Robert J. Lamm

Robert Lamm

Partner

“My LLM in taxation and my broad experience sets me apart from other estate planning attorneys. I have a clear understanding of advanced estate planning techniques and offer creative solutions for high-net-worth individuals.”

Education

  • BS (Criminal Justice), University of Arizona
  • JD, California Western School of Law
  • LLM (Taxation), University of Miami School of Law

Recognition

  • Martindale-Hubbell® Law Directory’s highest AV rating

Memberships

  • Association for Corporate Growth
  • Orange County Bar Association

Mr. Lamm joined Cummins & White, LLP as an associate in 2005 and became a partner in 2008. He is a third-generation estate planning attorney and has extensive experience planning and drafting foundational estate planning documents consisting of revocable living trusts, wills, living wills, and powers of attorney for health care and asset management.

In addition, he successfully helps multi-generational families transfer their business interests to succeeding generations through the use of more advanced estate planning techniques, including Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, and Dynasty Trusts.

Mr. Lamm works with families, family offices, and other professionals to help them through the probate and estate settlement process to administer trusts, to prepare tax returns, and to resolve trust and estate disputes.

Bar Admissions

  • California State Bar
  • Florida State Bar

Practice Areas

  • Estate Planning
  • Trust Administration
  • Taxation
  • Asset Protection
  • Probate
  • Succession Planning
  • Charitable Giving

Recent Blog Posts

January 18, 2019 in Estate Planning Blog, Robert Lamm

Hitting the Reset Button- Changing the Once Unchangeable Trust

Do you ever wish you could hit the reset button?  Do a do-over?  This often is the case with irrevocable trusts in California.  The problem is that irrevocable trusts are…
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March 23, 2018 in Estate Planning Blog, Robert Lamm

I have returned!

Robert J. Lamm “I have returned.”  That’s what Douglas MacArthur declared on October 20, 1944, upon his triumphant return to the Philippines. It’s been some time since I’ve posted any…
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January 9, 2017 in Estate Planning Blog, Robert Lamm

If You Like Your Rifle, You Can Keep Your Rifle

Robert J. Lamm The Problem There is an old saying, “you can’t take it with you.” You can’t necessarily give it away to your heirs either (if you live in the Golden…
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May 17, 2016 in Estate Planning Blog, Robert Lamm

When Doves Cry

Robert J. Lamm For those of you who have not heard, the artist formerly known as the “Artist Formerly Known as Prince” passed away recently. Apparently, the talented musician had…
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