We are pleased to have been recognized for the quality of our work by the following:
U.S. News & World Report - Best Law Firms® - Our firm received a Tier One (highest) Regional ranking in its 2022 Edition of "Best Law Firms" for both Trusts & Estates Law and Tax Law.
Jane Peebles has been ranked in the prestigious 2021 Chambers & Partners High Net Worth Guide.
Michael Karlin was elected in 2020 as one of 13 new Fellows of the American College of Tax Counsel, a group of America’s leading tax lawyers, with membership reserved for no more than 700 tax lawyers nationwide who have made an exceptional contribution to their chosen profession.
Who’s Who Legal Private Client 2020 listed Michael Karlin as one of a handful of private client lawyers recognized in California.
Jane Peebles is a Fellow of the American College of Trust and Estate Counsel (ACTEC).
Jane Peebles has again been voted by her peers as a Best Lawyer in America in Trusts and Estates for the 14th year in a row.
Our Southern California Super Lawyers
January 24-26, 2022 - Karlin & Peebles is proud to continue its sponsorship of the USC Gould School of Law Tax Institute, a three-day event addressing cutting-edge tax issues. Thomas Giordano-Lascari will present an International Tax Update as one of the evening workshops on January 24. Reflecting the firm’s extensive involvement with this premier tax conference, Jane Peebles serves on the Tax Institute Planning Committee, as has Michael Karlin in prior years. Past conferences have featured speakers Jane Peebles, Michael Karlin, Thomas Giordano-Lascari, Maria-Soledad Otero, and Jeannette Yazedjian.
January 3, 2022 - Karlin & Peebles was profiled by the Los Angeles and San Francisco Daily Journal in a feature that highlights the origins of the firm and its focus and expertise in tax planning and trusts and estates. Read the profile here.
December 14, 2021 - Thomas Giordano-Lascari served as a panelist during the webinar “International Tax Legislation - A Practical Analysis” presented by the Tax Law Section of the Beverly Hills Bar Association.
December 3, 2021 - Michael Karlin presented on “Foreign Investment in U.S. Real Estate: Tax Concerns When Acquiring or Disposing of Ownership Interests” with Cecilia Hassan of Hassan International Law at the American Law Institute virtual meeting.
Nov. 5, 2021 - Cynthia Brittain presented “Hot Topics and Strategies for Cross Border Planning: Danger, Water’s Edge Approaching! (A New Paradigm for Cross Border Clients)” at the 2021 California Fellows Meeting of The American College of Trust and Estate Counsel (ACTEC). The presentation is available here.
November 4-5, 2021 - Thomas Giordano-Lascari moderated the panel "Why Rush Home? A Discussion of the Benefits of Continuing with Foreign Non-Grantor Trusts” and co-presented an International Tax Update at the 2021 Annual Meeting of the California Tax Bar and California Tax Policy Conference.
October 27, 2021 - Thomas Giordano-Lascari contributed his insight to a Bloomberg Wealth article examining how individuals and their advisors are responding to a tax proposal aimed at billionaires.
October 4, 2021 - Thomas Giordano-Lascari was quoted in a Financial Planning article describing how a recent tax proposal could affect estate planning using trusts with life insurance.
September 22, 2021 - Jane Peebles discussed current trends in cross-border giving and best practices in advising clients through the challenges of international philanthropy during a recent STEP Journal roundtable sponsored by CAF America. A STEP Journal article quoting Jane extensively can be read here.
May 12, 2021 - Jane Peebles taught the "International Grantmaking and Fundraising for the Certified Specialist in Planned Giving" program at Cal State Long Beach for the 19th year. She will teach the program again beginning in May of 2022.
May 1, 2021 - Michael Karlin co-authored an article with Professor Alan Appel in the Journal of International Taxation (Thomson Reuters) entitled "Gain or Loss of Foreign Persons from Sale or Exchange of Partnership Interests," examining Internal Revenue Code sections 864(c)(8) and 1446(f) and recently published Treasury Regulations. The article is available here.
November 18-20, 2020 - Jane Peebles presented on U.S. Tax rules regarding cross-border grant making at the International Fundraising Across Borders online conference.
October 2, 2020 - Michael Karlin moderated a panel at the online Fall meeting of the American Bar Association Section of Taxation entitled "Tax Residence and Nexus in the Time of the Plague", speaking with Heather Ripley of Alston & Bird and joined by Jim Wang, Attorney-Advisor, U.S. Department of Treasury and Lara Banjanin of the Office of Associate Chief Counsel (International), Branch 1, Internal Revenue Service. The slides from the panel are available here.
September 29, 2020 - Michael Karlin was quoted extensively in a Tax Notes news story concerning the consulting fees paid to Ivanka Trump and allegedly deducted on President Trump's tax returns.
August 17, 2020 - Michael Karlin and Stanley Ruchelman of Ruchelman P.L.L.C. published a comprehensive guide to the issues for non-U.S. persons acquiring a personal use residence in the United States. The article is available here.
June 25, 2020 - Jane Peebles presented at the Western Regional Planned Giving Conference in Costa Mesa, on Retirement Planning With Charitable Remainder Trusts and Charitable Gift Annuities.
May 12, 2020 - Jane Peebles taught her course in Cross-Border Philanthropy for the Certified Specialist in Planned Giving program at Cal State Long Beach for the 18th year.
May 8, 2020 - Michael Karlin has been elected as one of 13 new Fellows of the American College of Tax Counsel, a group of America’s leading tax lawyers. Membership is reserved for tax lawyers who have made an exceptional contribution to their chosen profession. Fellows must be nominated for the honor of membership and must then undergo a rigorous screening process prior to being elected as Fellows of the College.
May 5, 2020 - Jane Peebles presented "Retirement Planning with Charitable Vehicles" at the Orange County Advisors in Philanthropy.
May 1, 2020 - Michael Karlin has established the “Tax Residence and Coronavirus Working Group”, a group of over 70 prominent international tax lawyers and accountants advocating for action by the Treasury Department and the IRS to provide relief to non-U.S. individuals unable to leave the United States due to the coronavirus pandemic and who may involuntarily become U.S. residents and subject to other tax burdens. Following the release by the IRS of Revenue Procedures 2020-20 and 2020-27 and some FAQs, the group has held a Zoom meeting with government representatives and will shortly be submitting comments on several issues. If you are a tax professional and would like to participate, please contact Michael Karlin.
April 24, 2020 - Jane Peebles and Jeannette Yazedjian presented "Are We Here Yet? Pre-Immigration and Post Residence Issues" at the 42nd UCLA/CEB Estate Planning Institute.
March 24, 2020 - Jane Peebles and Jeannette Yazedjian presented at the CEB-UCLA Estate Planning Institute regarding international estate planning.
March 22, 2020 - Michael Karlin, on behalf of the Los Angeles International Tax Club, submitted a letter to Treasury, IRS and Congress, requesting guidance on IRC section 7701(b) definition of resident alien to allow aliens to exclude days of presence during national emergency and to expand medical condition exception. The letter is available here.
January 15, 2020 - Michael Karlin and Bianca Ko presented “U.S. Houses and Other Private Use Assets Held by Non-resident Aliens in the United States” to a meeting of the STEP Los Angeles branch
Jane Peebles spoke at the November 20 meeting of the Los Angeles Estate Planning Council on Retirement Planning with Charitable Remainder Trusts and Charitable Gift Annuities.
Thomas Giordano and Jacqueline Yu presented on November 12 at the Beverly Hills Bar Association and on November 14 at the South Bay Bar Association Probate Section luncheon on the topic of U.S. income, estate and gift taxation of foreign persons.
Maria-Soledad Otero and Jeannette Yazedjian published an article, “Trust But Verify: The Taxation of Foreign Beneficiaries of U.S. Trusts” published in University of Southern California Gould School of Law 71st Tax Institute – Major Tax Planning 2019 2-1.
Jane Peebles presented "Here There Be Dragons: Navigating the Waters of Cross-Border Philanthropy" at the Estate Counselors' Forum in May 2019. The presentation is available here.
Thomas Giordano participated in the third and final installment in the series “International Aspects of Tax Cuts and Jobs Act 2017” for the Taxation Section of the California Lawyers Association. This session focused on repatriation planning with the new participation exemption as well as changes in the foreign tax credit regime and previously taxed earnings and profits regime.
Jeannette Yazedjian presented at Macfarlanes International Lawyers’ Gathering on “High-Net-Worth Individuals on the Move: The Impact on Corporate and Trust Residence” in London, UK on October 3.