Carl R. Waldman is the principal of Carl R. Waldman, A Law Corporation, located in Westlake Village, California. Mr. Waldman emphasizes Tax Planning and Estate Planning for business owners and executives as well as Charitable Planning and Trust and Estate Administration law and is a member of the State Bar of California, American Bar Association Section of Taxation,Beverly Hills Bar Association and Los Angeles County Bar Association.
Co-authored “A Family Limited Partnership Compendium” published by Wealth Enhancement Strategies, LLC in 1995, the “A Family Limited Partnership System” published by WealthCounsel, LLC in 2000 and the “A Living Trust Practice System” published by WealthCounsel, LLC in 2001. Co-Author of “Pouring Old Wine Into New Bottles – Using Traditional Estate Planning Tools in Untraditional Ways” published in Southeast Wealth Management Business in February 2008.
Mr. Waldman was a guest lecturer at California State University at Northridge from 1985 through 1990. In addition, he has also lectured for the Western Pension Conference in Scottsdale, Arizona and at the University of San Diego School of Law, Los Angeles Campus. He has served as an Adjunct Professor at National University, Los Angeles. He has spoken on a variety of estate and tax planning, asset protection, and charitable planning topics for many organizations and conferences.
Mr. Waldman is a founder and is a managing partner of WealthCounsel, LLC.