La Mirada, California Estate Planning Lawyers

Eric F. Bergman
PREMIUM

California Estate Planning Attorney

UCLA School of LawCalifornia
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Ann Michael
PREMIUM

California Estate Planning Attorney with 26 years experience

Oklahoma City University School of LawOklahoma, Illinois and California
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Jamie K. Ogden
PREMIUM

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

Jamie Ogden advises high-net-worth individuals and business entities on a range of tax planning, tax controversy and estate planning matters
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Bradford S. Cohen
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Tax & Estate Planning Lawyer

Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including M&A, financing and business succession planning, income tax planning, and estate tax planning.
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La Mirada, CA Estate Planning Lawyer with 23 years experience
(714) 523-2370 16526 Summershade Dr
La Mirada, CA 90638
Estate Planning
Western State Univ COL
La Mirada, CA Estate Planning Attorney with 38 years experience
(562) 943-5566 15651 Imperial Hwy
La Mirada, CA 90638
Estate Planning and Bankruptcy
Southwestern Univ School of Law
La Mirada, CA Estate Planning Attorney with 23 years experience
(562) 293-4078 14241 Firestone Blvd
La Mirada, CA 90638
Estate Planning, Arbitration & Mediation, Business and Civil Rights
Loyola Law School
Brian Neil Burg
Claimed Lawyer Profile
Fullerton, CA Estate Planning Lawyer with 34 years experience
(714) 525-1134 1370 Brea Blvd., Ste. 124
Fullerton, CA 92835-4123
Estate Planning
Western State College of Law at Argosy University
Brian Neil Burg, Attorney at Law, has been a licensed California attorney in good standing with the State Bar of California continuously since December 1984. Brian earned his Juris Doctor degree in 1983 from Western State University, College of Law, and a Bachelor of Arts degree in the field of psychology in 1970 from the University of Southern California. Brian specializes in estate planning for individuals and middle class families. He has also practiced in the areas of family law and immigration since 1985, but has restricted his practice primarily to estate planning since 2003. Brian holds a Certificate...
James Park
Claimed Lawyer ProfileSocial Media
La Palma, CA Estate Planning Lawyer
(714) 707-2803 6 Centerpointe Drive
Suite 700
La Palma, CA 90623
Estate Planning, Business, IP and Probate
Southwestern University School of Law
Saurab Rijal
Claimed Lawyer ProfileSocial Media
Artesia, CA Estate Planning Lawyer
(855) 997-4525 18000 Poineer Blvd
Suite 203
Artesia, CA 90701
Free ConsultationEstate Planning, Immigration and Probate
Western Michigan University Cooley Law School
Paul D. Brau
Claimed Lawyer Profile
Santa Fe Springs, CA Estate Planning Attorney with 41 years experience
(562) 219-2747 12631 E. Imperial Highway
Suite D-126
Santa Fe Springs, CA 90670
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Pepperdine Univ School of Law
Jay Douglas Fullman
Claimed Lawyer Profile
La Habra, CA Estate Planning Lawyer with 38 years experience
(562) 694-6005 800 S Beach Blvd
La Habra, CA 90631
Estate Planning and Business
USC Law School
Mary Elizabeth Mullin
Claimed Lawyer Profile
La Habra, CA Estate Planning Lawyer with 26 years experience
(562) 949-7757 1360 S Beach Blvd
La Habra, CA 90631
Estate Planning
Western State Univ COL
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Long Beach, CA Estate Planning Lawyer with 15 years experience
(800) 220-4205 3740 Long Beach Boulevard
Long Beach, CA 90807
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...
Martin A. Neumann
PREMIUM

California Estate Planning Attorney with 37 years experience

UCLA School of LawCalifornia and U.S. Tax Court
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Jessica G. Babrick
PREMIUM

California Estate Planning Attorney with 14 years experience

University of California - Hastings College of the LawCalifornia, U.S. District Court, Central District of California, U.S. District Court, Southern District of California and U.S. District Court, Eastern District of California
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Daniel W. Layton
Claimed Lawyer ProfileBlawgsearchSocial Media
Fullerton, CA Estate Planning Lawyer with 13 years experience
(949) 301-9829 1370 N. Brea Blvd., Suite 140
Fullerton, CA 92835
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...
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.
David Carroll Stone
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Anaheim, CA Estate Planning Attorney with 19 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...
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. ...
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...
Richard Joseph Rosiak
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 29 years experience
(562) 622-6000 8137 3rd Street
2nd Floor
Downey, CA 90241
Estate Planning, Divorce, Family and Probate
Western State University College of Law
Mr. Rosiak will work with you to get the best result possible. The staff speaks Spanish and Polish. Night and weekend appointments are available. He is truly your "24 Hour-7 Days A Week" attorney. Our offices are centrally located in Downey near all major freeways 5, 710, 605, 105, 91. You are just minutes away, and we are very flexible with the dates and times to accommodate you.
James Charles Shields
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 23 years experience
(888) 910-6652 21707 Hawthorne Blvd
Suite 204
Torrance, CA 90503
Estate Planning, Bankruptcy and Probate
Loyola Marymount University
High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...
Paul R. Kelly
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer
(562) 799-5595 3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Free ConsultationEstate Planning, Elder and Probate
Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...
Diana Kaye Zilko
Claimed Lawyer Profile
Brea, CA Estate Planning Attorney with 21 years experience
(714) 256-1200 110 W. Fir Street
Brea, CA 92821
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Western State College of Law at Argosy University
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
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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Jennifer Long
PREMIUM

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

Jennifer Long focuses on estate and gift tax planning, trust and estate administration, as well as income tax and state and local (including property) tax matters.
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Peter L. Lago
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Downey, CA Estate Planning Lawyer with 41 years experience
(562) 861-1810 8350 E. Florence Ave., #200
Downey, CA 90240
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Insurance Claims
Whittier Law School
James Hong
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Lawyer
(714) 738-5098 1370 N. Brea Blvd
Suite 217
Fullerton, CA 92835
Free ConsultationEstate Planning and Bankruptcy
Trinity Law School and Chapman University Fowler School of Law
Pete Nguyenton Nguyen
Claimed Lawyer Profile
Garden Grove, CA Estate Planning Lawyer with 21 years experience
(714) 638-4675 12411 Euclid Street
Garden Grove, CA 92840
Estate Planning, Business, Family and Tax
Western State Univ COL
Tax Attorney Estate Planner
Georgia Kezios
Claimed Lawyer Profile
Cerritos, CA Estate Planning Attorney with 19 years experience
(562) 865-7700 18000 Studebaker Road
Suite 700
Cerritos, CA 90703
Estate Planning, Family, Landlord Tenant and Probate
Western State Univ COL
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
Hector C Perez
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer
(512) 799-5524 3020 Old Ranch Parkway Ste 300
Seal Beach, CA 90740
Estate Planning, Criminal, Probate and White Collar Crime
Gerard W. O'Brien
Claimed Lawyer Profile
Brea, CA Estate Planning Lawyer with 27 years experience
(714) 985-9025 2878 IMPERIAL HIGHWAY
Brea, CA 92821-6714
Estate Planning, Business and Probate
Phillip K Fife
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Los Alamitos, CA Estate Planning Lawyer
(714) 981-4488 11278 Los Alamitos Blvd., #179
Los Alamitos, CA 90740
Estate Planning
Troy Werner
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Santa Clarita, CA Estate Planning Lawyer with 8 years experience
(888) 630-9902 27257 1/2 Camp Plenty Rd.
Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Probate
Southwestern Law School
An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...
Rob Werner
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Santa Clarita, CA Estate Planning Attorney with 42 years experience
(661) 252-9022 27257 Camp Plenty Rd
Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
Southwestern Law School
L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...
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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Desiree DeSurra
PREMIUM

California Estate Planning Attorney

Loyola Law School, Los Angeles and University of California - Hastings College of the LawCalifornia, U.S. District Court, Central District of California and U.S. District Court, Northern District of California
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Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial Media
Los Angeles, CA Estate Planning Attorney with 8 years experience
(310) 719-1040 10866 Wilshire Blvd., Suite 400
Los Angeles, CA 90024
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
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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...
Henry Daniel Lively
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Newport Beach, CA Estate Planning Lawyer with 20 years experience
(949) 477-4127 4675 MacArthur Ct.
Suite 550
Newport Beach, CA 92660
Free ConsultationEstate Planning and Tax
Chapman University Fowler School of Law and Western State College of Law at Argosy University
Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...
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.
Hossein Farzam Berenji
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 17 years experience
(213) 985-3007 550 S. Hill Street STE 1467
Los Angeles, CA 90013
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School
Hossein Berenji, owner and found of Berenji & Associates, provides exceptional representation to anyone in need of family law attorney. Mr. Berenji's practice handles all family law matters including divorce, child support and custody, spousal support, and can assist in preparation of your pre or post nuptials.
Gregory Mark Shanfeld
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Attorney with 24 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Estate Planning, Bankruptcy, Foreclosure Defense and Real Estate
University of Southern California Gould School of Law
As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.
Joseph Hyunsung Lee
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Pasadena, CA Estate Planning Lawyer with 19 years experience
(626) 325-0770 301 E. Colorado Boulevard
Suite 705
Pasadena, CA 91101
Free ConsultationEstate Planning, Administrative and Education
Seton Hall University School of Law
“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...
Mr. Cloyd E. Havens II
Claimed Lawyer ProfileSocial Media
Glendora, CA Estate Planning Lawyer with 20 years experience
(626) 335-6884 333 W. Foothill Blvd.
Glendora, CA 91741
Free ConsultationEstate Planning, Business and Probate
Western State College of Law at Argosy University
Specializing in probate, estate planning and small business law for more than 15 years. Was a small business owner and financial planner before becoming an attorney. Currently also a professor of business law and human resources at Azusa Pacific University. Earned his B.S. in Business Administration and Management from the University of Redlands Magna Cum Laude and his Juris Doctor with an emphasis in Taxation Cum Laude from Western State University College of Law in Fullerton, CA.
Joshua R. Driskell
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Attorney with 7 years experience
(626) 683-7234 790 East Colorado Blvd
Ste 300
Pasadena, CA 91101
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...
Douglas Borthwick
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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...
Nicole McGuire
PREMIUM

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

Nicole McGuire's practice focuses on estate planning and taxation for high-net-worth individuals.
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Dustin Ginsburg
PREMIUM

California Estate Planning Lawyer

Georgetown University Law Center and University of the Pacific, McGeorge School of LawCalifornia
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

La Mirada 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.