|   | | Law Firm in El Segundo, California | |
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| | Address | 841 Apollo Street
Suite 450 | | El Segundo, California 90245 | | (Los Angeles Co.) | | | |
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(Main Office)
| | Year Established: 2007 | Firm Profile:
Carico Rice Toomey LLP is the pre-eminent trust, estate, business and employment law firm in the South Bay. The firm consists of six attorneys, three paralegals and four additional support staff, who represent clients in the following areas of law: Trusts, Estates and Taxation Law: estate planning, trust and estate litigation, will contests, trust contests, fiduciary litigation, fiduciary liability, fiduciary accountings, trust and estate appeals, probate mediations, trust and estate administration, probate, conservatorships, guardianships, federal estate tax planning, federal gift tax planning, generation-skipping transfer tax planning, property tax planning, trust and estates taxation, inheritance tax planning, federal estate tax returns, federal gift tax returns, living trusts, wills powers of attorney, advance health care directives, special needs trusts, life insurance trusts, dynasty trusts, grantor retained annuity trusts, grantor retained unitrusts, charitable trusts, intentionally defective grantor trusts. Business, Labor and Employment Law: business contracts, corporate law, partnership law, business succession planning, corporate formation, partnership formation, limited liability company formation, closely held businesses, corporate compliance, licensing, copyright, intellectual property, buy-sell agreements, purchase and sale agreements, business merger, business dissolution, business reorganization, business litigation, partnership disputes, confidentiality agreements, employment contracts, employment defense, employment mediation, employment termination, executive severance contracts, employment law, management labor law. | | Firm Size: 12 | | MEMBERS OF FIRM | | Christopher D. Carico (Partner) admitted to bar, 1988, California and U.S. District Court, Central District of California. Education: Occidental College (B.A., 1983); Loyola Law School (J.D., cum laude, 1987). (Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization). | | David Lee Rice (Partner) born Denver, Colorado, November 20, 1952; admitted to bar, 1979, California; 1980, U.S. District Court, Central District of California and U.S. Tax Court; 1982, U.S. Court of Appeals, Ninth Circuit. Education: Arizona State University (B.S., summa cum laude, 1974); Loyola Law School, Los Angeles (J.D., cum laude, 1979); University of San Diego (LL.M., Taxation, 1988). Phi Beta Kappa; Phi Kappa Phi; Omicron Delta Epsilon; Beta Alpha Psi. Author: Articles: "What Can a Tax Practitioner Legally Advise a Client," California Tax Lawyer (Winter 2005); "Protecting the Innocent Spouse," Los Angeles Lawyer (February 2005); "IRS and the Courts Provide Guidance for Taxpayers Seeking Innocent Spouse Relief," RIA Journal of Taxation (August 2003); "Fraudulent Transfers New Developments Affect the Statute of Limitations for Fraudulent Transfers," RIA Estate Planning Journal (August 2003); "Comments to the Proposed Treasury Regulations Adding Sections 1.664.4 (c)(3)(iii) and 1.6664-4(c)(2)," BNA-Daily Tax Core (May 2003). Adjunct Professor: Individual, Partnership and Corporate Taxation and International Tax and Business Law, California State University at Northridge, 1982-1984 and 1998-1999; Partnership Taxation, Golden Gate University, 1989-1992; Wills and Trusts, Corporation Taxation and Business Planning, University of West Los Angeles, School of Law, Member, Planning Committee, UCLA Tax Controversy Institute, Board of Director of the Wellness Center South Bay; Board of Director of the Fibromyalgia Treatment Center and Former Trustee of the University of West Los Angeles School of Law. Mr. Rice has lectured before the Annual State Tax Bar Conference, Tax Night, State Bar Section Educational Institutes, the UCLA Tax Institute, Beverly Hills Bar Association, South Bay Bar Association, Los Angeles County Bar Association, Kaiser Permanete, Jewish Federation Council, National Academy of Elder Law Attorneys, COSMA, Orange County Society of CPAS, Various committees of the Los Angeles Society of CPAS, the Internal Revenue Service and Various Estate Planning Councils, and various hospitals on Elder Law throughout Los Angeles and Orange County. Certified Specialist, Elder Law, National Academy of Elder Law Attorneys Foundation. Certified Elder Law Attorney, National Academy of Elder Law Attorneys. Member: Beverly Hills (Member, Tax Section), Century City (Member - Tax Section), South Bay, Los Angeles County (Member of the Executive Committee in Taxation; Former Chair, Tax Section on Procedure and Litigation) and American (Member, Taxation Section; Vice President Elect on Domestic Relations Tax Section) Bar Associations; State Bar of California (Former Chair, Tax Committee on Procedure and Litigation; Former Chair, Income Tax Committee, 2004-2005; Chair, Advisory Commission Board of Legal Specialization in Taxation); South Bay Estate Planning Counsel; Southern California National Academy of Elder Law Attorneys (Co-Chair of Programs) Member of the Planning Committee of the UCLA Tax Institute. and Master at the Inns of Court. (Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization). Practice Areas: Taxation; Estate Planning; Tax Litigation; Tax Controversy Litigation; Corporate Law; Probate; Real Estate; Elder Care Law; Contested Trusts and Estates; Trusts and Estates; Decedents Estates; Estate Administration; Estate Litigation; Estate Planning for Parents of Handicapped Children; Estate Planning for the Disabled; Estate Planning for the Elderly; Estate Planning for Unmarried Couples; Estate Settlements; Family Trusts; Family Wealth Transfer; Fiduciary Litigation; Powers of Attorney; Special Needs Trusts; Trust Administration; Trust and Estate Collections; Trust Litigation; Criminal Taxation; Criminal Tax Audits; Employment Tax; Estate and Gift Taxation; Federal Estate and Gift Taxation; Federal Income Tax; Federal Tax Controversies; Federal Taxation; Fiduciary Income Tax; Individual Taxation; Local Taxation; Personal Property Taxation; Property Tax; Property Tax Abatement; Property Tax Appeals; Property Tax Assessments; Sales and Use Tax; State Income Tax; State Tax Controversies; Tax Appeals; Tax Audits; Tax Controversies; Tax Collection; Tax Deferred Exchanges; Tax Evasion; Tax Fraud; Tax Legislation; Tax Law; Tax Shelters; Tax Planning; Trusts and Estates Taxation. Email: David Lee Rice | | Philip A. Toomey (Managing Partner) admitted to bar, 1979, California; 1986, U.S. Tax Court; U.S. District Court, Northern and Central Districts of California; U.S. Court of Appeals, Ninth Circuit. Education: Loyola Marymount University (B.A., cum laude, 1976); Loyola Law School (J.D., cum laude, 1979). Certificates: Criminal Law and Corporate Taxation, University of Southern California; Multi-state Tax and Business,University of California, Davis, 1992; Bible Studies, Loyola Marymount University, 2002. Paul Harris Fellow. Master, American Inns of Court. Recipient, Super Lawyer, Los Angeles, Labor and Employment, 2005. Published several articles on Corporate Governance and Employment Matters in Accounting Today and PEO Insider. Speaker on Corporate Governance and Employment Matters Listed in, National Directory of Who's Who. City of Redondo Beach: Chair and Commissioner, Tax and Budget Commissioner, 1991-1997; Member, City Charter Review Committee, 1994-1995; Commissioner, Harbour Commission, 2001-2003; Chair and Commissioner, Planning Commission, 2003—. Delegate, White House Conference on Small Business, 1985-1986. Advocate, National Federation of Independent Business, 1986-1988. Council Member, Private Industry Council, 1989-1990. Arbitrator, Los Angeles County Superior Court, 2004—. Board Member and Officer, Redondo Beach Chamber of Commerce, 1991-1999. Member, Rotary International. President and Board Member, Redondo Beach Club. Member, Advisory Board, Salvation Army (Beach Cities Service Area), 2002—. Member: TEC International, 2003—; National Association of Martial Arts Professionals, 1999—. | | ASSOCIATES | | Bruce M. Macdonald (Associate) admitted to bar, 2001, California. Education: University of California at Los Angeles (B.A., 1997); Loyola Law School (J.D., 2001; LL.M. in Taxation, 2005). | | Ditta Reed (Associate) admitted to bar, 2002, California; 2004, New York. Education: University of Southern California (B.A., 1999); Pepperdine University School of Law (J.D., 2002). | | Ronald F. Gari (Associate) born Flushing, New York, May 23, 1959; admitted to bar, 1995, California. Education: California State University, Northridge (B.A., 1983); Glendale University College of Law (J.D., 1995). Member: State Bar of California. Practice Areas: Civil Litigation; Business Litigation; Insurance Litigation; Insurance Coverage; Insurance Bad Faith Litigation. Email: Ronald F. Gari | | Andrew H. Kopkin (Associate) born London, England, May 16, 1957; admitted to bar, 1983, England and Wales; 1986, California, U.S. District Court, Northern, Eastern, Southern and Central Districts of California and U.S. Court of Appeals, Ninth Circuit; 1993, U.S. Supreme Court. Education: Oxford University, England (B.A., magna cum laude, 1978; M.A., 1982); Cambridge University, England (LL.M., magna cum laude, 1980). Honorable Society of the Middle Temple, London, England. Harmsworth Entrance Exhibitioner and Sir Peter Bristow Scholar. Lecturer in Law, Westminster College, London, England, 1983-1984. Legal Department of the European Union, Brussels, Belgium, 1984-1985. Guest Lecturer in Public International Law, University of West Los Angeles, School of Law, Summer, 1994. Member: Los Angeles County Bar Association. Languages: French, German and Russian. Practice Areas: Domestic and International Business Planning; Controversies; Constitutional Appellate Law. Email: Andrew H. Kopkin | | John A. Harbin (Associate) born 1956; admitted to bar, 1992, California, U.S. District Court, Central and Southern Districts of California, U.S. Court of Appeals, Ninth Circuit and U.S. Tax Court. Education: University of San Francisco (B.A., English Literature and Speech Communications, 1980); Loyola Law School (J.D., 1991). Certified Public Accountant, California, 1991. Member: Los Angeles County (Vice Chair, Taxation and Litigation Procedures Committee), San Diego (Member, Taxation and Bankruptcy Section) and American Bar Associations; State Bar of California (Member, Taxation Procedure and Litigation Committee); American Institute of CPAs; California Society of CPAs. Practice Areas: Bankruptcy; Bankruptcy Chapter 7; Bankruptcy Chapter 11; Bankruptcy Chapter 13; Bankruptcy Litigation; Bankruptcy Taxation; Creditor Bankruptcy; Workouts Taxation; Taxation; Criminal Taxation; Criminal Tax Audits; Employment Tax; Estate and Gift Taxation; Federal Income Tax; Federal Tax Controversies; Federal Taxation; Income Tax; Individual Taxation; Like Kind Exchanges; Property Tax Abatement; Property Tax Assessments; Sales and Use Tax; State Income Tax; State Tax Controversies; State Taxation; Tax Audits; Tax Appeals; Tax Collection; Tax Controversies; Tax Deferred Exchanges; Tax Evasion; Tax Fraud; Tax Legislation; Tax Litigation; Tax Law; Tax Planning; Tax Shelters; Trusts and Estates Taxation. Email: John A. Harbin | | Ethan Albert Cohen (Associate) admitted to bar, 2007, California. Education: Emory University School of Law; Loyola Law School. Email: Ethan Albert Cohen | | Carla B. Hoffman (Associate) born Long Beach, California, April 23, 1965; admitted to bar, 1991, California. Education: University of California at Los Angeles (B.S., 1987); Loyola Law School (J.D., cum laude, 1991). Email: Carla B. Hoffman | | OF COUNSEL | | Albert Tong (Of Counsel) admitted to bar, 2000, California. Education: University of California at Berkeley (A.B., 1995); George Washington University National Law Center (J.D., 1999). | | David D. Carico (Of Counsel) admitted to bar, 1983, California and U.S. District Court, Eastern District of California. Education: Stanford University (B.A., 1980); University of the Pacific, McGeorge School of Law (J.D., 1983). (Certified Specialist, Appellate Practice, The State Bar of California Board of Legal Specialization). |
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