Watterson College and is a Certified Paralegal.

David A. Brotman

Prior to pursuing his legal career, Mr. Brotman served as a member of the Underwater Demolition Team of the United States Navy SEAL unit stationed in the Philippines. While in the SEALs, Mr. Brotman was designated an Operation Specialist and successfully completed all training in Special Warfare.

Mr. Brotman enjoys weightlifting and golf. He is married with two children and resides in Canoga Park, California.

 

 

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