Jeremy J. Ofseyer
Top rated Estate Planning & Probate attorney in Palm Desert, California
Law Office of Jeremy J. Ofseyer: APC
Practice areas: Estate Planning & Probate; view more
Licensed in California since: 2005
Education: Harvard Law School
Selected to Super Lawyers: 2024 - 2026 Call today:
760-678-6940
Law Office of Jeremy J. Ofseyer: APC
74000 Country Club DriveSuite H-2
Palm Desert, CA 92260 Visit website
Details 
Mr. Ofseyer is a graduate of Harvard Law School, where he earned his J.D. magna cum laude (top 10% of class) in 1990, and is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization.
His practice focuses on Estate Planning, Trust Administration, and Probate Court proceedings involving Trusts, Estates, and Conservatorships. He represents professional and corporate fiduciaries, others serving in fiduciary roles, and beneficiaries of trusts and estates. Drawing on advanced training and teaching in ethics and philosophy, he emphasizes careful analysis of estate plan design, fiduciary duties, and the values and practical consequences informing trust and estate decisions.
Since 2012, he has held AV® Preeminent™, Martindale‑Hubbell’s highest peer‑review rating for legal ability and ethical standards, and 10.0 “Superb,” the highest available Avvo rating. Palm Springs Life magazine has selected him as one of its “Top Lawyers” every year since it first selected lawyers in 2011.
Practice areas
Estate Planning & ProbateFocus areas
Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills
- 100% Estate Planning & Probate
First Admitted: 1992, New York
Professional Webpage: https://www.ofseyer.com/about-us/jeremy-j-ofseyer/
Bar / Professional Activity
- Trusts & Estates Section, State Bar of California, since 2005
- Desert Bar Association, since 2005
- New York, since 1992
- California, since 2005
Special Licenses / Certifications
- Certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, since 2012, 2026
Educational Background
- Ph.D. in Philosophy, with a concentration in Ethics, from the University of North Carolina, 1993-1999
- M.A. in Philosophy, with a concentration in Ethics, from New York University, 1986-1993
- B.A. from University of North Carolina, 1982-1986
Scholarly Lectures / Writings
- Bridging the Gap: How Family Lawyers Can Lay Groundwork For Smooth Probate (co-presenter): Desert Bar Association (Palm Springs, CA 2025)., Speaker, Bridging the Gap: How Family Lawyers Can Lay Groundwork For Smooth Probate, Desert Bar Association (Palm Springs, CA 2025), 2025
- Navigating the New Frontier: State Bar Guidance on Generative AI for Trusts and Estates Counsel, VIII Probate Department Newsletter No. 1 (2025), Author, Navigating the New Frontier: State Bar Guidance on Generative AI for Trusts and Estates Counsel, VIII Probate Department Newsletter No. 1 (2025), 2025
- Trusts & Trust Management, Undue Influence & Deathbed Transfers, and Estate Administration Myths: NBI Seminar – “It’s Not a Movie” – Dispelling Pop Culture Myths About Estate Planning (Webinar 2025)., Speaker, Trusts & Trust Management, Undue Influence & Deathbed Transfers, and Estate Administration Myths, NBI Seminar – “It’s Not a Movie” – Dispelling Pop Culture Myths About Estate Planning (Webinar 2025), 2025
- The Estate Tax Exemption Sunset and Anti-Clawback Regulations, VII Probate Department Newsletter No. 3 (2024), Author, The Estate Tax Exemption Sunset and Anti-Clawback Regulations, VII Probate Department Newsletter No. 3 (2024), 2024
- Distribution and Closing of the Estate & Ethics and Estate Administration: NBI Seminar – CA Estate Administration From Start to Finish (Webinar 2024), Speaker, Distribution and Closing of the Estate & Ethics and Estate Administration, NBI Seminar – CA Estate Administration From Start to Finish, 2024
- Settlor Incapacity and Filling a Trust’s “Empty Chairs”, 29 California Trusts & Estates Quarterly No. 4 (2023)., Author, Settlor Incapacity and Filling a Trust’s “Empty Chairs”, Settlor Incapacity and Filling a Trust’s “Empty Chairs”, 2023
- Continuing legal education seminar., Speaker, Handling Claims Against Fiduciaries & Applying Legal Ethics Rules, NBI Seminar – CA Probate & Trust Litigation (Webinar 2022), 2022
- Settlor Incapacity and Filling the “Empty Chair”, V Probate Department Newsletter No. 2 (2022), Author, Settlor Incapacity and Filling the "Empty Chair", V Probate Department Newsletter No. 2 (2022), 2022
- Estate planning challenges and best practices for cryptocurrency., Author, Bequeathing Bitcoin: Crypto for the Cryptee, IV Probate Department Newsletter No. I (2021), 2021
- Continuing legal education webinar on the California probate court estate administration process and alternatives to it., Speaker, California Estate Administration Process & Alternatives, NBI Seminar (Webinar 2020), Trusts & Estates; Probate, 2020
- This article examines the status under state law of remote online notarization and witnessing of estate planning instruments., Author, Remote Online Notarization and California Estate Planning Instruments, III Probate Department Newsletter No. I (2020), Trusts & Estates; Real Estate, 2020
- The COVID-19 crisis has caused huge disruptions for businesses as well as individuals. Regardless, important transactions must carry on, including those that require notarization. In this discussion, Notarization in the Age of COVID, Eli Angote and Jeremy Ofseyer cover the various options available in this changing landscape, including remote online notarization (RON)., Speaker, Notarization in the Age of COVID, California CEB (Webinar 2020), Trusts & Estates; Real Estate, 2020
- This article outlines common split-interest structures and the reasons for them, examines the pitfalls they present in blended families, suggests alternatives that can better achieve the goals of such structures in familiar situations, and suggests planning approaches and best practices to minimize the risks involved when drafting split-interest trusts and administering them, with separate discussion of split-interests in a family residence. , Author, Tips of the Trade: Pitfalls of Split-Interest Trusts for Blended Families,, 25 California Trusts & Estates Quarterly No. 4 (2019), Trusts & Estates, 2019
- This article provides an overview of the rights and duties of trustees and trust beneficiaries, under California law, in handling the late trustor’s debts, when there is no decedent’s estate administration proceeding in probate court, Author, Handling Debts of a Deceased Trustor, II Probate Department Newsletter No.. II (2019), Trusts & Estates, 2019
- California’s New Trust Decanting Techniques: Law Talk MCLE – Estate Planning/Probate Update (Indio, CA 2019)., Lecturer, California’s New Trust Decanting Techniques, Law Talk MCLE, Trusts & Estates, 2019
- Ethics; and Probate Litigation: NBI Probate Boot Camp (Palm Desert, CA 2018), Lecturer, "Ethics" and "Probate Litigation", National Business Institute, Trusts & Estates, 2018
- Ethics in Estate Administration; and Estate & Trust Contests: NBI Estate Admin. Boot Camp (Pasadena, CA 2017)., Lecturer, "Ethics in Estate Administration" and "Estate & Trust Contests", National Business Institute, Law, 2017
- Six Degrees of “C.Y.A.” for Trustees: Professional Fiduciary Association of California (Indian Wells, CA 2016), Lecturer, "Six Degrees of 'C.Y.A.' for Trustees", Professional Fiduciary Association of California, Fiduciaries, 2016
- Intestate Succession; and Ethics: NBI Seminar – The Probate Process from Start to Finish (Palm Desert, CA 2015)., Lecturer, "Intestate Succession" and "Ethics", National Business Institute, Trusts & Estates, 2015
- Wills & Trusts and Estate Planning, University of La Verne College of Law, Adjunct Professor (Ontario, CA 2009-2015), Adjunct Professor of Law, Wills & Trusts and Estate Planning, University of La Verne College of Law, 2015
- The Client With Diminished Capacity (Ch. 7), Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel (3rd ed., TEXCOM, State Bar of California), Contributing Editor, The Client With Diminished Capacity (Ch. 7), Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel (3rd ed., TEXCOM, State Bar of California), 2013
Honors
- Top Martindale-Hubbell Peer Review Rating. Selected every year since 2012., AV® Preeminent™, Martindale-Hubbell, 2026
- Avvo highest rating each year since 2012., Avvo 10.0 Superb™, Avvo, 2026
- Top Lawyer in Wills, Trusts & Estates. Selected as a Top Lawyer every year since Palm Springs Life started selecting Top Lawyers in 2011, Top Lawyers, Palm Springs Life, 2025
Office location for Jeremy J. Ofseyer
74000 Country Club Drive
Suite H-2
Palm Desert, CA 92260
Phone: 760-678-6940
Selections
3 Years Super Lawyers
- Super Lawyers: 2024 - 2026
Certificates and credentials
California Board of Legal Specialization
Estate Planning, Trust & Probate Law
Estate Planning, Trust & Probate Law
