Ben Schwefel, Esq.

Ben Schwefel, Esq.

Murtaugh Treglia Stern & Deily, LLP

Ben Schwefel is an associate attorney and the majority of his practice focuses on trusts and estates, including estate planning, trust administration, probate, conservatorships, and fiduciary litigation. Ben represents a broad range of clients, including high-net-worth individuals and families, trustees, beneficiaries (individuals and charities), entrepreneurs, business executives, and professional fiduciaries. He regularly works with his clients on advanced estate planning techniques that minimize income, gift, and estate tax consequences.

Ben is an active member of the Trusts & Estates of the Orange County Bar Association, the Elite OC, and the Orange County chapter of the USD Law Alumni Association. Ben earned his B.A. from UC San Diego and his J.D. from the University of San Diego School of Law.

Conference Sessions

All In The Family? Problems And Solutions When Adult Children Live With Aging Parents