Benjamin R. Schwefel
Murtaugh Treglia Stern & Deily LLP
Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities.
Beyond his professional life, Ben proudly wears the badge of a self-professed food enthusiast, perpetually on the hunt for the ultimate glass of red wine, often in the delightful company of his wife (his high-school sweetheart). He cherishes the experience of summer concerts at the iconic Hollywood Bowl, takes great pride in being the devoted owner of a basset hound, and dedicates his time as a consistent volunteer for the Basset Hound Rescue of Southern California.
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- California
- State Bar of California
- ID Number: 309947
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- English
- Partner
- Murtaugh Treglia Stern & Deily LLP
- Current
- University of California - San Diego
- B.A.
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- University of San Diego School of Law
- J.D.
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- Trust and Estates Section of the California Lawyers Association (TEXCOM)
- Member of the Executive Committee
- Current
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- California Lawyers Association
- Former Education Chair for the New Lawyers Section
- Current
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- Orange County Bar association
- Member
- Current
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- USD Law Alumni Association - Orange County Chapter
- Member
- Current
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- State Bar of California # 309947
- Member
- - Current
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- “Green” Performance: The Future of Performance-Based Executive Compensation?
- San Diego Journal of Climate & Energy Law
- Driving Your Success: Essential Habits for Law Firm Associates in the Post-Pandemic Landscape, Justia Webinars
- Justia, Inc.
- Certified Specialist in Estate Planning, Trust, and Probate
- State Bar of California
- Website
- Benjamin R. Schwefel's Website Profile
Habit Formation Role in Legal Skills Development | Essential Habits for Law Firm Associates Part 1/4
Hello, in this clip from our Justia Webinar, Essential Habits for Law Firm Associates in the Post-Pandemic Landscape, Lana Manganiello and Benjamin Schwefel will give you an overview of why...
Professional Relationships | Essential Habits for Law Firm Associates Part 2/4
Hello, in this clip from our Justia Webinar, Essential Habits for Law Firm Associates in the Post-Pandemic Landscape, Lana Manganiello and Benjamin Schwefel, will guide you through the importance of...
Cultivating a Professional Reputation | Essential Habits for Law Firm Associates Part 3/4
Hello, in this clip from our Justia Webinar, Essential Habits for Law Firm Associates in the Post-Pandemic Landscape, Lana Manganiello and Benjamin Schwefel will discuss the importance of building a...
Takeaways and Q&As | Essential Habits for Law Firm Associates Part 4/4
Hello, in this clip from our Justia Webinar, Essential Habits for Law Firm Associates in the Post-Pandemic Landscape Lana Manganiello and Benjamin Schwefel, share with you the final takeaways about...
