Ladera Ranch, California Estate Planning Lawyers

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Priscilla Ann Madrid
Priscilla Ann Madrid
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California 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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William L Huestis
William L Huestis
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California Estate Planning Attorney with 11 years experience

Chapman University Fowler School of Law and Chapman University Fowler School of LawCalifornia
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Gordon A. Schaller
Gordon A. Schaller
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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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Sussan H. Shore
Sussan H. Shore
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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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Hossein Farzam Berenji
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Laguna Niguel , CA Estate Planning Attorney with 17 years experience
24742 Kings Road
 Laguna Niguel , CA 92677
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School
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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.
(213) 985-3007 550 S. Hill Street STE 1467
 Los Angeles, CA 90013
(310) 271-6290 8383 Wilshire Blvd #443
 Beverly Hills, CA 90211
Lawrence H. Geller J.D.
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Laguna Hills, CA Estate Planning Lawyer with 39 years experience
(888) 982-2323 24422 Avenida De La Carlota
#310
 Laguna Hills, CA 92653
Free ConsultationEstate Planning, Divorce, Family and Landlord Tenant
Western State College of Law at Argosy University
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Well known by his peers and the courts for his high integrity, strong negotiation skills and trial competence. Clients know him for positive results, sound advice and fair dealing. He is an excellent and experienced lawyer whose practice specializes in family and divorce litigation. His firm is respected and known as tough negotiators and competent trial attorneys. The firm is dedicated and committed to the strong representation of their clients’ rights with high integrity, in depth knowledge and years of experience in FAMILY LAW. Staff members are professional, experienced, responsive and understanding of your needs....
Glen D. Duvel
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Santa Ana, CA Estate Planning Attorney with 18 years experience
(714) 542-5100 1851 E First Street
Suite 900
 Santa Ana, CA 92705
Estate Planning, Business, Employment and Personal Injury
Western State College of Law at Argosy University
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Glen D. Duvel has represented clients in a wide variety of employment law and estate planning matters. His extensive experience means that clients are given everything they need to reach favorable conclusions to their cases. Glen graduated from the University of California, Irvine with a Bachelor’s of Science in Political Science in 1994. He then went on to earn his Juris Doctorate from Western State University College of Law in 1999. He has had several speaking engagements and publications covering topics such as employment law and estate planning. To learn more about how he can assist you and your legal...
(888) 982-2323 24422 Avenida De La Carlota
Suite 310
 Laguna Hills, CA 92653
Dawn Danielle Stark
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Laguna Niguel, CA Estate Planning Attorney with 12 years experience
(949) 388-9990 28202 Cabot Road
Suite 445
 Laguna Niguel, CA 92677
Estate Planning, Business and Probate
Whittier Coll School of Law
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Joshua Smisko
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Mission Viejo, CA Estate Planning Attorney with 10 years experience
26050 Acero, STE 305
 Mission Viejo, CA 92691
Free ConsultationEstate Planning, Business, Probate and Real Estate
Whittier Law School
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Joshua A. Smisko was born in Valencia, California. He attended the University of California, Irvine, graduating with a Bachelor of Arts. Mr. Smisko received his Juris Doctorate degree from Whittier Law School where he was a member of the Entertainment and Sports Law Society and a contributor to their quarterly newsletter and he also obtained a certificate in Intellectual Property. Mr. Smisko previously worked for a National Law Firm representing Banks, Mortgage Loan Lenders, Mortgage Loan Servicers and Foreclosure Trustees dealing with Wrongful Foreclosure claims, Fair Credit Reporting Act claims, Fair Debt Collection Practices Act claims, Evictions, and Bankruptcy...
Valerian Soltes
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Laguna Niguel, CA Estate Planning Lawyer with 13 years experience
(949) 363-0106 30011 Ivy Glenn Dr
 Laguna Niguel, CA 92677
Free ConsultationEstate Planning, Business, Collections and Consumer
Univ of PJ Safarik
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Cheryl Lynn Walsh
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San Juan Capistrano, CA Estate Planning Lawyer with 26 years experience
(949) 240-9003 31431 Rancho Viejo Rd., #102
 San Juan Capistrano, CA 92675
Estate Planning, Elder, Nursing Home and Probate
Loyola Law School
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Michael L. Kennedy
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Mission Viejo, CA Estate Planning Lawyer
(800) 265-4280 Suite 285
 Mission Viejo, CA 92691
Estate Planning, Business, Elder and Family
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Edward Sterling Wallace
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SAN Juan Capistrano, CA Estate Planning Attorney with 30 years experience
(949) 476-0668 31371 Rancho Viejo Road, Suite 202
 SAN Juan Capistrano, CA 92675
Estate Planning, Arbitration & Mediation, Construction and Personal Injury
Western State Univ
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Tina K Gehres
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Irvine, CA Estate Planning Attorney with 20 years experience
(877) 333-2420 9891 Irvine Center Drive
Suite 200
 Irvine, CA 92618
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law
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Tina K. Gehres is the President and founder of Gehres Law Group, P.C., which she formed to provide affordable legal services to small businesses and individuals in the state of California. With more than two and a half decades of legal and business experience, Ms. Gehres has held a broad range of roles including Corporate Counsel, Director of Human Resources, Law Firm Partner, Legal Consultant, and Senior Accountant. Today, she has positioned herself as a valuable asset to clients as a small business attorney in San Diego and surrounding areas. Ms. Gehres has been a licensed attorney since 1997...
(877) 333-2420 4275 Executive Square
Suite 200
 San Diego, CA 92037
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Jeffrey Robert Matsen
Jeffrey Robert Matsen
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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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Lisa M. Burkdall
Lisa M. Burkdall
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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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Steven John Feldman
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Laguna Hills, CA Estate Planning Lawyer with 44 years experience
(714) 914-0977 23151 Moulton Pkwy
 Laguna Hills, CA 92653
Free ConsultationEstate Planning, Bankruptcy, Elder and Tax
Loyola Law School and Georgetown University Law Center
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Consumer Bankruptcy- Chapter 7 and 13 Our bankruptcy lawyers serve clients in Orange and Los Angeles counties and throughout Southern California, providing vital information on asset protection,exemptions, debt relief and mortgage modification. Tax Resolution Our bankruptcy and former IRS lawyers provide advice about audits, payment plans, settlement offers, and bankruptcy relief. Estate Administration We represent estate fiduciaries and beneficiaries, assisting in the administration of the estate, as well as the protection of the interests of beneficiaries. Elder Law Elder Law is a specialized area of law that protects some of our most vulnerable citizens. We have the knowledge and experience necessary to protect the rights and financial...
Richard Erroll Young
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Lake Forest, CA Estate Planning Lawyer with 43 years experience
(949) 951-9529 23731 El Toro Road
Ste. B
 Lake Forest, CA 92630
Free ConsultationEstate Planning, Divorce, Domestic Violence and Elder
Pepperdine Univ School of Law and Pepperdine University School of Law
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Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.
Leslie Daff
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Irvine, CA Estate Planning Attorney with 18 years experience
(949) 497-5056 Atrium Building
19200 Von Karman Avenue, Suite 500
 Irvine, CA 92612
Free ConsultationEstate Planning and Tax
Loyola Law School, Los Angeles
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Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...
(949) 497-5056 Loma Building
352 3rd Street, Suite 301
 Laguna Beach, CA 92651
Mr. David Lawrence Gibbs
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San Clemente, CA Estate Planning Attorney with 24 years experience
(949) 492-3350 903 Calle Amanecer #215
 San Clemente, CA 92673
Free ConsultationEstate Planning, Bankruptcy, Business and Real Estate
California Western School of Law
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Since 1974, The Gibbs Law Firm, APC has provided unparalleled service in a variety of legal matters throughout Southern California. Prospective clients can expect the same resources as many large firms, without sacrificing the personalized focus and attention that comes with a modest-sized staff. The Gibbs Law Firm, APC has forged many alliances across its long history, and will use all the tools at its disposal to obtain the results you seek. Whether you have residential, commercial or manufactured housing real estate problems, seek advice on any aspect of business operation, require representation in Bankruptcy proceedings or need assistance with...
Matthew Schlau
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Laguna Beach, CA Estate Planning Attorney with 4 years experience
1968 S. Coast Highway
Suite 2498
 Laguna Beach, CA 92651
Free ConsultationEstate Planning, Business, IP and Probate
Southwestern Law School
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Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.

Matt holds a Bachelor of Arts in...
Alex Jeronimo Llorente
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Laguna Hills, CA Estate Planning Attorney with 23 years experience
(949) 859-5000 23151 Moulton Parway
 Laguna Hills, CA 92653
Estate Planning, Bankruptcy, Business and Nursing Home
Western State College of Law at Argosy University
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Daniel Chudleigh
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Laguna Beach, CA Estate Planning Attorney with 6 years experience
(949) 877-9140 410 Broadway
Suite 170
 Laguna Beach, CA 92651
Free ConsultationEstate Planning, Business and Personal Injury
Chapman University Fowler School of Law
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Awarded "10 Best Attorneys - California 2017" for client satisfaction by the American Institute of Personal Injury Attorneys, and "Top 40 Under 40" for civil plaintiff attorneys in 2016 by the National Trial Lawyers Association - Daniel W. Chudleigh gets results! Daniel W. Chudleigh is the founder of Chudleigh Law P.C. and focuses on personal injury law and civil litigation. Mr. Chudleigh holds a J.D./M.B.A. from Chapman University and is licensed to practice law in the state and federal courts of both California and Utah.
Matthew Louis Tonkovich
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Irvine, CA Estate Planning Lawyer with 21 years experience
(714) 273-0883 7545 Irvine Center Drive, Suite 200
 Irvine, CA 92618
Free ConsultationEstate Planning, Business, Real Estate and Tax
Pepperdine University
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Mark Allen Ziebold
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Irvine, CA Estate Planning Attorney with 15 years experience
(949) 788-1819 9870 Research Drive
 Irvine, CA 92618
Free ConsultationEstate Planning, Business and Tax
Chapman University Fowler School of Law and Chapman University Fowler School of Law
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John David Ireland
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Laguna Hills, CA Estate Planning Attorney with 12 years experience
(949) 457-1500 23046 Avenida de la Carlota
Suite 600
 Laguna Hills, CA 92653
Free ConsultationEstate Planning, Divorce, Domestic Violence and Probate
Univ of San Diego School of Law
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Scott A. Harshman
Scott A. Harshman
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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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Eric R. Bardwell
Eric R. Bardwell
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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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Daniel Kopman
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Laguna Beach, CA Estate Planning Attorney with 26 years experience
(949) 209-8936 1278 Glenneyre Street
Suite 304
 Laguna Beach, CA 92651
Estate Planning, Business, Probate and Tax
Loyola Law School, Los Angeles
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Krista Lee Powers
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Laguna Hills, CA Estate Planning Attorney with 25 years experience
(949) 598-8888 23041 Avenida de la Carlota
Suite 205
 Laguna Hills, CA 92653
Estate Planning and Tax
Univ of San Diego School of Law
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Joseph Patrick Foley
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Mission Viejo, CA Estate Planning Lawyer with 30 years experience
(949) 770-9949 Mission Viejo, CA 92691
Free ConsultationEstate Planning and Probate
Western State University College of Law
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Brian Chew
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Irvine, CA Estate Planning Lawyer with 25 years experience
(949) 288-3598 15615 Alton Parkway
STE 450
 Irvine, CA 92618
Free ConsultationEstate Planning, Elder and Probate
University of Southern California
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Daniel Cooper
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Laguna Hills, CA Estate Planning Attorney with 41 years experience
(949) 859-8456 24012 Calle de la Plata
 Laguna Hills, CA 92653
Estate Planning, Real Estate and Tax
Western State Univ
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Trace DeWayne Alexander
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Irvine, CA Estate Planning Lawyer with 31 years experience
(949) 218-4551 7700 Irvine Center Drive
Suite 800
 Irvine, CA 92618
Estate Planning, Divorce, Family and Real Estate
Univ of San Diego School of Law
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Jan Alcide
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Dana Point, CA Estate Planning Attorney
(949) 607-9412 24591 Del Prado
Suite 201
 Dana Point, CA 92629
Estate Planning
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Christina McGonigle
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Laguna Hills, CA Estate Planning Attorney
(949) 454-2205 23601 Moulton Pkwy
Suite 200
 Laguna Hills, CA 92653
Estate Planning
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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
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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...
Zaher Fallahi
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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
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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
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Barry L. Adams
Barry L. Adams
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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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Kara Koerner
Kara Koerner
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California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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Scott A. Harshman
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Irvine, CA Estate Planning Lawyer with 20 years experience
(949) 623-7224 3 Park Plaza
#1100
 Irvine, CA 92614
Estate Planning, Business and Tax
University of San Diego School of Law and Whittier Law School
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Daniel W. Layton
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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
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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
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
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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...
Eric R. Bardwell
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Irvine, CA Estate Planning Lawyer
(949) 623-7234 3 Park Plaza
#1100
 Irvine, CA 92614
Estate Planning, Business and Tax
Pepperdine University School of Law
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David L. Crockett
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Newport Beach, CA Estate Planning Attorney with 48 years experience
(949) 851-1771 901 Dove St
#120
 Newport Beach, CA 92660
Free ConsultationEstate Planning, Probate, Real Estate and Tax
University of California - Los Angeles and University of California - Berkeley
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Noelle Renee Minto
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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
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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...
Harry Mirchandaney
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Newport Beach, CA Estate Planning Lawyer with 9 years experience
(800) 756-1091 620 Newport Center Drive
Suite 1100
 Newport Beach, CA 92660
Free ConsultationEstate Planning, Divorce, Family and Probate
Harvard Law School and Loyola Law School, Los Angeles
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Harry Mirchandaney counsels clients throughout California on trusts and wills, probate and trust administration, Personal Injury, Divorce and related issues such as Child Custody, Child and Spousal Support, and pre-nuptial and post-marital property agreements, through HMA Law Group's offices in Newport Beach, Riverside, and satellite locations.
(800) 756-1091 7155 Magnolia Ave.
Suite 200
 Riverside, CA 92504
Julie King
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Newport Beach, CA Estate Planning Lawyer with 30 years experience
(949) 689-2012 1621 Santiago Drive
 Newport Beach, CA 92660
Free ConsultationEstate Planning, Business and Trademarks
Loyola Law School
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With 30 years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She handles a wide variety of business and estate planning matters including contracts, employment, corporation/LLC/partnership formation, wills and trusts, pet trusts, trademarks, copyrights, landlord tenant, creditor’s rights, annual meeting minutes and corporate records, mergers and acquisitions, and employee training. She served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years. She understands businesses in a way many lawyers do not simply because she has experienced the day-to-day interactions first-hand. See the difference a trained in-house counsel can...
(831) 275-1002 2600 Garden Road, Suite 410
 Monterey, CA 93940
David Carroll Stone
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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
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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
Shawna Murray
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Newport Beach, CA Estate Planning Attorney with 11 years experience
(949) 416-3575 4000 MacArthur Blvd.
Suite 600 - East Tower
 Newport Beach, CA 92660
Free ConsultationEstate Planning and Probate
Southwestern University School of Law
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My estate planning practice is devoted to protecting individuals and families by creating and implementing customized estate plans. Effective estate planning is critical to your financial and emotional well-being and that of your loved ones. Personalized estate plans will protect you and yours in the times when you cannot be there for them. Knowing that you have prepared for such times will provide you with peace of mind and provide your loved ones with security.

In addition to creating and administering estate plans, I take cases in the probate arena. I assist families in probating estates. If your...
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David L. Crockett
David L. Crockett
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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

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Ladera Ranch Estate Planning Legal Aid & Pro Bono Services

Seaside Legal Services
(949) 494-9411
Laguna Beach, 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.

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