For the Love of Your Family

Personal Family Lawyer® in Family Business

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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Heather Pietroforte

Heather Pietroforte

Endorsed Member

Law Offices of Heather Pietroforte
2311 E. Tulare Avenue, Tulare, CA 93274, USA
1095 W. Linda Vista, Suite B, Porterville, CA 93257, USA

Heather Pietroforte

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

Licensed In: California, USA

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Irene De Jesus

Irene De Jesus

Endorsed Member

De Jesus Law Group, LLC
PO Box 5700, Deltona, FL, USA

As a mother of two incredible boys plus their remarkable wives, a grandmother to one adorable grandbaby, and a wife to the love of my life, I know what it means to love and protect your family. My life's journey started in Winnipeg, Canada where I grew up in the foster care system and graduated as nurse in 1985. Nursing provided a way for me to share my passion of caring for and guiding others through difficult moments in their lives. Eventually I moved to the Sunshine State where I became an Intensive Care nurse and met my husband, Hector de Jesus, who worked as a pediatric emergency room nurse at the time. Shortly after, we got married and had our two sons, fourteen months apart!

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

Licensed In: Florida, USA

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Marc Garlett

Marc Garlett

Endorsed Member

Law Offices of Marc G. Garlett
55 Auburn Avenue, Sierra Madre, CA 91024, USA

I’m Marc Garlett. I’m an attorney, and more importantly, a husband and the father of two little ones.

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

Licensed In: California, 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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Sue Hunt

Sue Hunt

Endorsed Member

Susan Hunt Law
501 Simpson St., Greensboro, NC, USA

Sue Hunt’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. Sue Hunt is a strategist who loves puzzles and people. She enjoys using this uncommon combination to analyze the many threads of your life, and to listen to your goals and priorities for the future. Then Sue guides you through the often confusing maze of financial and legal decisions to create plans that best protect you and your family and accomplishes your family goals.

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

Licensed In: North Carolina, USA

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Alanna Pearl

Alanna Pearl

Conscious Legal
3919 30th St, 

or nearly ten years, my job as a lawyer was to help businesses “win” in lawsuits. I put the word “win” in quotations, because generally the only real winners in a lawsuit are the lawyers, after taking into account the time, stress, and money spent by the parties.

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

Licensed In: California, USA

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Alexandra Varela

Alexandra Varela

Varela Law
8565 S. Eastern Ave; Suite 150, Las Vegas, NV, USA
5150 E. Pacific Coast Highway, Suite 200, Long Beach, CA, USA

Alex is a wife and mom to two great kids. They are her everything. Because Alex understands the immense, unquantifiable love that parents feel for their children, she started her own firm. Alex hopes to help parents ensure their children are completely cared for if anything happens to them.

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

Licensed In: Nevada, USA, 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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Bashirah Martin

Bashirah Martin


, Pearland, TX, USA

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

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Bonnie Bowles

Bonnie Bowles

Your Legacy Lawyer
26 W. Dry Creek Circle, Suite 600, Littleton, CO, USA
, Littleton, CO, USA

Hello!  I’m Bonnie Bowles, your neighborhood Personal Family Lawyer ®.

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

Licensed In: Colorado, USA, Texas, USA, New Mexico, USA

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Brandon Cooper

Brandon Cooper

The Cooper Law Firm
2700 Corporate Drive Suite 200 , Birmingham, AL, USA

My legal experience began while I was working on my Bachelor degree at University of Alabama at Birmingham in Management Information Systems. I had a job as a legal assistant for a local law firms. While working for the law Firm I had the opportunity to assist people who were injured to try to get them some type of compensation for their pain and suffering. I enjoyed helping our clients to give them an opportunity to help make their lives better. I then went on to spend about 15 years working in the financial industry. From the time I worked for the law firm I knew that I wanted to practice law and my opportunity came after a life changing event happened to me. I was injured in a car wreck while on business in Atlanta, GA. In that split second when I saw the car coming at me I thought about my wife, son and unborn daughter and who would take care of them if something happened to me. The police officer said it was a miracle that I could walk away from the accident but many people are not as fortunate. After my accident I was nervous and confused about what my options were but I had a couple of great attorneys at Riley and Jackson that guided me through the legal process. After my accident I felt the desire to go to law school so that one day I could help others by guiding them through the legal process just as Rob and Keith helped me. I enjoy reaching out and making a positive difference in the lives of others. I went to law school at night while still working full time for FIS.

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

Licensed In: Alabama, USA

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Brian Ton

Brian Ton

Satori Law Group, Inc.
10061 Talbert Ave #325, Fountain Valley, CA 92708, USA

Brian Ton is the founder of Satori Law Group, Inc. and strives to advise individuals and companies in estate planning, real estate transactions, and business and corporate law. Mr. Ton believes in prevention of potential conflicts to avoid costly litigations. To this end, Mr. Ton assists clients in forming proper estate plans, seeking to protect the clients’ interests at the same time minimizing future conflicts; and forming business entities, structuring appropriate business relationships among the parties, drafting and negotiating carefully thought out agreements.

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

Licensed In: California, USA

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Carrie Quraishi

Carrie Quraishi

Quraishi Law Firm
3500 E. Johnson Ave., Suite 300, Jonesboro, AR, USA
2770 W. Main St Suite 99, Frisco, TX, 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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Casey Conklin

Casey Conklin

The Law Offices of Casey D. Conklin
4084 Okemos Rd. Ste B, Okemos, Meridian Charter Township, MI, USA

Born and raised in Mid-Michigan, Casey attended Michigan State University where he earned a Bachelor of Arts degree with a major in Advertising. Casey worked for years in advertising, marketing, and business consultation before deciding to attend law school.

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

Licensed In: Michigan, USA

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Charles Bishota

Charles Bishota

Bishota Law, PLLC
5830 Granite Parkway, 100, Plano, TX, USA

In April 2015, I decided to make an entrepreneurial jump. I resigned from a fortune 50 company and became a full-time entrepreneur. I had spent years after Business School and later Law School helping entrepreneurs plan their growth, document their deals, minimize their risk, and maximize their chances of success. I loved my clients and enjoyed helping them build their dreams.

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

Licensed In: Texas, USA

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Chris Thompson

Chris Thompson

CLT & Associates, LLC
10400 NE 4th Street, Suite 500, Bellevue, WA, USA

Hello! I’m Christopher, your neighborhood Personal Family Lawyer​®.

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

Licensed In: Washington, USA, Tennessee, USA

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Christine Faulkner

Christine Faulkner

Cava & Faulkner
9070 Elk Grove Blvd, Elk Grove, CA, USA

Attorney Christine Faulkner's estate planning practice focuses on helping families enhance their lives today for a secure future tomorrow. Christine guides her clients in making the best legal and financial decisions during their lifetime to ensure the well being of their families. Each plan is designed to meet the unique needs and goals of the client, while also preserving family traditions and beliefs. Her practice includes family protection, wealth preservation and family values based planning, as well as planning for unmarried couples, and divorced individuals. No matter where you are in life, just starting out or enjoying a blissful retirement, married or single, Christine will help you create a plan meeting your goals for loved ones today and for years to come.

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

Licensed In: California, USA

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Christopher Smith

Christopher Smith

Law Office of Christopher Smith
27240 Turnberry Lane, Suite 200, Valencia, Santa Clarita, CA 91354, USA

Specialty Focus: Estate Planning, Family Business, Money Mapping, Kids Protection Planning

Licensed In: California, USA

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Cory Hughes

Cory Hughes

The Law Office of W. Cory Hughes, LLC
506 Pettigru St., Greenville, SC, USA

I founded this practice with the belief that I could achieve my clients’ goals while providing personal service and plain talk not often found at other law firms. My successes and ongoing relationships with my clients show that these goals are achievable.

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

Licensed In: South Carolina, USA

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Damon Meeks

Damon Meeks

Meeks Law Firm, PLLC
13313 Southwest Freeway, Suite 109, Sugar Land, TX, USA

Attorney, Damon Meeks graduated from South Texas College of Law in Houston, Texas and is a licensed attorney in Texas. Mr. Meeks has practiced before state and federal courts across the country.

Specialty Focus: Estate Planning, Family Business

Licensed In: Texas, USA

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Danielle Geye

Danielle Geye

Wiezorek & Geye Law
3450 E. Spring St. suit 212, Long Beach, CA, USA

Danielle A. Geye has been an established attorney in both government and private sectors since receiving her Juris Doctorate from Southwestern University School of Law in 2005, where she was Associate Editor of Law Review and Research Associate to Ira Shafiroff, author of the Internal Revenue Service Practice and Procedure Deskbook, Third Edition.

Specialty Focus: Estate Planning, Kids Protection Planning, Family Business, Conscious Uncoupling

Licensed In: California, 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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Deanny Lungu

Deanny Lungu

Lungu Law Group, A Professional Corporation
5320 E. 2nd Street, Suite 6, Long Beach, CA, USA

Deanny has over 18years’ experience as an attorney. She obtained her undergraduate degree in Business Economics from UCLA and her law degree from Southwestern School of Law. Deanny is married, is a mother of 4 young children and lives with her family in Long Beach, California.

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

Licensed In: California, USA

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Debra Garcia

Debra Garcia

The Law Office of Debra M. Garcia
2930 Shattuck Ave., Ste. 200-8, Berkeley, CA, USA

When I was younger, I wanted to “save the world.” This led me to seek out and attend a public interest law school. (I actually cried when I read their brochure and how they trained people to "save the world.") After law school, I practiced law for a short while. Unfortunately, I discovered that I absolutely could not stand the adversarial nature of the law as I experienced it then. I looked for a way out as fast as I could. It took me over two decades to circle back to the practice of law and to the passion I originally felt about using the law to be of service.

Specialty Focus: Estate Planning, Kids Protection Planning

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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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Don Gary

Don Gary

ADIUVANDIS LAW GROUP PLLC
, Post Falls, ID 83854, USA

Don Gary is a tax and business attorney with decades of experience in sophisticated tax, estate planning and business law, trust and estates administration, entity selection and formation and general business counseling including contract review and business succession. Prior to becoming an attorney, Don was a practicing CPA for more than 10 years and brings that accounting and financial expertise to his practice allowing him to consider the practical as well as legal aspects of client representation.

Specialty Focus: Estate Planning, Family Business

Licensed In: Idaho, USA

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Doug Koenig

Doug Koenig

The Law Offices of Douglas E. Koenig, PLLC
2530 Meridian Parkway, Third Floor Suite 2113, Durham, NC, USA

In 2010, I established a compassionate Elder Law practice, which is focused on planning. My goal is to help you get to a place where you are comfortable with preparation for life’s transitions. This covers four main areas, including Veteran’s benefits, Medicaid planning and crisis response, Special Needs Trusts, and Estate Planning and the related wills, trusts, and powers of attorney. On December 8, 2015, I was selected as a Top Attorney​ in NC for Who’s Who. In late 2016 I was selected as a finalist for Entrepreneurial Attorney of the Year by Richard James. I didn’t win, but it was quite an honor!

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

Licensed In: North Carolina, USA

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Erica Endyke

Erica Endyke

20 West Legal
345 Boston Post Road, Sudbury, MA, USA

Erica is a certified Personal Family Lawyer. She doesn’t just sit with you, ask a few questions and then decide what plan is right for you. In Erica’s practice, she spends time with you, educating and informing you so that you design your own plan based on your own needs, desires and wishes. Erica’s relationships with clients don’t end at the delivery of a set of documents. She routinely checks in with clients to ensure that the plan they have in place is one that will actually work when it comes time. You may walk in as strangers, but you will leave as friends.

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

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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Greg Gordillo

Greg Gordillo

New Vision Law
700 S 9th St, Las Vegas, NV, USA

Gregory A. Gordillo has been a leader among his peers ever since he graduated in the top 5% of his law school class at Cleveland State University and began focusing his practice on employment related disputes.

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

Licensed In: Nevada, USA

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Grieta Gilchrist

Grieta Gilchrist

GG Law Firm
4705 Hannett Ave. NE, Albuquerque, NM, USA

When I went to law school, I wanted to help people. The legal system can be a powerful tool for all individuals. It has taken me several years of practicing in different areas of the law, including civil defense, criminal defense and plaintiff's work, to find what I am truly passionate about. I want to help those who may have been pushed to the side or who may not know that they have a voice in the process. I have always been a good advocate for my clients, no matter which side I have worked on. I also try to be respectful in my interactions with lawyers and parties on the other side and this has lead to good working relationships with those attorneys. These relationships help me even more effectively represent and advocate for my clients.

Specialty Focus: Estate Planning, Family Business

Licensed In: New Mexico, USA

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Hector De Jesus

Hector De Jesus

de Jesus Law Firm, LLC
P.O. Box 579 , Ashland City, TN 37015, USA
P.O. Box 5700 , Deltona, FL, USA

Activities & Affiliations

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

Licensed In: Florida, USA, Tennessee, 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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Jenny Ling

Jenny Ling

The Law Offices of Jenny Ling, PLLC
14900 Interurban Ave S, Suite 271, Seattle, WA, USA

Attorney Jenny Ling’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often confusing maze of financial and legal decision to create plans to ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, Jenny will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

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

Licensed In: Washington, USA

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Jeremy Forrest

Jeremy Forrest

Forrest Law Center
1313 Jamestown road #202, Williamsburg, VA, USA

Estate Planning for the Ones You Love

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

Licensed In: Virginia, USA

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Jill Gregory

Jill Gregory

Jill Gregory PC
620 Newport Center Drive; Suite 1100, Newport Beach, CA, USA

Jill Gregory works with clients in offices throughout Southern California and Tahoe City. She understand the time constraints busy families face, so she offers her clients the option of working with her virtually — via phone, email, and video conferencing.

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

Licensed In: California, USA

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Joel Norris

Joel Norris

Norris Golubovic, PLLC
4545 Bissonnet St Suite 104 , Bellaire, TX 77401, USA
901 Mopac Expressway South Barton Oaks, Plaza One, #300 , Austin, TX, USA

Joel Norris co-founded Norris & Golubovic, PLLC and is licensed to practice law in the state of Texas.

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

Licensed In: Texas, USA

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John Anderson

John Anderson

John W. Anderson, Esquire
10900 NE 4th Street, Suit 2300, Bellevue, WA, USA

John W. Anderson, affectionately known by his friends and colleagues as simply, "the Esquire,"* is a trial lawyer, author, speaker, mentor, and entrepreneur. A licensed attorney in Utah and Washington, John has spent the last ten years defending the accused, helping those going through divorce or custody disputes, and assisting individuals and businesses involved in contract, business, real estate, probate, and other civil litigation.

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

Licensed In: Washington, USA

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John Hilton

John Hilton

Law Offices of John K. Hilton PLC
5151 E. Broadway Blvd, Tucson, AZ, USA

For as long as I can remember, I have been helping people. As a young man, I travelled with my family throughout Mexico giving food and clothing to the poorest of the poor. I later studied to be a church pastor; however I found my true calling when I became a paramedic and discovered the difference I could make in people’s lives ministering to their physical, mental, and emotional injuries and illnesses. I also discovered that I loved to teach, and spent nearly as much time training medical professionals as I did treating patients.

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

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Jordan Jacob

Jordan Jacob

The Law Office of Jordan W. Jacob
PO BOX 540733, Greenacres, FL, USA

First and foremost, Jordan is dedicated to his loving wife, Priscilla and their beautiful daughters, Sophia and Isabella. Jordan is also passionate about serving and educating his community in Palm Beach County, as well as assisting his clients all throughout South Florida. Jordan's ultimate passion is working with young parents and educating them on the importance of planning for their future and their children's future. Being a parent himself, and having indirectly experienced the pitfalls of both do-it-yourself planning and complete failure to plan, Jordan understands the need for other parents to protect both their material assets and their spiritual, intellectual and human legacy. More importantly, Jordan understands the unquestioned need for young parents to have a specific, detailed protection plan in place for kids in the event something should happen to one or both parents.

Specialty Focus: Estate Planning, Conscious Uncoupling, Family Business, Kids Protection Planning, Special Needs Planning

Licensed In: Florida, USA, Wellington, FL, USA, Lake Worth, FL, USA, Greenacres, FL, 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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Kelly Brown

Kelly Brown

Kelly M. Brown Counselor-at-Law
29 Cromwell Dr., Mendham, NJ, USA

We're not your regular law practice. Kelly began her legal career 20 years ago as a commercial litigator and then served as General Counsel for small businesses and then within a business unit for a Fortune 500 company. She is also a certified life coach (http://www.soulfulmind.com/), a theologian and interfaith minister who brings a holistic approach to legal guidance. As our business name indicates, we emphasize the legal counseling function.

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

Licensed In: New Jersey, USA, Pennsylvania, USA

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Kim Rockwood

Kim Rockwood

Kim Rockwood, LLC
P.O. Box 451275, Atlanta, GA, USA

I'm Kim Knight Rockwood. I have been practicing law in Georgia since 2001. During that time, I've tried (and won) a bunch of cases, settled many disputes and counseled lots of clients. When you work with me, I will listen to you and try my best to understand your needs. I will explain legal terms and concepts clearly. I will educate you on what your options are in relation to your needs. I will explain my fees and billing clearly so there are never any surprises, and I will be responsive to your questions. I know you could hire any lawyer so I want to do my best to earn your trust. This is my mission.

Specialty Focus: Estate Planning, Family Business

Licensed In: Georgia, USA

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Kimberly Hanlon

Kimberly Hanlon

Lucere Legal, LLC
310 4th Avenue South, Suite 5010, Minneapolis, MN, USA

I am not your typical lawyer. First of all, I don’t have the mindset of the typical lawyer, and I certainly haven’t had the usual career path. I came to my legal career after being a fashion designer in New York and moving away for family reasons. It’s hard to be a fashion designer anywhere else, it really is.

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

Licensed In: Minnesota, USA, Oklahoma, USA

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Kristen Boone

Kristen Boone

Boone Legal
4466 Darrow Rd., Suite 18, Stow, OH, USA

Kristen is the founder of Boone Legal LLC, an estate planning and small business law firm that helps families and small businesses set the right legal foundations so that they can focus on what really matters most. She is known for helping, educating, and supporting clients as they navigate through difficult choices, and at times, difficult life events.

Specialty Focus: Family Business, Estate Planning

Licensed In: Ohio, USA

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Kristen Wong

Kristen Wong

Seasons Estate Planning
4640 Admiralty Way, Suite 500, Marina Del Rey, CA 90292, USA

Kristen Wong’s estate planning practice focuses on helping her clients and their families make the important decisions today to avoid unnecessary pain and conflict tomorrow. She understands how complicated the estate planning process can be and she guides her clients to ensure that their loved ones are taken care of and their final wishes are carried out. Her expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, Kristen will help you to craft a plan that achieves your goals for your loved ones today and for years to come. 


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

Licensed In: California, USA

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Laura Croft

Laura Croft

Timeless Estate Planning
1900 South Norfolk Street, Suite 350, San Mateo, CA, USA

Impassioned by the pursuit to provide families with the greatest level of protection for the people whom they love most, Laura transitioned into a boutique personal family practice, focusing on family protection and wealth planning; estate plans and trust administration. Laura will educate and guide you through estate planning, family wealth planning, family protection planning and trust administration.

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

Licensed In: California, USA

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Leslie Viviana Testing

Leslie Viviana Testing

Trust Counsel
357 Almeria Ave, Suite 301, Coral Gables, FL, USA

Leslie V. Marenco is a partner who focuses her practice in the areas of Asset Protection, Estate Planning, and Corporate Transactions. Leslie is an attorney dedicated to helping both domestic and foreign families and businesses make the very best legal decisions throughout their life. She develops lifelong relationships with her clients, serving as a trusted advisor to them and to their families. Leslie expertly guides her clients as they preserve and protect their assets and legacies, including their intellectual, spiritual, and human assets.

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

Licensed In: Florida, USA

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Leslie Sparks

Leslie Sparks

Sparks Law
732 North Santa Fe Avenue, Edmond, OK, USA

Specialty Focus: Estate Planning, Family Business

Licensed In: Oklahoma, USA

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Lori Paul

Lori Paul

Mindful Legal Group
7900 International Plaza suit 300, Bloomington, MN, USA

Lori Paul is an attorney and a certified health coach via the Institute of Integrated Nutrition. She was born and raised in a rural town in southwest Minnesota. After moving to the Twin Cities in her early twenties, Lori pursued a law degree and has since been practicing law within the real estate, estate planning, software technology industries as well as corporate law within in the banking and health care sectors. In addition, after dealing with unexpected chronic pain in her mid-thirties, Lori started her own blog, Powerup2health.com, to document her health journey and help others suffering from similar health issues.

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

Licensed In: Minnesota, USA

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Marc Schwartz

Marc Schwartz

Law Offices of Marc J. Schwartz
14724 Ventura Blvd., Suite 503, Sherman Oaks, Los Angeles, CA, USA

The Law Offices of Marc J. Schwartz, a professional law corporation, specializes in estate and business planning, as well as real estate law, and is dedicated to helping its clients protect their personal and business assets by offering premier solutions with a personal touch.

Specialty Focus: Estate Planning, Family Business, Purposeful Pre-Nups

Licensed In: California, 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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Mark Threadgill

Mark Threadgill

Threadgill Law Firm, PLLC
5100 Andrews Highway, Midland, TX, USA
3800 E 42nd St. #601, Odessa, TX, USA

As a lifelong West Texan, Mr. Threadgill learned early on that adversity breeds character. He grew up in Lubbock, Texas and began practicing law in the Dallas/Ft. Worth area. While there, it became apparent that the “Big City Life” was not the best place to raise his family. The Threadgill family packed up, moved to the Permian Basin and has not looked back. Giving back to the community is something we believe in. We handle a variety of pro bono cases and Mr. Threadgill acts in various capacities and as a Board Member in several organizations. Additionally, Mr. Threadgill is the Panel Chair of the Region 15 State Bar of Texas Grievance Committee. Whether litigating cases, drafting simple contracts or complex mergers and acquisitions, handling all sizes of divorces, estate planning, disputes or resolving consumer issues, Mr. Threadgill has developed a skillset that allows him to couple a 30 year business world assessment with current legal analysis to create practical solutions.

Specialty Focus: Conscious Uncoupling, Estate Planning, Family Business

Licensed In: Texas, USA

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Marla Mundheim

Marla Mundheim

The Mundheim Firm, PLLC
1205 Hall Johnson Road, Colleyville, TX 76034, USA

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

Licensed In:

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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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Matthew Murillo

Matthew Murillo

Griffin | A Professional Law Corp
1255 West Colton Avenue; Suite 588, Redlands, CA, USA

I’ve always known I wanted a career helping people. Before high school, that meant I would grow up to be a sports agent. I thought that was the coolest job in the world – traveling everywhere helping athletes achieve their goals and obtain lucrative contracts. As I grow older, I realized I could do so much more. That realization led me to pursuing a career in law and that goal would never change.

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

Licensed In: California, USA

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Natalya Evans

Natalya Evans

Your Family Matters P.A.
1444 1st Street Suit A, Sarasota, FL, USA

I’m not just a family law and estate planning attorney, I’m also someone who has actually been through a custody battle in court and have young children whose future I have to protect. I can honestly say – I know what you’re going through.

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

Licensed In: Florida, USA

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Noah Clements

Noah Clements

The Clements Firm PLLC
2332 Galiano Street, 2nd Floor, Coral Gables, FL, USA

The Clements Firm pllc – we are an estate planning and financial coaching practice where the focus on charting a course for families involves more than money.

Specialty Focus: Family Business, Kids Protection Planning

Licensed In: Florida, USA

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Pantea Ilbeigi Fozouni, Esq.

Pantea Ilbeigi Fozouni, Esq.

Palm Desert Law Group, APC
72960 Fred Waring Drive, Suite 11, Palm Desert, CA, USA

Pantea formed Palm Desert Law Group, APC specifically to focus on the needs of families with young children as well as small business owners. Prior to starting this firm, she saw too many instances where the all too common “one-size fits all” estate planning failed, leaving families in court and conflict for years. She also saw that there was a huge disconnect between attorneys practicing estate planning and those practicing business law, such that the complex needs of small business owners were never fully met. And she wanted to change that.

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

Licensed In: California, USA

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Peter Jay

Peter Jay

Vault Estate Planning
2975 West Executive Pkwy Suite # 269, 

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

Licensed In: Utah, USA

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Rachell Long

Rachell Long


1404 Half St SW, Washington, DC, USA

Specialty Focus: Family Business, Kids Protection Planning

Licensed In: Washington, DC, USA

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Robert Prousalis

Robert Prousalis

P&P Law
40 Salem Street Building 2, Suite 16, Lynnfield, MA, USA

Attorney Prousalis was admitted to the Bar of the Commonwealth of Massachusetts in 1998. He graduated from Northeastern University with Honors in 1995 with a B.S. in Criminal Justice. He graduated from Suffolk University Law School with Honors in 1998. Attorney Prousalis started his own law practice in 2002 and formed Prousalis & Papantonakis, P.C. in 2004 with his law partner. Attorney Prousalis focuses his law practice on family law and estate planning. He is a member of the National Academy of Elder Law Attorneys. He works with families planning for end of life, business succession and legacy planning. He also works extensively with families with elders in crisis. Attorney Prousalis also represents individuals and businesses with bankruptcy matters. He is a member of the National Association of Consumer Bankruptcy Attorneys and Essex County Bar Association.

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

Licensed In: Massachusetts, USA

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Sarah Breiner

Sarah Breiner

Breiner Law Firm, LLC
, Eden Prairie, MN, USA
, Atlanta, GA, USA
, Kansas City, MO, USA

Sarah graduated from Emory University Undergrad and Chicago-Kent College of Law in Chicago. Since then, Sarah has worked hard to change the perception of lawyers and finds it the highest compliment when clients routinely tell her, "...but you don't seem like an attorney". You won't see her in a suit or rolling a case of files anymore but instead can follow her on Instagram using the hashtag #lawyersinyogapants. Who says you can't be professional AND comfortable?? Sarah lives in Eden Prairie, MN with her husband, two kids, and their dog, Kola. Sarah has a passion for the outdoors, animals, and art.

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

Licensed In: Georgia, USA, Minnesota, USA, Missouri, USA

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Shane Krugler

Shane Krugler

Krugler Law, LLC
407 Vine St., Suite 177 , Cincinnati, OH, USA

Shane is a seasoned business professional, a veteran, and a dedicated attorney.

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

Licensed In: Ohio, USA

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Shane Jasmine Young

Shane Jasmine Young

Young Law Group
6910 S. Cimarron Rd., Suite 230, 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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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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Stephanie Scarborough

Stephanie Scarborough

Scarborough Law, LLC
4080 McGinnis Ferry Road, Alpharetta, GA, USA
6622 Southpoint Drive South, Suite 330 , Jacksonville, FL, USA

Stephanie is an Attorney and Business Counselor to small businesses and multinational corporations. She manages Scarborough Law’s offices in Jacksonville, Florida and Alpharetta, Georgia and am admitted to practice law in New York and Georgia.

Specialty Focus: Estate Planning, Family Business

Licensed In: Georgia, USA, Florida, USA,

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Stephen Demopoulos

Stephen Demopoulos

Highview Law, P.C.
9171 Wilshire Blvd., Suite 500 , Beverly Hills, CA, USA

My practice focuses on being a trusted source to guide my clients through the complicated and often confusing maze of trusts and estates. I represent clients ranging from individuals and new families, to high net worth clients and those looking back on a life well lived. My ultimate goal is to ensure the efficient transfer of valuable assets from one generation to another.

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

Licensed In: California, USA

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Steve Vondrak

Steve Vondrak

Vondrak Law
222 Avenida Del Mar, San Clemente, CA, USA

PRESIDENT and MANAGING ATTORNEY

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

Licensed In: California, 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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Tara Cheever

Tara Cheever

Cheever Law, APC
5755 Oberlin Drive, Suite 301, San Diego, CA, USA

Tara Cheever, principal attorney, formed Cheever Law, APC to fulfill her dream of serving clients in a genuine way where a relationship is formed and she becomes the trusted advisor to her clients. Rather than practicing in the broken and traditional model of focusing on “document preparation” without true counsel, she guides her clients through the often complicated and confusing course of legal decisions needed to ensure the well-being of their families and their businesses while accomplishing their family objectives and goals.

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

Licensed In: California, USA

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Taylor Haley

Taylor Haley

Compass Law
300 Main St #301, St Simons, GA 31522, USA

Hello! I’m Taylor Haley, your neighborhood Family Business Lawyer™.

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

Licensed In: Georgia, USA

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Todd Jarvis

Todd Jarvis

Strategic Legal Works, PLLC
3561 E Sunrise Dr Ste. 131, Tucson, AZ, USA

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

Licensed In: Arizona, 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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Yaasha Sabba

Yaasha Sabba

Sky Unlimited Legal Advisory
650 California Street, Floor 7, San Francisco, CA, USA

One of San Francisco’s few Family Business Lawyers™, Yaasha Sabba manages Sky Unlimited Legal Advisory PC and is a part of a larger network of attorneys who view the business of law as flawed. Instead of a one-size-fits-all approach to managing business or personal risk, Yaasha and his team have created one-of-a-kind systems for entrepreneurs and families to use in their legal planning that can keep up with the constantly changing business climate and will proactively position them for continued growth.

Specialty Focus: Estate Planning, Family Business, Money Mapping, Kids Protection Planning

Licensed In: California, USA

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Yodel Penacho

Yodel Penacho

Law Offices Of Yodel Deloso Penacho
2211 Encinitas Blvd. Suite 200, Encinitas, CA, USA
3170 Fourth Ave. Suite 250, San Diego, CA, USA

My mission has always been to apply my personal principles to my law practice – providing individualized personal attention to every client, dedication to the client’s cause, and compassionate representation. Passion for the law and helping people, and my range of experience position me to be the problem-solving and supportive counselor that you need during the legal journey.

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

Licensed In: California, USA, Philippines

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