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HAROLD S. SMALL

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Harold S. Small, J.D., CPA (inactive), AEP concentrates his practice in the areas of business transactions, corporate, partnership, and limited liability company matters, real estate/real property, Federal and State tax matters, estate planning, trust administration, and estate administration. His practice involves business entity formation, corporate planning, business planning, and the purchase and sale of businesses and professional practices.

Mr. Small attended the University of California at Los Angeles and San Diego State University, from which he received his Bachelor of Science degree in accounting in 1967. Mr. Small received his Juris Doctor degree from the University of California, Hastings College of the Law in 1970. In 1971 he received the designation of Certified Public Accountant and in 1991 he was awarded the designation of Accredited Estate Planner® by the National Association of Estate Planners & Councils ("NAEPC"). From 1970 to 1972, Mr. Small specialized in tax matters with the accounting firm of Arthur Young & Co. (now Ernst and Young) and from 1972 through 1985 he was a member of a San Diego business and real estate law firm. Since 1985, he has been a principal in the law firm of Harold S. Small, a Professional Corporation, and also was a partner in the law firm of Lorenz, Alhadeff, Lundin & Oggel. Mr. Small has served on numerous committees of the American, California, and San Diego County Bar Associations and has been the chairperson of the Taxation Section, Law Office Management Committee, and Insurance Committee of the San Diego County Bar Association. He was also the President of the University of California, Hastings College of the Law Alumni Association, San Diego Chapter, from 1973-1974.

Professional Activities

Among his professional activities, Harold Small served as a Director and in various capacities for the NAEPC over a number of years, including being its President. He also was instrumental in the creation of the Accredited Estate Planner (AEP®) designation for estate planners. In recognition of his years of service and accomplishments, the NAEPC named Mr. Small as the recipient of its Hartman Axley Lifetime Service Award for 2006. This award recognized his many years of dedicated service to the profession and estate planning, to the NAEPC, and also to his many clients. Mr. Small has appeared on the Public Broadcasting Service and spoken at meetings of the State Bar of California and before many civic and professional organizations.

Hal has also taught programs and classes in connection with corporate matters, business planning, estate planning and other courses geared primarily for attorneys, Certified Public Accountants, Chartered Life Underwriters, and trust officers, on a professional basis, at the University of California at San Diego, Extension and for the California CPA Foundation providing continuing education courses for Certified Public Accountants. In addition, he has also taught courses in estate planning for non-professionals for UCSD Extension, including teaching in the modules for Executive Perspective for Scientists and Engineers for from 2007 - 2011. Mr. Small also taught the estate planning, probate, and trust section of the paralegal program at the University of San Diego from 1976 through 1977. His presentations have also included programs before the State Bar of California Annual Meeting, State Bar of California Section Institutes, and the annual meeting of the National Association of Estate Planners and Councils, and the continuing education program for attorneys at the University of California Hastings College of the Law. Some of his presentations have related to succession planning for family owned businesses and professionals.

Mr. Small is a co-author of the book Strategies For Trusts and Estates in California published in 2010, has served as a member of the Editorial Board of Financial & Estate Planners Quarterly, wrote a column on business and corporate legal matters for the Sorrento Valley/Golden Triangle Business News for almost 10 years, and a column on wine and culinary adventures for the Rancho Santa Fe Review . He has also written for Gastronome and other publications, and currently writes a monthly column for FINE.

Community Activities

Active in community affairs, Mr. Small has served as an officer and as a Director (member of the board of directors) of numerous charitable organizations. He served as a member of the Board of Trustees of the La Jolla Playhouse (1994 - 1998) and served as its Treasurer from 1995 - 1998. From 1982 to 1984 he served as the founding President of The Children's Museum of San Diego and he continued thereafter to serve on its Board of Directors. Some of his activities have included membership on the Board of Directors of the United Jewish Federation of San Diego, member of the Community Relations Committee of the United Jewish Federation, member of the Young Leadership Steering Committee, and representative to Jewish Public Affairs Committee of California. He served as President of the Estate Planning Council of San Diego from 1986 through 1987 and served as President (1992-1993) and a member of the Board of Directors (1988-1994) of the National Association of Estate Planners and also as President and as a member of the Board of Directors of the National Association of Estate Planning Councils and Planners. He chaired the Education/Certification Committee of the National Association of Estate Planners. Mr. Small has also been listed in various Who's Who publications and registries because of his legal ability and also his community accomplishments. He was selected/designated to the 2007, 2008, and 2009 Southern California San Diego Super Lawyers® lists, published by Law & Politics. The attorneys were selected by their peers and represent the top five percent of all San Diego County attorneys. He was Recognized by FIVE STAR in San Diego Magazine as one of the 2007 and 2010 Best in Client Satisfaction Wealth Managers in San Diego County. Mr. Small has also acted as a judge in a sommelier competition and as a judge in a chefs' cooking competition.

Mr. Small's interest in fine wines and foods has increased with service in the Confrérie de la Chaîne des Rôtisseurs. He is the Chancelier (Executive Vice-President) of the United States Bailliage/Chapter (with almost 6,000 members in approximately 130 chapters throughout the United States) of this organization, which is the oldest and largest food and wine society in the world and he is a Member of the Conseil Magistral, the international governing body of the Chaîne. He has previously served as Argentier (Secretary/Treasurer), Chambellan Provincial (Vice President) for the Far West of the United States and as the Chairman of the Audit Committee for the national organization. Additionally, he has served as Echanson Provincial Far West, and as Bailli (President) and Consul de l'Ordre Mondial, Vice Chancelier-Argentier, Vice Conseiller Gastronomique, and Vice Charge de Presse of the Bailliage de San Diego Confrérie de la Chaîne des Rôtisseurs. He served as a Director and Chairman of the House Committee at Fairbanks Ranch Country Club, and has served as the Chairman of the Wine Committee of Fairbanks Ranch Country Club and as a member of its Membership and Long Range Planning Committees. Hal currently serves on the Wine and Membership Committees. He is also a member of the Commanderie de Bordeaux.

     
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