Randsburg, California Estate Planning Lawyers

Ridgecrest, CA Estate Planning Attorney with 22 years experience
(760) 384-8081 725 Peg St
Ridgecrest, CA 93555
Estate Planning
Ridgecrest School of Law
Ridgecrest, CA Estate Planning Attorney with 13 years experience
(760) 375-2598 115 N Balsam St #C
Ridgecrest, CA 93555
Estate Planning
Concord Law School
Lake Isabella, CA Estate Planning Attorney with 31 years experience
(760) 379-2604 PO Box 2810
Lake Isabella, CA
Estate Planning, Divorce and Family
Whittier Coll School of Law
Tehachapi, CA Estate Planning Lawyer with 31 years experience
(661) 822-7300 112 E "F" St Ste E
Tehachapi, CA 93561
Estate Planning
Southwestern Univ School of Law
Edwards Afb, CA Estate Planning Attorney with 3 years experience
1 S. Rosamond Blvd
Edwards Afb, CA 93524
Estate Planning, Consumer, Criminal and Family
Regent University School of Law
Tehachapi, CA Estate Planning Lawyer with 25 years experience
(661) 822-7892 21601 Old Town Rd
Tehachapi, CA 93561
Estate Planning and Municipal
Western State Univ COL
Lake Isabella, CA Estate Planning Lawyer with 45 years experience
(760) 379-4641 PO Box 3013
Lake Isabella, CA 93240
Estate Planning and Personal Injury
Southwestern Univ School of Law
Lake Isabella, CA Estate Planning Lawyer
(661) 234-8183 5104 Lake Isabella Blvd Ste B
Lake Isabella, CA 93240
Estate Planning
Rosamond, CA Estate Planning Attorney with 6 years experience
(661) 235-0662 1950 W Rosamond Blvd Unit 1329
Rosamond, CA 93560-5060
Estate Planning
Robert Louis Miller
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Rancho Cucamonga, CA Estate Planning Lawyer with 24 years experience
(877) 568-2977 3350 Shelby Street
Suite 200
Rancho Cucamonga, CA 91764
Free ConsultationEstate Planning, Criminal, DUI and Personal Injury
Western State Univ COL
Attorney Robert Miller has a 10.0 Avvo rating, and has been designated a “Client’s Choice DUI Attorney.”

He was named by clients as a top Orange County DUI Lawyer on Yelp, receiving Yelp’s highest rating award, based on reviews.

Mr. Miller has 23 years practicing law in Orange County, including at other criminal defense and DUI firms and practices with his own firm.

Robert Miller has been the author or co-author of three books on DUI defense and has appeared on television and radio as a legal commentator.

He has successfully handled thousands of cases and has many positive...
Alice A Salvo
Claimed Lawyer ProfileQ&ASocial Media
Woodland Hills, CA Estate Planning Attorney with 37 years experience
(818) 676-9572 20350 Ventura Blvd #110
Woodland Hills, CA 91364
Free ConsultationEstate Planning, Elder, Probate and Tax
Southwestern Univ School of Law and University of Miami School of Law
Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...
Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Pasadena, CA Estate Planning Lawyer with 25 years experience
(888) 553-8000 225 S Lake Ave 10th Floor
Pasadena, CA 91101
Estate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
Mr. Cloyd E. Havens II
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Glendora, CA Estate Planning Lawyer with 21 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.
Rhonda Ann Miller
Claimed Lawyer ProfileBlawgsearch
Pasadena, CA Estate Planning Lawyer with 23 years experience
(866) 755-8745 790 E. Green St.
Pasadena, CA 91101
Free ConsultationEstate Planning, Probate and Tax
Loyola Law School
Rhonda Miller is a partner with Dunlap, Bennett & Ludwig, PLLC, working out of their Vienna, Leesburg and Pasadena offices where she concentrates on sophisticated estate planning including special needs trusts, asset protection trusts, spousal lifetime access trusts, charitable remainder trust, qualified small business trusts and other trust used to minimize or eliminate capital gains and estate tax. In addition, she focuses on administering large and complex estates including litigation with respect to those estates and correcting documents to optimize tax efficiencies.
...
David D L Horton
Claimed Lawyer ProfileSocial MediaResponsive Law
San Bernardino, CA Estate Planning Lawyer
(844) 951-4529 1473 E Carnegie Dr
Ste 200
San Bernardino, CA 92408
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Northwestern California, School of Law
We’re proud that our law firm is local and we offer our exceptional legal services to SoCal, Riverside, San Bernardino and Palm Springs California. With Our sensitivity coupled with Our aggressive approach to Probate matters and Our wealth of knowledge when it comes to Estate Planning, Our extensive experience with ALL Legal Tax Issues and Our first hand knowledge and real world experience as Business owners has allowed us to call southern California home for many years.

Handling the legal issues that arise after the death of a friend or loved one can be very challenging. If a family member has...
James Geoffrey Beirne
Claimed Lawyer ProfileQ&A
Encino, CA Estate Planning Attorney with 26 years experience
(818) 224-4500 16633 Ventura Blvd.
Suite 1200
Encino, CA 91436
Free ConsultationEstate Planning, Bankruptcy and Immigration
Southwestern Law School
Over 20 years experience with consumer Chapter 7 and Chapter 13 bankruptcies, lien avoidance and income tax discharge.
Gerard V. Kassabian
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Lawyer with 17 years experience
(310) 278-8001 15260 Ventura Blvd.
Suite 960
Sherman Oaks, CA 91403
Free ConsultationEstate Planning, Business and Real Estate
University of Miami School of Law and Southwestern Law School
Gerard V. Kassabian JD, LL.M, currently serves as Chairman of the Board of Governors of the Armenian Bar Association. Mr. Kassabian is an accomplished attorney with diverse experience in transaction and litigation matters representing high net-worth families with respect to their trusts and estates, family law, real estate and business law matters. Mr. Kassabian is admitted to practice before all California State Courts and the United States District Court of California, Central District.

After graduating from the University of Southern California with dual-degrees in Business Finance with emphasis in Real Estate and Political Science, Mr. Kassabian attended Southwestern Law School...
Parham Patrick Parhami
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Encino, CA Estate Planning Lawyer with 19 years experience
(818) 205-2445 6345 Balboa Blvd., Suite 247
Encino, CA 91316
Free ConsultationEstate Planning, Bankruptcy, Business and Personal Injury
Southwestern University School of Law
The areas of focus are Personal Injury, Contracts, Business Management, Business Formation (Corporation and LLC), Real Estate, Bankruptcy, Debt Settlement, Estate Planning and Banking. In addition to practicing law, the second part of the firm concentrates on Business Management section in which focus is on accounts payable, accounts receivable, paying bills, doing all tax work and anything else the client is interested in. Lastly, the firm concentrates on business consulting for anyone who currently has a business or plan to start a business.
Troy Werner
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Bakersfield, CA Estate Planning Lawyer with 9 years experience
(800) 752-9937 4900 California Ave., Tower B-210
Bakersfield, CA 93309
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...
Babak Rafiei
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Canoga Park, CA Estate Planning Lawyer with 4 years experience
(310) 987-7567 21201 Victory Blvd.
Suite 218
Canoga Park, CA 91303
Free ConsultationEstate Planning, Business, IP and Personal Injury
Southwestern Law School
Robert was the youngest graduate of his class at Southwestern Law School. He has been the recipient of several legal awards, including the Witkin Award for Academic Excellence, the Wildman & Schumacher Scholarship, and the Edna Kraemer Dunlap Scholarship. Robert is also certified as a professional LexisNexis and WestlawNext researcher. He earned his Bachelor of Arts cum laude from UCLA with a major in political science.

Robert’s primary focus is drafting, editing, and negotiating contractual agreements. He has a passion for intellectual property (IP) law, which encompasses copyrights, trademarks, and patents. He is certified as a professional LexisNexis and WestlawNext...
Marivel Zialcita
Claimed Lawyer ProfileQ&ASocial Media
Claremont, CA Estate Planning Lawyer with 16 years experience
(909) 256-6702 341 W. 1st St.
Suite 100
Claremont, CA 91711
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of Trust and Estate, Elder Law, VA Benefits, Special Needs, Conservatorship, Trust Administration and Probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section, The San Bernardino County Bar Association, Wealth Counsel and Elder Counsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita received her B.A. degree from the University of California,...
Robert M Mansour
Claimed Lawyer ProfileBlawgsearchSocial Media
Santa Clarita, CA Estate Planning Attorney with 25 years experience
(661) 414-7100 28212 Kelly Johnson Pkwy #110
Santa Clarita, CA 91355
Free ConsultationEstate Planning and Personal Injury
Southwestern Univ School of Law
Attorney Robert Mansour is a Santa Clarita personal injury lawyer with many years of experience handling car accident cases. He serves Santa Clarita and its communities of Valencia, Newhall, Stevenson Ranch, Castaic, Saugus and Canyon Country. He also serves the entire Los Angeles area. Santa Clarita personal injury lawyer Robert Mansour used to work as a defense lawyer for the major insurance companies. Now he represents victims of auto accidents, wrongful death, bicycle accident, pedestrian accidents and much more. Because he worked for the insurance companies, Santa Clarita personal injury lawyer Robert Mansour has a...
Rob Werner
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Bakersfield, CA Estate Planning Attorney with 43 years experience
(661) 377-2923 4900 California Ave., Tower B-210
Bakersfield, CA 93309
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...
Daniel Jai Tripathi
Claimed Lawyer ProfileSocial Media
Palmdale, CA Estate Planning Lawyer with 12 years experience
(877) 422-5297 1008 W Avenue M14
Suite A
Palmdale, CA 93551
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...
Candice A. Garcia
Claimed Lawyer ProfileQ&ASocial Media
Ontario, CA Estate Planning Lawyer with 12 years experience
(800) 581-4049 3350 Shelby Street
Ste 345
Ontario, CA 91764
Free ConsultationEstate Planning, Business and Probate
University of La Verne College of Law
I have been practicing law since 2007. My practice focuses on Probate, Business Transactions and Estate Planning. I am a Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization
Randall Kaiden
Claimed Lawyer Profile
Valencia, CA Estate Planning Lawyer with 22 years experience
(661) 247-8433 27240 Turnberry Lane, Suite 200
Valencia, CA 91355
Estate Planning and Elder
University of San Diego School of Law and Southwestern University School of Law
Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...
Richard Samuel Price
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
(909) 475-8800 300 E. State St., Ste. 620
Redlands, CA 92373
Free ConsultationRedlands, CA Estate Planning Attorney with 18 years experience
Estate Planning, Elder and Probate
New York University School of Law and Western New England University School of Law
R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, trust administration, long-term care planning and litigation. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. He made such an impression on an author client that she based a character of a probate attorney on him, in her...
David Piotrowski
Claimed Lawyer ProfileQ&ASocial Media
Valencia, CA Estate Planning Lawyer with 14 years experience
(877) 875-6958 28005 Smyth Dr., Suite 180
Valencia, CA 91355
Free ConsultationEstate Planning, Business, Landlord Tenant and Real Estate
Southwestern Univ School of Law
Representing Landlords in Eviction Cases. Assisting Interstate Household Goods Moving Companies with Tariffs and Contracts. Practicing member of the State Bar of California and the United States District Court for the Central District of California.
KC Marie Knox
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Woodland Hills, CA Estate Planning Attorney with 15 years experience
(818) 501-5800 21333 Oxnard Street
First Floor
Woodland Hills, CA 91367
Free ConsultationEstate Planning, Business and Probate
Univ of San Diego School of Law
I am an attorney at the Los Angeles Estate Planning Law Firm Anker, Hymes & Schreiber, LLP.
Larry Stephen Hymes
Claimed Lawyer ProfileSocial Media
Woodland Hills, CA Estate Planning Attorney with 42 years experience
(818) 501-5800 21333 Oxnard St
1st Floor
Woodland Hills, CA 91367
Estate Planning, Business and Real Estate
Univ of San Diego School of Law
Anker, Reed, Hymes, Schreiber, & Cohen, A Law Corporation, utilizes a unique team approach designed to achieve optimal outcomes. For example, when a client's case presents complex legal issues, we bring the presiding partners together in order to fully assess the situation and to determine the most direct, efficient, and effective strategy. Our firm always aims to create innovative and positive solutions via the comprehensive legal knowledge of our attorneys.
Joseph Hyunsung Lee
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 20 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...
Joseph Pearl
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Bakersfield, CA Estate Planning Attorney with 12 years experience
(661) 281-0253 1400 Chester Ave., Suite I
Bakersfield, CA 93301
Estate Planning, Bankruptcy and Probate
Golden Gate University School of Law and Golden Gate University School of Law
Mr. Pearl is a dedicated third generation Bakersfield Attorney. He is experienced and effective advocating for clients in a broad array of Consumer Bankruptcy matters. Mr. Pearl also provides skilled representation for complex legal issues in Estate Planning, Elder Law, Medi-Cal Planning, Probate and Trust Administration. In addition, he is experienced in areas such as Taxation, Corporate Law, Real Estate, Intellectual Property and Secured Transactions. Mr. Pearl is committed to exceptional service and legal representation for his clients.

In 2000, Mr. Pearl earned a B.A. in Business and Economics from UC Santa Barbara, where he received a five year golf scholarship....
Linda Lu McLarnan-Dugan
Claimed Lawyer Profile
Arcadia, CA Estate Planning Lawyer with 25 years experience
(626) 296-8670 150 N. Santa Anita Ave., Suite 300
Arcadia, CA 91006
Estate Planning, Divorce, Family and Probate
University of West Los Angeles College of Law
Linda L. McLarnan-Dugan, Esq. has over 26 years of experience in the legal field following her admission to the California State Bar. She handles all types of cases which deal with the family. Her practice include all areas of Family Law; Probate; Conservatorships; Guardianships; and Estate Planning. She regularly is appointed a Minor’s Counsel in Family Court and PVP Attorney in Probate Court. She is a member of the State Bar of California; Pasadena Bar Association, 2018 President-Elect of the PBA, Chair 2011-2014 Pasadena Family Law Bar; Pasadena Tournament of Roses; and Recording Secretary of...
Gregory Mark Shanfeld
Claimed Lawyer ProfileSocial Media
Lancaster, CA Estate Planning Attorney with 25 years experience
(661) 214-3950 45024 10th Street West, Suite 101
Lancaster, CA 93534
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.
Adrienne Kay Miller
Claimed Lawyer ProfileSocial Media
SIMI VALLEY, CA Estate Planning Attorney with 21 years experience
(805) 522-1640 1633 Erringer Road,
Suite 205
SIMI VALLEY, CA 93065
Estate Planning, Business, Probate and Real Estate
Southwestern Univ School of Law
I live and work in Simi Valley and have practiced here since 1999.
I love practicing law in Simi Valley and providing my community with personal and experienced legal services, with integrity and attention.

In 2006 I started my own practice, and now serve Ventura County and Los Angeles County. I have an extensive probate and estate planning practice (trusts, wills, powers of attorneys, health care directives, etc.) My practice also includes guardianships, real estate and business transactional law.

Prior to law school, I worked in the public service sector from 1987 to 1994, first in a U.S. Congressional office, and thereafter...
Shelley Rios
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Attorney with 9 years experience
(818) 641-1692 4405 W. Riverside Drive
#201
Burbank, CA 91505
Estate Planning, Business, Probate and Real Estate
Loyola University New Orleans
Shelley Rizzotti is an attorney in Burbank, devoted to the practice of real estate, probate, and estate planning. She is a member of numerous associations including the California State Bar Association, the Los Angeles County Bar Association, the San Fernando Valley Bar Association, and the National Association of Realtors®. With nearly 15 years of experience in real estate and an extensive understanding of estate planning and probate administration, Ms. Rizzotti has the resources necessary to take on even the most complex cases. To find out about working with Attorney Rizzotti, do not hesitate to contact her firm, Shelley Rizzotti, Attorney...
Kenneth A. Ziskin
Claimed Lawyer Profile
Sherman Oaks, CA Estate Planning Lawyer with 47 years experience
(818) 988-0949 4532 Murietta Ave.
#101
Sherman Oaks, CA 91423
Free ConsultationEstate Planning and Tax
University of Southern California and University of Southern California Gould School of Law
I have 42 years experience in tax, business, banking and estate planning law, including 3 years as an Adjunct Professor of Law at the University of Southern California Law Center. For the past 17 years, my practice has focused on Living Trusts and Estate Planning, emphasizing legal representation of individuals and families in connection with Estate Planning, Living Trusts and drafting and implementing Family Wealth Strategies (sm). I practice in a warm, comfortable environment, where my wife (Hinda) helps to provide the perspective and wisdom of a woman, mother and grandmother to the planning by my clients. ...
John S. Morris
Claimed Lawyer Profile
Arcadia, CA Estate Planning Attorney with 24 years experience
(626) 294-0880 150 N Santa Anita Ave
Suite 750
Arcadia, CA 91001
Free ConsultationEstate Planning, Elder, Family and Probate
Loyola Law School, Los Angeles
The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...
David A. Shapiro
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 18 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
The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...
Daryl Henry Carlson
Claimed Lawyer Profile
Redlands, CA Estate Planning Attorney with 41 years experience
(909) 307-3373 114 W. Vine Street
Redlands, CA 92373
Estate Planning
Brigham Young University
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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.