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MICHAEL A. SIMON

Michael A. Simon has practiced exclusively in the area of estate planning for over 10 years and has extensive experience in all aspects of estate planning, tax, probate, and trust administration. Mr. Simon also devotes his time to counseling and guiding small businesses through a wide range of transactional issues, including the formation, maintenance and dissolution of corporations and limited liability companies.

Mr. Simon is an active member of the California State Bar and holds membership in the Trusts and Estates Section of the Orange County Bar Association as well as the Real Property, Probate and Trust Section of the American Bar Association. Mr. Simon is licensed to practice before the United States District Court (Central District) and the United States Tax Court. Mr. Simon is also admitted and qualified to practice as an attorney and counselor before the United States Supreme Court.

Mr. Simon is a frequent lecturer in the area of estate planning. Mr. Simon’s speaking engagements includes presentations to fellow attorneys, professional advisors and industry trade groups as well presentations to the general public and community groups.

Background

Before joining The Law Offices of Michael T. Walsh, Mr. Simon worked in the Private Client Services group of Arthur Andersen LLP where he designed and implemented advanced tax and estate planning strategies for high net worth individuals. His background also includes nine years as a stockbroker with Charles Schwab & Co. where he held NASD licenses Series 7, 8, 63 and 65. Mr. Simon also clerked in the Enforcement Division of the California Department of Corporations and the Major Fraud Unit of the Orange County District Attorney’s Office.

Education and Honors

Mr. Simon received his Juris Doctor Degree, cum laude, from Chapman University School of Law, where he served as an editor and executive board member of the Chapman Law Review and president of the Tax Law Society. Mr. Simon also completed Chapman’s Tax Law Emphasis Program concurrently with his legal curriculum. He graduated with a Bachelor of Arts in Criminal Justice from California State University Fullerton.

Community Involvement

Mr. Simon's community involvement has included participation in the Chapman University School of Law Low Income Taxpayer Clinic. Mr. Simon has also volunteered his time with the IRS VITA program which assists low income, disabled, elderly and non-English speaking taxpayers with the preparation of their tax returns. Mr. Simon also volunteers as a member of the Estates and Trusts Advisory Committee for Chapman University and is a member of the executive board for the Trusts and Estates Section of the Orange County Bar Association.

Contact

Phone: 949-851-9210
Fax: 949-724-1547
Click here to contact by email.