Palos Verdes Estates, California Estate Planning Lawyers

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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Diane Y. Park
PREMIUM

California Estate Planning Attorney with 16 years experience

UCLA School of LawCalifornia and U.S. District Court, Central District of California
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Megan Ferkel Earhart
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Estate Planning Lawyer

Megan Ferkel Earhart's practice includes estate planning, trust administration and related income, gift and estate tax matters.
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Alexander L. Bruin
PREMIUM

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

Alexander Bruin represents high net worth individuals in estate planning including gift, estate and generation-skipping transfer tax planning, wealth transfer planning and business succession planning.
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Kevin John Kensik
Claimed Lawyer ProfileSocial Media
El Segundo, CA Estate Planning Lawyer with 23 years experience
(310) 891-2300 400 Continental Blvd.
S. 600
El Segundo, CA 90245
Estate Planning, Arbitration & Mediation, Business and Divorce
Southwestern University School of Law
I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.
(310) 704-0879 609 Deep Valley Drive, Suite 200
Rolling Hills Estates, CA 90274
Palos Verdes Estates, CA Estate Planning Attorney with 47 years experience
(310) 375-3855 31 Malaga Cove Plaza
Palos Verdes Estates, CA 90274
Estate Planning, Business and Tax
Loyola Law School
Rancho Palos Verdes, CA Estate Planning Attorney with 26 years experience
(310) 547-0228 2828 Vista Mesa Dr
Rancho Palos Verdes, CA 90275
Estate Planning
Rolling Hills Estates, CA Estate Planning Attorney with 64 years experience
(310) 519-8840 4000 Palos Verdes Dr N
Rolling Hills Estates, CA 90274
Estate Planning
USC Law School
Beti Tsai Bergman
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 20 years experience
(424) 247-1196 3655 Torrance Blvd., 3rd Floor
Torrance, CA 90503
Estate Planning and Probate
University of California - Davis
Beti Tsai Bergman is an attorney and counselor at law dedicated to serving her clients with judgment, courtesy, and diligence. She is an attorney, in good standing, licensed to practice law in the State of California. She was admitted to the CA State Bar in 1997. Ms. Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation, which specializes in probate, trusts, estates, conservatorships, and elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before...
Jason Mark Murai
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Lawyer with 12 years experience
(310) 776-5604 21250 Hawthorne Blvd. #700
Torrance, CA 90503
Free ConsultationEstate Planning, Bankruptcy, Business and Immigration
Chapman University Fowler School of Law
Alexis Martin Neely
Claimed Lawyer ProfileSocial Media
Redondo Beach, CA Estate Planning Attorney with 17 years experience
(866) 999-3974 417 Beryl St
Redondo Beach, CA 90277
Estate Planning and Tax
Georgetown Univ Law Ctr
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...
(888) 910-6652 3600 Lime St., Building 4
Suite 412
Riverside, CA 92501
(888) 910-6652 18000 Studebaker Road
Suite 700
Cerritos, CA 90703
(888) 910-6652 100 N. Barranca St
Suite 714
West Covina, CA 91791
(888) 910-6652 1050 East Wardlow Road
Long Beach, CA 90807
(888) 910-6652 7755 Center Avenue
11th Floor
Huntington Beach, CA 92647
William Suk Yun
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 12 years experience
(323) 863-3414 21250 Hawthorne Blvd.
Suite 500
Torrance, CA 90503
Estate Planning and Immigration
UC Hastings COL
Law Office of William S. Yun - Immigration Law - Estate Planning - Litigation www.WilliamYunLaw.com - reviewed on Yelp (search Law Office of William S. Yun) William Yun is a graduate of UC Berkeley (Dean's List) and UC Hastings School of Law. He is a member of the American Immigration Lawyers' Association (AILA), and a former judicial extern of the Los Angeles Superior Court. The Law Office of William S. Yun is dedicated to diligently serving clients in the fields of Immigration Law, Estate Planning, and Litigation. Should we have the honor of representing you or your...
Jon Jeffry Mercant
Claimed Lawyer Profile
Redondo Beach, CA Estate Planning Attorney with 43 years experience
(310) 316-8738 707 Torrance Blvd
Redondo Beach, CA 90277
Free ConsultationEstate Planning, Business and Probate
UCLA School of Law
Neil Solarz
PREMIUM

California Estate Planning Lawyer with 41 years experience

University of San Francisco School of LawCalifornia, U.S. District Court Central District of California and 9th Circuit
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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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Rodney William Wickers
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 41 years experience
(310) 540-2520 2790 Skypark Drive
Suite 209
Torrance, CA 90505
Estate Planning, Business, Family and Probate
UC Hastings COL
Sibylle Grebe
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 29 years experience
(310) 542-9888 3424 W Carson St
Torrance, CA 90503
Estate Planning
Southwestern University School of Law
Heather Anne Miller
Claimed Lawyer Profile
Torrance, CA Estate Planning Attorney
21515 Hawthorne Blvd.
Suite 840
Torrance, CA 90503
Estate Planning
Teresa Gutierrez
Claimed Lawyer Profile
Torrance, CA Estate Planning Attorney
(310) 503-6492 TERESA GUTIERREZ LAW
1308 Sartori Avenue, Suite 201
Torrance, CA 90501
Estate Planning
R. Christine Brown
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 25 years experience
(310) 782-6322 2377 Crenshaw Blvd, Suite 330
Torrance, CA 90501
Estate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...
Mr. Edwin Antigua Barnum
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 9 years experience
(310) 213-9097 2161 W. 182nd Street
Suite 202
Torrance, CA 90504
Free ConsultationEstate Planning, Bankruptcy, Business and Divorce
University of West Los Angeles
A compassionate attorney with real life-experiences (I had successful careers before becoming an attorney) that prepared me to relate with most of my clients. We are not your typical lawyer who has great lawyering skills but unable to relate to average clients. We try to simplify the process so you won't feel left out. We vigorously fight for your right but excellent in negotiating a WIN-WIN result that won't escalate the case or the cost of prosecuting your case. We strive to be part of the solution to your problem:not become part of your problem. Call us and experience the...
Samuel B. Ledwitz J.D., LL.M.
Claimed Lawyer Profile
Torrance, CA Estate Planning Attorney with 19 years experience
(310) 769-4783 970 W 190th Street
Suite 275
Torrance, CA 90502
Free ConsultationEstate Planning and Elder
University of Miami School of Law, Pepperdine University School of Law and California State University - California State Polytechnic University, Pomona
Laura L. Thatcher
Claimed Lawyer ProfileSocial Media
Manhattan Beach, CA Estate Planning Lawyer with 21 years experience
(310) 725-0972 1590-D Rosecrans Ave. #213
Manhattan Beach, CA 90266
Estate Planning
Loyola Law School
Krystle Clervaud
Claimed Lawyer Profile
Carson, CA Estate Planning Attorney with 1 year experience
(323) 673-4838 552 E. Carson Street
Suite 104 PMB 320
Carson, CA 90745
Free ConsultationEstate Planning, DUI and Family
Whittier Law School
Denise Arlene Furubotten
Claimed Lawyer ProfileSocial Media
Long Beach, CA Estate Planning Attorney with 22 years experience
(562) 436-4392 3780 Kilroy Airport Way
#200
Long Beach, CA 90806
Estate Planning, Business, Divorce and Family
Western State College of Law at Argosy University
Gary Borofsky
PREMIUM

California Estate Planning Lawyer with 47 years experience

University of California - Los AngelesCalifornia, U.S. District Court, Central District of California and U.S. Tax Court
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Jonathan S. Forster
PREMIUM

California Estate Planning Attorney with 23 years experience

Loyola Law School, Los AngelesCalifornia
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Jason Stone
Claimed Lawyer Profile
Manhattan Beach, CA Estate Planning Attorney
(310) 889-0233 1500 Rosecrans Avenue
Suite 500
Manhattan Beach, CA 90266
Estate Planning, Business and Real Estate
Daniel Sallus
Claimed Lawyer ProfileSocial Media
Manhattan Beach, CA Estate Planning Attorney
(310) 889-0233 1500 Rosecrans Ave. Ste. 500
Manhattan Beach, CA 90266
Estate Planning, Business, Probate and Real Estate
Mitchell A. Port
Claimed Lawyer ProfileQ&ALII SilverBlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 36 years experience
(877) 275-6928 9054 Cresta Dr
Los Angeles, CA 90035
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles specializing in four areas of law: Tax Controversies, California Probate, Estate Planning, and Business Transactions. He began his career as a lawyer with the IRS national office in Washington D.C, where he worked on tax collection and litigation matters. He later worked at two noted local law firms where he further developed his tax controversy skills and represented clients in estate planning, probate, and business transactions. Mitch is a former Internal Revenue Service revenue/collection officer. After gaining the skills, knowledge and experience, Mitch founded the Law Office of Mitchell A. Port. As...
Vanja Habekovic
Claimed Lawyer ProfileSocial Media
Beverly Hills, CA Estate Planning Attorney with 14 years experience
(310) 281-6377 9401 Wilshire Blvd
9th Floor
Beverly Hills, CA 90212
Estate Planning, Business and Tax
Stanford University
My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...
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...
(714) 546-4272 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626
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...
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879
(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
Jeffrey Paul Geida
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law and Pepperdine University School of Law
David A. Shapiro
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 17 years experience
(310) 853-1554 5757 Wilshire Blvd
Penthouse 3
Los Angeles, CA 90036
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Attorney David A. Shapiro is an estate planning and probate lawyer based in Los Angeles, CA. With more than a decade of experience handling trust administration, trust litigation, and cases of financial elder abuse, this is an attorney you can trust to resolve your legal matter as efficiently as possible. As a boutique law firm, we are proud of our ability to provide the personalized attention and dedicated legal guidance our clients deserve. Visit our website today to submit a free case evaluation!
Eric Jerome Gold
Claimed Lawyer ProfileSocial Media
Calabasas, CA Estate Planning Lawyer with 18 years experience
(888) 561-5590 23901 Calabasas Road Suite 1072
Calabasas, CA 91302
Free ConsultationEstate Planning, Business, Collections and Probate
University of La Verne College of Law
California Attorney Eric J. Gold has practiced law in California since 1999. As a solo practitioner at the Law Offices of Eric J. Gold, APC, he personally handles each matter and uses current technology to provide value and comprehensive services to his clients. In addition to his specialized knowledge in commercial transportation, Mr. Gold has also worked for a not-for-profit outdoor advocacy organization that promotes mountain bicycling and he remains an avid cyclist today
(888) 561-5590 312 Arizona Ave, Floor 2
Santa Monica, CA 90401
(888) 561-5590 27186 Newport Road, #2
Menifee, CA 92584
(888) 561-5590 1008 W Avenue M14 Suite A - #160
Palmdale, CA 93551
Gerard V. Kassabian
Claimed Lawyer ProfileSocial Media
Beverly Hills, CA Estate Planning Lawyer with 16 years experience
(310) 278-8001 9465 Wilshire Boulevard
Suite 460
Beverly Hills, CA 90212
Free ConsultationEstate Planning, Business and Real Estate
University of Miami School of Law and Southwestern Law School
Rochelle H. Schultz
PREMIUM

California Estate Planning Attorney

University of Southern California Gould School of LawCalifornia
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Michael Feispor
PREMIUM

California Estate Planning Attorney

Loyola Law School, Los Angeles and Loyola Law School, Los AngelesCalifornia
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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.
(661) 214-3950 45024 10th Street West, Suite 101
Lancaster, CA 93534
(562) 888-5114 3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
(909) 543-0947 3200 East Guasti Road, Suite 100
Ontario, CA 91761
(213) 550-5090 445 South Figueroa Street, Suite 2600
Los Angeles, CA 90071
Sussan H. Shore
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 42 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning and Probate
Loyola Law School, Los Angeles
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 their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...
Burton A. Mitchell
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 40 years experience
(310) 203-8080 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Taxation New York University School of Law and Georgetown University
Emily Patricia Graham
Claimed Lawyer ProfileBlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 12 years experience
(561) 792-2220 1901 Avenue of the Stars
2nd Floor
Los Angeles, CA 90067
Estate Planning, Entertainment & Sports, Real Estate and Tax
University of Miami School of Law, Boston University School of Law and Nova Southeastern University
Tax and business law focusing on the entertainment, real estate, technology, and healthcare industries.
Stephen E. Grant
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 6 years experience
(213) 545-1331 2355 Westwood Blvd #740
Los Angeles, CA 90064
Free ConsultationEstate Planning and Probate
Loyola Law School, Los Angeles
Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO – in addition to being selected to Super Lawyers® Rising Stars.

Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and families on their estate planning. Among...
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.
(310) 271-6290 8383 Wilshire Blvd #443
Beverly Hills, CA 90211
24742 Kings Road
Laguna Niguel , CA 92677
Jennifer Yeoh
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 16 years experience
(310) 325-2205 11620 Wilshire Blvd #900
Los Angeles, CA 90045
Estate Planning and Workers' Comp
Loyola Law School
Jennifer Yeoh is a Founding Partner of Joe, Southard & Yeoh LLP, with over 14 years of experience, specializing in workers’ compensation law. She aggressively defends the rights of those who have been injured on the job so that they receive the financial compensation they deserve. She represents a wide variety of workers in both public and private sectors, including construction workers, caretakers, nurses, healthcare workers and airline employees. Ms. Yeoh has an in depth understanding of the intricate workers’ compensation laws and provides individualized attention to her clients to help them navigate through the complex process.

A native of Southern...
Debbie Yeh Joe
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 17 years experience
(424) 325-2205 11620 Wilshire Blvd #900
Los Angeles, CA 90025
Estate Planning and Workers' Comp
Loyola Law School, Los Angeles
Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.

A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...
Gary Borofsky
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 47 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of California - Los Angeles
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.
Elizabeth G. Acevedo
PREMIUM

California Estate Planning Attorney

State University of New York - BuffaloNew York and California
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Darrell C. Harriman
PREMIUM

California Estate Planning Attorney with 39 years experience

University of the Pacific, McGeorge School of Law and University of the PacificCalifornia
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Estate Planning Lawyers in Nearby Counties

Palos Verdes Estates Estate Planning Legal Aid & Pro Bono Services

California Lawyers for the Arts
(310) 207-0001
Los Angeles, CA


AIDS Project Los Angeles, HIV & AIDS Legal Services Project
(213) 201-1600
Los Angeles, 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.