David Ostrove Beverly Hills, California
| President | |
| phone | (323) 900-0562 (877) 209-8773 |
| fax | (323) 939-3500 (310) 348-8551 |
| Email Me Email Me | |
- Areas of Practice:
- 25% Probate and Trust Litigation
- 25% Estate Planning, including preparation of Wills and Trusting
- 25% Tax Planning and Tax Litigation
- 25% Complex Business Litigation
- Certification/Specialties:
- Taxation Law, California Board of Legal Specialization of the State Bar of CA., 1975
- Bar Admissions:
- California, 1960
- U.S. District Court Central District of California, 1960
- U.S. District Court Eastern District of California, 1960
- U.S. District Court Northern District of California, 1960
- U.S. District Court Southern District of California, 1960
- U.S. Court of Appeals 9th Circuit, 1960
- U.S. Supreme Court, 1970
- Education:
- Southwestern University School of Law, Los Angeles, California,
1958
J.D. - University of California, Los Angeles, Los Angeles, California,
1950
Associate in Arts
- Published Works:
- "Tax Ideas", "Successful Estate Planning Ideas and Methods Service," "Wills Form Service", "Executive Action Reports", (Contributing Editor), Prentice-Hall, 1974
- "Estate Planning - The Practical Approach", Prentice-Hall, 1974
- "Estate Planning For the Man With the Closely Held Corporation", Prentice-Hall, 1976
- "Avoiding Probate", National Tooling and Machinery Association, Fall, 1980
- "What You Should Know About the New Tax Laws", National Tooling and Machinery Association, 1981
- "The Complete Family Estate Plan for Avoiding Probate", Prentice-Hall, 1989
- "A Declaration of Trust - A Substitute for a Will", Prentice-Hall, 1984
- "The Complete Checklist for the Purchase or Sale of a Business", Prentice-Hall, May, 3, 1984
- "A Tax Planner's Complete Set of Corporate Minutes", AAA-CPA, Inc., Fall, 1985
- "Community Property Aspects of Estate Planning", California Association of Attorney-CPAs, Dec., 1986
- "The Retainer Agreement as Loss Prevention Tool", Prentice-Hall's Of Counsel, January, 5, 1987
- "How Lawyers Can Reduce Their Malpractice Risk", Beverly Hills Bar Association Journal, Spring, 1987
- "Tax Planning After the Owner's Death -- Is It Too Late?", American Association of Attorney-Certified Public Accountants, Inc., June, 1987
- "Investing Retirement Plan Funds", Pension Planning Conference The California Society of CPAs, 1987
- "Fiduciary Accounting Issues", Texas Association of Attorney-CPAs, March, 1988
- "Fiduciary Accounting for Estates and Trusts", California CPA Society, June, 1988
- "Watch Out for the Broad Sweep of Section 2036(c)", The Attorney-CPA, March-April, 1989
- "California Supreme Court Strikes Down Tort Measure of Damages in Wrongful Discharge Case", An analysis of the Foley case The Attorney-CPA, July-August, 1989
- "Fiduciary Accounting for Estate and Trusts", California CPA Society, 1989
- "What the CPA Should Know About California Community Property", The California Society of CPAs, 1989
- "Four Case Studies" (Accountants' Liability), The California Society of CPAs, November, 1989
- "The Fine Art of Testifying, The Attorney-CPA's Perspective", 25th Annual Meeting of AAA-CPAs, November, 1989
- "Post Mortem Estate Planning", 1992 Estate Planning Conference - The California Society of CPAs, (San Francisco and Los Angeles), July, 1992
- "Planning For The Marital Deduction When The Surviving Spouse Is Not A U.S. Citizen", The Attorney-CPA, Summer - Edition, 1992
- "Leveraged Buy-Outs, Fraudulent Conveyances, And The Alter-Ego Doctrine", 27th Annual Meeting Of The American Association Of Attorney-CPAs, San Diego, California, November, 1991
- "Accountants' Common Law Third-Party Liability", Midyear Meeting Of The American Association Of Attorney-CPAs, Nashville, Tennessee, July, 1992
- "Accountant's Liability to Third Persons", American Board of Professional Liability Attorneys Exam, 1994
- "Preventing Legal Malpractice in The Specialties: Probate, Trusts & Estate Planning", Prepared for Lawyers' Mutual Insurance Company for conference, Pasadena, February, 1994
- "Introduction to Accounting For Lawyers" and "Speakers' Guide For Introduction To Accounting For Lawyers", CEB Continuing Education of The Bar, California, 1994
- "Financial Statement Analysis", American Association of Attorneys-Certified Public Accountants 30th Annual Meeting, New Orleans, LA., November, 1994
- "Fiduciary Accounting", Long Beach Estate Planning Council California, January, 1994
- "Presenting Accounting/Legal Evidence in Court", American Association of Attorneys-CPAs, 31st Annual Meeting, Palm Springs, California, November, 1995
- "When Things Go Wrong in Accounting - A Big Firm's Perspective", The Ritz Carlton Hotel in San Francisco, California, September, 1996
- "Wills and Trusts", Southwestern Law School, 1998
- "Survey of Wills and Trusts", Southwestern Law School, 1999
- "Survey of Wills and Trusts", Southwestern Law School, 2000
- "Fiduciary Accounting & the New Principal & Income Act", American Association of Attorneys-CPAs, 38th Annual Meeting, Park City, Utah, July, 2001
- "Analyzing Financial Statements After Enron: What Every Lawyer Should Know", California Continuing Education of the Bar, January, 2003
- "Accounting for Trusts & Estates Attorneys", California Continuing Education of the Bar, May, 2004
- "Accounting for Lawyers; Beyond the Basics", California Continuing Education of the Bar, February, 2005
- "The CPA as an Expert Witness" (LIT 1), California CPA Education Foundation, 1996
- "Expert Witness: Deposition and Trial" (LIT 2), California CPA Education Foundation, 1996
- "Fiduciary Accounting for Estates and Trusts", California CPA Education Foundation, 1996
- "Advanced Corporate Tax Problems for the Experienced Practitioner", California CPA Education Foundation, 1990
- "Advanced Corporate Tax Problems for the Experienced Practitioner", California CPA Education Foundation, 1991
- "California Community Property, What The CPA Must Know", California CPA Education Foundation, 1996
- "Fiduciary Accounting for Estates and Trusts", California CPA Education Foundation, 2000
- "Summary Accounting for Trusts and Estates", California CPA Education Foundation, 2001
- "Summary Accounting for Trusts and Estates", California CPA Education Foundation, 2001
- "Accounting and Auditing for Trusts and Estates", California CPA Education Foundation, 2003
- "Preparing Accountings and Reports for Trusts & Estates", California CPA Education Foundation, 2004
- "Preparing Accountings and Reports for Trusts & Estates", California CPA Education Foundation, 2005
- "Preparing Accountings and Reports for Trusts & Estates", California CPA Education Foundation, 2006
- Representative Cases:
- Ibanez v. Florida Board of Accountancy, 114 Sup. Ct.2084 (U.S. Supreme Court 1994)
- Edenfield v. Fane, 113 S.Ct. (U.S. Supreme Court 1993)
- Representative Clients:
- System Property Management
- The Jacki Hazard Trust
- Prudential Fabrics
- System Parking
- Classes/Seminars Taught:
- Wills & Trusts and Estate and Gift Tax, Southwestern University, 1968 - 2008
- Income Tax, Accounting for Lawyers, et. al., Southwestern University, 1968 - 2008
- Professional Associations and Memberships:
- American Association of Attorney-Certified Public Accountants, 1992 - 1993
- Past President
- Past Employment Positions:
- My Own Accounting Firm, Owner, 1950 - 1960
- Ancillary Businesses:
- Expert Witness, Mediator, Arbitrator, Law School Professor
- Author, Lecturer, CA Continuing Educations
- Of the Bar; CPA, Author and Lecturer, Ca CPA Education Foundation
- Languages:
- English
