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Eric R. Bardwell
  • Business Law, Estate Planning, Tax Law
  • California, Washington
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Summary

Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration, probate administration and the preparation of gift and estate tax returns. Mr. Bardwell has been designated as a Certified Specialist in Estate Planning, Trust & Probate law by the State Bar of California, Board of Legal Specialization.

In 2014, 2015, 2016, 2017, 2018 and again in 2019, Mr. Bardwell was named among the list of Southern California Rising Stars by Super Lawyers Magazine. Only 2.5% of the attorneys under age 40 in Southern California are selected for this honor.

While in law school, Mr. Bardwell served as a judicial extern to the Honorable Gary Allen Feess in the United States District Court for the Central District of California and as Literary Editor for the Pepperdine Journal of Business, Entrepreneurship & the Law.

Practice Areas
  • Business Law
  • Estate Planning
  • Tax Law
Jurisdictions Admitted to Practice
California
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Washington
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U.S. District Court, Central District of California
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Languages
  • English
Professional Experience
Partner
- Current
Attorney
Freeman Freeman & Smiley, LLP
-
Attorney
Lane Powell PC
-
Attorney
WTAS LLC
-
Education
Pepperdine University School of Law
J.D. (2008)
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California State University - San Diego State University
B.S. (2005)
California State University - San Diego State University Logo
Awards
Rising Star
Super Lawyers
2014-2019
AV Preeminent Peer Review Rated
Martindale-Hubbell
Professional Associations
King County Bar Association
Member
Current
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American Bar Association
Member
Current
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California Bar Association
Member
Current
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Orange County Bar Association
Member
Current
Activities: Trusts and Estates Section
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Orange County Estate Planning Council
Member
Current
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Washington State Bar Association
Member
Current
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Speaking Engagements
Financial Management Network: Estate Planning Techniques, Financial Management Network, Inc.
Southern California Chapter of the Appraisal Institute: Attorneys Working With Appraisers, Southern California Chapter of the Appraisal Institute
Real Estate Tax Planning, Chapman Law School
Speaking Engagement: NBI Business Institute: Estate Planning and Administration: The Complete Guide, NBI Business Institute
NBI Business Institute: Tax Consequences of Trusts, NBI Business Institute
Certifications
Certified Specialist in Estate Planning, Trust & Probate
State Bar of California, Board of Legal Specialization
Contact & Map
Jeffer Mangels Butler & Mitchell LLP
3 Park Plaza
#1100
Irvine, CA 92614
USA
Telephone: (949) 623-7234
Fax: (949) 623-7202