Tarzana, California Estate Planning Lawyers

Alice A Salvo
PREMIUM

Woodland Hills, CA Estate Planning - Superior Credentials

I'm an experienced estate planning attorney and serve clients throughout Los Angeles. I provide personalized representation and handle all types of matters, including wills, trusts, living wills, and powers of attorney. Read More »
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Gary Borofsky
PREMIUM

Dedicated Representation for Estate Planning Matters! 40 Years of Experience!

I am an astute, attentive and experienced estate planning attorney. I provide broad experience to address your needs and pursue the best possible outcomes! Visit my website for information or call for a consultation. Read More »
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Michael Feispor
PREMIUM

Knowledgeable & Comprehensive Estate Planning Counsel! Dedicated Advocacy!

I am a skilled and determined estate planning attorney. I am dedicated to exceptional service and outcomes for clients with estate and wealth transfer needs! Call for a consultation, visit my website for information. Read More »
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Jennifer Long
PREMIUM

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

Jennifer Long focuses on estate and gift tax planning, trust and estate administration, as well as income tax and state and local (including property) tax matters. Read More »
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Rochelle H. Schultz
PREMIUM

Skilled Estate & Probate Counsel! Dedicated to Your Financial & Personal Goals!

I am an experienced and thorough estate planning and probate law attorney. I am dedicated to developing comprehensive estate and wealth transfer plans! Visit my website for more information and call for a consultation. Read More »
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Rebecca Goldfarb
Claimed Lawyer ProfileSocial Media
Tarzana, CA Estate Planning Lawyer with 14 years experience
(818) 483-4166 18757 Burbank Boulevard
Suite 201
Tarzana, CA 91356
Estate Planning and Elder
Lewis & Clark Coll Northwestern School of Law
As a partner at Goldfarb & Luu, PC, Tarzana lawyer Rebecca Goldfarb provides sensitive and careful legal services on estate planning concerns. Attorney Goldfarb was recognized as a Trusted Advisor by the San Fernando Valley Business Journal in 2013. Additionally, she is the recipient of Comerica Bank and the Los Angeles Lakers’ Women’s Business Award. Ms. Goldfarb is a member of the Los Angeles County Bar Association’s Estate Planning section, WealthCounsel and the San Fernando Valley Bar Association’s Probate and Estate Planning Section. Her firm is happy to offer zero-charge case evaluations—contact them today to obtain one.
Kenneth W. Drake
Claimed Lawyer ProfileSocial Media
Woodland Hills, CA Estate Planning Attorney with 41 years experience
(800) 627-6566 21241 Ventura Blvd. Suite 288
Woodland Hills, CA 91356
Free ConsultationEstate Planning, Elder, Nursing Home and Social Security Disability
Southwestern Univ School of Law
With extensive medical knowledge and over thirty-five years of healthcare trial experience, Kenneth Drake has received among the highest professional ratings among his peers for the depth of his experience and advocacy skills. Equally important, Ken is dedicated to providing each and every one of his clients with respect, responsiveness and a deep sense of compassion rarely found in the legal profession. Find out more by calling us and receive a no-charge initial legal evaluation. Call 800-627-6566 or contact us through our confidential Social Security Case Evaluation Form and one of our attorneys will respond to your inquiry as...
Tarzana, CA Estate Planning Attorney with 45 years experience
(818) 757-2330 18663 Ventura Blvd Ste 220
Tarzana, CA 91356
Estate Planning and Collections
Southwestern Univ School of Law
Tarzana, CA Estate Planning Lawyer with 25 years experience
(818) 344-8200 18321 Ventura Blvd Ste 320
Tarzana, CA 91356
Estate Planning
Loyola Law School
Tarzana, CA Estate Planning Lawyer with 60 years experience
(818) 678-6699 5076 Shirley Ave
Tarzana, CA 91356
Estate Planning and Business
Northwestern Univ School of Law
Tarzana, CA Estate Planning Lawyer with 38 years experience
(818) 342-3044 4378 La Barca Dr
Tarzana, CA 91356
Estate Planning
Georgetown Univ Law Ctr
Reseda, CA Estate Planning Lawyer with 21 years experience
(818) 886-4153 19108 Lull St
Reseda, CA 91335
Estate Planning
Univ of LaVerne COL
Tarzana, CA Estate Planning Attorney with 44 years experience
(818) 757-1698 19528 Ventura Blvd # 638
Tarzana, CA 91356
Estate Planning and Tax
Univ of San Diego School of Law
Tarzana, CA Estate Planning Lawyer with 22 years experience
(818) 345-5392 19528 Ventura Blvd Ste 482
Tarzana, CA 91356
Estate Planning
Pepperdine Univ School of Law
Tarzana, CA Estate Planning Lawyer with 44 years experience
(818) 342-7677 18401 Burbank Blvd #124
Tarzana, CA 91356
Estate Planning
Southwestern Univ School of Law
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 Read More »
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Jason T. Whiting
PREMIUM

California Estate Planning Lawyer with 20 years experience

Jason advises individuals and families regarding estate planning, wealth succession and philanthropy to responsibly transfer wealth to future generations while minimizing the related income, estate, gift and... Read More »
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Tarzana, CA Estate Planning Lawyer with 37 years experience
(818) 345-3405 4905 Topeka Dr
Tarzana, CA 91356
Estate Planning and Elder
Loyola Law School
Tarzana, CA Estate Planning Lawyer with 50 years experience
(818) 558-1600 19154 Oxnard St
Tarzana, CA 91356
Estate Planning, Business and Personal Injury
Boston Univ School of Law
Alice A Salvo
Claimed Lawyer ProfileQ&ALII PlatinumSocial 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...
Gregory Mark Shanfeld
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Attorney with 25 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.
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.
Babak Rafiei
Claimed Lawyer ProfileSocial Media
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...
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...
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.
Parham Patrick Parhami
Claimed Lawyer ProfileSocial Media
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.
KC Marie Knox
Claimed Lawyer ProfileBlawgsearchSocial Media
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.
Ann Michael
PREMIUM

Exceptional Estate Planning Attorney! Attentive Service & Skilled Advocacy!

I am a dedicated and experienced estate planning and probate attorney. I offer exceptional representation for a wide array of estate planning and probate needs! Visit my website for information, call for a consultation. Read More »
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Martin A. Neumann
PREMIUM

Experienced & Skilled Estate Planning & Trust Administration Lawyer! Call Now!

I have been helping clients achieve their estate planning and trust objectives for over 30 years. I am committed to thorough and comprehensive counsel! Visit my website for more information or call for a consultation. Read More »
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John Francis Nicholson
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Attorney with 19 years experience
(818) 348-3806 21243 Ventura Blvd., Suite 116
Woodland Hills, CA 91364
Estate Planning, Elder, Probate and Real Estate
Univ of LaVerne COL
My education is rooted in the University of Southern California and culminated with a Bachelor of Science and MBA at Valley Christian University. I graduated from the University of La Verne School of Law in Woodland Hills, California. I am a hands-on, solo, general practitioner and I have been practicing law in the San Fernando Valley serving Los Angeles and Ventura counties. Since 2009 I have actively been a Judge Pro Tem for the Los Angeles County Superior Courts. This is a volunteer, non-paid public service.
David Baum
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 41 years experience
(818) 501-8355 16255 Ventura Blvd
Suite 704
Los Angeles, CA 91436
Estate Planning and Family
Loyola Law School, Los Angeles
My name is David Baum, and I am the managing attorney with the Law Offices of David H. Baum, APLC. I have managed my Law Firm for more than thirty one years. We offer the finest quality adoption legal services for birth mothers, birth fathers and adoptive parents. Currently in the United States, adoption laws are experiencing substantial revisions. In California especially, legislature and state courts continue to change and ratify child adoption laws. Every decision made by the legislative and judicial party affects everyone involved in the adoption process, including birth parents, adoptive families, adoption agencies, and adoption law firms....
Douglas Keith Schreiber
Claimed Lawyer ProfileBlawgsearchSocial Media
Woodland Hills, CA Estate Planning Attorney with 41 years experience
(818) 501-5800 21333 Oxnard Street
First Floor
Woodland Hills, CA 91367
Estate Planning, Business, Entertainment & Sports and Real Estate
Loyola Law School
Douglas K. Schreiber (Member) born Los Angeles, California, September 16, 1953; admitted to bar, 1978, California; 1979, U.S. District Court, Central and Southern Districts of California and U.S. Court of Appeals, Ninth Circuit. Education: University of Southern California (B.S., cum laude, 1975); Loyola University of Los Angeles (J.D., cum laude, 1978). Recipient: American Jurisprudence Award for Remedies. Member: State Bar of California. Reported Cases: Waisbren v. Peppercorn Productions Inc., (1995) 41 Cal.App.4th 246 48 Cal. Rptr. 2d 437; Lenane vs. Franchise Tax Board (1994) 9 Cal.4th 263, 36 Cal. Rptr.2d 563 Amicus Curiae.
Robert Michael Berger
Claimed Lawyer ProfileSocial Media
Encino, CA Estate Planning Lawyer with 27 years experience
(818) 385-1770 16830 Ventura Blvd.
Suite 500
Encino, CA 91436
Free ConsultationEstate Planning, Business, Construction and Probate
Loyola Law School, Los Angeles
Juanita V. Miller
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Lawyer with 31 years experience
(818) 936-2186 6303 Owensmouth Ave., Suite 1005
Woodland Hills, CA 91367
Free ConsultationEstate Planning and Bankruptcy
Georgetown University
Juanita V. Miller, Esq. has been practicing law for 24 years. She focuses in the areas of bankruptcy and probate law and is a "hands-on" attorney. No client is made to feel as though she is going through a law mill. The firm gives prompt, efficient, and courteous service.
Rajesh Wadhwani
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Lawyer with 22 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Southwestern Univ School of Law
Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.
Steven D. Kramar
Claimed Lawyer ProfileSocial Media
Encino, CA Estate Planning Lawyer with 46 years experience
(818) 380-3500 16133 Ventura Blvd #585
Encino, CA 91436
Estate Planning, Business, Probate and Real Estate
Loyola Law School, Los Angeles
Steven D. Kramar's practice concentrates on small businesses, the selection and formation of business entities such as partnerships, corporations and limited liability companies, the management and contract issues they encounter, including litigation, as well as matters involving the personal affairs of principals such as estate planning (trusts and wills) and probate and trust administration. Steven represents clients in regard to real estate matters from purchases and sales through disputes concerning the rights and responsibilities of adjoining property owners. Steven has a long history of personal injury practice but does not actively seek cases unless they involve substantial injuries.
Neal Michael Rimer
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 42 years experience
(818) 905-0777 16055 Ventura Blvd
Suite 650
Los Angeles, CA 91436-2633
Free ConsultationEstate Planning, Business, Real Estate and Tax
Whittier Law School
I am licensed as a California attorney and have been in practice since 1976. I also passed the California Certified Public Accountant's Exam in 1976. I have a dynamic and sophisticated transactional practice and provide creative, practical solutions to the issues confronting medium to high net worth individual clients, and small to medium sized entrepreneurial businesses. I advise clients, CPAs and other attorneys regarding the following: ESTATE AND TRUST MATTERS: including wills, trusts, gifts, life insurance, estate administration, trust administration, probate estates, how to minimize or eliminate estate taxes, proper allocation of assets into trusts with extensive pre and post...
Mina N. Sirkin
Claimed Lawyer ProfileSocial Media
Woodland Hills, CA Estate Planning Attorney with 27 years experience
(818) 340-4479 21550 Oxnard St. #300
Woodland Hills, CA 91367
Estate Planning, Elder and Tax
Golden Gate University School of Law and Whittier Law School
Robert Joseph Carlson
Claimed Lawyer Profile
Encino, CA Estate Planning Attorney with 43 years experience
(818) 905-5600 16133 Ventura Blvd. Suite 1175
Encino, CA 91436
Estate Planning, Business, Construction and Real Estate
San Fernando Valley College of Law
Attorney Robert J. Carlson has practiced law since 1975. Carlson & Cohen, LLP Attorneys at Law has represented clients in Encino and surrounding areas for 25 years. Areas of Practice include Business Law, Real Estate Law and Estate Planning.
Matthew J. Landa
PREMIUM

California Estate Planning Attorney

Boston College Law SchoolCalifornia
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Megan Ferkel Earhart
PREMIUM

Experienced representation for all estate planning, business and probate cases!

Megan Ferkel Earhart's practice includes estate planning, trust administration and related income, gift and estate tax matters. Read More »
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Robert Jason Gantman
Claimed Lawyer Profile
Sherman Oaks, CA Estate Planning Lawyer with 23 years experience
(818) 501-0113 15464 Ventura Boulevard
Sherman Oaks, CA 91403
Divorce and Family
Southwestern Univ School of Law
Michael Hackman
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 51 years experience
(818) 990-2120 16633 Ventura Blvd
Los Angeles, CA 91436
Estate Planning, Business, Health Care and Tax
UCLA School of Law
A certified specialist in tax law designated by the California State Bar's Board of Legal Specialization, Mr. Hackman has an MBA from the Stanford Graduate School of Business and his JD from the University of California Los Angeles. He is the Chair of the Tax Planning, as well as the Trusts & Estate Planning Practice Groups at Lewitt Hackman.
Shalem Shem-Tov
Claimed Lawyer Profile
Encino, CA Estate Planning Lawyer with 13 years experience
(818) 995-4200 16601 Ventura Blvd.
4th Floor
Encino, CA 91436
Free ConsultationEstate Planning, Business, Probate and Real Estate
Case Western Reserve University School of Law
Sona A. Tatiyants
Claimed Lawyer ProfileSocial Media
Glendale, CA Estate Planning Attorney with 13 years experience
(818) 956-9200 616 E. Glenoaks Blvd.
#203
Glendale, CA 91207
Estate Planning, Business and Tax
Loyola Law School, Los Angeles and Southwestern Law School
Sona A. Tatiyants, Esq., LL.M., is the founding principal of Tatiyants Law, P.C. She specializes in estate planning, business transactions, trust administration and probate.
Kim Suzanne Millman
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Attorney with 12 years experience
(818) 340-5765 21700 Oxnard Street
7th Floor
Woodland Hills, CA 91367
Estate Planning
Pepperdine Univ School of Law
Kim S. Millman brings her own unique history and experience to the practice of law. Her practice focuses on estate and tax planning, estate and trust administration; charitable planning and giving; and business succession planning. Ms. Millman received her Juris Doctor degree from Pepperdine University School of Law, graduating cum laude in 2006, and she received her Bachelor of Arts degree from California State University, Northridge, gradating cum laude in 1982. She was admitted to the State Bar of California in 2007. For more than twenty-five years, Ms. Millman was a successful entrepreneur overseeing the daily operations of a thriving...
John Balian
Claimed Lawyer Profile
Encino, CA Estate Planning Attorney with 26 years experience
(818) 776-2000 16133 Ventura Blvd., Penthouse Suite
Encino, CA 91436
Estate Planning, Business, Probate and Tax
Southwestern Univ School of Law
Thomas Noel Cano
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 50 years experience
(818) 225-0400 23161 Ventura Blvd
Los Angeles, CA 91364
Estate Planning, Arbitration & Mediation, Business and Elder
UCLA School of Law
Ty Supancic
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Lawyer
(888) 852-9961 21051 Warner Center Lane
Suite 100
Woodland Hills, CA 91367
Estate Planning, Entertainment & Sports and Family
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Los Angeles, CA Estate Planning Attorney with 9 years experience
(877) 687-7558 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 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...
Dennis Paul Fuire
Claimed Lawyer ProfileSocial Media
Calabasas, CA Estate Planning Attorney with 21 years experience
(818) 222-4900 23603 Park Sorrento Ste 103
Calabasas, CA 91302
Free ConsultationEstate Planning and Family
Southwestern Univ School of Law
Dennis P. Fuire is graduate of The University of California at Berkeley where he earned a Bachelor of Arts degree in Psychology. He graduated with a Juris Doctorate from Southwestern University School of Law, where he was a member of Law Review. Mr. Fuire is a member of the California Bar and the Los Angeles County Bar. He is authorized to practice before the California Supreme Court, the U.S. District Court for the Central District of California, and the U.S. District Court for the Northern District of California. Prior to practicing law, Mr. Fuire served as a federal...
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. Read More »
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Kara Koerner
PREMIUM

California Estate Planning Attorney with 15 years experience

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth... Read More »
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Tarzana Estate Planning Legal Aid & Pro Bono Services

California Lawyers for the Arts
(888) 775-8995
Los Angeles, CA


Los Angeles LGBT Center
West Hollywood, 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.