Seal Beach Estate Planning Lawyers

Compare 1000+ top rated California attorneys serving Seal Beach.
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Genene N. Dunn
PREMIUM
Genene N. Dunn

California Estate Planning Attorney

Genene N. Dunn is a estate planning and probate attorney who has been working with estate and probate matters since 2010. She is a Partner at HUNSBERGER DUNN LLP, which has been serving Orange County for over 30 years.... Read More »
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Gordon A. Schaller
PREMIUM
Gordon A. Schaller

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

Gordon Schaller represents high-net-worth individuals and public and private organizations on tax, estate planning, business succession, charitable and wealth management, trust and estate litigation, and related issues. Read More »
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Eric R. Bardwell
PREMIUM
Eric R. Bardwell

Jeffer Mangels Butler & Mitchell LLP - Estate Planning Lawyer

Eric Bardwell represents high-net-worth individuals in all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration. Read More »
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Scott A. Harshman
PREMIUM
Scott A. Harshman

Jeffer Mangels Butler & Mitchell LLP – U.S. and International Tax Lawyer

Scott Harshman focuses on tax, trust and estate matters and business planning for high net-worth individuals, including matters for multinational individuals and families. Read More »
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Cherisse Gay Lanier
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Cherisse Gay Lanier
Long Beach, CA Estate Planning Lawyer with 23 years of experience
(310) 941-1460 235 E. BROADWAY SUITE 1140
Long Beach, CA 90802
Free ConsultationEstate Planning, Business and Divorce
Western State Univ COL
Denise Arlene Furubotten
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Denise Arlene Furubotten
Huntington Beach, CA Estate Planning Attorney with 24 years of experience
(714) 960-6200 17011 Beach Blvd
#900
Huntington Beach, CA 92647
Estate Planning, Business, Divorce and Family
Western State College of Law at Argosy University
Eric Scott Hartman
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Eric Scott Hartman
Huntington Beach, CA Estate Planning Lawyer with 50 years of experience
(714) 372-2216 7755 Center Ave.
Suite 1100
Huntington Beach, CA 92647
Estate Planning, Business and Probate
University of California, Berkeley School of Law
Eric S. Hartman is a southern California attorney with several decades of experience and offices located in Huntington Beach, serving coastal and other southern California communities. Mr. Hartman places an emphasis on personally meeting with clients and honestly analyzing their legal needs and objectives. He has earned the highest peer rating available from the Martindale-Hubbell lawyer rating service based on competency and ethics. Mr. Hartman's current law practice emphasizes (1) business law, from start-ups to well established local and national businesses, including corporate and limited liability company formations, transactional and business litigation matters; (2) estate...
Trent Charles Marcus
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Trent Charles Marcus
Huntington Beach, CA Estate Planning Attorney with 16 years of experience
(714) 964-6335 19900 Beach Boulevard, C-1,
Huntington Beach, CA 92648
Estate Planning, Business and Probate
Whittier Coll School of Law
Justin M. Betance
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Justin M. Betance
Huntington Beach, CA Estate Planning Attorney with 5 years of experience
(714) 642-1322 7777 Center Ave Ste 450
Huntington Beach, CA 92647
Free ConsultationEstate Planning, Business, Probate and Tax
Northwestern California University
Thomas Glenn Martin
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Thomas Glenn Martin
Long Beach, CA Estate Planning Lawyer with 22 years of experience
(562) 219-3290 249 E. Ocean Boulevard
Suite 501
Long Beach, CA 90802
Estate Planning, Business, Divorce and Family
UCLA School of Law
Sharon Leslee Crommett
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Sharon Leslee Crommett
Huntington Beach, CA Estate Planning Attorney with 18 years of experience
(760) 249-6072 8932 Yolo Circle
#1303C
Huntington Beach, CA 92646
Free ConsultationEstate Planning and Bankruptcy
Western State College of Law at Argosy University
Saurab Rijal
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Saurab Rijal
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
Pete Nguyenton Nguyen
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Pete Nguyenton Nguyen
Garden Grove, CA Estate Planning Lawyer with 23 years of 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
Robert Lawrence Cohen
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Robert Lawrence Cohen
Buena Park, CA Estate Planning Lawyer with 30 years of experience
(714) 522-8880 8081 Orangethorpe Ave
Buena Park, CA 90621
Estate Planning, Bankruptcy and Real Estate
Loyola Law School
Jeffrey Robert Matsen
PREMIUM
Jeffrey Robert Matsen

California Estate Planning Attorney with 53 years of experience

Jeff Matsen is Of Counsel Partner to the Southern California law firm, Bohm Wildish & Matsen, LLP and has been providing a wide range of clients with the highest level of legal services for 50 years. Since receiving... Read More »
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David L. Crockett
PREMIUM
David L. Crockett

California Estate Planning Attorney with 50 years of experience

California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including... Read More »
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Elizabeth Diane Fondren
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Elizabeth Diane Fondren
Huntington Beach, CA Estate Planning Attorney with 18 years of experience
(949) 838-0270 One Pacific Plaza
7755 Center Avenue, 11th Floor
Huntington Beach, CA 92647
Free ConsultationEstate Planning and Family
Trinity Law School
Stuart Anthony McKenzie
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Stuart Anthony McKenzie
Huntington Beach, CA Estate Planning Attorney with 45 years of experience
(714) 964-1638 9042 Garfield Ave Ste 312
Huntington Beach, CA 92646
Estate Planning and Bankruptcy
Southwestern Univ School of Law
Norman Feirstein
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Norman Feirstein
Westminster, CA Estate Planning Lawyer with 42 years of experience
(714) 892-3320 8251 Westminster Ave., Suite 203
Westminster, CA 92683
Estate Planning, Business, Immigration and Personal Injury
Univ of West Los Angeles
William Charles Peacock
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William Charles Peacock
Long Beach, CA Estate Planning Lawyer with 8 years of experience
(562) 774-1529 235 E. Broadway
1140
Long Beach, CA 90802
Offers Video ChatEstate Planning and Family
Willie has three passions in life: family (including his dogs), following his favorite sports teams, and helping his clients. He practices QDRO law (retirement division) from coast to coast, in his seven licensed states. He's a recognized authority in the area, teaching other lawyers about QDROs and legal practice at state bar conferences and via online education platforms.
Thomas James Stolp
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Thomas James Stolp
Fountain Valley, CA Estate Planning Attorney with 36 years of experience
(714) 847-6041 10061 Talbert Ave
Fountain Valley, CA 92708
Estate Planning, Collections, Divorce and Family
Western State Univ
Richard Harting
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Richard Harting
Long Beach, CA Estate Planning Lawyer with 29 years of experience
(562) 981-3707 3711 Long Beach Blvd, Suite 600
Long Beach, CA 90807
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Southwestern Univ School of Law
Tracy Jordan Roberts
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Tracy Jordan Roberts
Long Beach, CA Estate Planning Lawyer with 23 years of experience
(562) 432-1001 400 Oceangate
Long Beach, CA 90802
Estate Planning
UCLA School of Law
Georgia Kezios
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Georgia Kezios
Cerritos, CA Estate Planning Attorney with 21 years of experience
(562) 865-7700 18000 Studebaker Road
Suite 700
Cerritos, CA 90703
Offers Video ChatEstate Planning, Family, Landlord Tenant and Probate
Western State Univ COL
Laura Elena Claveran
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Laura Elena Claveran
Long Beach, CA Estate Planning Lawyer with 38 years of experience
(562) 809-9084 3780 Kilroy Airport Way
Long Beach, CA 90806
Estate Planning, Business, Elder and Immigration
USC Law School
Richard Owen Schwartz
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Richard Owen Schwartz
Huntington Beach, CA Estate Planning Lawyer with 41 years of experience
(714) 374-1100 19662 Island Bay Ln
Huntington Beach, CA 92648
Estate Planning and Health Care
New York Law School
Robert Lopez
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Robert Lopez
Irvine, CA Estate Planning Attorney with 20 years of experience
(800) 501-9620 2372 Morse Ave Ste 152
Irvine, CA 92614
Estate Planning, Business, Employment and Probate
University of Southern California Gould School of Law
Are you a small business owner? or thinking about starting a business? Or do you have an existing business that now has a business, contract or employment issue?

With business disputes, we first try to keep a dispute from become a lawsuit. If we can find a way that protects our client and serves their best interest, then we always try that first. If, however, you are already in a lawsuit, then we immediately go to protect our client, keeping in mind what is best for you.

With starting a company, we look at what our client ultimately wants to accomplish....
Elizabeth Yang
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Elizabeth Yang
Irvine, CA Estate Planning Attorney with 13 years of experience
(877) 492-6452 2102 Business Center Dr.
Suite 130
Irvine, CA 92612
Free ConsultationEstate Planning, Business, Family and IP
University of La Verne College of Law
Elizabeth Yang has been practicing law since 2007 and specializes in Intellectual Property Law, including Patent, Copyright and Trademark Prosecution and Litigation; Business Law, including corporate entity formation, contract drafting, contract disputes, litigation; and Family Law, including divorce, child custody, child support, alimony, and asset division. She is fluent in Mandarin Chinese.

Elizabeth was admitted to the United States Patent & Trademark office in 2007. At the age of 19, she earned her Bachelor's degree in Electrical Engineering and Computer Science from UC Berkeley in two and a half years. In 2011, Elizabeth founded Yang & Wang, P.C., a boutique...
David L. Crockett
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David L. Crockett
Newport Beach, CA Estate Planning Attorney with 50 years of 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
California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.

As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...
Shadi Ala'i Shaffer
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Shadi Ala'i Shaffer
(714) 966-2646 17702 Mitchell North
#101
Irvine, CA 92614
Free ConsultationOffers Video ChatIrvine, CA Estate Planning Lawyer with 15 years of experience
Estate Planning and Probate
California Western School of Law
Shadi Shaffer focuses her practice on Estate Planning, Trusts, Probate and Trust Administration. Prior to her legal career, Attorney Shaffer had an extensive and diverse work history, which helped her gain skills that have proven invaluable to her legal practice.

Attorney Shaffer opened her own firm so she could protect families, children, and businesses from the CA Probate system and serve as an advocate to prevent clients from the court system. She started the Asset Protection & Elder Law Center over 15 years ago with her best friend (25 years and counting!) Patrick P. Phancao. We wanted to build a...
Zaher Fallahi
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Zaher Fallahi
Costa Mesa, CA Estate Planning Attorney with 10 years of experience
(877) 687-7558 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626
Estate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an 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 Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...
Jeffrey Robert Matsen
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Jeffrey Robert Matsen
Costa Mesa, CA Estate Planning Attorney with 53 years of 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...
Beti Tsai Bergman
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Beti Tsai Bergman
Torrance, CA Estate Planning Attorney with 22 years of experience
(310) 694-8703 3220 Sepulveda Blvd.
Suite 203
Torrance, CA 90505
Estate Planning and Probate
University of California - Davis
Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial 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 specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...
Eric R. Bardwell
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Eric R. Bardwell
Irvine, CA Estate Planning Lawyer with 12 years of experience
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...
Mona Parsa
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Mona Parsa
Orange County, CA Estate Planning Attorney with 12 years of experience
(949) 412-7182 Orange County
Orange County, CA
Free ConsultationEstate Planning and Entertainment & Sports
Whittier Law School
Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.
Julie King
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Julie King
Newport Beach, CA Estate Planning Lawyer with 32 years of experience
(949) 689-2012 1621 Santiago Drive
Newport Beach, CA 92660
Free ConsultationEstate Planning and Business
Loyola Law School
With 30 years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, mergers and acquisitions, and employee training.

Julie 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...
Cindy Nguyen
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Cindy Nguyen
Tustin, CA, CA Estate Planning Lawyer
(626) 307-2800 511 E 1st St
STE H
Tustin, CA, CA 92780
Free ConsultationOffers Video ChatEstate Planning, Business, Employment and Probate
Santa Clara University School of Law
Cindy Nguyen is the managing partner at Amity Law Group and has had extensive experience in estate planning, probate, employment law and business litigation. Ms. Nguyen loves to work with families to help them create an estate plan that will avoid taxes and protect them against probate.

Ms. Nguyen also provides preventive counseling to employers regarding claims of discrimination, harassment, disability accommodation, wage and hour violations, ADA violations, misclassification, and other alleged claims of employer misconduct. She represents employers in state and federal courts, and before administrative agencies such as the California Division of Labor Standards Enforcement and the U.S....
Henry Daniel Lively
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Henry Daniel Lively
Newport Beach, CA Estate Planning Lawyer with 22 years of 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...
Daniel Chudleigh
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Daniel Chudleigh
Irvine, CA Estate Planning Attorney with 8 years of experience
(949) 877-9140 2372 Morse Ave.
Ste. 234
Irvine, CA 92614
Free ConsultationEstate Planning, Business and Personal Injury
Chapman University Fowler School of Law
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.
Suzanne Marie Rehmani
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Suzanne Marie Rehmani
Tustin, CA Estate Planning Attorney with 28 years of experience
(949) 202-1424 14751 Plaza Drive
Suite B
Tustin, CA 92780
Free ConsultationEstate Planning, Elder and Probate
Western State Univ COL
SUZANNE M. REHMANI, ESQ.

Suzanne M. Rehmani has been an attorney since 1992. She has more than twenty five years of experience practicing law including litigating cases and has also handled numerous cases at the appellate level. She has an LLM in Taxation and is a licensed notary. Ms. Rehmani has extensive experience in litigation, with an emphasis on trust, probate, financial elder abuse, conservatorships, business and general civil and business litigation. She also has extensive experience in the area of basic and complex estate planning drafting, including wills, trusts, probate, trust and estate administration matters, life insurance trusts, special needs...
Jillyn Sue Hess
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Jillyn Sue Hess
Newport Beach, CA Estate Planning Lawyer with 30 years of experience
(949) 706-7300 620 Newport Center Drive
Newport Beach, CA 92660
Free ConsultationEstate Planning, Business, Probate and Real Estate
Western State Univ COL
Mrs. Verdon founded the Hess-Verdon in 1990 and has successfully advised high net-worth individuals and corporate executives with their estate tax and corporate matters. She is a noted speaker on the subjects of Trust Litigation, Business, and Real Estate Litigation, and Advanced Estate Planning matters.

As the Managing Partner, Mrs. Verdon has built a team of experienced lawyers focusing on the following:

Business Law and business dispute litigation
Real Estate Law and litigation
Special Needs Trusts for Disabled Family Members,
Charitable Planning and many strategies for wealthy families who own businesses.
Probate and Probate litigation
Trust Administration
Mrs. Verdon’s dedication to achieving results for her clients is...
Daniel Jai Tripathi
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Daniel Jai Tripathi
Costa Mesa, CA Estate Planning Lawyer with 13 years of experience
(877) 422-5297 75 Anton Boulevard
Suite 300
Costa Mesa, CA 92626
Free ConsultationEstate Planning, Arbitration & Mediation, Criminal 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...
Christopher Robert Blevins
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Christopher Robert Blevins
(949) 393-7575 1560 Brookhollow Dr.
Suite 201
Santa Ana, CA 92705
Free ConsultationSanta Ana, CA Estate Planning Attorney with 12 years of experience
Estate Planning and Business
University of Arizona
Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).

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

Mr....
Leslie Daff
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Leslie Daff
Irvine, CA Estate Planning Attorney with 20 years of 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
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...
Gordon A. Schaller
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Gordon A. Schaller
Irvine, CA Estate Planning Lawyer
(949) 623-7222 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
University of Minnesota Law School
Scott A. Harshman
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Scott A. Harshman
Irvine, CA Estate Planning Lawyer with 22 years of experience
(949) 623-7224 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Seal Beach Estate Planning Legal Aid & Pro Bono Services

Chapman University School of Law Alona Cortese Elder Law Center
(714) 628-2504
Orange, 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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