Michael Wexler Attorney Profile on UpCounsel
Michael Wexler

Michael Wexler

Attorney at Law

San Diego
California
Licensed in
CA
University of Chicago Law School
5.0 5
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
About
Tax Attorney with expertise in estate planning and nonprofit organizations, and broad experience in Federal and California tax. Sophisticated estate planning for taxable and non-taxable estates. Assist nonprofit organizations and charities with formation, tax exemption, executive compensation, corporate policies, and tax return filings. Certified Specialist in Taxation Law, California Board of Legal Specialization, since 1994. Advise individuals and small businesses with tax planning, in coordination with accountants.
33
Years
experience

Practice Areas

Client Reviews

5.0
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"I finally plowed through the documents. WOW, you are amazing! My eyes cross over all the detail required! I have learned a lot of new words too"

Separate Revocable Trust to hold Family Limited Partnership interest
Non-UpCounsel Client
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"Michael brings quite a bit of experience and expertise to the table and will be an asset in our planning. He has been instrumental in guiding [our organization] on our bylaws, committee structures, etc. and most recently drafted the resolution for the board restricted account"

Advising Nonprofit Corporation on Governance
Non-UpCounsel Client

Work History

Wexler Law Group, Inc.

Principal Attorney

Apr 2008 - Present

Nonprofits: Obtain IRS tax exemption for public charities and a church. Advise re acquisitions of educational organizations. Advise re asset transfer from for-profit corporation to new nonprofit without triggering corporate income tax.

Estate planning: Prepare custom trusts, wills, deeds. Planning for taxable estates. Amend family limited partnership. Form closely-held business entities.

Apr 2008 - Present

Cowley & Chidester LLP

Senior Counsel - Private Wealth Services

Aug 2000 - Mar 2008

Sophisticated estate planning and income tax planning for high-net-worth individuals,
including charitable planning, closely-held businesses. and executive compensation plans,

Form and advise tax-exempt public charities and private foundations. Convert trade schools to nonprofit status. Revise executive compensation plans to comply with IRC sections 409A and 457(f).

Aug 2000 - Mar 2008

Branton & Wilson

Tax Associate

Jun 1997 - Jun 2000

Tax and transactional practice. Formed closely-held business entities; implemented
merger of three Subchapter S corporations. Analyzed taxation of intrafamily sale of depreciated assets. Prepare documents implementing estate planning gifts and transactions. Obtained recognition of tax exemption for public charity.

Jun 1997 - Jun 2000

Bank of America

VP and Senior Tax Counsel

Jul 1990 - Jun 1997

State and federal income tax practice in corporate tax department. Planning to minimize state income tax in multiple states. Advised re mergers and liquidations of numerous subsidiaries after acquisitions of Security Pacific National Bank. Served on cross-departmental team advising senior executives on interstate banking. Participated in lobbying activities of California Bankers Association.

Jul 1990 - Jun 1997

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