ATTORNEYS
Felicia Chang

Legal Expertise

Represents high net worth individuals and families in wealth succession and preservation planning and implementing complex estate planning strategies. Handles probate, trust administration, estate tax returns and other aspects of post-death administration.

 

Representative Matters

  • Obtained 501(c)(3) status for a public charity that will collaborate with PEPFAR (President’s Emergency Plan For AIDS Relief) and local government to launch pilot program in Nairobi, Kenya to reduce HIV prevalence among youth in Sub-Saharan Africa.
  • Assist private foundation that support charitable and educational activities in the United States and internationally.
  • Obtained retroactive 501(c)(3) status for a private operating foundation.
  • Successfully represented clients in disputes with the IRS.
  • Obtained "no change in ownership" determinations by the Los Angeles County Tax Assessor in complex real estate transactions.
Felicia Chang

Associate - Los Angeles


Email Felicia Chang


Phone:

  (310) 312-3256

Fax:

  (310) 231-8356
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Practice Area

Education Collapse

  • University of California Los Angeles School of Law, J.D., 1999
  • University of California Berkeley, B.S. Business Administration, 1996; High Honors

Court Admissions Collapse

  • California

Professional Recognition Expand

  • Selected as one of Southern California Super Lawyers Rising Stars by Super Lawyers magazine (2005, 2009, 2010)

Publications and Presentations Expand

  • Speaker, "Estate Planning in the Current Environment & Anticipated Changes to the Estate and Gift Tax Laws," Pepperdine Estate Planning Network (PEPNET), September 24, 2009
  • Felicia Chang was a member of the 2007 Washington D.C. delegation of the Taxation Section of the Los Angeles County Bar Association and the California State Bar. Her paper, titled “Dueling Powers under Section 678,” was selected to be presented before the Internal Revenue Service and the Treasury Department. The Paper urged both the Internal Revenue Service and the Treasury Department to issue guidance to clarify an ambiguity in Section 678 of the Internal Revenue Code.
  • Author, "Is the Step Transaction Doctrine Now Applicable to Estate Planning?" California Tax Lawyer (Fall 2002)
  • Reformation of Charitable Remainder Trusts
  • Sale of Pink Merchandise Not UBTI
  • IRS Guidelines on New Qualified Appraisal Rules

Professional, Business, and Civic Affiliations Expand

  • Chair-Elect, Tax Section of the Los Angeles County Bar Association Executive Committee 
  • Former Co-Chair, Los Angeles County Bar Association - Young Tax Lawyers

Other Career Experience Expand

  • Estate Planning Associate, Katten Muchin Rosenman LLP, Los Angeles
  • Estate Planning and Tax Associate, Jeffer, Mangles, Butler & Marmaro, LLP, Los Angeles
  • Senior Associate, PricewaterhouseCoopers, Los Angeles

Languages

  • Mandarin Chinese