S. Andrew Pharies

Admissions

• California
• U.S. Tax Court

Education

• University of Oregon School of Law, J.D., 1992
  - Editor-in-Chief, Oregon Law Review
• University of California, Riverside, B.S., 1989

Experience

• Duane Morris LLP
  - Partner, 2022-present
• DLA Piper LLP
  - Partner, 2012-2022
• Procopio, Cory, Hargreaves & Savitch LLP
  - Partner, 2000, 2009-2012
  - Associate, 1996-1999
• Ferrette, Alcorn, Pharies & Dorgan ALC LLP
  - Shareholder, 2001-2009
• Musick, Peeler & Garrett LLP
  - Associate, 1994-1996
• Thomas, Snell, Jamison, Russell & Asperger
  - Associate, 1992-1994

Professional Activities

• Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization

• Fellow, American College of Trusts and Estates Counsel (ACTEC)

• UCLA-CEB Estate Planning Institute
  - Member, Advisory Board
• State Bar of California, Trusts and Estates Section
  - Former Member, Executive Committee
  - Chair of Tax Subcommittee
  - Editor-in-Chief of California Trusts and Estates Quarterly
• Society of Trusts and Estates Practitioners, holding the designation of "Trusts and Estates Practitioner"
• American Bar Association, Section of Real Property, Probate & Trust Law
  - Former Chair, Committee on Estate Planning Issues for Owners of Community and Marital Property

Honors and Awards

• Listed in The Best Lawyers in America, 2013-2024

• Listed in San Diego Super Lawyers for Trusts and Estates

• AV Preeminent® Peer Review Rated by Martindale-Hubbell®

Civic and Charitable Activities

• Pro Bono Counsel, Rainforest Alliance

• Pro Bono Counsel, Doctors Without Borders

• Former Member, Scripps Health Professional Advisory Committee

• Former Member, Board of Directors, Boys and Girls Club of Greater San Diego

• Former Member, Board of Directors, Palomar Pomerado Health Foundation

• Former Pro Bono General Counsel, Martin Bayless Foundation

• Former Member, Planned Giving Council, Home Start

• Former Member, Board of Directors, Camp Fire Boys and Girls of Los Angeles

Selected Publications

• Co-author, “Portability: The Basics and Beyond,” California Trusts and Estates Quarterly, Vol. 18, Issue 4

• Co-author, “The Accidental Foreign Trust,” Tax Management Estates, Gifts and Trusts Journal, Vol. 36, and California Trusts and Estates Quarterly, Fall 2010

• “Community Property Aspects of IRAs and Qualified Plans,” Probate and Property, 1999 (Winner of Excellence in Writing Award for Best Cutting-Edge Article)

   

Selected Speaking Engagements

• Speaker, "California Developments," UCLA-CEB Estate Planning Institute, 2011, 2013, 2014, 2015, 2016, 2017, 2019, 2020, 2021, 2022

• Speaker, “Year-End Tax Planning,” Estate Planning Council of San Diego, San Diego, December 2020 and 2021

• Speaker, “Year-End Tax Planning,” Scripps Health Advisory Council, San Diego, November 2019

• Panelist, “Warring Siblings, Second Spouses, and Quirky Personalities: The Neuroscience of Handling Difficult Beneficiaries,” ACTEC Annual Meeting, La Quinta, California, March 2019

• Speaker, "Estate Planning for the Problematic Beneficiary," 52nd Heckerling Institute on Estate Planning, University of Miami, Orlando, Florida, 2018; Tulane Tax Institute, 2019, Washington Estate Planning Institute, 2019

• Speaker, “UPMIFA – What You Need to Know,” Estate Planning Council of San Diego, San Diego, February 2019

• “Estate Planning in Anticipation of a Contest or a Difficult Beneficiary ,” Tulane Tax Institute, New Orleans, November 2018

• Speaker, “Estate Planning In Anticipation of a Contest or a Difficult Beneficiary,” University of Washington Estate Planning Institute, Seattle, January 2018

• Panelist, "Current Developments," ACTEC Annual Meeting, Marco Island, Florida, March 2015

• Speaker, “Topic: What’s Hot and What’s Not in Estate Planning 2012, 2013; Transfer Tax Bootcamp; Portability: The Basics and Beyond,” ALI-ABA Estate Planning In Depth, Madison, Wisconsin, June 2012, 2013, 2014, 2015

• Speaker, "The Brave New World of Basic Estate Planning," USC Tax Institute, Los Angeles, January 2012

• Panelist and Moderator, "Recent Developments in Estate Planning and Administration," University of California – Continuing Education of the Bar, San Diego, 2000, 2001, 2002, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011 and 2012

• Speaker, "International Estate Planning for the Domestic Practitioner," State Bar of California, Trusts and Estates Section, San Francisco, November 2011

• Speaker, "Case Studies in International Estate Planning," University of San Diego – Procopio International Tax Institute, San Diego, October 2011

• Speaker, “International Estate Planning for the Domestic Practitioner and International Life Insurance Issues,” Northwestern Mutual Financial National Meeting, Chicago, October 2011

• Speaker, “Recent Developments in Transfer Tax Law,” Bar Association of North San Diego County Probate Section, 2011

• Speaker, “The Accidental Foreign Trust,” Annual Meeting of the State Bar of California, Monterey, 2010

• Speaker, “Primer on Commercial Annuities for Trusts and Estates Lawyers,: UCLA-CEB Estate Planning Institute, Los Angeles, 2010

• Speaker, “2010 Transfer Tax Law,” Bar Association of North San Diego County, Probate Section, 2010

• Speaker, “2010 Transfer Tax Law,” San Diego County Bar Association, Joint Meeting of Tax Section and Trusts and Estates Section, 2010

• Speaker, “International Life Insurance Planning,” San Diego County Bar Association, International Section, 2010