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Matthew Schlau
Laguna Beach, CA Estate Planning Attorney with 11 years of experience
1968 S. Coast Highway
Suite 2498
Laguna Beach, CA 92651
Free ConsultationEstate Planning, Business, IP and Probate
Southwestern Law School
Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.
Matt holds a Bachelor of Arts in...
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Richard Erroll Young
Lake Forest, CA Estate Planning Lawyer with 50 years of experience
Free ConsultationEstate Planning, Divorce, Domestic Violence and Elder
Pepperdine Univ School of Law and Pepperdine University School of Law
Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.
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Daniel Schwartz
Calabasas, CA Estate Planning Lawyer with 15 years of experience
Estate Planning, Business and Tax
University of Southern California
Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...
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Teresa Lynn Morrell
Upland, CA Estate Planning Lawyer with 11 years of experience
Estate Planning, Business, Environmental and Tax
William Howard Taft University
Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...
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Darlynn Campbell Morgan
Newport Beach, CA Estate Planning Lawyer with 29 years of experience
Free ConsultationEstate Planning and Probate
Loyola Law School
Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County.
Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association.
Darlynn...
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Galen Gentry
Woodland Hills, CA Estate Planning Lawyer with 34 years of experience
Estate Planning, Divorce and Family
Emory University
Our firm focuses on divorce and civil litigation matters. I have 30 years of experience in state and federal courts. I have been awarded the highest possible rating for legal skill and ethical conduct by Martindale Hubbell, the oldest attorney rating company in the United States and a 10/10 Superb rating by avvo.com.
I am a member of the Multi-Million Dollar Advocates Forum. Membership is limited to attorneys who have won million and multi-million dollar verdicts and settlements. Less than 1 percent of litigation attorneys are members.
The three most important characteristics of our firm are accessibility of the attorney,...
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Joann Robin Deutch
Los Angeles, CA Estate Planning Attorney with 42 years of experience
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...
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Kate Kelso
Tustin, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business, Elder and Tax
Georgetown University Law Center
Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso.
Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...
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Noelle Renee Minto
Tustin, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning, Business, International and Probate
Whittier Coll School of Law
Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...
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September Joy Katje
Anaheim, CA Estate Planning Attorney with 21 years of experience
Free ConsultationEstate Planning, Business, Consumer and Foreclosure Defense
California Western School of Law
Ms. Katje earned her Juris Doctorate at California Western School of Law, San Diego, California, graduated Cum Laude and was a Dean's Honor List recipient. She was also a recipient of the American Jurisprudence Award in Contracts I and Contracts II. Ms. Katje was a member of the Law Review and International Law Journal at California Western School Law, where she was an Associate Editor.
Ms. Katje was admitted to the California State Bar in 2003 and is a Member of the American Bar Association and San Diego County Bar Association. Ms. Katje is licensed to practice in all courts in...
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Bruce Mitchell Givner
Los Angeles, CA Estate Planning Lawyer with 49 years of experience
Estate Planning, Business and Tax
New York University School of Law and Columbia Law School
Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.
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Jill S. Gregory
Newport Beach, CA Estate Planning Lawyer with 28 years of experience
(949) 514-8842
620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
Free ConsultationEstate Planning, Elder and Probate
Pepperdine University School of Law
Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory Law, a boutique wills, trusts, estate planning and probate law firm based out of Newport Beach, Orange County and Tahoe City, Placer County. With over 25 years of experience working with clients throughout California as a estate planning attorney handling special needs trusts, long-term care planning, elder law, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us.
I look forward to learning how we can serve you and your family.
Contact us today...
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Jonathan D. Alexander
Irvine, CA Estate Planning Attorney with 19 years of experience
Free ConsultationEstate Planning
University of Idaho College of Law
Jonathan was born and raised in Idaho. He earned his juris doctor from the University of Idaho College of Law and then completed a judicial clerkship in Honolulu, Hawaii. In 2005, he moved to California and began his law career as a civil litigator and then General Counsel (corporate attorney) for a health insurance company.
Motivated by a desire to start a law firm that would make an important contribution to his clients’ lives, Jonathan launched his estate planning practice.
Jonathan helps individuals, families, and business owners pass their hard-earned property to their loved ones using innovative estate planning techniques.
As an...
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Crista B. Hermance
Valencia, CA Estate Planning Attorney with 11 years of experience
Estate Planning and Probate
Southern California Institute of Law
I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.
I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...
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Michelle Castillo
Granada Hills, CA Estate Planning Attorney
Estate Planning and Probate
Michelle Castillo is a California Estate Planning Attorney. She is based out of Granada Hills, CA and her practice focuses on helping families plan for the future. She is a trusted Spanish speaking lawyer in Granada Hills serving people all throughout Los Angeles. Her areas of practice are in Estate Planning, Living Trusts, Wills, Health Care Directives, Power of Attorney, Guardianship Nominations, Trust Administration, Probate and Asset Protection.
Attorney Castillo also has over 15 years experience in Real Estate, Mortgages and Insurance. She is the wife of a United States Marine Veteran and mother of three young girls. She understands...
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Brad Sniderman
Calabasas, CA Estate Planning Lawyer with 29 years of experience
23679 Calabasas Rd. #558
Calabasas, CA 91302
Free ConsultationEstate Planning, Business, IP and Probate
Whittier Law School
I am an attorney practicing in intellectual property (trademarks, copyrights, licensing), as well as business and e-commerce law. This includes entity formation and dissolutions, contract drafting and other day to day events, as well as web site review for privacy and compliance issues) for individuals to small/medium size companies. I am also an estate planner, drafting Wills, Trusts and Power of Attorney documents, as well as work in probate matters.
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Scot Thomas Moga
Upland, CA Estate Planning Attorney with 29 years of experience
Estate Planning, Elder, Personal Injury and Probate
Univ of LaVerne COL
With over 25 years of legal experience, attorney Scot Thomas Moga is dedicated to providing effective counsel, outstanding client communication, and creative solutions to the most complex legal issues. As an aggressive and zealous advocate, he is known for obtaining the maximum awards and settlements for his clients in an expeditious manner. Since founding Moga Law Firm in 1996, Mr. Moga has successfully represented clients in many areas of law, concentrating most of his practice in workers’ compensation, personal injury, and estate planning and probate matters. His diverse client base includes injury and accident victims, large and small businesses, as...
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Luke S. Carlson
Aliso Viejo, CA Estate Planning Lawyer with 15 years of experience
Estate Planning, Business, Probate and Tax
Western State College of Law at Argosy University
Luke Carlson always had an interest in business, real estate, and the protection of wealth. During his collegiate career, he realized law was the best way to immerse himself in these verticals. Today, as owner of LS Carlson Law, he and his team of attorneys service clients with their business, real estate, and estate planning needs. By nature, he is a strategist and loves analyzing a situation to determine the best solution to a client’s issue. Carlson understands that the practice of law provides endless opportunities to engage in strategic thinking. Whether it be against an opponent in litigation, which...
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Lawrence H. Geller J.D.
Laguna Hills, CA Estate Planning Lawyer with 46 years of experience
(888) 982-2323
24422 Avenida De La Carlota
#310
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Divorce, Family and Landlord Tenant
Western State College of Law at Argosy University
Well known by his peers and the courts for his high integrity, strong negotiation skills and trial competence. Clients know him for positive results, sound advice and fair dealing.
He is an excellent and experienced lawyer whose practice specializes in family and divorce litigation. His firm is respected and known as tough negotiators and competent trial attorneys. The firm is dedicated and committed to the strong representation of their clients’ rights with high integrity, in depth knowledge and years of experience in FAMILY LAW.
Staff members are professional, experienced, responsive and understanding of your needs....
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Dawn Danielle Stark
Laguna Niguel, CA Estate Planning Attorney with 19 years of experience
Estate Planning, Business and Probate
Whittier Coll School of Law
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Tamara Lynn Harper
Westlake Village, CA Estate Planning Lawyer with 30 years of experience
(805) 409-0530
141 Duesenberg Drive
Suite 7B
Westlake Village, CA 91362
Free ConsultationEstate Planning, Business, IP and Trademarks
Ventura COL
Prior to entering private practice, Ms. Harper served as Director of Corporate Compliance and Commercial Leasing for Kinko’s Service Corporation, Inc., now FedEx. Early in her career she worked as in house corporate counsel to one of California’s largest labor staffing corporations and civilly prosecuted perpetrators of domestic violence through a DOJ grant protecting victims of domestic violence. She has argued cases before the United States Hague Court for matters of international child abduction; California Court of Appeals and Superior Court; District Court; Delaware Court of Chancery; and before the United States Patent and Trademark Office, Trademark Trial and Appeals...
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Daniel John Morse
Westlake Village, CA Estate Planning Attorney with 23 years of experience
Free ConsultationEstate Planning, Business and Entertainment & Sports
Pepperdine Univ School of Law
Daniel J. Morse represents creative artists from his offices in the Los Angeles area. Mr. Morse excelled in his studies of contracts, intellectual property, and entertainment law at the Pepperdine University School of Law. After graduating in 2001, Mr. Morse worked as a civil litigator while assisting various visual artist clients. Upon moving to Tennessee, Mr. Morse worked with the firm of Wise & Reeves, representing a variety of individuals and business with transactional and litigation matters. Mr. Morse also represented musicians and literary authors. With licenses to practice in two of America's...
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John Mark Andersen
Westlake Village, CA Estate Planning Attorney with 32 years of experience
(805) 659-6800
4550 E. Thousand Oaks Blvd.
Suite 250
Westlake Village, CA 91361
Estate Planning, Probate and Tax
Hastings College of the Law
A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.
John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...
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Mr. Grant Steven Pederson
Westlake Village, CA Estate Planning Attorney with 18 years of experience
Free ConsultationEstate Planning
Ventura College of Law
At Pederson law offices, the team is committed to providing Thousand Oaks residents with the legal representation they deserve. The firm consists of two lead attorneys, who have over 40 years of combined legal experience. Attorney Steve Pederson received his Juris Doctorate with high honors from Western State University School of Law in 1975. Before working as a lawyer, he worked as a Senior Design Engineer for General Dynamics Corporation, where he assisted in the design of numerous space vehicles. Mr. Steve Pederson then worked as an attorney in Los Angeles, where he handled civil litigation cases in the areas...
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Roya Dehghani
Westlake Village, CA Estate Planning Lawyer with 14 years of experience
(805) 267-1837
3717 E. Thousand Oaks Blvd.
Suite 266
Westlake Village, CA 91362
Free ConsultationEstate Planning, Elder and Probate
University of West Los Angeles
My Office is based in Westlake Village and I am available to clients in Los Angeles, Orange and Ventura Counties. My practice is concentrated in the areas of Trusts, Wills, Special Needs Trusts, Advance Health Care Directives, Financial Powers of Attorney, Trust Administration, and Probate. With 10 years of experience in this area of the law, I am highly qualified, helpful, and knowledgeable. I am also highly trusted and respected in my field, by my clients and peers. I received my Juris Doctorate degree from University of West Los Angles, and my Bachelor Degree in...
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Todd Eric Gallinger
Irvine, CA Estate Planning Attorney with 20 years of experience
Free ConsultationEstate Planning and Business
The George Washington University Law School
Todd Gallinger is the founder and principal of Gallinger Law. He is licensed to practice law in California, New York, and all Federal District Courts in California. Mr. Gallinger’s practice focuses on the needs of small businesses and their owners, as well as non-profit law.
For his education, Mr. Gallinger attended the University of California at Santa Barbara, where he earned a Bachelor’s degree cum laude in Religious Studies, and the George Washington University Law School in Washington, DC, where he earned his Juris Doctorate cum laude.
Mr. Gallinger writes frequently on numerous legal and political topics, including acting as a regular...
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Kirk Pearson Rodby
Simi Valley, CA Estate Planning Attorney with 18 years of experience
Estate Planning, Construction and Employment
Tulane Univ Law School and Tulane University School of Law
Kirk Rodby earned his Bachelor of Science degree from California State University at Northridge in 1995 and went on to graduate magna cum laude from Tulane Law School. In 2002, he received his Master of Laws (LL.M.) degree in constitutional law from the New York University School of Law.
A member of the California Bar Association since 2006, Kirk is part of our Construction, Labor & Employment and Estate Planning practices.
Kirk has a life-long love of books and writing, and comes to The Green Law Group after serving in management at Barnes & Noble. He is a contributing author...
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Marisha Charbonnet
Thousand Oaks, CA Estate Planning Lawyer with 19 years of experience
(805) 496-4681
223 E. Thousand Oaks Blvd. Suite 320
Thousand Oaks, CA 91360
Free ConsultationEstate Planning
Loyola Law School, Los Angeles
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John Francis Nicholson
Woodland Hills, CA Estate Planning Attorney with 25 years of experience
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 prticipated in the Judge Pro Tem for the Los Angeles County Superior Courts. This is a volunteer, non-paid public service.
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Christopher Ettore Botti
Valencia, CA Estate Planning Lawyer with 34 years of experience
Estate Planning, Business, IP and Patents
Whittier Coll School of Law and Whittier Law School
Christopher E. Botti, co-founder of Botti & Morison Estate Planning Attorneys, Ltd., specializes in all aspects of estate planning.
Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the...
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Fred W Edwards
Chino Hills, CA Estate Planning Lawyer
Estate Planning, Bankruptcy and Probate
Trinity International University
Fred Edwards is an Attorney and founder of Edwards Legal. Fred has focused his practice areas on Probate law, Estate Planning, Bankruptcy, and Employment Law.
Mr. Edwards received his Juris Doctor degree from Trinity Law School where he was a Articles Editor for Trinity Law Review and received honors as a Moot Court competitor. He was a member of the Christian Legal Society, the Black Law Students Association and the elected Student Body. He received his undergraduate degrees from the University of La Verne where he was an Alpha Lambda Delta Honor Society member. Mr. Edwards also has an MBA with...
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W Bailey Smith
Irvine, CA Estate Planning Attorney with 54 years of experience
Estate Planning and Probate
University of California College of the Law, San Francisco
Certified Specialist in Estate Planning, Trust Administration and Probate - Irvine Office
W. Bailey Smith graduated from Stanford University and the University of California, Hastings College of Law. After serving as an Agent in Counter-Intelligence in the United Stated Army, he practiced law as a Deputy District Attorney and then with a major Los Angeles law firm.
He has been certified as a Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. He has created more than 7,000 trusts for satisfied clients. He has taught estate and gift taxation and lectured on tax savings throughout California....
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Sandra L. Turner
Pomona, CA Estate Planning Lawyer with 42 years of experience
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Western State University College of Law
Practicing Family Law and Probate w/ emphasis on Trusts and Estate Planning for over thirty years. Two offices in the Inland Empire. Ms. Turner has been featured in several newspaper articles as an expert in her field, and aggressive and successful in trial work in particular. Ms. Turner is also exceptional in peaceful, mediated solutions if avoiding trial is possible.
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Shelley Rios
Burbank, CA Estate Planning Attorney with 15 years of experience
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...
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Yelena Gurevich
Studio City, CA Estate Planning Lawyer with 14 years of experience
(213) 534-7769
3940 Laurel Canyon Blvd.
Suite 800
Studio City, CA 91604
Free ConsultationEstate Planning, Arbitration & Mediation, Bankruptcy and Collections
Thomas Jefferson School of Law
I am the principal attorney at YG Legal Firm. I am a graduate of the University of Southern California with a Bachelors in Philosophy as well as a Minor in History and Communications and obtained my Juris Doctorate from Thomas Jefferson School of Law.
I have been a licensed California attorney since 2010 and am licensed to practice in the Central, Eastern, Northern and Southern California federal courts.
As an active member of CAALA and NACA, I partner with other attorneys that fight for the rights of every consumer to help achieve the best results possible for my clients.
I offer free...
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Glen D. Duvel
Santa Ana, CA Estate Planning Attorney with 25 years of experience
Estate Planning, Business, Employment and Personal Injury
Western State College of Law at Argosy University
Glen D. Duvel has represented clients in a wide variety of employment law and estate planning matters. His extensive experience means that clients are given everything they need to reach favorable conclusions to their cases. Glen graduated from the University of California, Irvine with a Bachelor’s of Science in Political Science in 1994. He then went on to earn his Juris Doctorate from Western State University College of Law in 1999. He has had several speaking engagements and publications covering topics such as employment law and estate planning. To learn more about how he can assist you and your legal...
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Joseph McHugh
Burbank, CA Estate Planning Lawyer with 37 years of experience
Free ConsultationEstate Planning, Elder and Tax
Whittier Law School
Joseph McHugh is an Asset Protection Attorney in Southern California-based LA LAW CENTER, PC.
Attorney Joseph McHugh and his legal team are highly knowledgeable and experienced in all aspects of Asset Protection and Tax Planning for individuals that having assets with income of $1 million to $20 million annually... or are in a business that has a high risk of lawsuits (Doctors, Landlords, Law Enforcement, Business Owners, etc.).
His firm supports asset protection for high wealth individuals to middle-class families that wish to have loved ones facing nursing home care and need to move assets to qualify for Medi-Cal Long...
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Shilpa Bhatt
Costa Mesa, CA Estate Planning Attorney with 16 years of experience
Estate Planning, Elder and Probate
Whittier Law School
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Tatiana Pavlova-Coleman
Los Angeles, CA Estate Planning Lawyer
Free ConsultationEstate Planning and Probate
UCLA School of Law
My name is Tatiana, and I am the founder of Pavlova-Coleman Law. My professional background spans over 20 years in finance and wealth management in Los Angeles, which paved the way for my current focus on Estate Planning.
As a first-generation immigrant from Bulgaria, I have invested years into understanding and mastering the financial landscape of the United States. I firmly believe that everyone, regardless of their financial status or background, deserves access to estate planning education and guidance. My passion lies in imparting my knowledge, and my practice aims to help individuals from diverse backgrounds protect their assets and secure...
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Robin Boren-Coleman Sexton
Irvine, CA Estate Planning Lawyer with 29 years of experience
Estate Planning and Tax
Thomas Jefferson School of Law
With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning.
Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax...