Claimed Lawyer ProfileSocial Media
Kevin K Forrester
Encinitas, CA Estate Planning Lawyer with 37 years of experience
Estate Planning, Arbitration & Mediation and Real Estate
University of San Diego School of Law
Kevin Forrester has more than 20 years experience as a trust and fiduciary lawyer, arbitrator, and mediator of civil, securities, and real estate disputes; and more than 30 years real estate practice experience as a Realtor® and licensed real estate broker.
Claimed Lawyer ProfileSocial Media
Aisha Williams
Carlsbad, CA Estate Planning Lawyer
Free ConsultationEstate Planning and Probate
University of San Diego
Aisha is a native San Diegan, graduating from San Diego State University with a Bachelor of Arts in International Business (with an emphasis in Spanish and a Distinction in the Major) and a minor in Portuguese. She began an 18-year career at Qualcomm, Inc., a global leader in wireless communications technology, as a Marketing Intern while attending SDSU. Her desire to do meaningful and fulfilling work drove her back to school, and as someone who isn't afraid of a challenge, she attended the University of San Diego School of Law under scholarship, while continuing to work full-time. Aisha earned her...
Claimed Lawyer ProfileSocial Media
Denise E. Oxley
Carlsbad, CA Estate Planning Lawyer with 32 years of experience
Free ConsultationEstate Planning, Divorce and Family
Inns of Court School of Law, Grays Inn, London
Experienced attorney with office located in Rancho Bernardo, San Diego. In practice in San Diego County for 15 years. Appeared in Los Angeles County, Riverside County and Orange County courts. My practice is limited to those counties.
Experience in Estate Planning arose from the connection that exists between the two areas of law practiced in my firm. Divorce causes change in estate plans, wills, asset allocation, beneficiary and Powers of Attorney designations. The two areas of law naturally go together. And even if they do not in your case, we have the skill and experience to assist you with your specific...
Claimed Lawyer ProfileSocial MediaResponsive Law
Paul V.L. Campo
Vista, CA Estate Planning Attorney with 40 years of experience
Free ConsultationEstate Planning and Probate
UCLA School of Law
The Vista, California, Law Office of Paul Campo has provided trusted legal counsel in the North San Diego County region for more than 35 years. Paul is committed to providing personalized, knowledgeable, and efficient legal representation for all types of trust, probate, and estate planning matters, including trust and probate litigation. Paul is an experienced, responsive & affordable attorney.
Paul is a native of Vista. After graduating from Vista High School, he attended Stanford University and received his B.A. in 1981. He then attended the UCLA School of Law, and graduated with a J.D. in 1984. While in law school...
Claimed Lawyer Profile
Lucas A Woodward
Vista, CA Estate Planning Lawyer with 14 years of experience
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and University of San Diego School of Law
My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...
Claimed Lawyer ProfileResponsive Law
Rickard Lee Borg
Carlsbad, CA Estate Planning Lawyer with 50 years of experience
Free ConsultationEstate Planning, Business, Probate and Real Estate
Thomas Jefferson School of Law
Senior partner at Borg Norris
Life Long California resident serving the north San Diego area for 50 years
Graduate of Lynwood SDA Academy Vietnam Veteran -- Gasoline Truck Driver Former Realtor in California Business owner, Real Estate Redeveloper ,and General Counsel to the Health Care Industry including hospitals and off site clinics. prosecuted and defended numerous malpractice cases. Current practice dedicated to estate plannng. Real Rstate challenges preferred
Currently General Counsel to Spinergy Inc a carbon fiber wheel manufacturer
Professional Affiliations with Brig. Gen. David M. Brahms USMC Ret . A significant percentage of clients are professionals...
Claimed Lawyer ProfileBlawg SearchSocial Media
Helene Patrice - Dreyer Koch
Indian Wells, CA Estate Planning Lawyer with 33 years of experience
Free ConsultationEstate Planning and Probate
University of Texas - Austin
Claimed Lawyer ProfileSocial Media
Samuel Ford
Torrance, CA Estate Planning Lawyer
Estate Planning, Elder and Probate
University of California, Davis, School of Law
Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation.
?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...
Claimed Lawyer Profile
Mara Allard
Temecula, CA Estate Planning Attorney with 32 years of experience
Estate Planning and Probate
California Western School of Law
Mara Allard has a proven track record of success advancing claims for clients in probate courts throughout the state. At Allard Smith A Professional Law Corporation, she represents executors, heirs, trustees, trust beneficiaries and family members in probate petitions, will contests, breach of trust, financial elder abuse claims, breach of fiduciary duty claims, quiet title actions, real property disputes and contested actions related to guardianships, conservatorships and powers of attorney.
Claimed Lawyer ProfileSocial MediaResponsive Law
William Ha
Whittier, CA Estate Planning Lawyer with 16 years of experience
Estate Planning and Probate
California Western School of Law
William Ha is a dedicated and passionate attorney and was born in Los Angeles, and raised in the South Bay.
Background and Education
William Ha's journey as a legal professional began with a strong commitment to serving the local community. He earned his Juris Doctorate from California Western School of Law in 2008. He has been licensed to practice in California the same year, and is also admitted the to state bar of New Mexico.
Practice Areas
William Ha is a seasoned attorney specializing in two crucial practice areas: Estate Planning and Bankruptcy. He is passionate about these areas of the law because they...
Claimed Lawyer ProfileSocial Media
Stephanie Naomi Barclay
San Luis Obispo, CA Estate Planning Attorney with 28 years of experience
Estate Planning, Elder and Probate
Santa Clara University School of Law
Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003.
Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...
Claimed Lawyer ProfileSocial Media
Rajesh Wadhwani
Lancaster, CA Estate Planning Lawyer with 28 years of experience
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Southwestern Univ School of Law
Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.
Claimed Lawyer ProfileSocial Media
Mark Thomas Young
Valencia, CA Estate Planning Lawyer with 46 years of experience
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of California - Davis
As a partner at Donahoe & Young LLP, Santa Clarita attorney Mark T. Young offers legal services for bankruptcy, business law, estate planning and civil litigation issues. He has more than 35 years of experience in the legal community. Mr. Young received his undergraduate degree from the University of California Los Angeles and his Juris Doctor from the University Of California Davis School Of Law. He is AV Preeminent® rated by Martindale-Hubbell®. In addition to his legal work, he serves on the board of directors of the Santa Clarita Community Development Corporation. Contact his firm today for a complimentary consultation.
Claimed Lawyer ProfileSocial Media
Jane M. McNamara
Valencia, CA Estate Planning Lawyer with 34 years of experience
(661) 287-3260
28212 Kelly Johnson Parkway, Suite 110
Valencia, CA 91355
Estate Planning and Elder
Loyola Law School
Jane McNamara, Esq. is the founder and principal attorney of the McNamara Law Firm located in the Santa Clarita Valley. The firm focuses on Estate Planning, Elder Law, Special Needs Trusts, and Trust Administration/After Death issues.
Although the Law Firm's physical office is in Santa Clarita, California, the McNamara Law Firm assists clients throughout the state of California. Zoom, Facetime, and other videoconferencing methods are routinely used. This allows clients the ability handle their legal needs from the comfort and privacy of their own home.
Claimed Lawyer ProfileSocial Media
Charles Michael Oxton
Santa Barbara, CA Estate Planning Lawyer with 52 years of experience
Estate Planning, Divorce, Elder and Probate
University of San Francisco School of Law
Charles "Chip" Oxton is a Santa Barbara attorney representing clients in all aspects of family law and civil litigation. Chip is a highly-skilled and respected legal advisor and litigator with nearly 40 years' experience practicing law in Santa Barbara. He has represented clients in a broad range of legal matters, including divorce and custody cases, personal injury and civil disputes, conservatorships and guardianships, wills and probate administration, real estate law, and landlord-tenant law. Legal disputes are often intense, emotionally-charged experiences for the parties involved. Chip's approach to practicing law involves providing clients with calm, reasoned advice in an environment devoted...
Claimed Lawyer ProfileBlawg SearchSocial Media
Braden Robert Leck
Santa Barbara, CA Estate Planning Attorney with 25 years of experience
Estate Planning, Business, IP and Real Estate
UCLA School of Law
Braden R. Leck focuses on advising individuals and businesses on real estate and business transactions, intellectual property matters, estate planning and trust administration.
Prior to joining Rogers, Sheffield & Campbell, LLP, Mr. Leck was a partner at the Santa Barbara law firm of Seed Mackall LLP. Mr. Leck began his legal career in Los Angeles at the international law firm of Latham & Watkins LLP. Mr. Leck received his undergraduate degree from the University of California at Santa Barbara and his law degree from the University of California at Los Angeles School of Law.
Real Estate. Mr. Leck routinely counsels clients with...
Claimed Lawyer ProfileBlawg SearchSocial Media
Jason William Wansor
Santa Barbara, CA Estate Planning Lawyer with 20 years of experience
Estate Planning, Construction, Products Liability and Real Estate
Pepperdine Univ School of Law
Mr. Wansor is an accomplished civil litigator. His practice is focused on personal injury, real estate, land use, hospitality, products liability, business torts, construction, and will and trust contests.
Mr. Wansor's analytical strengths allow for the accurate assessment of potential exposure and liability and the creation and implementation of sophisticated litigation strategies. Mr. Wansor's strategic sense and writing abilities lead to successful results, whether by keen negotiation or motions leading to the disposition of cases.
Prior to joining Rogers, Sheffield & Campbell, Mr. Wansor worked as a litigation partner at Lewis Brisbois Bisgaard & Smith, LLP, where he defended Fortune 500...
Claimed Lawyer Profile
Robert S. Williams
Bakersfield, CA Estate Planning Lawyer with 48 years of experience
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Probate
Santa Clara University School of Law
I am a certified bankruptcy specialist with the State Bar of California, Board of Legal Specialization. The firm has been assisting people with their financial problems for more than 40 years. We specialize in savings homes. We are one of the few firms still charging a flat fee for Chapter 13.
Claimed Lawyer ProfileSocial Media
Curtis V. Abram
San Luis Obispo, CA Estate Planning Lawyer with 9 years of experience
Free ConsultationEstate Planning, Business and Probate
University of San Diego School of Law
Curtis V. Abram grew up in San Luis Obispo, graduating from from San Luis Obispo High School. Curtis then attended Emmanuel College in Boston, Massachusetts where he earned a B.A. in both Business Management and English Communication while competing on the Men’s Volleyball (receiving All-American honors) and Track and Field team (Javelin). Following his return to California, Curtis earned his law degree from the University of San Diego School of Law, graduating magna cum laude in 2015 with election to The Order of the Coif and The Order of the Barristers.
After his admission to the California Bar, Curtis joined...
Claimed Lawyer ProfileSocial Media
Victor Herrera
San Luis Obispo, CA Estate Planning Lawyer with 16 years of experience
Estate Planning
California Western School of Law
Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem.
Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...
Claimed Lawyer ProfileSocial Media
Adam W. Pollock
Westlake Village, CA Estate Planning Attorney with 12 years of experience
Estate Planning, Business and Probate
Chapman University Fowler School of Law
Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...
Claimed Lawyer ProfileSocial Media
Stacey Lee Montgomery
Susanville, CA Estate Planning Lawyer with 31 years of experience
Estate Planning, Criminal Defense, DUI & DWI and Probate
Humphrey's Coll School of Law
Stacey Montgomery has been an attorney in California since 1993. Stacey has worked in Criminal Law, Family Law, Personal Injury and Estate Planning. Stacey has worked both sides of the aisle as both a Public Defender and as a Prosecutor giving her a unique insight into the Criminal Justice System. Stacey was elected to serve the people of Lassen County as their District Attorney in 2014, recently finishing her full term.
Claimed Lawyer ProfileSocial Media
Elisabeth A. DeBartolo
Monterey, CA Estate Planning Attorney with 22 years of experience
Estate Planning, Arbitration & Mediation, Business and Employment
University of the Pacific, McGeorge School of Law
Dedicated to providing practical, cost-effective, solutions to workplace challenges. Attorney Elisabeth DeBartolo is your best choice for an employment and labor attorney who offers personalized assistance with your case. She may be the most seasoned employment attorney you will find in our area. Attorney Elisabeth DeBartolo is a Monterey Employment Attorney who worked for many years in executive level Human Resources prior to attending law school. Her experience is unique. She doesn't just have book smarts, she has the day-to-day, on-the-job, in-the-trenches experience needed to identify workplace challenges and resolve them. Ms. DeBartolo can quickly...
Claimed Lawyer ProfileSocial Media
Piper Hanson
Pacifica, CA Estate Planning Attorney with 10 years of experience
Free ConsultationEstate Planning, Elder and Real Estate
University of the Pacific, McGeorge School of Law
Coastside attorney specializing in estate planning and real estate law. Call 650-762-9090 for a free 30-minute consultation in my Pacifica office or in your home. Happy to visit assisted living facilities as well....I love seniors!
Claimed Lawyer Profile
Martin Alperen
San Francisco, CA Estate Planning Lawyer
Attorney Martin Alperen is a former police officer and search and rescue team leader who understands the risks that first responders face in service to their communities. Law enforcement officers, firefighters, EMTs, and healthcare providers on the front lines of the COVID-19 pandemic can all benefit from an estate plan that accounts for their own needs if they are incapacitated, as well as their family’s needs if they are no longer alive to support and provide for them. We strive to make our services accessible to first responders so that you can put an estate plan in place without hesitation,...
Claimed Lawyer ProfileSocial Media
Svetlana Kristal
San Francisco, CA Estate Planning Attorney with 8 years of experience
Flood Building
870 Market Street, Suite 767
San Francisco, CA 94102
Estate Planning and Elder
Golden Gate University School of Law and Golden Gate University School of Law
The Law Office of Svetlana Kristal focuses on wills and trusts: complete estate plans, estate plan reviews and updates (trusts and wills), probate, and trust administration.
Whether you need help creating a new estate plan, updating an existing plan, assisting elderly parents or administering an estate after the death of a loved one, Svetlana is ready to offer legal solutions tailored to your needs and the needs of your family.
I believe that estate planning is more ‘life planning’ than ‘death planning’. And the main goal of estate planning is to give people the legal tools they need to navigate marriage and...
Claimed Lawyer Profile
Jay Greene
San Francisco, CA Estate Planning Attorney with 17 years of experience
(415) 905-0215
447 Sutter Street
Suite 435
San Francisco, CA 94108-4618
Estate Planning, Elder and Probate
Samford University
I'm Attorney Jay Greene, CPA, I've dedicated my practice to serving families in the San Francisco Bay Area with their estate planning, probate, and elder law needs. My background as a Certified Public Accountant (CPA) complements my legal expertise, allowing me to provide a comprehensive and strategic approach to protecting your assets and ensuring your wishes are faithfully executed.
Beyond the courtroom, I share my knowledge through published articles in the San Francisco Bay Times, committed to public education on these crucial matters.
My primary focus is crafting personalized solutions for each client. Whether navigating probate complexities or planning for...
Claimed Lawyer ProfileSocial Media
Ronald C. Chauvel
San Mateo, CA Estate Planning Lawyer with 47 years of experience
Estate Planning, Business, Employment and Probate
UC Hastings COL
After practicing for a successful San Francisco financial district law firm for ten years, Ronald started his own practice in 1988. His primary practice areas include business representation, business formations, conversions, acquisitions, sales and mergers, real estate and transportation law, and estate planning.
He specializes in representing small to medium sized entities in various industries, including real estate, transportation and logistics, and start-up technology and commercial enterprises. Estate planning services are provided for business owners and their families.
Claimed Lawyer ProfileSocial Media
Sidney Alex Luscutoff
San Francisco, CA Estate Planning Lawyer with 44 years of experience
Estate Planning, Business, Probate and Real Estate
University of California College of the Law, San Francisco
Sidney Luscutoff is an experienced Business, Estate Planning, Probate and Real Estate Law attorney. His practice areas include bankruptcy estates, probate estates, trust estates and conservatorships. Sid provides quality, practical and strategic advocacy to the residents of California.
Sid's personal experience as a business owner and real estate developer give him a unique understanding of his clients' legal needs. Contact Sid to see how he can help you meet your goals.
Claimed Lawyer ProfileSocial Media
Daniel Sallus
Manhattan Beach, CA Estate Planning Attorney with 10 years of experience
Estate Planning, Business, Probate and Real Estate
Thomas Jefferson School of Law
Daniel Sallus is a partner of Stone & Sallus, LLP focusing on business litigation, business and real estate transactions, estate planning, entity formations, and real estate litigation. Born and raised in the Los Angeles area, Daniel obtained his B.S. in Management from the Eller School of Business and a minor in Spanish at the University of Arizona. Previously he worked at a large bank where he interacted with businesses and obtained a deeper understanding of their needs.
While in college, Daniel started investing in real estate where he was able to manage and rent the property to pay for his undergraduate...
Claimed Lawyer ProfileSocial MediaResponsive Law
Joshua Joseph Carolan
Camarillo, CA Estate Planning Attorney with 6 years of experience
Estate Planning
Ventura College of Law
Claimed Lawyer ProfileSocial Media
Shannon Bio
SAN LUIS OBISPO, CA Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning
Santa Barbara College of Law
Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo.
Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011.
Prior to attending law school, Shannon began her legal career as a law...
Claimed Lawyer ProfileQ&ASocial Media
Naomi Stal
Agoura Hills, CA Estate Planning Lawyer
Estate Planning and Probate
California Western School of Law
Claimed Lawyer ProfileSocial MediaResponsive Law
Edlin Martin
Century City, CA Estate Planning Lawyer with 7 years of experience
(310) 622-4403
1801 Century Park East, Suite 2500
Century City, CA 90067
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Southwestern Law School
Edlin Martin is a founding partner of MacKay & Martin, LLP. Her practice focuses on family law and estate planning. Prior to founding her own practice, Ms. Martin was a senior family law associate attorney, where she specialized in litigation of high-conflict family law issues such as domestic violence restraining orders, move-away cases, and child custody and visitation arrangements.
Ms. Martin has devoted much of her career to helping children and other victims of violence in family law and related immigration matters. Ms. Martin is particularly proud of her contribution to the drafting of California bill AB-1678, which was signed...
Claimed Lawyer Profile
Daniel Schwartz
Calabasas, CA Estate Planning Lawyer with 15 years of experience
Estate Planning, Business and Tax
University of Southern California
Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...
Claimed Lawyer ProfileSocial Media
Albert Lum
Pasadena, CA Estate Planning Attorney with 62 years of experience
Estate Planning, Business, Immigration and Tax
USC Law School
As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.
Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.
Claimed Lawyer ProfileSocial Media
Joshua R. Driskell
Pasadena, CA Estate Planning Attorney with 14 years of experience
Estate Planning, Elder, Probate and Tax
University of Toledo
Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. Mr. Driskell earned his juris doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer...
Claimed Lawyer ProfileSocial Media
Stephen E. Grant
Los Angeles, CA Estate Planning Lawyer with 13 years of experience
Free ConsultationEstate Planning and Probate
Loyola Law School, Los Angeles
Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years.
Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...
Claimed Lawyer ProfileSocial Media
Lisa M. Burkdall
Los Angeles, CA Estate Planning Attorney with 30 years of experience
Estate Planning and Business
University of California College of the Law, San Francisco and UCLA School of Law
Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...
Claimed Lawyer ProfileSocial Media
Ann Michael
Los Angeles, CA Estate Planning Attorney with 33 years of experience
Estate Planning, Probate and Tax
Oklahoma City University School of Law
Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.
Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).