Jon Gallo chairs Greenberg Glusker's Family Wealth Group. His practice combines over 40 years of experience as a tax attorney specializing in estate planning with a deep understanding of the psychological and emotional issues of family wealth.

Mr. Gallo has co-authored two books on raising responsible children in an affluent environment, and he established the American Bar Association’s Committee on the Psychological and Emotional Issues of Estate Planning. He is a nationally-known speaker on estate planning.

Mr. Gallo's expertise helps affluent families create estate plans that reflect their values and that teach the lessons of stewardship to their children.

Mr. Gallo offers seminars on the following topics:

• An Introduction To Estate Planning
• Advanced Estate Planning: A Case Study
• Estate Planning And The Generation-Skipping Tax
• The Use Of Life Insurance In Estate Planning

Click here for Gallo Consulting.

• Assisting clients in creating values based estate plans
• Evaluation, drafting and administration of complex insurance plans
• Creation and administration of wealth transfer vehicles such as Qualified Personal Residence Trusts, Grantor Retained Income Trusts, Family Limited Partnerships, Installment Sales to Grantor Trusts and Private Annuity transactions
• Creation and administration of charitable giving vehicles such as Charitable Lead Trusts, Charitable Remainder Trusts and Private Foundations, both operating and non-operating
• Creation of family constitutions and family councils

• "Educating Trustees and Beneficiaries to Prevent Trust Litigation," Journal of Financial Planning
• "Pipe Dreams Can Come True: Gifting Opportunities...At Least Through 2012!" California Trusts and Estates Quarterly, 2011
• The Use and Abuse of Incentive Trusts: Improvements and Alternatives
• How 18 Became 26: The Changing Concept of Adulthood
• Good Grief, Journal of Financial Planning, August 2009
• Low Interest Rates Make Charitable Lead Trusts More Valuable, Journal of Financial Planning, April 2009
• Estate Planning and the 2009 Increase in Exemptions and Exclusions, Journal of Financial Planning, December 2008
• Unintended Consequences: When Good Estate Plans Cause Bad Problems, Journal of Financial Planning, August 2008
• Dear Trustee: Send Money, 42nd Annual Philip E. Heckerling Institute on Estate Planning (co-authored with Laura Zwicker), 2008
• Avoiding IRS Challenges To Family Limited Partnerships, Journal of Financial Planning, December 2007
• Private Foundations: A Great Idea Or A Trap For The Unwary, Journal of Financial Planning, August 2007
• Taking The QPRT Up A Notch, Journal of Financial Planning, April 2007
• Creating The Human Moment For Clients In Crisis Situations, Journal of Financial Planning, December 2006
• Life Insurance To And From ILITs, Journal of Financial Planning, August 2006
• Sorry SOLI; Goodby ILITS? Journal of Financial Planning, April 2006
• Tax, Estate, Lifetime Planning For Minors (Contributor), Section of Real Property, Probate and Trust Law, American Bar Association, 2006
• Life Insurance Due Diligence Or What You've Always Wanted To Know About Life Insurance But Were Afraid To Ask, 40th Annual Philip E. Heckerling Institute On Estate Planning, 2006
• Planning and Drafting Life Insurance Trusts, USC 57th Institute on Federal Taxation – Major Tax Planning for 2005
• Estate Planning Conundrums Worth Repeating, Journal of Estate Planning, August 2005
• The Financially Intelligent Parent: 8 Steps To Raising Successful, Generous, Responsible Children, Penguin USA/New American Library (co authored with Eileen Gallo, Ph.D.), 2005
• How Financial Planners Can Become Financially Intelligent Mentors: An Open Letter, Journal of Financial Planning, April 2005
• Unique Estate Planning Opportunities For Gay and Lesbian Couples, Journal of Financial Planning, August 2004
• Understanding the Hierarchy of Generation Skipping Transfers, Journal of Financial Planning, April 2004
• Talking About Estate Planning, Journal of Financial Planning, December 2003
• The Tax Court Does It Again: Strangi II and McCord I, Journal of Financial Planning, August, 2003
• Maybe It Works, Maybe It Doesn't: Installment Sales to Grantor Trusts, Journal of Financial Planning, April 2003
• Forget The Technical: Concentrate On The People: Understanding Your Client's Money Personality, 36th Annual Philip E. Heckerling Institute On Estate Planning, 2002
• Silver Spoon Kids: How Successful Parents Raise Responsible Children, McGraw Hill/Contemporary (co authored with Eileen Gallo, Ph.D.), 2002
• ALI ABA’s Practice Checklist Manual On Insurance (co author), 2002
• The Psychological Education of an Estate Planner, Journal of Financial Planning, May 2001
• The Developing Secondary Market In Life Insurance, Journal of Financial Planning, January 2001
• The Generation Skipping Transfer Tax: Planning and Pitfalls, 59th Annual New York University Institute on Federal Taxation
• The Use Of Life Insurance In Estate Planning: A Guide To Planning And Drafting, Parts I and II, Real Property Probate and Trust Journal, Volume 33, Numbers 4 and 5, 1999

• Listed, Best Lawyers in America, 1983-2012
• Listed, Who’s Who In America, 1998-2008
• Listed, Who’s Who In American Law, 1998-2008
• Listed, Worth Magazine’s Top 100 Attorneys, 2007
• Cited 1973 by United States Department of Defense for meritorious services in drafting and enactment of P.O.W.-M.I.A. Family Relief Act of 1973, Calif. Stats. 1972, CH 988, and P.O.W.-M.I.A. Tax Relief Act of 1973, Calif. Stats. 1973, CH 19
• Listed, Los Angeles Magazine Super Lawyer, 2004-2012
• Rated, "AV Preeminent 5.0 out of 5," Martindale Hubbell

• Founding Member, UCLA Estate Planning Institute Advisory Board, 1980-2000
• Founding Member, Planning Committee, USC Probate and Trust Conference, 1975-present
• Founding Member, NYU Family Wealth Institute, 1998-2002
• Member, Board of Directors, Library Foundation of Los Angeles, 1998-2007
• Chair, Committee on Psychological and Emotional Issues of Estate and Financial Planning, Section on Real Property Probate and Trust Law, American Bar Association
• Chair, Committee on Life Insurance Planning, Section on Real Property Probate and Trust Law, American Bar Association, 1996-2001
• Chair, Committee on Generation-Skipping Transfers: Estate Planning and Drafting, Section on Real Property Probate and Trust Law, American Bar Association, 1991-1996