Mr. Lively is a Certified Tax Specialist by the State Bar of California Board of Legal Specialization, and he is a Certified Public Accountant in the State of California. He graduated from California State University, Northridge in 1983, with a Bachelor of Science degree in accounting theory and practice. He then completed graduate level courses at the University of California, Los Angeles for his Real Estate Broker’s license. Mr. Lively received his Juris Doctorate with honors in 1997 from Western State University College of Law at Fullerton, California, and is licensed to practice in the Courts of the State of California, the United States District Court, and the United States Tax Court. Mr. Lively completed his LL.M. in taxation at Chapman University College of Law, Orange, California in 2006, graduating with honors.
Mr. Lively has maintained offices in Orange County California since 1998, with his practice directed primarily in the field of taxation, with emphasis in the area of tax planning, estate planning, asset protection planning, and “tax controversy,” including civil tax defense, appeals, and audits before the Internal Revenue Service, Franchise Tax Board, State Board of Equalization, and the Employment Development Department. He also maintains a very active tax collection defense practice for individual taxpayers and entities.
I am a Certified Tax Specialist (State Bar of California Board of Legal Specialization), a Certified Public Accountant, and an Attorney that can provide you with competent representation in tax controversy cases before the IRS, FTB, EDD, BOE, and the United States Tax Court. I provide Estate and Tax planning, prepare Estate and Gift Tax Returns, develop Asset Protection strategies, form Corporations and Partnerships, Administer Trusts, and Probate Estates.
Licensed California Attorney
United States Tax Court
United States District Court
Chapman University, School of Law
2004 – 2006
Western State University College of Law
1995 – 1997
California State University-Northridge
1978 – 1983
Professional Associations & Memberships
Orange Coast Estate Planning Counsel, Orange County Bar Association, American Association of Attorney/CPA's
Honors and Awards
• American Jurisprudence Award – Federal Taxation
• American Jurisprudence Award – Wills
• American Jurisprudence Award – Estate Taxation
• Cal Jur Award – Partnership Tax
• Cal Jur Award – Corporate Tax
• Cal Jur Award – Tax Procedure
Areas of Practice
- Wills, Trusts, & Estate Planning
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