Paicines Estate Planning Lawyers

Julie King
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Julie King
Monterey, CA Estate Planning Lawyer with 36 years of experience
(831) 275-1002 2100 Garden Road, Suite G
Monterey, CA 93940
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 is easy to speak with and talks in plain English (not legalese). Julie 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, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training. Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired...
Steven Michael Gordon
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Steven Michael Gordon
Salinas, CA Estate Planning Attorney with 44 years of experience
(831) 757-5246 344 Salinas Street, Suite 103
Salinas, CA 93901
Estate Planning, Business, Construction and Real Estate
Monterey COL
Steven M. Gordon is a 1975 graduate of the University of California at Berkeley, receiveing a bachelor's degree in Business Administration, with an emphasis in Accounting. In 1980 Mr. Gordon graduated from Monterey College of Law, was admitted to the the State Bar of California, and began the practice of law in Salinas. Mr. Gordon has practiced law in Salinas since 1980. The firm aggressively represents its clients in the fields of civil litigation, real estate law, business law, estate planning, and trust administration.
Dutch C Meyer
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Dutch C Meyer
Monterey, CA Estate Planning Lawyer with 7 years of experience
(831) 333-4444 31 Upper Ragsdale Dr., Suite 3
Monterey, CA 93940
Free ConsultationEstate Planning, Personal Injury, Probate and Real Estate
Monterey College of Law
Michelle Elaine Noble McCain
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Michelle Elaine Noble McCain
Salinas, CA Estate Planning Attorney with 37 years of experience
(831) 772-8300 106 Central Ave
Salinas, CA 93901
Estate Planning, Business, Elder and Real Estate
Santa Clara University School of Law
Anne DeNardo McGowan
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Anne DeNardo McGowan
Carmel, CA Estate Planning Lawyer with 45 years of experience
(831) 624-6473 PO Box 221878
Carmel, CA 93922
Estate Planning
Pepperdine Univ School of Law
Richard Hidemi West
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Richard Hidemi West
Salinas, CA Estate Planning Lawyer with 42 years of experience
(831) 424-9822 137 Central Ave
Salinas, CA 93901
Estate Planning, Criminal Defense, DUI & DWI and Domestic Violence
McGeorge School of Law Univ of the Pacific
Eric N. Holk
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Eric N. Holk
Monterey, CA Estate Planning Lawyer
(831) 622-8808 60 Garden Court
Suite 205
Monterey, CA 93940
Estate Planning
Anne Catherine Leach
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Anne Catherine Leach
Salinas, CA Estate Planning Lawyer with 30 years of experience
(831) 758-2401 1418 S. Main Street
Salinas, CA 93908
Estate Planning, Business and Real Estate
Santa Clara University School of Law
Michael R. Lykken
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Michael R. Lykken
Carmel, CA Estate Planning Lawyer
(831) 269-3772 Soares & Lykken, Attorneys at Law
9694 Carmel Valley Rd
Carmel, CA 93923
Estate Planning, Elder, Probate and Tax
Adele Schneidereit
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Adele Schneidereit
Atascadero, CA Estate Planning Lawyer with 23 years of experience
(805) 401-0821 7395 El Camino Real #385
Atascadero, CA 93422
Free ConsultationEstate Planning, Bankruptcy and Probate
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...
James Cai
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James Cai
San Jose, CA Estate Planning Attorney with 25 years of experience
(408) 436-0789 1754 Technology Dr
#122
San Jose, CA 95110
Free ConsultationEstate Planning, Business, IP and Immigration
Temple University Beasley School of Law
James Cai founded SAC Attorneys, LLP after serving as in-house legal counsel for Yahoo! Inc. His practice focuses on corporate law, immigration, employment and estate planning. Mr. Cai believes in relationship lawyering and has a client-driven practice. He practices law the old fashioned way - giving each client this full attention with prompt responses, thorough research and analysis, aggressive representation and careful attention to details, in both transactional and litigation matters. As a result, most of his clients are repeat and long term clients, including individuals, small businesses, non-profit organizations and public companies. Before founding SAC Attorneys, LLP,...
Daniel L DuRee
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Daniel L DuRee
Mountain View, CA Estate Planning Attorney
(650) 933-7122 800 West El Camino Real
Suite 180
Mountain View, CA 94040
Free ConsultationEstate Planning and Probate
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.
John Park
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John Park
Pleasanton, CA Estate Planning Lawyer with 12 years of experience
(925) 320-7077 4900 Hopyard Road, Suite 100 - West Lobby
Pleasanton, CA 94588
Estate Planning, Business, Probate and Real Estate
UNLV William S. Boyd School of Law and UNLV William S. Boyd School of Law
I graduated from Brigham Young University with a Bachelor of Science degree in Business Management and a Minor in Korean, which I speak fluently. My firm handles all areas of practice related to estate planning, asset protection, real estate & business law. We also help people with tough immigration matters, and business owners with immigration related business matters. Our locations in Nevada, Utah and California help people throughout the Southwest and throughout the US.
Stephen Searle Rudd
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Stephen Searle Rudd
Cupertino, CA Estate Planning Attorney with 51 years of experience
(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014
Estate Planning, Probate and Real Estate
Stanford University
Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.
Marisa Catherine Nelson
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Marisa Catherine Nelson
San Carlos, CA Estate Planning Lawyer with 12 years of experience
(650) 485-3437 1300 Industrial Road
Suite 14
San Carlos, CA 94070
Estate Planning and Probate
University of San Francisco School of Law
We guide our clients through the creation and implementation of comprehensive wills and trusts so that you can provide for your treasured people, pets, and charities with confidence and ease. Since 2011 I have been guiding clients through the creation and administration of wills, trusts, and probate. Early in my legal career I volunteered at the Redwood City Probate Court, where I watched families argue over who would manage and inherit the money, and who would take care of the kids and grandparents. I saw so much heartache and expense that could have been avoided with good quality estate planning, and have...
Debra  DeCarli
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Debra DeCarli
Pleasanton, CA Estate Planning Lawyer with 29 years of experience
(925) 568-2350 480 St. John Street
Suite 260
Pleasanton, CA 94566
Free ConsultationEstate Planning
University of Texas - Austin
Trusts and Estate Planning Offices in Pleasanton and Mendocino. California estate planning attorney Debra DeCarli has been a lawyer since 1994. She received both her J.D. and Master of Public Affairs degrees from the University of Texas. Debra's unique background led to her professional commitment to estate planning for all types of families. Debra enjoys the estate planning complexities unique to non-traditional or blended families, families with young children, older couples and individuals who do not have children, and folks interested in charitable giving. Virtual meetings and flexible scheduling are available. Call Debra DeCarli at Pleasanton office: 925-568-2350 Mendocino office: 707-937-2701 Or use our...
Frank Huerta Jr
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Frank Huerta Jr
Fresno, CA Estate Planning Lawyer with 19 years of experience
(559) 400-7531 1255 W Shaw Avenue Suite 101
Fresno, CA 93711
Free ConsultationEstate Planning, Business and Tax
UC Davis School of Law King Hall
"I love my work. I get to make a real difference to help people maintain their businesses and livelihoods. A file is more than just paper, it is my client's hard work and often a significant portion of their lives. I enjoy working with my clients to empower them to take control of their tax, estate planning and business issues." Frank Huerta Jr. Esq. Frank Huerta Jr. has 19 years of experience as an attorney and law clerk working in government and tax law issues. He has a successful record of representing taxpayers before the IRS, Franchise Tax Board, Board Of...
Thomas E. Rossmeissl
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Thomas E. Rossmeissl
Los Gatos, CA Estate Planning Lawyer with 33 years of experience
(408) 883-3520 16450 Los Gatos Boulevard
Suite 108
Los Gatos, CA 95032
Estate Planning and Probate
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...
Mr. Stephen Mark Stern
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Mr. Stephen Mark Stern
Templeton, CA Estate Planning Attorney with 25 years of experience
(805) 543-5297 1331 Plum Orchard Lane
Templeton, CA 93465
Free ConsultationEstate Planning and Bankruptcy
Washburn University School of Law
Expertise, Experience and Affordability are factors that set The Stephen Stern Law Firm apart. * 30 PLUS 5 STAR GOOGLE RATINGS * AV-PREEMINENT by Martingale Hubbell -- Peer Rated for Highest Level of Professional Experience * 5,000 plus cases and 24 years experience * Highest Quality Client Communications * Adjunct University Professor - Business Law Practice Areas: * Bankruptcy * Estate Planning * Trademarks * Business Law
Joshua D. Brysk
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Joshua D. Brysk
Pleasanton, CA Estate Planning Lawyer with 28 years of experience
(925) 463-1073 6600 Koll Center Pkwy
#250
Pleasanton, CA 94566
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and University of California - Los Angeles
Joshua D. Brysk advises clients on Business & Commercial Law, Civil Litigation, Estate Planning, Real Estate, Construction, Tax Law, and Wills, Trusts & Probate matters. He provides knowledgeable and skilled representation to clients in the San Francisco Bay Area and throughout California. With over 25 years of experience, Joshua is committed to providing unmatched personal attention and high quality legal advocacy. Helping clients avoid and solve their legal problems, Joshua's focus is always on achieving the best possible outcomes. Outside of work, Joshua is a seasoned traveler. He has also enjoyed living and working in Australia and Israel.
Jeffrey K Nielsen
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Jeffrey K Nielsen
San Jose, CA Estate Planning Lawyer with 11 years of experience
(408) 294-9700 84 West Santa Clara St. #540
San Jose, CA 95113
Free ConsultationEstate Planning, Business and Probate
Western State University College of Law
With over 5 years of experience, I understand the challenges facing families when they begin to contemplate their future. I know that you want to make sure that you are leaving your loved ones in a good place, and I want to help you develop a comprehensive estate plan that allows you to achieve your specific objectives.

I offer customized Estate Plans tailored to each client's needs. I have dealt with estates of all different sizes. Even if you feel that it is unnecessary for you to create an estate plan, you may have more assets than you realize. Certainly,...
John  Nguyen
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John Nguyen
San Jose, CA Estate Planning Lawyer with 11 years of experience
(408) 800-5646 1625 The Alameda Ste 800
San Jose, CA 95126
Estate Planning, Family and Personal Injury
Lincoln University
I'm a litigator and trial lawyer with 10+ years of experience as lead trial counsel, both in jury trials and bench trials in civil litigation, personal injury, family law, and employment law. My appellate experience consists of briefing and arguing before the Appellate Division of the Santa Clara Superior Court and the Sixth District Court of Appeal. Prior to becoming an attorney, I worked full time as a Software Engineer while attending law school in the evening. During law school, I was a member of the Honorable William A. Ingram American Inn of Court, received an award for Academic Excellence in Evidence,...
John C.  Martin
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John C. Martin
Menlo Park, CA Estate Planning Lawyer with 15 years of experience
(650) 329-9500 1145 Merrill St.
Menlo Park, CA 94025
Estate Planning, Business, Probate and Tax
Boston College Law School
Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...
Jason G. Pink
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Jason G. Pink
Modesto, CA Estate Planning Attorney with 9 years of experience
(209) 694-3085 931 10th Street
Suite 493
Modesto, CA 95354
Free ConsultationEstate Planning and Business
Concord Law School
Jay Pink is an attorney who works with businesses and families on estate planning, and business law matters. Having his CPA license, and working in multiple family businesses over his career has positioned him to provide valuable insight on successful business operations. He has formed many entities - LLC's, Corps Partnerships and non-profit organizations.
Samuel M Warren
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Samuel M Warren
Pleasanton, CA Estate Planning Attorney with 13 years of experience
(925) 320-7077 4900 Hopyard Road, Suite 100
Pleasanton, CA 94588
Estate Planning, Business, Elder and Probate
UNLV William S. Boyd School of Law
Sam graduated from the University of Utah with a Bachelor of Arts degree in Accounting in 2008 and his Juris Doctor from UNLV in 2011. He went on to receive a Masters of Law (LL.M.) in Taxation from Georgetown University in 2012. Sam’s practice includes estate planning, asset protection, trust administration, probate, guardianship, and business organization. Sam has established a strong reputation within the Las Vegas legal community for his expertise and provides continuing legal education courses in his areas of practice. Sam is fluent in Spanish and is licensed in both Nevada and Utah and is a member of the Southern...
Matthew G. Grech
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Matthew G. Grech
San Jose, CA Estate Planning Lawyer with 16 years of experience
(408) 214-0385 111 North Market St.
Suite 300
San Jose, CA 95113
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
St. Thomas University School of Law
As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...
Gina B Leguria
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Gina B Leguria
Modesto, CA Estate Planning Attorney with 24 years of experience
(209) 416-0353 819 17th Street
Modesto, CA 95354
Free ConsultationEstate Planning, Elder and Probate
McGeorge School of Law Univ of the Pacific
Gina focuses her legal practice on estate planning, probate, Medi-Cal planning, and elder law. She is dedicated to helping families from the devastating legal effects of disability and death. With proper planning, individuals and families can avoid unnecessary court proceedings, protect their assets, continue their legacies through strategic charitable giving, and provide for the security of loved ones. Gina learned firsthand the effects of failing to plan when her rancher father was killed in a vehicle accident without any planning documents in place requiring her to probate her father’s extensive estate, including business and cattle operations. As a...
James D. Miller
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James D. Miller
Fresno, CA Estate Planning Attorney with 23 years of experience
(559) 432-3000 7110 N. Marks Avenue
Suite 104
Fresno, CA 93711
Estate Planning, Bankruptcy, Employment and Probate
University of San Diego School of Law
James D. Miller focuses on bankruptcy, employment and business litigation as well as small business formations and start-ups. Mr. Miller earned a B.A. in Political Science from the University of California, San Diego, and his law degree from the University of San Diego School of Law. Mr. Miller served as a San Diego Law Review member ranking in the top 2% of his class. Directly after graduating, Mr. Miller worked with a prominent, national law firm representing large corporations and high profile tech companies in both venture capital and IPO financing, as well as defending employment class...
Edmund  Yan
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Edmund Yan
Sunnyvale, CA Estate Planning Lawyer with 13 years of experience
(408) 412-1913 530 Lawrence Expy
#921
Sunnyvale, CA 94085
Free ConsultationEstate Planning
University of the Pacific
Free Phone Consultation: https://www.treeoflife.legal Hi, Edmund here. I help homeowners, professionals and business owners design a meaningful future for their families and leave a legacy of love. My mission is to care for parents and their children as Jesus would — to give peace and hope — one estate plan at a time. Because of my dedication to our 500+ clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney in California and recognition as one of the top 2.5% estate planning attorneys for 7 straight years. If you want an attorney who listens and explains things clearly, then I...
James Edward Berge
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James Edward Berge
San Jose, CA Estate Planning Attorney with 38 years of experience
(408) 985-9918 1101 S Winchester Blvd Ste I-208
San Jose, CA 95128
Free ConsultationEstate Planning and Elder
Golden Gate University School of Law and Santa Clara University School of Law
Analisa Pratt
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Analisa Pratt
Menlo Park, CA Estate Planning Attorney with 17 years of experience
750 Menlo Avenue, Suite 200
Menlo Park, CA 94025
Free ConsultationEstate Planning and Probate
Golden Gate University
Analisa Pratt is the Founder of Pratt Law, which specializes in estate and trust planning and estate administration. Analisa has been practicing law for over 10 years and is licensed in California and Arizona. Before launching Pratt Law, Analisa practiced law with Wilson Sonsini Goodrich & Rosati and K&L Gates. She also served as a judicial law clerk in the United States District Court for the District of Arizona and as a legal research attorney with the Superior Court of California. Analisa has received a number of awards for her pro bono contributions...
Ranvir S Sandhu
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Ranvir S Sandhu
San Jose, CA Estate Planning Attorney with 14 years of experience
(510) 516-2889 1172 Murphy Ave Suite 231
San Jose, CA 95131
Free ConsultationEstate Planning and Business
Lincoln University
Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...
Richard Wingerden
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Richard Wingerden
San Jose, CA Estate Planning Attorney with 22 years of experience
(408) 564-5870 777 N 1st
Suite 333
San Jose, CA 95112
Free ConsultationEstate Planning
Lincoln Law School of San Jose
Attorney Richard Wingerden can help you plan for your family's future so you have the assurance that their lives will be secure. He has handled numerous complex estate and probate matters, always prioritizing quality, compassion and time-efficiency. Rather than take a one-size-fits-all approach, he considers your unique situation when drafting estate planning documents. When you need the counsel of an attorney the most, you can turn to him for reliable service. Reach out to his firm to schedule your initial consultation today.
Elijah M Keyes
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Elijah M Keyes
Milpitas, CA Estate Planning Lawyer with 14 years of experience
(408) 766-7668 500 E. Calaveras Boulevard, Suite 333
Milpitas, CA 95035
Estate Planning, Elder and Probate
Golden Gate University
Elijah Keyes’ interest in estate planning and special needs began as a child where he saw the effects of long term illness in his household. He gained an appreciation of the effects of physical and mental illnesses and how they affect families and communities. Ever since becoming an attorney, Elijah has worked exclusively in the areas of estate planning, special needs, elder law, and tax.

Elijah is recognized as a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is the Vice President and a Trustee of the Silicon Valley...
John Dudley Laughton
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John Dudley Laughton
Monterey, CA Estate Planning Lawyer with 46 years of experience
(831) 649-1122 215 W. Franklin St., Suite 411
Monterey, CA 93940
Free ConsultationEstate Planning, Business, Elder and Real Estate
University of California, Hastings College of the Law
John is committed to providing personalized estate planning services in a highly ethical, professional, solution oriented, and cost effective manner. In addition to providing timely and high quality legal services, he is committed to educating the community about important estate planning issues through public seminars. Mr. Laughton also has a legal background in business and real estate matters and was appointed to the City of Del Rey Oaks Planning Commission and served between 1985 and 1992. He served in the U.S. Army, including a tour of Vietnam in 1971-1972. Mr. Laughton was born in Carmel, CA and raised on...
Colby LaVelle
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Colby LaVelle
San Jose, CA Estate Planning Lawyer
(408) 396-8731 177 Park Avenue
Suite 200
San Jose, CA 95113
Estate Planning and Bankruptcy
Santa Clara University School of Law
Colby Dean LaVelle II proudly manages LaVelle Law Offices with the personal attention of a boutique law firm but with the resources of larger law firms. An honored graduate of Santa Clara University of Law, Mr. LaVelle has dedicated his career to the pursuit of justice. He began his legal career working for the San Francisco District Attorney's Office. Following his success litigating criminal matters, Mr. LaVelle started the LaVelle Law Offices. Now with eight locations across California, The LaVelle Law Offices is an incarnation of Mr. LaVelle's desire to serve the public, as he...
James Clifford Anderson
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James Clifford Anderson
Turlock, CA Estate Planning Attorney
(209) 667-2300 300 N. Palm St.
Turlock, CA 95381
Estate Planning, Employment, Personal Injury and Probate
University of the Pacific, McGeorge School of Law
James practices in the areas of employment law for management, personal injury, estate planning, and real estate. James graduated from Arizona State University, in Tempe, Arizona, where he earned a Bachelor of Arts degree in Psychology. He went on to earn his J.D. from the University of the Pacific, McGeorge School of Law, Sacramento, where he graduated fifth in his class, With Great Distinction, and Order of the Coif. While at McGeorge, James completed a judicial externship with the Honorable Justice George Nicholson, at the California Court of Appeal, Third Appellate District, in Sacramento. ...
Benjamin J. Sowards
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Benjamin J. Sowards
Campbell, CA Estate Planning Lawyer with 20 years of experience
(408) 371-6000 2542 S Bascom Ave
#210
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
University of California, Davis, School of Law
Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...
John David Teter
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John David Teter
San Jose, CA Estate Planning Lawyer with 42 years of experience
(408) 866-1810 1361 S Winchester
Suite 113
San Jose, CA 95128
Estate Planning, Business, Real Estate and Tax
Golden Gate University School of Law and Santa Clara University School of Law
As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...
Elisabeth Ann Lambert
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Elisabeth Ann Lambert
Paso Robles, CA Estate Planning Lawyer with 19 years of experience
(805) 610-9200 148 Flag Way
Paso Robles, CA 93446
Free ConsultationEstate Planning and Elder
University of California College of the Law, San Francisco
Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support. Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions. She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration. Reach out to Lisa today through her website for a complimentary consultation. Lisa's...
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