Peggy Lennon

Peggy is a member of the firm’s Tax Planning group. She is certified by the State Bar of California Board of Legal Specialization in Taxation. Her practice areas include estate planning and administration for high net worth individuals, gift and estate tax, as well as individual, fiduciary and business taxation.

Peggy Lennon

Juris Doctor, University of Michigan Law School, Ann Arbor, 1985
Bachelor of Arts, Economics, Barnard College, Columbia University, New York, 1981

Professional Affiliations
U.S. Tax Court
California State Bar Association
Certified Specialist in Taxation, certified by the State Bar of
California Board of Legal Specialization
State Bar Tax Section, Estate and Gift Tax Subcommittee, Vice Chair, 2012-2013
California Board of Legal Specialization, Tax Law Advisory Commission, 2002 - 2007 (Chair 2006-2007)
Beverly Hills Bar Association, Taxation and Trusts and Estates Section
American Bar Association, Taxation, Business and RPTL Sections

Prior Work History
Schwartz & Shapiro, LLP, Los Angeles, 2012 - 2015
Valensi Rose PLC, Los Angeles, 1989 - 2012
King & Williams, Los Angeles, 1986 - 1989

Community Contributions
South Pasadena Tigers Booster Club, Board of Directors, Ways and Means Vice President, 2013 - present
South Pasadena Educational Foundation, Board of Directors, 2001 - 2007 (Development Vice President, 2005 - 2006)
Parent Representative, Pacific Oaks Parent Association, 1998 - 2002

Special Recognitions
Martindale-Hubbell AV Rated, 1996 - present
Southern California “Super Lawyer”, 2004-2007, 2009, 2011- present

In Peggy’s free time, she enjoys agility training with her Labradoodle, traveling with her family and experimenting in the kitchen.