Search for "Jacob Adam Schroeder"

Prior to earning a Masters in Business Administration from UCLA and a Juris Doctorate from Southwestern Law School, Adrian managed large community associations. Adrian’s experience gives our firm a unique perspective on the legal needs of homeowner associations and allows us to provide practical solutions to legal issues associations encounter. Adrian also serves as an expert witness on standards of care issues involving association boards of directors and community managers. He currently serves on the Board of Directors of the CIDLAW Organization and previously served on both the Los Angeles and Orange County chapters of the Community Associations Institute. Because...

Adam’s practice is concentrated in wills, trusts, estate planning, sophisticated tax planning and generation-skipping transfer planning for high net-worth families, as well as elder law planning. Adam also advises fiduciaries in administering estates and trusts, including the preparation of estate and gift tax returns. Further, he represents fiduciaries and beneficiaries in estate and trust litigation in the Surrogate’s Court. Finally, he represents taxpayers who need a tax lawyer, either for tax consulting or to assist with tax disputes of many different aspects with the Internal Revenue Service (IRS) and New York State (NYS). ? In addition to being an attorney...