Wills, Trusts & Estates

Estate Planning/Probate: Individuals and families who are looking for a professional, knowledgeable and compassionate attorney to advise them regarding estate planning and/or to prepare documents such as wills, trusts powers of attorney, who need an attorney to represent them in the probate courts or to assist with trust administration, or who need assistance with a guardianship or conservatorship matter.

Employment/Business: Businesses who need an attorney to act in the capacity of an outsourced general counsel, to negotiate, draft and/or review contracts, or who need an attorney to provide counseling and/or representation on labor and employment law matters.

• Nolo Document Review
• Gay, Lesbian, Bisexual, Transsexual, Transgender (LGBT) Rights

• Estate Taxes & Gift Taxes
• Power of Attorney

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Asset Protection
• Guardianship
• Power of Attorney
• Special Needs Trust
• Supplemental Needs Trust
• Revocable Trust & Irrevocable Trust

CA, Jun 1997
Bar Number: 189477

TN, Jan 2004
Bar Number: 023399

Admitted to California and Tennessee Supreme Courts, 7th and 9th Circuits, and US Supreme Court.

Member of San Diego County Bar Association - Estate Planning, Trust and Probate Law, Intellectual Property Law and Labor and Employment Law Sections and California Bar -Trusts and Estates Section.

I have taught continuing legal education seminars on estate planning and elder law topics. I attend continuing legal education seminars on the topics of Family Law, Employment Law, Business Law, Intellectual Property Law, Trusts, Estates and Probate, and Ethics. I consistently exceed the required number of continuing education hours.

July 11, 2007, "Medicaid and Elder Planning in Light of DRA 2005 in Tennessee," Lorman Education Services Continuing Legal Education Seminar, Moderator and Presenter. Papers to be Presented: "Ethical Issues in Elder Law" and "The Housing and Care Continuum."

April 13-19, 2007, Memphis Business Journal, "Personal Care Contracts Provide Services to Elders, Assets to Caregivers," story by Janet Wiens including photo and quotes from me regarding effective use of personal care contracts in long-term-care planning.

August 11, 2006, Memphis Daily News, "From the World of Disney to the Home of Elvis, Grossman Puts Entertainment Savvy to Work."

March 27, 1998, Los Angeles Daily Journal, "E-mail May Not Be as Private as Workers Believe," article co-authored with Larry Iser, addressing application of privacy laws to use of e-mail in the workplace.

October 2004-November 2007 - Presented seminars on Estate Planning and Elder Law Topics to numerous community groups.

Estate Planning: I meet with the clients to explain the basics of estate planning and to discuss the clients' particular needs, such as documents which will need to be drafted, insurance and retirement plan beneficiary designations, tax planning, special needs, medical and disability issues, etc., and then I explain how to address those particular needs. After preparation of necessary documents, I explain the documents thoroughly to the clients and assist them in completely all needed asset transfers.

Trust and Estate Administration: I work with the Probate Court, insurance companies, brokerages, banks, etc. to ensure smooth administration of both probate and non-probate estates, and assist the clients with any necessary estate tax returns. I take as much burden off the clients as possible and provide a comforting and compassionate setting for my clients who have recently lost a loved one.

Other Probate Matters: I help clients with the difficult challenges involved in guardianship and conservatorship matters. Example cases:

Established guardianship over 7 year old daughter of divorced parents whose mother was murdered. Worked with father to ensure not only legal guardianship was set up, but also that finances were in order for the care of the daughter, and assisted father in finding attorney to help in wrongful death lawsuit relating to his ex-wife's murder.

Established conservatorship for clients' aging parents, both of whom were suffering from rapidly advancing dementia with associated aggression issues. Also connected client with an elder care support network to ensure parents had comfortable and safe living arrangements and appropriate care.

1

California and Tennessee

My firm focuses on providing exceptional, personal, compassionate, and cost-effective counseling and representation to individuals and families in the areas of estate planning and administration and family law, including preparation of wills, trust, powers of attorney and medical directives, trust administration and probate, guardianships, conservatorships, adoptions, divorces, and other trusts and estates and family law matters. In addition, through my employment and business law practice, I put my years of in-house corporate experience to work in providing sophisticated counseling and representation to businesses in the areas of employment law and general business matters, including drafting and negotiation of a wide variety of agreements.

The Grossman Law Firm was initially established as an estate planning practice in Memphis, Tennessee in 2004, and was re-established in San Diego in June of 2009, after I decided to leave my corporate in-house job and get back into private practice so that I could work directly with individuals, families and businesses. The new Grossman Law Firm handles estate planning, probate and family law matters - all to help families work through the complex legal issues involved in these challenging situations. Grossman Law Firm also provides legal services to companies to assist with their employment law and other in-house legal needs.

December 2007-Present
DIVX, INC., San Diego, CA
Senior Counsel
Member of small in-house legal team for publicly traded technology/media company. Primary areas of responsibility include corporate compliance, advising Human Resources team with respect to all domestic and international employment law matters including hiring, terminations, disciplinary actions, benefits plans, stock plans and compliance, negotiation and drafting of employment agreements, vendor agreements, complex intellectual property license agreements with top technology companies including Google, Sony, Research in Motion, Motorola, Samsung and others and other contracts, reviewing all press releases and other outward-facing marketing materials, overseeing royalty compliance, settlement and partner termination processes. Interact on daily basis with all areas of company including Human Resources, Finance, Engineering, Marketing, and Sales.

July 2006-November 2007
HARRIS SHELTON HANOVER WALSH, PLLC, Memphis, TN
Estate Planning, Probate, Elder Law, Entertainment Law and Litigation
Counseled clients regarding Estate Planning, Probate and Elder Law Matters, including asset protection, tax planning, estate administration and related issues, prepared wills, trusts, powers of attorney, advance directives, state and federal inheritance tax returns, and a wide variety of corporate/partnership/LLC documents, contracts and court pleadings for complex estates. Entertainment work focused on representation of individual performing artists, songwriters and other music industry professionals. Litigation matters spanned a variety of corporate, commercial and individual estate matters.

October 2004-December 2005
THE GROSSMAN LAW FIRM, Memphis, TN
Established and ran solo estate planning practice. Counseled clients regarding estate planning and drafted estate planning documents including wills, trusts, powers of attorney and advance directives. Responsible for all marketing, advertising, and administration.

August 2002-May, 2003
POMONA COLLEGE, Claremont, CA
International Student Advisor and Acting Assistant Director of Oldenborg Center for Modern Languages and International Relations
Managed foreign language dormitory, student center and international programming at highly respected liberal arts college. Legal work included representation of the college and international students and scholars on immigration matters.

April 2000-June 2002
WALT DISNEY PICTURES - BUENA VISTA MOTION PICTURE GROUP, Burbank, CA
Business and Legal Affairs Attorney
Responsible for all legal matters relating to the development, production, and post-production of motion pictures, including two productions based in Australia. Served as primary studio counsel on Princess Diaries, Country Bears, Inspector Gadget II and other Disney films. Managed complex transnational film productions involving negotiations with top talent and guilds, tax incentive schemes, risk management, intellectual property, construction, locations, dispute resolution and other issues. Responsibilities included negotiating and drafting wide variety of agreements (including rights, writers, directors, producers, actors, cast directors, editors, special effects, location, and equipment), reviewing script, credits, dailies and completed film for compliance with legal and guild requirements, coordinating with labor, tax, immigration and insurance departments to ensure compliance with applicable laws and regulations; and advising filmmakers on all legal issues relating to the film.

October 1997-March 2000
GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP, Los Angeles, CA
Entertainment and General Litigation
Managed all aspects of litigation matters for major management and production companies, film library owners, film distributors, real estate developers and high net worth individuals. Substantive areas of experience included partnership law, copyright, film finance, artist management, television production, privacy rights and contract law. Counseled clients with respect to all aspects of litigation and dispute resolution, argued numerous motions and drafted a wide variety of pre-trial, trial and appellate briefs, including a United States Supreme Court Petition for Certiorari. Worked closely with nationally known attorney Bert Fields on a number of high profile matters. Representative clients include Larry King, Brad Grey, Mohamed Al Fayed, Batjac Productions and JVC.

August 1995-August 1997
HONORABLE SARAH EVANS BARKER, CHIEF JUDGE, U.S. DISTRICT COURT FOR THE SOUTHERN DISTRICT OF INDIANA, Indianapolis, IN
Judicial Clerk
Advised and assisted federal judge on all matters before the court. Researched and wrote published opinions, memoranda of disposition and jury instructions.

(858) 876-9498

Monday through Thursday
9:30 a.m. to 5:30 p.m.

Friday
9:00 a.m. to 5:00 p.m.

Yes

I speak Mandarin Chinese at a basic conversational level.

I offer flat fees for many of my services. For estate planning packages, fees range from $600 to $4,000 depending on the complexity of the plan required. Fixed fees are also available for pre-marital agreements and some other services. After an initial free consultation, I provide my clients with a quote tailored to their specific needs. I charge my hourly rate for most other services.

$300.

Yes. I offer a free one-half hour consultation.

Whether or not a retainer is required, and the size of the retainer depends on the nature of the matter, and is determined on a case-by-case basis.