Jason R. Schingler

Partner

Estate Planning, Trust Administration, Probate, Tax, Business & Real Estate
js@wordenwilliams.com

Jason R. Schingler represents individuals, families, fiduciaries and small to medium size businesses.  He is certified by the State Bar of California as an Estate Planning, Trust & Probate Law specialist.

Mr. Schingler has been licensed to practice law in California and before the United States Tax Court since 2005. 

Link to interview on ESPN's Wealth Hour: https://www.youtube.com/watch?v=quvZVZh4XzA

EDUCATION:
   Legal:
      - University of San Diego, Master of Laws (LL.M.) in Taxation, 2006
      - California Western School of Law, J.D., 2005
   Undergraduate:
      - University of California, Santa Barbara, B.A., 2001

SPECIALIST DESIGNATIONS:
      - State Bar of California Certified Legal Specialist in Estate Planning,
        Trust & Probate Law

PUBLISHED ARTICLES:
      Using a "Formula" General Power of Appointment to Resolve Income Tax Basis "Step-Up" Issues in       the Age of Portability and a Request for Clarification Regarding Rev. Proc. 2001-38 – California          Tax Lawyer, Volume 23, Number 3, Fall 2014

     "Common Ground...Conservation Easements: Matching
      Conservation Values to the Public with Tax Benefits to the Donors"

      - California Tax Lawyer, Volume 17, Number 2, Spring 2008

      "Tax Accrual Workpapers Are Not Subject to the Attorney Work
      Product Doctrine"

      - California Tax Lawyer, Volume 18, Number 4, Fall 2009

SPEECHES / LECTURES:
      - “GRATs & CLATs – It’s Now or Never,” 2011 Annual Meeting of
        the California Tax Bar and California Tax Policy Conference,
        November, 2011

LEADERSHIP:
      - Publications Chair, Executive Committee, Estate and Gift Tax
        Section, State Bar of California
      - Past Chair, Executive Committee, Young Tax Lawyers,
        State Bar of California
      - Past Chair, San Diego Chapter of the Young Tax Lawyers,
        Taxation Section, State Bar of California

PROFESSIONAL ASSOCIATIONS AND MEMBERSHIP:
      - Member, Taxation Section, State Bar of California
      - Member, Trusts and Estates Section, State Bar of California
      - Member, Estate Planning, Trust and Probate Section, San Diego
        County Bar Association
      - Member, Estate Planning, Trust and Probate Section, North
        County Bar Association

NOTABLE ACCOMPLISHMENTS:
      - Selected by the San Diego Daily Transcript as one of San Diego County's Best Young                     Attorneys in 2008 and 2010
      - Twice chosen to attend the annual California Bar Executive Committee of Taxation’s                       Washington D.C. delegation
      - Awarded the Graduate Law Merit scholarship from University of San Diego
      - Awarded the Miller, Monson, Peshel, Polacek & Hoshaw scholarship for academic                         excellence in Tax courses