Freeman, Freeman & Smiley LLP

Professional Details

Richard E. Gilbert, Partner

Richard E. Gilbert possesses more than 30 years of experience in estate planning and related areas, and is considered a leader in the field.  He lectures frequently on estate planning matters before a variety of diverse groups including numerous groups sponsored by the California Society of CPAs Education Foundation "California CPA Foundation."  He has been a speaker at conferences for the California CPA Foundation on a variety of topics including, by way of example, lecturing at the California CPA Foundation's 2001 Advanced Estate Planning Institute on: The Uniform Principal and Income Act.

Until very recently, Mr. Gilbert taught an eight-hour course for the California CPA Foundation titled "The Use of Life Insurance in Estate Planning."

He has been awarded an AV Preeminent® Rating by Martindale-Hubbell® Peer Review, the highest rating in legal ability and ethical standards.

Professional & Community Involvement

  • Los Angeles County Bar Association
  • Beverly Hills Bar Association
  • California Society of Certified Public Accountants
  • Beverly Hills Estate Planning Council | President | 1995 - 1996
  • California Society of CPAs | Los Angeles Chapter | Steering Committee for Estate Planning Committee | 1994 to present
  • California CPA Foundation Annual Estate Planning Conference | Chairman | 1993
  • California CPA Foundation Estate Planning Conference | Planning Committee
  • California CPA Foundation Strategies for High Income Individuals Conference | Planning Committee | 1995 and 1996
  • California CPA Foundation Advanced Estate Planning Institute | Planning Committee | 1995 to Present
  • California CPA Foundation Advanced Estate Planning Institute | Co-Chairman | 1997, 1998, 2004, 2012 and 2013 
  • California State University, Northridge Division of Business and Industry Services | Excellence in Teaching Award 1991

Presentations & Publications