Background

Mr. Waldman received his undergraduate degree in History at Pomona College (Claremont, California), and also studied at the University of California at San Diego. Mr. Waldman received his law degree at the University of California, Los Angeles.

Experience

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.

Author

Co-authored "Despite Complexity, Private Foundations Offer Advantages to Donors", published in Estate Planning in July 1985, and authored "Real Estate and the New Tax Law", published in the Ninth Annual Real Estate Law Issue of Los Angeles Lawyer in January 1994. 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.

Lecturer

Mr. Waldman was a guest lecturer for the "Estate Planning for Practitioners" course at California State University at Northridge from 1985 through 1990. In addition, he has also lectured: on "Nonqualified Deferred Compensation Arrangements" for the Western Pension Conference in Scottsdale, Arizona and at the University of San Diego School of Law, Los Angeles Campus; on "Charitable Planning" at the California Society of CPAs 1990 Estate Planning Conference in San Francisco and Los Angeles and at the 1990 National Convention of the American Society of Attorney-Certified Public Accountants, held in Las Vegas, Nevada in November, 1990; on "Estate Planning Aspects of Qualified Retirement Plans" at the Continuing Professional Education Program for Certified Public Accountants at California State University at Los Angeles in November 1991; on "Probate and Alternatives" at the Estate Tax and Personal Financial Planning Seminar sponsored by Professional Accounting Education and Training Services in September 1992 and in September 1993.

Mr. Waldman has taught "The Basics of Estate Planning" and "Beyond the Basics of Estate Planning" for the California Society of Certified Public Accountants. Mr. Waldman has taught A Estate Planning With Family Limited Partnerships for the National Network of Estate Planning Attorneys in 1995, 1996 and 1998 and A Counseling Family Foundations and Tax-Exempt Organizations for the National Network of Estate Planning Attorneys in 1997. Mr. Waldman spoke on "Estate Planning for IRAs and the Basics of GRATs" in 2002 for the Capital Trust Symposium Series sponsored by The Capital Trust Company of Delaware.

Mr. Waldman has spoken on "Questions and Answers Regarding Private Foundations" for the Ventura County Planned Giving Council and on "Planning With FLPs and FLLCs after Strangi III and Kimbell" for the Ventura County Estate Planning Council and "the Current Status of Family Limited Partnership and Family Limited Liability Company Planning" to the Business Valuation Section of the California CPA Society in August 2005. He has spoken on topics pertaining to business succession planning for the Society of Financial Services Annual Forum in 2006 and for the Sharp HealthCare Foundation in 2008.

Mr. Waldman has served as an Adjunct Professor at National University, Los Angeles and as a consultant to The Richard M. Nixon Library and Birthplace and was a member of the Legal Advisory Board of The Capital Trust Company of Delaware. Mr. Waldman is a founder and is a managing partner of WealthCounsel, LLC, which provides state of the art document assembly software systems and continuing education for over 1,000 subscribing estate planning law firms, and as a managing partner of WealthCounsel Advisors Forum, LLC, providing continuing education and other services to hundreds of wealth planning professionals.