Essex Probate Lawyers

David D L Horton
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David D L Horton
San Bernardino, CA Probate Lawyer
(844) 951-4529 320 N. E St.
Ste 303
San Bernardino, CA 92401
Free ConsultationProbate, Business, Elder 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...
Barbara G. Knox
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Barbara G. Knox
Palm Desert, CA Probate Attorney with 33 years of experience
(760) 340-0034 74-175 El Paseo
Palm Desert, CA 92260
Probate and Estate Planning
University of Southern California Gould School of Law
I am an experienced Estate Planning and Probate attorney. I counsel clients throughout the Palm Desert area.

I approach each case with great care, attention to detail and dedication. I am passionate about providing exceptional service and representation to meet the unique needs of my clients.

Outside of work, I enjoy time with my husband Chuck and our two golden retrievers, Belle and Pepper, in our Cathedral City home. In addition, I am an auto racing enthusiast, having served as a Steward for the Sports Car Club of America.
Jeremy J. Ofseyer
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Jeremy J. Ofseyer
Palm Desert, CA Probate Attorney with 32 years of experience
(760) 346-3355 74000 Country Club Drive
Suite H-1
Palm Desert, CA 92260
Probate and Estate Planning
University of North Carolina School of Law, Harvard Law School and University of North Carolina School of Law
Mr. Ofseyer is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, and his practice focuses on Estate Planning, Trust Administration, and Probate Court proceedings involving Trusts, Estates, and Conservatorships. Since 2012 he has had the highest available peer-review rating, AV® Preeminent™, from Martindale-Hubbell and the highest available Avvo™ rating, 10.0 Superb. Palm Springs Life magazine has selected him as one of its “Top Lawyers” every year since it started rating lawyers in 2011. He is a graduate of the Harvard Law School (magna cum laude 1990). He began his...
Heath Baker
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Heath Baker
Palm Desert, CA Probate Attorney
(760) 660-6090 77-564A Country Club Drive
#106
Palm Desert, CA 92211
Probate, Divorce, Estate Planning and Family
A lawyer who understands the concerns you have and the situations you are going through, may be hard to find. As someone who has been through a divorce and heavily involved in the criminal justice system, attorney Heath L. Baker may understand your concerns regarding your family law, criminal law, and personal injury cases, more than you would expect. Mr. Baker understands what it is like to face emotionally difficult situations, which go beyond “winning” a case. Mr. Baker retired from the Riverside Police Department after obtaining years of experience with the courts, investigations, and the judicial process, seeing both sides of...
Lisa Killingbeck Berkeley
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Lisa Killingbeck Berkeley
Palm Desert, CA Probate Attorney with 21 years of experience
(760) 340-0034 74-175 El Paseo
Palm Desert, CA 92260
Probate and Estate Planning
Loyola Law School, Los Angeles
Lawrence J. Bohana
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Lawrence J. Bohana
Palm Springs, CA Probate Attorney with 49 years of experience
(760) 567-7877 333 E. Amado Rd. #466
Palm Springs, CA 92262
Probate, Criminal Defense and Personal Injury
University of the Pacific, McGeorge School of Law
Mr. Bohana is an experienced Litigation Attorney with over 30 years of trial experience. As a former Senior Attorney at State Farm and Mercury Insurance, Mr. Bohana is familiar in dealing with insurance company claims adjusters and their in-house litigation department. Mr. Bohana is there to help his clients secure the highest and best compensation for their case. Mr. Bohana has successfully tried over 100 Superior Court Jury Trials.

As a former Public Defender, Mr Bohana has extensive knowledge and expertise in dealing effectively with prosecutors and in seeking the best outcome for your case. Mr. Bohana has had over 150...
Julia Burt
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Julia Burt
Palm Desert, CA Probate Attorney with 24 years of experience
(760) 340-0034 74-175 El Paseo
Palm Desert, CA 92260
Probate, Business and Estate Planning
Western State College of Law at Argosy University
I am a dedicated Estate Planning, Probate, Trust, Tax and Charitable Planning attorney, serving clients throughout Coachella Valley. As a CPA and Certified Estate Planning, Trust & Probate Law Specialist, I provide comprehensive legal representation focused on estate planning, probate & trust litigation, and complex tax and charitable planning matters.

With 20 years of experience, I am dedicated to attentive service and exceptional counsel based on the unique needs of my clients. I am committed to achieving their goals and objectives in a fast and reliable manner. I have been recognized by my peers with an AV Preeminent Rating, and...
Helene Patrice - Dreyer Koch
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Helene Patrice - Dreyer Koch
Indian Wells, CA Probate Lawyer with 32 years of experience
(760) 360-2400 45025 Manitou Dr
Indian Wells, CA 92210
Free ConsultationProbate and Estate Planning
University of Texas - Austin
Bruce Rea Durkee
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Bruce Rea Durkee
Palm Desert, CA Probate Attorney with 21 years of experience
(760) 200-4709 77772 Flora Rd
Suite C
Palm Desert, CA 92211
Probate, Business, Estate Planning and Tax
Whittier Coll School of Law
Bruce R. Durkee is licensed both as an attorney and as a Certified Public Accountant (CPA). Bruce is also a Certified Legal Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. ?Bruce graduated magna cum laude with a Juris Doctor (J.D.) from Whittier Law School -- finishing in the top 10% of his class. He also holds a Bachelor of Arts (B.A.) degree in Accounting from Vanguard University of Southern California, graduating cum laude. Prior to becoming an attorney, Bruce owned a CPA firm...
James Buchan Creighton
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James Buchan Creighton
La Quinta, CA Probate Lawyer with 29 years of experience
(650) 344-0700 78-365 Hwy 111 #517
La Quinta, CA 92253
Probate, Elder and Estate Planning
UC Hastings COL
Robert Lewis Firth
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Robert Lewis Firth
Cathedral City, CA Probate Lawyer with 48 years of experience
(760) 770-4066 68910 Adelina Rd.
Cathedral City, CA 92234
Probate, Bankruptcy, Estate Planning and Real Estate
Washington University School of Law
First of all, thank you for visiting my website and taking the time to learn about me and what I do to help my clients. When you get to know me, you will find that I am all about integrity, trust and doing the right thing to help my clients solve their problems.

I have over thirty five years of experience in law, business, real estate, government and politics. I have settled in the Palm Springs area because I love the weather, the people and the lifestyle. (I’ve given up wearing ties except when I am in court or at a...
Heidi Richert Clerc
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Heidi Richert Clerc
Palm Desert, CA Probate Attorney with 15 years of experience
(760) 340-0034 74-175 El Paseo
Palm Desert, CA 92260
Probate, Business and Estate Planning
Northeastern University School of Law
Harold Christopher Heritage
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Harold Christopher Heritage
Palm Springs, CA Probate Attorney with 27 years of experience
(760) 325-2020 777 E Tahquitz Canyon Way
Ste 328
Palm Springs, CA 92262
Probate, Business, Estate Planning and Family
American U Washington COL
Chris is the Founder and Principal of Heritage Legal, PC, with offices in Palm Springs. Heritage Legal, PC offers legal services in the general areas of Estate Planning (Wills and Trusts), Trust Administration, Trustee and Executor services, Probate, Family Law, and Bankruptcy. Chris has focused an important part of his practice on the unique estate and relationship planning needs of the LGBT community and other non-traditional families. Chris earned his B.A. in Russian Area Studies from the University of Maryland, and his Juris Doctorate from The American University, Washington College of Law, in Washington, D.C.
Martina Kang Ravicz
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Martina Kang Ravicz
Palm Desert, CA Probate Lawyer with 36 years of experience
(760) 776-4800 74075 El Paseo Drive, Suite C-5
Palm Desert, CA 92260
Free ConsultationProbate and Estate Planning
American U Washington COL
Bryan Evan Sklar
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Bryan Evan Sklar
Palm Springs, CA Probate Attorney with 18 years of experience
(760) 778-4967 901 E. Tahquitz Canyon Way
Suite A-201
Palm Springs, CA 92262
Probate, Estate Planning and Personal Injury
Thomas Jefferson School of Law
Don M. Ross II
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Don M. Ross II
Yucca Valley, CA Probate Lawyer
(760) 999-2095 57382 29 Palms Hwy
Yucca Valley, CA 92284
Probate, Divorce, Estate Planning and Family
Mitchell A. Port
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Mitchell A. Port
Los Angeles, CA Probate Lawyer with 41 years of experience
(310) 526-3433 9054 Cresta Drive
Los Angeles, CA 90035
Free ConsultationProbate, Business, Estate Planning and Tax
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles who represents individuals, families, and businesses offering services in probate, trust administration, estate planning and IRS tax controversies.

In addition to administering a decedent's estate as well as identifying and distributing assets to beneficiaries, Mitch also offers services for other issues that may require the attention of a probate court, including the following:

Lost wills

Will contests

The removal of executors and trustees

Petitions for probate

Trust administration

Probate litigation

Other legal matters that must go through the California
probate court, including conservatorships
(a court proceeding for incapacitated and incompetent adults)
and guardianships (a court proceeding for...
Amy Lauren Gostanian
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Amy Lauren Gostanian
Newport Beach, CA Probate Lawyer with 19 years of experience
(949) 250-7800 1201 Dove St. #475
Newport Beach, CA 92660
Free ConsultationProbate and Estate Planning
Pepperdine University School of Law
Amy L. Gostanian Esq., Attorney and Founder of The Estate Lawyers, formerly known as Gostanian Law Group, PC. “Amy was able to take over handling my parent’s estate from another attorney and I am very grateful for all of her and her staff’s support and help. Amy is very kind and caring and helped me through some tough spots in the process. Billing was very fair and accurate. Communication was timely and greatly appreciated. I’ll be returning to have my own trust done. Thank you, Amy!” — Lisa
Benjamin Valdez Platon II
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Benjamin Valdez Platon II
Sacramento, CA Probate Attorney with 26 years of experience
(916) 943-7699 1851 Heritage Ln
Suite 128
Sacramento, CA 95815
Free ConsultationProbate and Estate Planning
Univ of N. Calif/Lorenzo Patino School of Law
Ben has been practicing Estate Planning, Probate, and Elder Law since 2005. Prior to that, he was the Operations Manager and In-House Counsel for Arbitration Works, Inc., a leading provider of construction industry alternative dispute resolution services working closely with the California Contractor’s State License Board. Ben has also taught 1st-year Contracts Law and Wills & Trusts. Ben is a veteran of the U.S. Air Force Reserves, an Avionics Technician who served active duty during Operation Desert Storm. Honorably discharged as a Technical Sergeant, he was recognized several times for his excellent Mishap Prevention Program as the Squadron Safety NCO.
Thomas Owen Rassman
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Thomas Owen Rassman
Carlsbad, CA Probate Lawyer with 19 years of experience
(760) 278-1118 1901 Camino Vida Roble
Ste 121
Carlsbad, CA 92008
Free ConsultationProbate and Estate Planning
Pepperdine Univ School of Law
Armed with impressive qualifications from big law firms and an approachable demeanor you'd expect from a small firm, Owen uniquely bridges the often intertwining areas of Trusts, Estates, and Probates. Owen holds degrees in tax (LL.M.), law (J.D.), and business (M.B.A.), making him particularly well-equipped to guide you, whether you're crafting an estate plan for your loved ones or you're a trustee or beneficiary in need of expert counsel. At Opelon, we believe in more than just offering services - we're dedicated to building enduring relationships. With Owen, you'll find an attorney who is not just qualified but also approachable. We encourage...
Frank J. Prainito
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Frank J. Prainito
Riverside, CA Probate Attorney with 27 years of experience
(909) 481-3626 4192 Brockton Ave
#103
Riverside, CA 92501
Probate, Divorce, Estate Planning and Family
Western State University College of Law
MY PROMISE: My consultations are not on a time clock . . . I will personally review your case and any pleadings which you might bring. Having practiced law for more than 19 years in San Bernardino, Riverside, and Los Angeles County and knowing the majority of the judges, I can give you an honest opinion of the expected results of your particular case. I give intensive attention to crucial details of all legal issues, so you can be sure that we will not miss anything.

CONSULTATION: ...
Richard Samuel Price
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Richard Samuel Price
Redlands, CA Probate Attorney with 23 years of experience
(909) 328-7000 300 E. State St., Ste. 620
Redlands, CA 92373
Free ConsultationProbate, Elder and Estate Planning
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...
Adele Schneidereit
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Adele Schneidereit
Atascadero, CA Probate Lawyer with 23 years of experience
(805) 401-0821 7395 El Camino Real #385
Atascadero, CA 93422
Free ConsultationProbate, Bankruptcy and Estate Planning
Monterey College of Law
Adele graduated from Monterey College of Law with a Juris Doctor while raising two children with her husband, architect Jeff Schneidereit.

Ms. Schneidereit has founded Adele Schneidereit Law Offices and practices there as the Principal Attorney.

Before she became a lawyer, Adele worked in Silicon Valley as a software consultant at CGI Technologies and Solutions Inc. Later Adele worked as part of a small team which designed the Online Medical Record System which is the charting system for inpatients used by the vast array of Kaiser Permanente hospitals and physicians.

Adele founded Inspire The World Foundation, which promotes awareness about...
Alice A Salvo
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Alice A Salvo
Woodland Hills, CA Probate Attorney with 42 years of experience
(818) 909-7045 20350 Ventura Blvd #110
Woodland Hills, CA 91364
Free ConsultationProbate, Elder, Estate Planning 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...
Michael Ellis Freedman
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Michael Ellis Freedman
San Francisco, CA Probate Attorney with 39 years of experience
(877) 777-1666 580 California Street
Suite 1200
San Francisco, CA 94104
Free ConsultationProbate, Elder and Estate Planning
Temple University Beasley School of Law
Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...
Mr. Matthew J. Tuller
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Mr. Matthew J. Tuller
San Francisco, CA Probate Attorney with 12 years of experience
(415) 625-0773 100 Pine Street, Ste 1250
San Francisco, CA 94111-5235
Free ConsultationProbate and Estate Planning
Golden Gate University School of Law
The Law Office of Matthew J. Tuller is a boutique estate planning and trust settlement law firm that serves Marin County and the greater San Francisco Bay Area by providing a diverse clientele with highly customized planning & settlement solutions. Founding Partner Matthew J. Tuller, Esq. focuses on developing substantive, meaningful relationships with each client. We believe that there is no higher compliment than when an existing client or allied professional refers someone they care for to our firm. Going above and beyond to provide services that people want and need produces happy clients, which gives us both satisfaction and...
Chris M. Bradford
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Chris M. Bradford
Santa Monica, CA Probate Attorney with 46 years of experience
(310) 804-8446 1112 Montana Ave #203
Mailing Address Only
Santa Monica, CA 90403
Free ConsultationProbate, Divorce, Estate Planning and Family
Univ of North Dakota School of Law
I believe that you, the client, first need to UNDERSTAND all your options. My first job is to educate you so you can make your own informed intelligent decisions. My law practice is based on this fundamental principle.
Daniel L DuRee
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Daniel L DuRee
Mountain View, CA Probate Attorney
(650) 933-7122 800 West El Camino Real
Suite 180
Mountain View, CA 94040
Free ConsultationProbate and Estate Planning
University of California College of the Law, San Francisco
Do you have questions about the estate planning process? Please call today for a free consultation.
Karn Thapar
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Karn Thapar
Folsom, CA Probate Attorney with 16 years of experience
101 Parkshore Drive
Suite 176
Folsom, CA 95630
Free ConsultationProbate, Elder and Estate Planning
New York University School of Law
My approach to practicing law is to make it as stress-free as possible for my clients. That means that I have created an environment where working with my firm is understandable, approachable and pleasant. I have been practicing law for approximately 15 years and my area of specialization is estate planning, which includes the drafting of wills, trusts and also handling probate matters. As mentioned previously, taking care of my clients is my top priority, and as such, I charge a flat fee for nearly all of the clients that I work with. We do not...
David Clark Jones
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David Clark Jones
Mather, CA Probate Attorney with 18 years of experience
(916) 313-3032 10630 Mather Blvd
Mather, CA 95655
Probate and Elder
Thomas Jefferson School of Law
Scott J. Sheldon
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Scott J. Sheldon
Rancho Cucamonga, CA Probate Attorney with 10 years of experience
(909) 660-3062 10788 Civic Center Dr
Rancho Cucamonga, CA 91730
Free ConsultationProbate, Business and Elder
University of California College of the Law, San Francisco
Scott Sheldon is a Civil Law Attorney serving clients in the Inland Empire. He represents individuals and small businesses with Civil and Probate disputes including but not limited to: business litigation, business transactions, trust administration disputes, elder financial abuse, estate litigation, and probate administration. Before becoming an attorney, Scott Sheldon completed a BA in Business and an MBA. He uses his business knowledge and experience to better represent his clients and their interests.
Jason T. Kandah
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Jason T. Kandah
SAN DIEGO, CA Probate Lawyer
(858) 255-1223 12636 HIGH BLUFF DRIVE
SUITE 400
SAN DIEGO, CA 92130
Probate, Business, Landlord Tenant and Personal Injury
University of San Diego School of Law
ML LAW, APC Ph: 858-255-1223 Fx: 858-255-1170 Info@mllawapc.com www.mllawapc.com
Joseph E. Patton
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Joseph E. Patton
Anaheim Hills, CA Probate Attorney with 13 years of experience
(714) 584-5401 5241 E. Santa Ana Canyon Road
Suite 107
Anaheim Hills, CA 92807
Free ConsultationProbate, Elder and Estate Planning
Western State University College of Law and University of California - Irvine
Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...
Scott Grossman
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Scott Grossman
Riverside, CA Probate Attorney with 30 years of experience
6370 Magnolia Avenue
Suite 320
Riverside, CA 92506
Free ConsultationProbate
California Western School of Law
Scott Grossman graduated from Tufts University in 1987, California Western School of Law in 1994, and the University of San Diego with a Masters of Law in Taxation (LLM (Tax)) in 2005. Scott founded The Grossman Law Firm, A.P.C. in 1999. Scott is a much sought after speaker for both professional groups and the general public. He has presented continuing education seminars to hundreds of accountants, financial planners, and insurance agents. Scott presented numerous seminars to the general public on probate, trust administration, probate litigation, and trust litigation.

Scott is admitted to practice before the California Supreme Court, the United States...
David L. Crockett
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David L. Crockett
Newport Beach, CA Probate Attorney with 53 years of experience
(949) 851-1771 901 Dove St
#120
Newport Beach, CA 92660
Free ConsultationProbate, Estate Planning, 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...
Troy Werner
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Troy Werner
Lancaster, CA Probate Lawyer with 14 years of experience
(800) 752-9937 1672 W. Ave J, Suite 207
Lancaster, CA 93534
Free ConsultationProbate, Bankruptcy, Estate Planning and Personal Injury
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...
Thomas E. Rossmeissl
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Thomas E. Rossmeissl
Los Gatos, CA Probate Lawyer with 33 years of experience
(408) 883-3520 16450 Los Gatos Boulevard
Suite 108
Los Gatos, CA 95032
Probate and Estate Planning
Georgetown University Law Center
I am a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization. My focus is on estate planning, trust and estate administration, and trust and estate litigation. I help individuals and families who face serious legal situations, and I help bring them solutions and peace of mind. My goal is to help clients gain the peace of mind that comes with taking care of their families, to help clients navigate through the challenges of trust and estate administration, and to zealously represent clients in litigation to seek the...
Matthew B. Talbot
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Matthew B. Talbot
Walnut Creek, CA Probate Lawyer with 17 years of experience
(925) 322-1795 2033 N. Main St. Suite 750
Walnut Creek, CA 94596
Probate, Elder and Estate Planning
University of San Francisco School of Law
Matthew focuses on elder law, estate planning, and related practice areas. He began his career in the field of trusts and estates, and expanded into elder and probate law. He quickly realized that he enjoyed the personal nature of working in estate and elder law, and chose to continue by opening his own firm. He is passionate about taking care of his clients, and treats each of them as if they were family. Matthew was admitted to the California bar in 2006 and has practiced law in Contra Costa Country since 2006. He earned his J.D. at...
Robert Lopez
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Robert Lopez
Corona, CA Probate Attorney with 24 years of experience
(800) 501-9620 119 N. Maple Street, Ste. L
Corona, CA 92880
Probate, Business, Employment and Estate Planning
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....
Sussan H. Shore
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Sussan H. Shore
Los Angeles, CA Probate Lawyer with 48 years of experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Probate and Estate Planning
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...
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