Alexander C. Winkle, Associate at our San Diego law office
Alexander C. Winkle vcard
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Alexander C. Winkle

Associate
San Diego
Services
Private Client Services Tax: General Federal Tax: State and Local
Biography

Alexander C. Winkle (“Alex”) is an associate in the firm’s Private Client Services group, where he assists clients in all aspects of estate planning, inter vivos and post-mortem trust administration, probate administration and a variety of tax-related matters. Alex has a focuses in high net-worth clients who are subject to additional rules, regulations, intricacies and scrutiny in the formation and administration of an estate plan. He is both a sounding board and an advisor for client ideas, balancing active listening with professional and technical expertise. His work is client focused in order to craft highly refined estate plans catered to the goals, needs and situation of each client. The result is a bespoke estate plan which helps ensure that the client’s directions are clearly laid out in the appropriate documents while also optimizing the administration both during a client’s lifetime and after a client’s passing. Alex is recognized by the State Bar of California as a Certified Specialist in both Estate Planning, Trust and Probate Law as well as Taxation Law.

Credentials

Bar Admissions

  • California


Education

  • Loyola Law School (LL.M. in Taxation with distinction, J.D.)
  • Chapman University (B.A. in Political Science, B.F.A. in Film Production, University Honors, cum laude)
Experience

Awards & Recognition

  • Best Lawyers: Ones to Watch® in America (2026)
  • Southern California Super Lawyers, San Diego Rising Stars (2025)
  • San Diego County Bar Association, Leadership Academy (2025 Cohort)
  • National Business Institute, Outstanding Faculty (2024)

Previous Professional Experience

  • Henderson, Caverly & Pum LLP, Senior Associate (2021-2025)
  • Schwartz Law Group Inc., Associate (2016-2021)

Professional Memberships and Activities

  • California Lawyers Association, Trusts and Estates Section
  • San Diego County Bar Association, Estate Planning, Trust & Probate Law Section
  • San Diego County Bar Association, Taxation Law Section

 

Community Involvement

  • Rady Children’s Hospital Foundation, Estates and Trusts Council (2025-Present)

 

Representative Presentations and Publications

  • “Tax Returns, Elections and Complex Questions,” Presenter, National Business Institute Online Webinar (July 28, 2025)
  • “What’s New in Planning for Large or Complex Estates,” Presenter, National Business Institute Online Webinar (May 5, 2025)
  • “Individual Wealth, Trusts and Estates: Tax Forecast for 2025 and Beyond,” Presenter, National Business Institute Online Webinar (May 5, 2025)
  • “Tax Reporting and Post-Mortem Tax Matters,” Presenter, National Business Institute Online Webinar (November 6, 2024)
  • “Basic Tax Concerns for Drafting Wills and Trusts in California,” Presenter, National Business Institute Online Webinar (September 5, 2024)
  • “Handling Estate Administration Tax Issues,” Presenter, National Business Institute Online Webinar (August 14, 2024)
  • “Post-Mortem Tax Planning, Distributions and Trust Administration,” Presenter, National Business Institute Online Webinar (May 30, 2024)
  • “2024 State and Federal Tax Updates,” Presenter, National Business Institute Online Webinar (January 18, 2024)
  • “New in Planning for Large or Complex Estates,” Presenter, National Business Institute Online Webinar (January 18, 2024)
  • “Tax Issues in Probate Administration,” Presenter, National Business Institute Online Webinar (August 29, 2023)
  • “Gift Taxation of Donations and Other Transfers to Trusts,” Presenter, National Business Institute Online Webinar (August 29, 2023)