Toluca Lake, 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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Eric F. Bergman
PREMIUM

California Estate Planning Attorney

UCLA School of LawCalifornia
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Lisa M. Burkdall
PREMIUM

California Estate Planning Attorney with 23 years experience

University of California - Hastings College of the Law and UCLA School of LawCalifornia
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Jessica G. Babrick
PREMIUM

California Estate Planning Attorney with 14 years experience

University of California - Hastings College of the LawCalifornia, U.S. District Court, Central District of California, U.S. District Court, Southern District of California and U.S. District Court, Eastern District of California
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Autumn Springfield
Claimed Lawyer Profile
Toluca Lake, CA Estate Planning Attorney
(619) 977-9379 10757 Hortense St. #119
Toluca Lake, CA 91602
Estate Planning
Los Angeles, CA Estate Planning Attorney with 46 years experience
(818) 769-4221 4605 Lankershim Blvd
Los Angeles, CA 91602
Estate Planning and Tax
Golden Gate Univ School of Law
Los Angeles, CA Estate Planning Lawyer with 57 years experience
(818) 980-8393 4640 Lankershim Blvd
Los Angeles, CA 91602
Estate Planning and Personal Injury
UC Berkeley School of Law Boalt Hall
Kenneth A. Ziskin
Claimed Lawyer Profile
Sherman Oaks, CA Estate Planning Lawyer with 46 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. ...
Joseph McHugh
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Lawyer with 31 years experience
(818) 241-4238 3100 W Burbank Blvd
Suite 201
Burbank, CA 91505
Free ConsultationEstate Planning, Elder, Health Care and Probate
Whittier Law School
Joseph McHugh is the of the Southern California based LA LAW CENTER, PC, an Elder Law and Estate Planning law firm specializing in Asset Protection; Estate Planning; Wills, Trusts, Probate, including the establishment of Private Foundations and Charitable Planning. Joe has an undergraduate degree from California State University at Fullerton in Business Administration, with an emphasis on Finance and Accounting. Joe is an active member of the State Bar of California, as well as the Bar's Estate Planning, Trust and Probate Law Section, the National Association of Elder Law Attorneys, California Advocates for Nursing Home Reform and the...
Shelley Rios
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Attorney with 8 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...
Joann Robin Deutch
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 35 years experience
(818) 753-9922 12522 Moorpark St
Los Angeles, CA 91604
Estate Planning, Business, Consumer and Immigration
New York Law School
Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...
Elise L. Lampert
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Attorney with 24 years experience
14724 Ventura Blvd, Suite 804
Sherman Oaks, CA 91403
Estate Planning, Elder, Probate and Real Estate
University of La Verne College of Law
Elise Louise Lampert established her law practice in 1994. The main focus of Ms. Lampert's practice is Estate Planning and Probate. She received her Bachelor's degree from UCLA and her Juris Doctorate from the University of La Verne. She is a member of the State Bar of California and licensed to practice before all of the courts in the State of California. Ms. Lampert is a member of the AARP Legal Services Network. She is a skilled lawyer who has the ability to draft living trusts, special needs trusts, residential trusts, irrevocable trusts, durable powers of attorney for healthcare,...
Brittany Britton
Claimed Lawyer ProfileSocial Media
Valley Village, CA Estate Planning Attorney with 3 years experience
(626) 390-5953 P.O. Box 4222
Valley Village, CA 91617
Free ConsultationEstate Planning and Probate
Golden Gate University School of Law
Michael C. Murphy Jr.
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Lawyer with 2 years experience
(818) 558-3718 3500 W. Olive Ave., Suite 300
Burbank, CA 91505
Free ConsultationEstate Planning, Business, Employment and Personal Injury
Loyola Law School, Los Angeles
Michael Feispor
PREMIUM

California Estate Planning Attorney

Loyola Law School, Los Angeles and Loyola Law School, Los AngelesCalifornia
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Sussan H. Shore
PREMIUM

California Estate Planning Lawyer with 42 years experience

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill... Read More »
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Lawrence Ajalat
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 20 years experience
(818) 506-1500 5200 Lankershim Boulevard
Suite 850
Los Angeles, CA 91601
Estate Planning and Probate
Southwestern Univ School of Law
Attorney Lawrence A. Ajalat leads his firm’s estate planning practice. He is widely recognized for his expertise in this area, and is frequently asked to speak on estate planning topics geared toward groups such as young married couples, older retired persons, etc. He has advised thousands of clients on estate planning matters, and prepared and implemented estate plans for many of them. In addition, Attorney Ajalat handles matters in the fields of real estate and property law, with a recent focus on unlawful detainer situations. For an experienced attorney with thousands of satisfied clients, call his firm at (888) 268-1565.
Mitchell Andrew Karasov
Claimed Lawyer Profile
VALLEY VILLAGE, CA Estate Planning Attorney with 30 years experience
(818) 508-7192 5352 Laurel Canyon Blvd. Suite 100
VALLEY VILLAGE, CA 91607
Estate Planning and Elder
Golden Gate Univ School of Law
Shirlee Lyn Bliss
Claimed Lawyer Profile
Burbank, CA Estate Planning Lawyer with 37 years experience
(818) 842-0997 290 E Verdugo Ave
Burbank, CA 91502
Estate Planning, Bankruptcy, Divorce and Family
People's College of Law
Marla A Martinez
Claimed Lawyer Profile
Burbank, CA Estate Planning Attorney
(818) 843-3299 305 South Kenneth Road
Burbank, CA 91501
Estate Planning
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
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...
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
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...
Parham Patrick Parhami
Claimed Lawyer ProfileSocial Media
Encino, CA Estate Planning Lawyer with 18 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.
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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Andrew K. Steenbock
PREMIUM

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

Andrew Steenbock focuses on estate and gift tax planning, and advises individuals and business entities on a range of tax planning and estate planning matters.
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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...
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
Robert E. Strauss
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 28 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
UCLA School of Law
Neil Solarz
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 41 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of San Francisco School of Law
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...
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...
Elizabeth G. Acevedo
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 8 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
State University of New York - Buffalo
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
Jill R. Skinner
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Lawyer with 12 years experience
(310) 785-5381 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Santa Clara University School of Law
Martin A. Neumann
PREMIUM

California Estate Planning Attorney with 37 years experience

UCLA School of LawCalifornia and U.S. Tax Court
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Desiree DeSurra
PREMIUM

California Estate Planning Attorney

Loyola Law School, Los Angeles and University of California - Hastings College of the LawCalifornia, U.S. District Court, Central District of California and U.S. District Court, Northern District of California
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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!
Lisa M. Burkdall
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 23 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning and Business
University of California - Hastings College of the Law and UCLA School of Law
Maggie Mouradian
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 9 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Health Care and Tax
UCLA School of Law
Maggie Mouradian focuses on comprehensive estate and gift tax planning for high net worth individuals and families.
Stephen Marc Drucker
Claimed Lawyer ProfileSocial Media
Glendale, CA Estate Planning Lawyer with 40 years experience
(800) 435-7444 417 North Glendale Avenue #A
Glendale, CA 91206
Estate Planning, Divorce, Family and Probate
Western State Univ
Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.
Darrell C. Harriman
Claimed Lawyer ProfileLII GoldSocial Media
North Hills, CA Estate Planning Attorney with 39 years experience
(877) 960-1335 8912 Haskell Ave
North Hills, CA 91343
Estate Planning, Business, Probate and Real Estate
University of the Pacific, McGeorge School of Law and University of the Pacific
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...
Kara Koerner
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 14 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning
Santa Clara University School of Law
Martin A. Neumann
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 37 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
UCLA School of Law
Jamie K. Ogden
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 7 years experience
(310) 201-3510 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law, University of California, Berkeley School of Law and University of Washington School of Law
Michael Hackman
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 50 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.
Burton A. Mitchell
PREMIUM

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

Burton Mitchell represents high-net-worth individuals, closely-held businesses, institutional trustees, partnerships, limited liability companies, entrepreneurs and other professionals.
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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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Toluca Lake Estate Planning Legal Aid & Pro Bono Services

Los Angeles LGBT Center
West Hollywood, 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.