Ian M. Fisher

Experience
Mr. Fisher's practice involves all aspects of estate planning, including the preparation of revocable trusts, irrevocable trusts, wills, durable powers of attorney, and other estate planning instruments. In addition, Mr. Fisher devotes considerable time to planning and implementing sophisticated gift and tax strategies designed to accomplish efficient wealth transfer within families and to charitable organizations.

Mr. Fisher routinely advises and counsels trustees, executors, conservators, and beneficiaries with respect to the administration of trusts and estates and in resolving disputes that arise during the administration process. These matters include preparation of estate tax returns, postmortem tax planning, establishment and funding of subtrusts, analysis regarding the timing and amount of distributions, consideration of principal and income issues, preparation of trust accountings, drafting of agreements between parties, and determination and resolution of issues concerning title to property.

Mr. Fisher also forms and counsels charitable organizations, including private foundations, charitable trusts and nonprofit corporations. In addition to the initial formation of the entity, such matters include applying for and obtaining exemptions from federal and state taxes and advising organizations with respect to general tax compliance and nonprofit corporate law.

Education
University of California at San Diego (B.A., 1995)
Santa Clara University School of Law (J.D., 1998)
University of Washington School of Law (LL.M., Taxation, 1999)

Admissions
California

Memberships
California State Bar Association
Santa Barbara County Bar Association
American Bar Association
Ganna Walska Lotusland (Board of Trustees and Executive Committee)

Ian M. Fisher

Partner
Phone: 805.962.0011, ext. 140
Fax: 805.965.3978
E-mail Me

Estate Planning
Trust Administration
Charitable Organizations