Trusts and Estates

Season 3, Episode 10: Corporate Transparency Act

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Join estate-planning attorney Elizabeth Bawden and trust-and-estate litigator Matt Owens for a discussion about the Corporate Transparency Act.

 About Our Guest:

 Elizabeth Bawden is a partner in Withers Bergman’s Los Angeles office. Elizabeth focuses her efforts on estate planning, planned giving, and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations, including matters involving digital assets and cryptocurrencies. She also regularly represents tax-exempt organizations in formation, organizational and operational issues. Her practice also includes advising socially minded entrepreneurs and business owners on their options for dedicating their companies to philanthropic causes.

 Elizabeth is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law and a fellow in the American College of Trust and Estate Counsel (ACTEC). She received the 2019 Distinguished Service Award from the Los Angeles Council of Charitable Gift Planners, where she has served as president and has been a member for 15 years. Elizabeth has been recognized in the Chambers High Net Worth Guide in the area of Private Wealth Law – Southern California since 2021.

 Elizabeth can be reached at elizabeth.bawden@withersworldwide.com

 About Our Host:

 Matt Owens is a partner in Sheppard Mullin’s San Diego (Del Mar) office. Matt focuses his practice on trust, estate, and inheritance litigation. He has prosecuted and defended a wide range of matters in probate court, including trust contests, elder-abuse actions, accountings, contested conservatorships, and claims involving breach of fiduciary duty. His clients include high-net-worth individuals and families, corporate trustees, and licensed professional fiduciaries.

 Matt is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law, he is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM), and he was recognized in the Chambers High Net Worth Guide 2023 for Private Wealth Disputes – California.

 Matt can be reached at mowens@sheppardmullin.com

Thank you for listening to Trust Me!

Trust Me is Produced by Foley Marra Studios
Edited by Todd Gajdusek


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