Benjamin R. Schwefel

Benjamin R. Schwefel

Murtaugh Treglia Stern & Deily LLP
  • Estate Planning, Probate
  • California
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Biography

Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities.

Beyond his professional life, Ben proudly wears the badge of a self-professed food enthusiast, perpetually on the hunt for the ultimate glass of red wine, often in the delightful company of his wife (his high-school sweetheart). He cherishes the experience of summer concerts at the iconic Hollywood Bowl, takes great pride in being the devoted owner of a basset hound, and dedicates his time as a consistent volunteer for the Basset Hound Rescue of Southern California.

Education
University of California - San Diego
B.A.
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University of San Diego School of Law
J.D.
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Professional Experience
Partner
Murtaugh Treglia Stern & Deily LLP
Current
Publications
Articles & Publications
“Green” Performance: The Future of Performance-Based Executive Compensation?
San Diego Journal of Climate & Energy Law
Speaking Engagements
Driving Your Success: Essential Habits for Law Firm Associates in the Post-Pandemic Landscape, Justia Webinars
Justia, Inc.
Certifications
Certified Specialist in Estate Planning, Trust, and Probate
State Bar of California
Professional Associations
Trust and Estates Section of the California Lawyers Association (TEXCOM)
Member of the Executive Committee
Current
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California Lawyers Association
Former Education Chair for the New Lawyers Section
Current
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Orange County Bar association
Member
Current
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USD Law Alumni Association - Orange County Chapter
Member
Current
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State Bar of California  # 309947
Member
- Current
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Jurisdictions Admitted to Practice
California
State Bar of California
ID Number: 309947
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Practice Areas
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Probate
Probate Administration, Probate Litigation, Will Contests
Languages
  • English
Websites & Blogs
Website
Benjamin R. Schwefel's Website Profile
Contact & Map
Murtaugh Treglia Stern & Deily LLP
2603 Main Street
Irvine, CA 92614
US
Telephone: (949) 794-4000