Anaheim, California Estate Planning Lawyers

Priscilla Ann Madrid
PREMIUM

Anaheim Hills, CA Estate Planning Attorney with 26 years experience

Priscilla Madrid is is an estate planning and elder law attorney located in Anaheim Hills, California. Her practice includes estate planning for businesses and individuals, probate, trust, estate and... Read More »
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Barry L. Adams
PREMIUM

California Estate Planning Lawyer with 31 years experience

I am an experienced trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I can help you with setting up your estate plan, resolving a family... Read More »
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Scott A. Harshman
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – U.S. and International Tax Lawyer

Scott Harshman focuses on tax, trust and estate matters and business planning for high net-worth individuals, including matters for multinational individuals and families.
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Gordon A. Schaller
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Gordon Schaller represents high-net-worth individuals and public and private organizations on tax, estate planning, business succession, charitable and wealth management, trust and estate litigation, and related issues.
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September Joy Katje
Claimed Lawyer ProfileSocial Media
Anaheim, CA Estate Planning Attorney with 14 years experience
(877) 993-4777 130 S. Chaparral Court, Suite 140
Anaheim, CA 92808
Free ConsultationEstate Planning, Business, Consumer and Foreclosure Defense
California Western School of Law
Ms. Katje earned her Juris Doctorate at California Western School of Law, San Diego, California, graduated Cum Laude and was a Dean's Honor List recipient. She was also a recipient of the American Jurisprudence Award in Contracts I and Contracts II. She was a Member of California Western School of Law Law Review and International Law Journal, Associate Editor.

Ms. Katje was admitted to the California State Bar in 2003 and is a Member of the American Bar Association and San Diego County Bar Association.

Ms. Katje has worked with such distinguished firms as Morrison & Foerster (named Chambers Global's USA Law...
Grenville Thomas Pridham
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 33 years experience
(714) 486-5144 2203 East Lincoln Avenue
Anaheim, CA 92806
Estate Planning, Arbitration & Mediation, Elder and Probate
University of San Diego School of Law
Mr. Pridham helps clients enforce their rights involving the consumer finance laws (debt and credit) and with their wills and living trusts. Mr. Pridham also advises on conservatorships and related elder law issues. He also represents consumers who have been ripped off in any sort of the following financial transactions: Debt Collectors who misstate the amount of debt or harass. False or inaccurate Credit Report information. Manufacturers for violations of the Federal Consumer Warranty Act. ...
Priscilla Ann Madrid
Claimed Lawyer ProfileQ&ALII GoldSocial Media
Anaheim Hills, CA Estate Planning Attorney with 26 years experience
(714) 769-9129 155 N. Riverview Drive #211
Anaheim Hills, CA 92808
Estate Planning, Elder, Nursing Home and Probate
Western New England University School of Law and Western State University College of Law
Priscilla Madrid is is an estate planning and elder law attorney located in Anaheim Hills, California. Her practice includes estate planning for businesses and individuals, probate, trust, estate and elder abuse litigation, conservatorships, trust administration and consulting. She has extensive experience in drafting and interpreting trusts, contracts and other legal documents along with an extensive civil litigation background spanning over 25 years of practice in both state and federal courts. She has successfully tried over 25 jury trials to verdict, is a certified mediator and has successfully negotiated the settlement of hundreds of cases for her clients.

David Carroll Stone
Claimed Lawyer ProfileSocial Media
Anaheim, CA Estate Planning Attorney with 18 years experience
(866) 774-3237 300 S. Harbor Boulevard, Suite 900
Anaheim, CA 92805
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Western State Univ. COL
Southern California Family Law Attorney focused on Father's Rights! David C. Stone, Esq. a Vietnam veteran and former owner of an aerospace manufacturing business, David completed his Bachelor's Degree in Business Administration and then attended Western State University College of Law, graduating with honors in 1998. After being admitted to the California State Bar in 1999, David has been a Family Law practitioner ever since. Today, David remains focused on the practice of Family Law, including Divorce, Child Custody, Child Support, and Domestic Violence. David has made over 1,000 appearances on behalf of his clients throughout...
(866) 774-3237 2424 S.E. Bristol, Suite 300
Newport Beach, CA 92660
Dwight Edward Tompkins
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 28 years experience
(714) 385-0044 2390 E. Orangewood Ave.
Ste. 595
Anaheim, CA 92806
Free ConsultationEstate Planning
Loyola Law School
I have focused on Estate Planning, Living Trusts, and Business Planning for over 20 years as a solo practicing lawyer. Unlike larger firms, I work directly with my clients, which allows me to provide a more affordable, cost-effective approach to solving their planning needs. Through this approach, I understand my client's unique circumstances, and design a plan to specifically address the client's objectives. After working with me as their California estate planning attorney, clients understand the process fully and are equipped to make the best decisions for themselves and their family. My experience obtained from working with diverse clients...
Frankie En-Long Woo
Claimed Lawyer Profile
Anaheim, CA Estate Planning Lawyer with 27 years experience
(562) 267-9979 1661 N. Raymond Ave., Suite 190-F
Anaheim, CA 92801
Estate Planning and Probate
University of Washington School of Law
Anaheim, CA Estate Planning Attorney with 15 years experience
(714) 634-8400 1733 S Douglass Rd
Anaheim, CA 92806
Estate Planning, Business, Criminal and Divorce
Chapman Univ School of Law
Anaheim, CA Estate Planning Attorney with 29 years experience
(800) 555-5555 2400 East Katella Avenue
Anaheim, CA 92806
Estate Planning, Business, Divorce and Family
Western State Univ
Anaheim, CA Estate Planning Attorney with 60 years experience
(714) 772-5222 1443 W Park Ave
Anaheim, CA 92801
Estate Planning, Criminal, DUI and Workers' Comp
USC Law School
Anaheim, CA Estate Planning Lawyer with 18 years experience
(714) 704-4700 2401 E Katella Ave
Anaheim, CA 92806
Estate Planning and Criminal
Chapman Univ School of Law
Lisa M. Burkdall
PREMIUM

California Estate Planning Attorney with 23 years experience

University of California - Hastings College of the Law and UCLA School of LawCalifornia
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William L Huestis
PREMIUM

Anaheim, CA Estate Planning Attorney with 11 years experience

Chapman University Fowler School of Law and Chapman University Fowler School of LawCalifornia
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Anaheim, CA Estate Planning Attorney with 33 years experience
(714) 535-1157 914 W Lincoln Ave
Anaheim, CA 92805
Estate Planning
Univ of San Diego School of Law
Anaheim, CA Estate Planning Lawyer with 46 years experience
6200 E Canyon Rim Rd
Anaheim, CA 92807
Estate Planning, Business, International and Tax
Loyola Law School
Anaheim, CA Estate Planning Lawyer with 44 years experience
(714) 998-6214 8141 E Kaiser Blvd
Anaheim, CA 92808
Estate Planning and Business
Pepperdine Univ School of Law
Anaheim, CA Estate Planning Attorney with 39 years experience
(714) 935-2400 2300 E Katella Ave
Anaheim, CA 92806
Estate Planning, Business and Real Estate
Pepperdine Univ School of Law
Anaheim, CA Estate Planning Attorney with 5 years experience
(888) 995-6014 2400 E. Katella Ave, #800
Anaheim, CA 92806
Estate Planning
Anaheim, CA Estate Planning Lawyer with 34 years experience
(714) 520-5544 2331 W Lincoln Ave
Anaheim, CA 92801
Estate Planning, Business and Tax
Univ of Akron School of Law
Anaheim, CA Estate Planning Lawyer with 55 years experience
(714) 776-2430 300 S Harbor Blvd
Anaheim, CA 92805
Estate Planning and Elder
Southwestern Univ School of Law
Anaheim, CA Estate Planning Lawyer with 61 years experience
(714) 776-7500 300 S Harbor Blvd
Anaheim, CA 92805
Estate Planning, Business and Tax
UC Berkeley School of Law Boalt Hall
Anaheim, CA Estate Planning Attorney
(866) 529-8180 1283 North Testin Avenue
Anaheim, CA 92807
Estate Planning, Arbitration & Mediation, Divorce and Family
Anaheim, CA Estate Planning Lawyer with 40 years experience
(714) 778-2384 101 E Lincoln Ave
Anaheim, CA 92805
Estate Planning
Whittier Coll School of Law
Jeffrey Robert Matsen
PREMIUM

California Estate Planning Attorney with 51 years experience

Jeff Matsen is Of Counsel Partner to the Southern California law firm, Bohm Wildish & Matsen, LLP and has been providing a wide range of clients with the highest level of legal services for 50 years.... Read More »
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Sussan H. Shore
PREMIUM

California Estate Planning Lawyer with 42 years experience

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill... Read More »
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Joshua D. Ramirez
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Lawyer with 3 years experience
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
Estate Planning, Elder and Tax
Loyola Law School, Los Angeles and Loyola Law School, Los Angeles
Joshua D. Ramirez received his Bachelor's Degree in Political Science from Cal State Fullerton. Josh went to Loyola Law School in Los Angeles where he obtained his Juris Doctorate Degree and his LLM Degree in Taxation, which he obtained "With Distinction." He has a passion for Elder Law, as evidenced by him graduating #1 in his Elder Law class. Josh has a passion for the elderly and families mourning the loss of a loved one. Josh enjoys spending time with his wife and young son, spending the day at the shooting range, and flying.
(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879
Andy Gale
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 31 years experience
(714) 634-4838 1820 W Orangewood Ave, Ste 104a
http://www.IncorporationAttorney.com/
Orange, CA 92868
Estate Planning and Business
University of California - Hastings College of the Law
Attorney at Law Offices 1820 West Orangewood Avenue, Suite 104a, Orange, CA 92868 Office: +1 (714) 634-4838.

With more than a 1000 small business owners as clients, Andy Gale clearly knows his way around the legal ramifications of small business law. He has been practicing law at Gale & Vallance since 1987.

Andy started his career as a trial attorney for the Office of the District Attorney in Orange County, California working there from 1980 through 1987.

He has served in his community as the Director for the Foundation for Personal Financial Education from May 2009 to January 2011.

He has received many...
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Fullerton, CA Estate Planning Lawyer with 15 years experience
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
Estate Planning, Elder and Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law
Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...
(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879
(800) 220-4205 3740 Long Beach Boulevard
Long Beach, CA 90807
(800) 220-4205 4425 Jamboree Road, Suite #115
Newport Beach, CA 92660
(800) 220-4205 1111 E. Tahquitz Canyon Way
Palm Springs, CA 92262
(800) 220-4205 77564 Country Club Drive, Building A
Palm Desert, CA 92211
Mona Parsa
Claimed Lawyer ProfileSocial Media
Orange County, CA Estate Planning Attorney with 10 years experience
(949) 412-7182 Orange County
Orange County, CA
Free ConsultationEstate Planning, Entertainment & Sports and Immigration
Whittier Law School
Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.
Douglas Borthwick
Claimed Lawyer ProfileSocial Media
Santa Ana, CA Estate Planning Attorney with 23 years experience
(714) 654-6742 1800 N. Broadway, Suite 200
Santa Ana, CA 92706
Estate Planning, Business, Criminal and Family
Capital University Law School
Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...
Julie Ho
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 8 years experience
(949) 505-2479 1 City Blvd West
Suite 1130
Orange, CA 92868
Free ConsultationEstate Planning, Criminal, DUI and Family
Southwestern University School of Law
An eye for detail. Ms. Ho is a Partner at Core Law Group. She is that rare breed of individual that has the analytical skills and patience to find the most intricate details about her cases. Whether it’s an opposing party’s retirement plan or a motion the opposing attorney filed with the court, Ms. Ho is known for being able to spot the weakness in the other side’s case and taking the tactical steps necessary to take advantage of that weakness. Ms. Ho has extensive experience clients in both Federal and State courts. Her...
Steven Craig Smith
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 33 years experience
(714) 550-7720 1800 N Broadway
Suite 200
Santa Ana, CA 92706
Estate Planning, Business, Insurance Claims and Probate
Brigham Young University
Experienced and successful trial attorney, with experience in business, real estate, and development.
Ryan C. Bushore
Claimed Lawyer ProfileSocial Media
Atwood, CA Estate Planning Attorney with 4 years experience
(714) 282-0246 P.O. Box #4
Atwood, CA 92811
Estate Planning, Business, Landlord Tenant and Real Estate
Ryan has worked nearly exclusively with church and other nonprofit organizations, including charter schools, in either locating or in making their location’s availability to other groups on shared/exclusive basis. Including with those services provided, he has assistance in site evaluations, building permits, code and land variances, zoning matters including entitlements and violations, and Conditional, Special and Administrative Use Permits, and the always unpleasant Unlawful Detainer action.

On the legal side, Ryan has negotiated, authored, and reviewed numerous contracts regarding the sale, rental, leasing or licensing of facilities (often in today’s economy on a shared basis), including cell towers, property tax assessments/exemptions,...
Trent Charles Marcus
Claimed Lawyer Profile
Huntington Beach, CA Estate Planning Attorney with 14 years experience
(714) 964-6335 19900 Beach Boulevard, C-1,
Huntington Beach, CA 92648
Estate Planning, Business and Probate
Whittier Coll School of Law
Aaron Charles Gregg
Claimed Lawyer Profile
Fullerton, CA Estate Planning Lawyer with 41 years experience
(714) 871-4200 110 E Wilshire Ave
Fullerton, CA 92832
Free ConsultationEstate Planning, Elder and Probate
Western State College of Law at Argosy University
Aaron Gregg is a highly experienced estate planning lawyer located in Fullerton, CA. For the past 3 decades he has helped families and individuals create customized wealth protection strategies to ensure the easy transfer of assets after their passing. Our services include: will preparation, trust administration, probate and all other areas of estate planning. By contact a estate planning attorney you help your beneficiaries bypass the probate process, saving a large amount in taxes and avoiding a process that takes many months, if not years. If it is too late to enact a estate plan and the process has already...
Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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Eric R. Bardwell
PREMIUM

Jeffer Mangels Butler & Mitchell LLP - Estate Planning Lawyer

Eric Bardwell represents high-net-worth individuals in all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.
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Gregory William Cabo
Claimed Lawyer Profile
Orange, CA Estate Planning Attorney with 18 years experience
(714) 771-2227 1855 W Katella Ave
Orange, CA 92867
Estate Planning, Consumer, Divorce and Probate
Chapman Univ School of Law
Gregory W. Cabo practices in the areas of: FAMILY LAW Family Law, including divorce, legal separation, nullity, dissolution of a domestic partnership, paternity, child custody and child visitation, guardianships, child support and spousal support, property division, prenuptial agreements, pre-divorce planning, enforcement of court orders, modification of court orders and modification of judgments, Department of Child Support Services cases, and restraining orders related to harassment and abuse under the Domestic Violence Prevention Act. PROBATE Probate, including estate and trust administration, probate litigation, trust litigation, wills and trusts challenges and related property law, corporations law and contract law issues. ESTATE PLANNING Estate Planning, including wills, trusts, special needs...
Derrick James Taberski
Claimed Lawyer ProfileQ&A
Orange, CA Estate Planning Attorney with 14 years experience
(714) 900-3627 3419 E. Chapman Ave. # 289
Orange, CA 92869
Estate Planning, Divorce and Probate
Univ of Idaho COL
Lawrence E. Creeden
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Attorney with 38 years experience
(714) 526-3111 P O Box 2634
Fullerton, CA 92837-0634
Estate Planning
Thomas Jefferson School of Law and Western State College of Law at Argosy University
Dwight Tompkins
Claimed Lawyer Profile
Orange, CA Estate Planning Lawyer
(714) 385-0044 171 S Anita Dr #119
Orange, CA 92868
Estate Planning
As a wills attorney in Orange County, I know that clients often do not know whether they need a Will or a Living Trust. At the initial consultation, I take the time to explain the pros and cons of each type of primary Estate Planning tool. I will review the entire estate with you and let you know whether a Will or a Living Trust is the best choice for your situation. Although a Living Trust has its advantages, the use of a Will as the primary Estate Planning mechanism is sometimes superior to a...
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial Media
Costa Mesa, CA Estate Planning Attorney with 8 years experience
(714) 546-4272 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626
Estate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
Zaher Fallahi, Attorney At Law, CPA, is a California Tax Law Firm and practices as Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Trust, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Tax & Legal aspect of Business Formation, Estate Planning and Civil Litigation. As a California CPA, Mr. Zaher Fallahi testifies before the court as an...
(310) 719-1040 10866 Wilshire Blvd., Suite 400
Los Angeles, CA 90024
Jeffrey Robert Matsen
Claimed Lawyer ProfileLII GoldSocial Media
Costa Mesa, CA Estate Planning Attorney with 51 years experience
(714) 384-6500 695 Town Center Dr
7th Floor
Costa Mesa, CA 92626
Estate Planning, Elder, Probate and Tax
UCLA School of Law
Jeff Matsen is Of Counsel Partner to the Southern California law firm, Bohm Wildish & Matsen, LLP and has been providing a wide range of clients with the highest level of legal services for 50 years. Since receiving his law degree with honors from UCLA School of Law in 1967, Jeff has been entirely dedicated to providing his clients with the quality, professionalism, and integrity they deserve. Bohm Wildish & Matsen, LLP consists of a team of professionals ready to provide asset protection for both domestic and offshore; business and sophisticated estate planning services; form corporations, LLCs and partnerships of...
Daniel W. Layton
Claimed Lawyer ProfileBlawgsearchSocial Media
Newport Beach, CA Estate Planning Lawyer with 13 years experience
(949) 301-9829 1451 Quail St., Suite 210
Newport Beach, CA 92660
Estate Planning, Criminal, Tax and White Collar Crime
Golden Gate University School of Law and The University of Chicago Law School
Daniel W. Layton is a former Federal tax prosecutor and trial attorney for the IRS. His practice as a tax attorney is dedicated to handling all aspects of tax controversy, including audits, collection, international tax, and criminal tax defense. Mr. Layton has extensive experience and insight from his time in the government sector, which greatly benefits his clients. As a former Federal tax prosecutor with the U.S. Department of Justice, in the Tax Division of the U.S. Attorney’s Office in Los Angeles, and a former IRS trial attorney in San Jose, he has litigated a wide variety of civil...
(949) 301-9829 1370 N. Brea Blvd., Suite 140
Fullerton, CA 92835
Noelle Renee Minto
Claimed Lawyer ProfileSocial Media
Tustin, CA Estate Planning Lawyer with 15 years experience
(949) 253-0000 15147 Woodlawn Ave
Tustin, CA 92780
Free ConsultationEstate Planning, Business, International and Probate
Whittier Coll School of Law
Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...
Walter Robert Price
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 11 years experience
(714) 384-6053 2855 Michelle Drive
Suite 120
Irvine, CA 92606
Estate Planning and Probate
Whittier Coll School of Law
Attorney W. Robert Price is a seasoned Orange County estate planning attorney and president of Mortensen & Reinheimer, PC. He has former experience in the financial services industry and can provide valuable insight for clients looking to plan their estates for the future. Contact Attorney Price today by calling (714) 384-6053 or by visiting www.ocestateplanning.net.
Melissa J. Fox
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 25 years experience
(949) 683-8855 14252 Culver Drive
Suite A248
Irvine, CA 92604
Estate Planning, Appeals, Business and Construction
Tulane Univ Law School
Melissa Fox, Founder and Senior Attorney of The Melissa Fox Law Firm, is an experienced civil litigator who has practiced law in Orange County for 20 years. A graduate of Brandeis University and Tulane University School of Law, Melissa is a member of the Bars of the State of California and the United States Tax Court. She also holds a California Real Estate Broker License. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession. Melissa is also a dedicated community leader. Melissa currently serves on the...
David L. Crockett
PREMIUM

California Estate Planning Attorney with 48 years experience

University of California - Los Angeles and University of California - BerkeleyCalifornia
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Anaheim Estate Planning Legal Aid & Pro Bono Services

Chapman University School of Law Alona Cortese Elder Law Center
(714) 628-2504
Orange, CA


San Gabriel Valley LRS
(626) 966-5530
Covina, CA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.