Alan Merlin Reedy
4590 MacArthur Blvd, Suite 370
Newport Beach, California 92660
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Alan Merlin Reedy is an Attorney at Law, a Certified Public Accountant by background and a Certified Financial Planner.
He received his Bachelor of Arts degree in Business Administration from Whittier College in 1961 and his Juris Doctor degree from Boalt Hall School of Law, University of' California at Berkeley in 1964, with emphasis in taxation. He was admitted to practice in tile State of California in 1965 and before the Federal District Courts in California, the United States Tax Court, the Ninth Circuit Court of Appeals and the United States Supreme Court.
Mr. Reedy did accounting and tax work in San Francisco with Arthur Anderson & Company, an international public accounting firm. He worked with a real estate investment company prior to being Trust Tax Counsel and later also Trust Tax Manager for the trust department of Title insurance and Trust Company in Los Angeles California. While there his duties extended into the areas of estate taxation, tax planning, income taxation, pension plans anti real estate operations.
Mr. Reedy entered private law practice in 1971. His practice includes domestic and international, business, income tax, and estate planning. Specific areas include assets protection, bankruptcy, business collections, contracts, corporations, criminal, domestic, employee, entertainment, estates, finance, immigration, intellectual property, limited liability companies, non profits, partnerships, real estate, securities, tax and trust law. He has drafted numerous business, corporate, estate planning partnership, real estate, tax and trust documents and handled related litigation. He has also been involved in the preparation of numerous merger and acquisitions, offering documents and the structuring and sale of securities issues for various corporate and partnership syndications, spanning the areas of business, financial, minerals, oil and gas, real estate, and other types for over twenty years. The accounting, business and planning background helps clients to define their goals and objectives. He understands business and professionals and their legal needs.
Mr. Reedy is a member of American Bar Association, California State Bar Association and Financial Planning Association and has been involved in numerous other organizations. He is listed in Who's Who in American Law. He is also a licensed real estate broker and previously held a general securities license.
He has lectured on tax, estate planning, real estate and other topics for legal, financial planning, real estate, investment and other groups. He has also written various articles dealing with taxation matters, charitable foundations and related areas. He has been an adjunct professor for the College for Financial Planning, the University Of Southern California and the Community College system teaching courses in taxation, estate planning, employer benefit planning, risk management and financial planning.
Areas of Practice
- Bankruptcy Law
- Contracts
- Criminal Law
- Employment Law -- Employee
- Entertainment
- Estate Planning
- Limited Liability Companies
- Non-profit and Tax-exempt Organizations
- Partnerships
- Real Estate Law
- Securities Law
- Taxation Law
- Trusts
- Assets Protection
- Business Collections
- Corporations
- Finance
Certification/Specialties:
- Licensed Real Estate Broker
- General Securities License
Bar Admissions:
- California, 1965
- U.S. District Court Central District of California
- U.S. District Court Eastern District of California
- U.S. District Court Northern District of California
- U.S. District Court Southern District of California
- U.S. Tax Court
- U.S. Court of Appeals 9th Circuit
- U.S. Supreme Court
Education:
- Boalt Hall School of Law, University of California, Berkeley, California, 1964
J.D.
Major: Taxation
- Whittier College, 1961
B.A.
Major: Business Administration
Classes/Seminars Taught:
- Tax, Estate Planning, Real Estate and Other Topics for Legal, Financial Planning, Real Estate, Investment and Other Groups
Honors and Awards
- Who's Who in American Law
Professional Associations and Memberships:
- American Bar Association
Member
- California State Bar Association
Member
- Financial Planning Association
Member
Past Employment Positions:
- Arthur Anderson & Company, California, Accounting and Tax Work
- Trust Department of Title insurance and Trust Company in Los Angeles California, Trust Tax Counsel
- Trust Department of Title insurance and Trust Company in Los Angeles California, Trust Tax Manager
- College for Financial Planning, Adjunct Professor
- University Of Southern California, Adjunct Professor
- Community College System, Adjunct Professor
Pro Bono Activities:
- Certified Public Accountant
- Certified Financial Planner