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L. Stuart List

Shareholder

(916) 321-4444
slist@boutinjones.com

OFFICE

Sacramento
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L. Stuart List, a shareholder in the firm, is a member of the firm's estate planning, probate and trust administration group. Mr. List's practice focuses on estate planning and post-death administration for complex estates and trusts to minimize estate, gift, generation-skipping, income and property taxes. Mr. List has extensive experience in preparing revocable and irrevocable trusts, including life insurance trusts, dynasty or generation-skipping trusts, charitable trusts, QPRTs, GRATs and other grantor trusts. Mr. List advises clients in connection with succession planning for business and nonbusiness assets to transfer wealth from one generation to the next in a tax efficient manner taking into consideration the clients' goals and family dynamics. Mr. List prepares estate and gift tax returns, and represents clients in estate and gift tax audits. Mr. List also prepares premarital and other property agreements. Mr. List is certified by the State Bar of California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust and Probate Law, and is licensed as a California certified public accountant (currently inactive). He has been recognized as a Northern California Super Lawyer 2005 through 2012, and is AV-rated by Martindale-Hubbell.

practice

education

  • University of the Pacific, McGeorge School of Law, J.D., 1989; Prentice-Hall Student Award for Outstanding Senior Student in Tax Subjects
  • California Polytechnic State University, San Luis Obispo, B.S., Business Administration (Accounting Concentration), 1984
  • Cuesta College, A.A., 1982

Bar Admissions

  • California, 1989

Other

  • Certified Specialist in Estate Planning, Trust and Probate Law, the State Bar of California, Board of Legal Specialization
  • Licensed as a Certified Public Accountant, 1986 (currently inactive)
 
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Boutin Jones Inc.
555 Capitol Mall, Suite 1500
Sacramento, CA 95814
T: 916.321.4444
F: 916.441.7597
info@boutinjones.com