Eric Bardwell

Partner at Jeffer Mangels Butler & Mitchell LLP

Eric R. Bardwell is a Partner in the Orange County office of Jeffer Mangels Butler & Mitchell LLP (JMBM) and a member of the firm's Trusts and Estates department.1 2 Here are some key details about Eric Bardwell:

Professional Background

Eric's practice focuses on all aspects of wealth transfer planning, including:

Estate planning
Charitable planning
Business succession planning
Post-death administration

He routinely assists individuals and families in minimizing estate, gift, and generation-skipping transfer taxes through various strategies and financial instruments.1 2

Expertise and Certifications

Certified Specialist in Estate Planning, Trust & Probate law by the State Bar of California, Board of Legal Specialization1 2
Works closely with clients' advisors, including accountants, investment advisors, and insurance agents1
Advises on estate and trust administration, probate administration, and preparation of gift and estate tax returns1

Education

J.D. from Pepperdine University School of Law
B.S. from San Diego State University1

Recognition and Awards

Named to Southern California Rising Stars list by Super Lawyers Magazine from 2014 to 20221
Recognized in the top 25 lawyers under 40 in Orange County by Super Lawyers Magazine from 2019 to 20221
Listed in the Private Wealth Law Section of Chambers High Net Worth Guide since 20211
Holds an AV Rating from Martindale-Hubbell Peer Review2

Professional Associations

California Bar Association
Orange County Estate Planning Council
Hoag Hospital Foundation, Planned Giving Advisory Committee
Former Board Member of ALS Association of Orange County (2013-2019)
Member of Chapman University Endowment Council1

Eric Bardwell has been with JMBM since at least 2018 when he was promoted to Partner.3 His expertise in estate planning and wealth transfer makes him a valuable asset to high-net-worth clients and families seeking to manage their estates efficiently.