For the Love of Your Family

Personal Family Lawyer in Asset Enhancement

Alexis Neely

Alexis Neely

Endorsed Member

Family Wealth Planning Institute
Virtual Office, Redondo Beach, CA, USA

Alexis Neely graduated first in her class from Georgetown University Law Center in 1999 and went on to become an associate at the law firm of Munger, Tolles & Olson for three years before opening her own firm, Martin Neely & Associates, in Redondo Beach, CA in 2003.

Specialty Focus: Estate Planning, Conscious Uncoupling, Purposeful Pre-Nups, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning

Licensed In: California, USA

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Beverly Davidek

Beverly Davidek

Endorsed Member


1295 E. Common St., New Braunfels, TX, USA

Beverly Davidek is Mom to three awesome young men: Gerard, Steven, and Nick. She’s been a practicing attorney for more than 20 years, and most of those years of practice have focused on areas that directly affect families — especially families with children: special education law, estate planning, guardianships, and general counsel for family-owned businesses. She has also served as an Assistant District Attorney for Bexar County, prosecuting child abuse and neglect cases.

Specialty Focus: Estate Planning, Asset Enhancement, Kids Protection Planning, Family Business

Licensed In: Texas, USA

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David Feakes

David Feakes

Endorsed Member

The Parents Estate Planning Law Firm
289 Great Road; Suite 302, Acton, MA, USA

A talented attorney dedicated to helping individuals and families make the very best legal decisions, David has been practicing law in Massachusetts since 1990. His practice focuses on estate planning, wealth transfer, and asset protection. He develops lifelong relationships with his clients, serving as a trusted advisor to them and to their families. David expertly guides his clients as they preserve and protect their assets, loved ones and legacies, including their intellectual, spiritual, and human assets.

Specialty Focus: Estate Planning, Kids Protection Planning, Asset Enhancement

Licensed In: Massachusetts, USA

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Gerald Kane

Gerald Kane

Endorsed Member

Law Offices of Gerald L. Kane
16255 Ventura Blvd #510, Encino, Los Angeles, CA, USA

Attorney Gerald L. Kane founded Gerald L. Kane & Associates in 1994, located in Encino, California. As a Personal Family Lawyer™ with the Family Wealth Institute he has devoted the last fourteen years to helping thousands of families and businesses in southern California achieve their goals of protecting their wealth through innovative estate and business planning. Gerald likes to think of his firm as a caring, forward-looking, problem-solving vehicle for legally and financially transitioning families, especially today's young family with small children, into the future.

Specialty Focus: Estate Planning, Kids Protection Planning, Asset Enhancement, Conscious Uncoupling, Caring for Elders, Special Needs Planning

Licensed In: California, USA

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Katie Charleston

Katie Charleston

Endorsed Member

Katie Charleson Law, A Professional Corporation
275 Medical Drive #4226 , Carmel, IN, USA

Katie Charleston’s law practice focuses on developing relationships with clients in a way that promotes prosperity and long term success. Katie’s unique experiences have allowed her to excel in evaluating the needs of each client and designing plans that can accomplish their goals. In fact, it’s Katie’s goal to work to make each client’s life more fulfilling, and is in turn fulfilled in doing so.

Specialty Focus: Estate Planning, Family Business, Asset Enhancement, Kids Protection Planning

Licensed In: California, USA, Nevada, USA, Indiana, USA, Texas, USA

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Matt Meuli

Matt Meuli

Endorsed Member

Meuli Law Office
115 5th Street, Windsor, CO, USA
155 East Boardwalk Drive, Suite 400, Fort Collins, CO, USA

Attorney Matt Meuli’s estate planning practice focuses on helping families enhance their lives today and secure their futures for tomorrow. He excels at guiding parents and grandparents through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of families and the accomplishment of cherished family goals. His considerable legal expertise includes family protection, wealth preservation, and values-based planning for couples, planning strategies for unmarried couples and divorced individuals, and all aspects of estate administration. Whether you are married or single, with a traditional family or a blended one, just starting out or looking back on a life well lived, Matt will help you craft a plan to achieve your goals for your loved ones for today and years to come.

Specialty Focus: Asset Enhancement, Kids Protection Planning, Family Business, Purposeful Pre-Nups, Estate Planning

Licensed In: Colorado, USA, Wyoming, USA

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Alejandra Rodriguez

Alejandra Rodriguez

Rodriguez Law Offices
7676 Hazard Center Dr; Suite 500, San Diego, CA, USA

In practice since 2004, attorney Alejandra Rodriguez (who goes by Alex) is the principal and founder of Rodriguez Law Offices. She enjoys working with individuals and families as a trusted advisor. Alex works closely with her clients and assists them in navigating the estate planning landscape to design customized plans that will work for them and their families when it’s needed most.

Specialty Focus: Estate Planning, Kids Protection Planning, Asset Enhancement, Caring for Elders, Special Needs Planning

Licensed In: California, USA

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Amy Hsiao

Amy Hsiao

Hsiao Law
4275 Executive Square #200, La Jolla, San Diego, CA, USA

Amy Hsiao is an experienced estate planning and business attorney licensed to practice law in California. She recently received the “Family Business Lawyer” designation awarded by the national Family Wealth Planning Institute. Amy distinguishes herself by providing personal care and quality service, as well as a pro-active approach to legal planning, which sets her apart from traditional law firms. She is truly your personal family lawyer.

Specialty Focus: Estate Planning, Asset Enhancement, Family Business, Kids Protection Planning

Licensed In: California, USA

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Benton Watson

Benton Watson

Law Office of Benton R. Watson
105 E. Main St. Suit 1000, Cameron, TX 76520, USA

Benton Watson is the founder of Watson Legal, P.C. Benton's practice at Watson Legal, P.C. focuses on business, family, and trusts and estates with emphases on life-long personalized service to families and entrepreneurs, representation of high level executives, and corporate representation of traditional businesses, law firms, small to medium sized start-ups, as well as high-tech, industrial, and midstream companies.

Specialty Focus: Estate Planning, Family Business, Kids Protection Planning, Caring for Elders, Special Needs Planning, Asset Enhancement

Licensed In: Texas, USA

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Carrie Quraishi

Carrie Quraishi

Quraishi Law Firm
2770 W. Main St. Suite 138, 
3500 E. Johnson Ave., Suite 300, Jonesboro, AR, USA

Ms. Quraishi is dedicated to using her wealth of experience, mastery of the law and commitment to a client-first approach to help individuals and families achieve their estate planning goals.

Specialty Focus: Estate Planning, Family Business, Asset Enhancement, Kids Protection Planning, Special Needs Planning

Licensed In: Texas, USA, Arkansas, USA

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Christine Robbins

Christine Robbins

Robbins Law Firm
132 Joe V Knox Ave, Mooresville, NC, USA

I am an estate planning attorney and mother to three amazing children! After working at very large law firms for over 18 years, I finally realized my dream of opening my own law firm where I could educate and serve families and small business owners that do not always have access to big firm attorneys. When I started my family 7 years ago, not only did I change as a person, but I started to look at my profession from an entirely new perspective...as a parent! I realized that parents with minor children are hugely under-served and overlooked by most law firms despite the fact that they probably need estate planning more than any other segment of our community. I am passionate about protecting my family, and I know I am no different than every other parent. My firm's number one priority to is to help families recognize how important estate planning is even if they don't think they have an "estate" worth planning because its not about the money, its about the ones that we love. I am so very blessed to be able to help families and family business owners in my community, and I really look forward to working with you!

Specialty Focus: Estate Planning, Purposeful Pre-Nups, Family Business, Asset Enhancement, Kids Protection Planning, Caring for Elders, Special Needs Planning

Licensed In: Florida, USA, New York, USA, New Jersey, USA, North Carolina, USA

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Darlynn Morgan

Darlynn Morgan

Morgan Law Group
1500 Quail; Suite 540, Newport Beach, CA, USA

Darlynn Morgan is the founder of Morgan Law Group, an Orange County law firm focused on estate planning for the entire family. Her straightforward and easy to understand legal advice has been featured in a number of publications including Forbes.com OC Metro Magazine, and the OC Register. She was named a Super Lawyer by Southern California Magazine in 2010 and 2011, which is awarded to the top 5% of lawyers in southern California, in addition to being named a top OC Attorney by OC Metro Magazine in 2010.

Specialty Focus: Estate Planning, Purposeful Pre-Nups, Kids Protection Planning, Asset Enhancement, Family Business, Caring for Elders, Special Needs Planning

Licensed In: California, USA

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Deb Urbaitis

Deb Urbaitis

Courteous Law, P.C.
45 Gould St, Henniker, NH, USA

Attorney Deb Bess Urbaitis received her undergraduate degree from Texas A&M University in 1993. She spent several years teaching 5th graders at an Outdoor Education Center in east Texas and raft guiding in North Carolina and Tennessee. She then earned her Juris Doctorate from Franklin Pierce Law Center.

Specialty Focus: Estate Planning, Conscious Uncoupling, Purposeful Pre-Nups, Family Business, Asset Enhancement, Kids Protection Planning, Special Needs Planning

Licensed In: New Hampshire, USA

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DeDe Soto

DeDe Soto

Soto Law Group
1101 Dove Street; Suite 200, Newport Beach, CA, USA

DeDe established Soto Law Group so she could dedicate herself to the needs of growing families and business owners. DeDe has a broad background of legal experience. From early on where she started practicing in family law and business litigation, and later when she developed an extensive real estate expertise. This expertise includes community planning/land-use entitlement, extensive negotiations with municipalities, local government and business owners on behalf of large real estate developers. Other areas of expertise include environmental compliance, conservation easements, and complicated acquisition issues.

Specialty Focus: Estate Planning, Kids Protection Planning, Family Business, Asset Enhancement, Special Needs Planning

Licensed In: California, USA

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Dinamary Horvath

Dinamary Horvath

Maxe Law LLC
48 High Street, Rockport, MA, USA

We provide professional, personalized legal service pertaining to estate planning and the protecting of families and assets.

Specialty Focus: Family Business, Estate Planning, Kids Protection Planning, Asset Enhancement

Licensed In: Massachusetts, USA

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Geoff Hoatson

Geoff Hoatson

Family First Firm
1212 Mount Vernon Street, Orlando, FL, USA

Growing up in Central Florida as the son of a physician I remember conversations about lawsuits; about a family colleague who had been named in a suit and lost everything; about suits that could occur from automobile or private property accidents. My family felt they had an increased exposure and after graduating from the University of Central Florida with a degree in Economics I applied to Law School with the focus of helping others live without fear.

Specialty Focus: Estate Planning, Purposeful Pre-Nups, Family Business, Asset Enhancement, Caring for Elders, Special Needs Planning

Licensed In: Florida, USA

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Heather Bliss

Heather Bliss

Bliss Law Group
1105 Tacoma Avenue South, Tacoma, WA, USA

Founder and owner of the Bliss Law Group, Heather Z. Bliss, was drawn to family law largely because of the unexpected tragic loss of both her parents at a young age. Her and her brothers experienced a unique childhood after their parents’ deaths, and this incited her passion for helping families navigate through the legal system and the potential turmoil they face when dealing with court and the legal world when it directly impacts children and families. Her hope is to assist in alleviating stress and pain, and to help navigate the family to a successful resolution of their legal issues.

Specialty Focus: Conscious Uncoupling, Estate Planning, Kids Protection Planning, Asset Enhancement

Licensed In: Washington, USA

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Jeff Lally

Jeff Lally

Hub Law Group P. C.
175 Derby Street, Suite 9, Hingham, MA, USA

…when people meet me for the first time and learn that I am a lawyer, many are surprised. Their expectation is that lawyers are “flashy, slick operators” – and that’s just not who I am. I like to think my calm and caring demeanor and desire to educate and truly do the right things for my clients will set me apart from the stereotypical lawyer. Being to some extent the “anti-lawyer” has its pitfalls. Let me give you some examples … One of my law firms areas of focus is Estate Planning. I’m in competition with the “do it yourself on-line” resources all the way up to up to and including the big law firms that give the clients “just what they ask for” – (not what they need). On one end of the spectrum, you get what you pay for … the cheapest possible “estate plan“. But here’s the problem … most of those “plans” are inadequate and truly do not address all of the needs of the “virtual client” … and guess what – the virtual client will never know or be able to rectify the problem because they’re dead before anyone finds out. The responsibility to get the estate straightened out then falls to loved ones … at more legal expense typically than doing it right in the first place (!). Never mind that this time should be reserved for allowing the family to grieve. Have you ever had a Sam Kinison moment? Remember the comedian who used to punctuate his jokes by screaming the punch line? The client will never know BECAUSE THEY’RE DEAD! But this is no joke! Never mind that his estate was a shambles, this is all too often the reality of “cheap, on-line” solutions. At the other end of the spectrum is the client that says “Can you draw me up a will” … and that’s exactly what the lawyer does … without understanding or explaining the full scope of the clients’ estate. I call this “the path of least resistance” type of law firm … they’ll make a bit of money, but guess what … if it is not completely adequate the client will never know BECAUSE … you get the idea.

Specialty Focus: Estate Planning, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning, Special Needs Planning, Caring for Elders

Licensed In: Massachusetts, USA

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Jiah Kim

Jiah Kim

Jiah Kim Associates
1562 First Ave #205-2004, New York, NY, USA

My own diverse international business, investment, and travel background puts me in a unique position to guide others on how to maintain their estates – including all forms of tangible and intangible assets. I see myself as a long-term partner for creating the right kind of future, and taking care of the bigger picture stuff in life so you can get back to enjoying the moment-by-moment details of your time.

Specialty Focus: Estate Planning, Kids Protection Planning, Family Business, Asset Enhancement

Licensed In: New York, USA, New Jersey, USA

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Jon Olinger

Jon Olinger

The Law Office of Jon J. Olinger, L.L.C
116 E Berry Street 10th floor, Fort Wayne, IN, USA

Specialty Focus: Estate Planning, Asset Enhancement, Caring for Elders, Conscious Uncoupling

Licensed In: Indiana, USA

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Joshua Meier

Joshua Meier

Meier Law Firm
1303 Avocado Avenue, Suite 230, Newport Beach, CA, USA

Joshua is an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses achieve their dreams. He excels in helping families meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family’s complete protection and well-being.

Specialty Focus: Estate Planning, Family Business, Asset Enhancement, Kids Protection Planning, Caring for Elders, Special Needs Planning

Licensed In: California, USA

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Karl Brint Hiatt

Karl Brint Hiatt

Hiatt Law - Business and Estate Planning
, Mesa, AZ, USA

J.D. from University of Hawaii Richardson School of Law

Specialty Focus: Estate Planning, Family Business, Asset Enhancement, Kids Protection Planning

Licensed In: Mesa, AZ, USA, Hawaii, USA

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Marianne Rantala

Marianne Rantala

Marianne S. Rantala, P.C.
57 East Main Street, Patchogue, NY 11772, USA

Located in the heart of Long Island, New York, the law firm of Marianne S. Rantala, P.C., focuses its practice on criminal defense and estate planning to best keep your family out of court and out of conflict. As an attorney with many years of experience, Marianne Rantala has successfully represented clients in a broad scope of criminal and estate related matters. She understands what you and your family are going through. She stands ready to defend your legal rights, plan for your family's future and fight for the best possible outcome .

Specialty Focus: Estate Planning, Asset Enhancement, Kids Protection Planning

Licensed In: Florida, USA, New York, USA, Washington, DC, USA

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Mark Petersen

Mark Petersen

Snake River Law PLLC
1156 East Center, Pocatello, ID, USA

My name is Mark Petersen and I am the owner of Snake River Law PLLC. I briefly want to share with you my background and why I am a “different” lawyer.

Specialty Focus: Estate Planning, Family Business, Conscious Uncoupling, Kids Protection Planning, Asset Enhancement, Purposeful Pre-Nups

Licensed In: Idaho, USA

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Marlon Brammer

Marlon Brammer

BRAMMER, PLLC
515 N Flagler Dr., P-300, West Palm Beach, FL, USA

Specialty Focus: Estate Planning, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning, Caring for Elders, Special Needs Planning

Licensed In: Florida, USA

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Robert Everhart

Robert Everhart

The Law Office of Robert J. Everhart, PLC
9298 Central Ave NE #400, Blaine, MN, USA

I have been practicing law since 1987. My career has included drafting wills, solving problems with real estate as well as extensive work in the field of consumer and business bankruptcy. More recently, I’ve focused my practice on estate planning. From representing people in bankruptcies and real estate issues, I have seen what can go wrong. I bring this experience to work for you and accomplish your goals.

Specialty Focus: Estate Planning, Family Business, Kids Protection Planning, Asset Enhancement, Caring for Elders

Licensed In: Minnesota, USA

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Shane Jasmine Young

Shane Jasmine Young

Young Law Group
5940 S. Rainbow Blvd., Las Vegas, NV, USA

As a mother of 5, Shane's family brings an awareness and purpose in providing the best care and counsel to her clients. She approaches each client relationship with the intent of being a life-long, trusted advisor, empowering her clients to make well-informed decisions for themselves and their loved ones.

Specialty Focus: Estate Planning, Purposeful Pre-Nups, Family Business, Asset Enhancement, Kids Protection Planning, Special Needs Planning

Licensed In: Las Vegas, NV, USA

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Shelly Freedenthal

Shelly Freedenthal

Freedenthal Law
1150 Oak St, South Pasadena, CA 91030, USA

Michele (Shelly) Freedenthal's estate planning practice focuses on helping individuals and couples to prepare for life's inevitable end. Shelly knows firsthand how important it is to protect those assets (both financial and otherwise) that you have worked so hard to acquire, and to provide for your loved ones.

Specialty Focus: Estate Planning, Kids Protection Planning, Asset Enhancement

Licensed In: California, USA

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Shreya Ley

Shreya Ley

LayRoots
500 Yale Ave N #100, Seattle, WA, USA

Shreya will challenge you to a dance-off to settle disputes and describes herself as a “third culture kid.” She is originally a child of the global economy and knows too much about the oil & gas industry. She’s pleased with Seattle, but often travels back to Houston, TX for LayRoots and for the family business she started with her father. She started her career as a creative writer and ballet dancer, but found it difficult to achieve much success (while alive) in the fields if no one sees your work. After a brief stint as a college radio DJ, she resigned herself to working as a Chemical Engineer in the Oil & Gas world of Houston before going to law school.

Specialty Focus: Estate Planning, Asset Enhancement, Family Business

Licensed In: Washington, USA

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Steven Boss

Steven Boss

Boss Law
5956 Sherry Lane, Dallas, TX, USA

Mr. Boss has been practicing law for over 40 years. Early in his career his practice was mainly corporate transactional law for several large energy companies. He was responsible for negotiating and drafting numerous multi-million dollar contracts, both domestic and international. Later he acted as general counsel for more modestly sized energy companies where he handled a multitude of legal issues that arise in operating a dynamic business. In 2008 the company he was employed by was acquired and Mr. Boss entered the private practice of law forming Boss Law. At Boss Law he has focused primarily on business transactional matters, estate planning, and probate. Recently, Mr. Boss obtained additional training in a new and improved way to perform estate planning from the Family Wealth Planning Institute. Upon completion he received their designation as a Personal Family Lawyer®, and he now devotes the majority of his practice to assisting families and individuals with their estate planning needs.

Specialty Focus: Estate Planning, Family Business, Money Mapping, Special Needs Planning, Kids Protection Planning, Asset Enhancement

Licensed In: Texas, USA,

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Steven Rotenberg

Steven Rotenberg

Law Office of Steven L. Rotenberg, PLLC
30600 Telegraph Rd Suite 3350, Bingham Farms, MI 48025, USA
19 E 1st St First Floor, Monroe, MI, USA

We strive to serve the communities of Bingham Farms, Monroe, all of southeast Michigan, and Metro Detriot, MI as well. We serve not only people from our 2 office locations but the entire metro Detroit area including Detroit, Birmingham, West Bloomfield Township, and many more cities. That’s why we focus on tax law, immigration law, and family law. If you need assistance with a child custody or divorce issue, attorney Rotenberg can help. As you transition from one home to the next, Steven L. Rotenberg will tackle legal obstacles on your behalf. With more than 19 years of experience, Attorney Rotenberg can easily navigate the state and federal court systems. You need an advocate on your side when dealing with immigration issues including EB 5 visas and citizenship.

Specialty Focus: Estate Planning, Conscious Uncoupling, Purposeful Pre-Nups, Asset Enhancement

Licensed In: Michigan, USA

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Vanessa Terzian

Vanessa Terzian

Law Offices of Vanessa M. Terzian
727 Foothill Blvd., , La Cañada Flintridge, CA 91011, USA
6345 Balboa Blvd., Bldg. #1, Ste. 105 , Encino, Los Angeles, CA, USA
620 Newport Center Drive, Suite 1100, , Newport Beach, CA, USA

Vanessa began her legal career as a Trust Administrator for Wells Fargo, N.A., where her experience working closely with clients, portfolio managers, beneficiaries and other attorneys shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.

Specialty Focus: Estate Planning, Family Business, Asset Enhancement, Kids Protection Planning, Caring for Elders, Special Needs Planning

Licensed In: California, USA

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