Anaheim, California Estate Planning Lawyers

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. Read More »
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Barry L. Adams
PREMIUM

California Estate Planning Lawyer with 32 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 dispute... Read More »
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Kara Koerner
PREMIUM

California Estate Planning Attorney with 15 years experience

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth... Read More »
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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. Read More »
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September Joy Katje
Claimed Lawyer ProfileSocial MediaResponsive Law
(877) 993-4777 130 S. Chaparral Court, Suite 140
Anaheim, CA 92808
Free ConsultationAnaheim, CA Estate Planning Attorney with 15 years experience
Estate 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. Ms. Katje was a member of the Law Review and International Law Journal at California Western School Law, where she was an 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 is licensed to practice in all courts in...
Priscilla Ann Madrid
Claimed Lawyer ProfileQ&ALII GoldSocial Media
Anaheim Hills, CA Estate Planning Attorney with 27 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.

Dwight Edward Tompkins
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 29 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...
Grenville Thomas Pridham
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 34 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. ...
Guy L Kirkpatrick
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 36 years experience
(714) 998-1717 115 S Chaparral Ct Ste 150
Anaheim, CA 92808
Estate Planning, Business, Personal Injury and Real Estate
Western State Univ
Located in Anaheim Hills and serving the surrounding areas of Orange County, Los Angeles County, and San Diego County as well. The Kirkpatrick Legal Group, APC will serve a variety of your legal needs including: Asset Protection and Legacy Planning, Estate Planning, Real Estate and Business, Trial and Litigation, and Personal Injury Cases.

The Kirkpatrick Legal Group, APC is a full service Asset Protection, Legacy Planning and Civil Practice Firm dedicated to client communication, professional services and results. Experience spanning over 35 years in the Greater Los Angeles Area insures knowledge and attention for what needs to be accomplished for your...
Thomas Chester Watts III
Claimed Lawyer Profile
Anaheim Hills, CA Estate Planning Attorney with 41 years experience
(714) 364-0100 8175 Kaiser Boulevard Suite 100
Anaheim Hills, CA 92808
Estate Planning, Arbitration & Mediation, Business and Real Estate
Western State Univ and Pepperdine University School of Law
Frankie En-Long Woo
Claimed Lawyer Profile
Anaheim, CA Estate Planning Lawyer with 28 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 Hills, CA Estate Planning Attorney with 25 years experience
(714) 639-8148 505 S Villa Real Dr Ste 103
Anaheim Hills, CA 92807
Estate Planning, Business and Real Estate
Western State Univ COL
Anaheim, CA Estate Planning Lawyer with 35 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 45 years experience
(714) 998-6214 155 N Riverview Dr
Ste 100
Anaheim, CA 92808
Estate Planning and Business
Pepperdine Univ School of Law
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. Read More »
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Lisa M. Burkdall
PREMIUM

Experienced Estate Planning Attorney! Sophisticated Wealth Transfer Services!

I am a skilled and knowledgeable estate planning lawyer. I am dedicated to ensuring that each plan addresses the unique concerns and goals of my clients! Visit my website for more information and call for a consultation. Read More »
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Anaheim, CA Estate Planning Attorney with 34 years experience
(714) 281-2100 7431 E Mill Stream Cir
Anaheim, CA 92808
Estate Planning and Tax
Illinois IT Chicago-Kent COL
Anaheim, CA Estate Planning Attorney with 39 years experience
(714) 282-7488 3061 E La Palma Ave
Anaheim, CA 92806
Estate Planning
McGeorge School of Law Univ of the Pacific
Anaheim, CA Estate Planning Attorney with 30 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 Lawyer with 29 years experience
(714) 773-4367 300 S Harbor Blvd Ste 914
Anaheim, CA 92805
Estate Planning
Loyola Law School
Anaheim, CA Estate Planning Attorney with 23 years experience
(714) 988-6370 101 E Lincoln Ave
Ste 210
Anaheim, CA 92805
Estate Planning
University Coll Dublin
Anaheim, CA Estate Planning Lawyer with 47 years experience
(714) 974-2000 6200 E Canyon Rim Rd Ste 207C
Anaheim, CA 92807
Estate Planning, Business, International and Tax
Loyola Law School
Anaheim, CA Estate Planning Attorney with 22 years experience
(714) 854-8030 4879 E La Palma Ave Ste 203
Anaheim, CA 92807
Estate Planning, Business and Real Estate
Loyola Law School
Anaheim, CA Estate Planning Lawyer with 14 years experience
(714) 776-7850 1134 N Gilbert
Anaheim, CA 92801
Estate Planning
Chapman Univ School of Law
Anaheim, CA Estate Planning Attorney with 61 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 Attorney with 18 years experience
(714) 633-4432 2300 E Katella Ave Ste 400
Anaheim, CA 92806
Estate Planning
Western State Univ COL
Genene N. Dunn
PREMIUM

California Estate Planning Attorney

Genene N. Dunn is a probate attorney who has been working with the probate courts since 2010, and became an attorney in 2014. Genene is a partner at HUNSBERGER DUNN LLP which has been serving Orange County for over 30... Read More »
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Priscilla Ann Madrid
PREMIUM

Anaheim Hills, CA Estate Planning Attorney with 27 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 elder abuse... Read More »
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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...
Douglas Borthwick
Claimed Lawyer ProfileSocial Media
Santa Ana, CA Estate Planning Attorney with 24 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...
Joshua D. Ramirez
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Lawyer with 4 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.
Mona Parsa
Claimed Lawyer ProfileSocial Media
Orange County, CA Estate Planning Attorney with 11 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.
Julie Ho
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 9 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...
Andy Gale
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 32 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...
Steven Craig Smith
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 34 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.
Lawrence E. Creeden
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Attorney with 39 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
Ryan C. Bushore
Claimed Lawyer ProfileSocial Media
Atwood, CA Estate Planning Attorney with 5 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,...
Aaron Charles Gregg
Claimed Lawyer Profile
Fullerton, CA Estate Planning Lawyer with 42 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...
Sussan H. Shore
PREMIUM

Skilled Estate Planning Lawyer! Compassionate & Practical Legal Representation!

I have provided dedicated and knowledgeable estate planning counsel for over 30 years. I will passionately advocate for your rights and interests! Visit my website for information, call my office for a consultation. Read More »
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Jeffrey Robert Matsen
PREMIUM

California Estate Planning Attorney with 52 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. Since receiving... Read More »
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Gregory William Cabo
Claimed Lawyer Profile
Orange, CA Estate Planning Attorney with 19 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 15 years experience
(714) 900-3627 3419 E. Chapman Ave. # 289
Orange, CA 92869
Estate Planning, Divorce and Probate
Univ of Idaho COL
Trent Charles Marcus
Claimed Lawyer Profile
Huntington Beach, CA Estate Planning Attorney with 15 years experience
(714) 964-6335 19900 Beach Boulevard, C-1,
Huntington Beach, CA 92648
Estate Planning, Business and Probate
Whittier Coll School of Law
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 MediaResponsive Law
Costa Mesa, CA Estate Planning Attorney with 9 years experience
(877) 687-7558 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...
Jeffrey Robert Matsen
Claimed Lawyer ProfileLII GoldSocial Media
Costa Mesa, CA Estate Planning Attorney with 52 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...
Noelle Renee Minto
Claimed Lawyer ProfileSocial Media
Tustin, CA Estate Planning Lawyer with 16 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...
Daniel Jai Tripathi
Claimed Lawyer ProfileSocial Media
Costa Mesa, CA Estate Planning Lawyer with 12 years experience
(877) 422-5297 75 Anton Boulevard
Suite 300
Costa Mesa, CA 92626
Free ConsultationEstate Planning, Criminal, DUI and Probate
Southwestern Law School
Versatile trial attorney offering a solid track record of litigation success and experience in various facets of the law. Motivated and articulate professional who thrives in courtroom settings, excels at client rapport, discovery and deposition. Exceptional skill in drafting, reviewing, and analyzing pleadings, motions, responses to summary judgments, opinions, briefs and other legal documents. Recognized as leading defense attorney in Southern California, particularly skilled at “connecting” with and building rapport with jurors, resulting in positive verdicts in vast majority of nearly 20 jury trials, and hundreds of misdemeanor cases. Reputation as a “no nonsense” attorney and aggressive litigator among the...
Aastha Madaan
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 6 years experience
(949) 346-5294 17870 Skypark Circle, Suite 104
Suite 200
Irvine, CA 92614
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
Christopher Robert Blevins
Claimed Lawyer ProfileSocial Media
(949) 393-7575 1560 Brookhollow Dr.
Suite 201
Santa Ana, CA 92705
Free ConsultationSanta Ana, CA Estate Planning Attorney with 11 years experience
Estate Planning and Business
University of Arizona
Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).

Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.

Mr....
David L. Crockett
PREMIUM

California Estate Planning Attorney with 49 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.