Breadth of Experience Depth of Knowledge ON YOUR SIDE

Karl Knickmeyer

Attorney at Law

Professional Profile

I have been a practicing attorney in California for over 40 years. In the course of my practice, I am involved with estate planning, trust and real estate matters, including sophisticated estate planning techniques for High Net Worth clientele. I have had experience in both large and small law firms specializing in trust, estate, real estate and tax planning.

I have represented individuals, families and their businesses. e acquisition and development of various real estate projects. These have included both residential and commercial projects, from acquisition, development, leasing, sales and California and federal tax planning.

"I am proud to serve my clients with honesty and integrity."

Financial Services Experience

As the Executive Director (Sr. VP) of Morgan Stanley's Wealth Advisory Services for Los Angeles, Ventura and Santa Barbara counties, I interacted, through the firm's financial advisors and directly with their high net worth clients (over $10 million net worth). Many of the clients had a net worth exceeding $50 million.

Bar Admissions

  • California

  • U.S. Tax Court

  • U.S. District Court for the Central District of California

  • U.S. District Court for the Southern District of California

Education

  • LL.M. in Taxation - New York University School of Law, New York, NY

  • J.D. - California Western University School of Law, San Diego, CA

  • B.A. - University of California San Diego, La Jolla, CA

Professional Affiliations

  • State Bar of California

    • Trusts & Estates Section

  • Conejo Valley Estate Planning Council

  • Beverly Hills Bar Association

    • Secretary-Treasurer: 2005 - 2006

    • Chair Resolutions Committee

    • State Bar Conference of Delegates: 2003 - 2004

    • Chair Real Estate Section: 2000 - 2001

    • Member Board of Governors: 2001 - 2005