For the Love of Your Family

Personal Family Lawyer® in Special Needs Planning

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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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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Marianne Rantala

Marianne Rantala

Endorsed Member

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 estate planning, probate and estate administration 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 estate related matters. She stands ready to guide you through both the pre-planning of estate matters and the post-death proceedings that happen when your loved one passes. She truly understands what you and your family are going through.

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

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

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Nicole Newman

Nicole Newman

Endorsed Member

Newman Law Group
242 W Main St, Tustin, CA, USA

Attorney Nicole Y. Newman’s estate planning practice is focused on guiding her clients through the complicated and often confusing process of creating plans which encompass balancing family protection, preserving wealth, and reflecting cherished family values. Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net worth families and their businesses through the design of sophisticated plans to pass along their assets with maximum protection from estate taxes, lawsuits, and probate litigation. In her own practice, she applies those same strategies to people in all financial brackets, knowing that everyone needs and deserves the same access to experienced guidance to protect their families and hard-earned assets. As a Personal Family Lawyer™, Nicole provides further benefits to her clients and their minor children through the Kid’s Protection Plan. She also encourages and guides her clients to pass along more than just their financial assets through the Priceless Conversation. By incorporating the principles of the Personal Family Lawyer™ program in her practice, Nicole seeks to become an on-going trusted advisor and lifelong resource to all her clients, assuring that she can be there for your family when you cannot be.

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

Licensed In: California, USA

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Norell Albanis

Norell Albanis

Endorsed Member

Albanis Law, P.A.
4500 Executive Drive, Suite 110-4 , Naples, FL, USA

As a lawyer and mom of two active boys, Norell understands how hectic life can be! Many of us have thought about putting a plan in place, but life is distracting and we always find a way to push it off for another day. Based on her own experience and those of clients, Norell has seen how planning for our death and incapacity (even though it can be uncomfortable at first) creates an enormous amount of peace of mind.

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

Licensed In: Florida, USA

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Stan Pierchoski

Stan Pierchoski

Endorsed Member

Pierchoski Estate Law
103 North First Street, Pulaski, TN 38478, USA

I founded the Pierchoski Law Firm in 2002. For years I was predominantly a criminal defense trial attorney. Being a trial attorney has exposed me to every aspect of law and courtroom procedure, but once I was exposed to juvenile law I began to see the importance of family planning. I can tell many horror stories of minor children who get taken away into Department of Children Services custody due to their parents not being there to care for them.

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

Licensed In: Tennessee, USA

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Alanna Pearl

Alanna Pearl

Conscious Business Law
3744 32nd St, San Diego, CA, USA

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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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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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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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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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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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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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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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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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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James Hogan

James Hogan


4440 PGA Boulevard Suite 600, Palm Beach Gardens, FL, USA

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

Licensed In: Florida, 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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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 daughter, Sophia (and their second daughter on the way). 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

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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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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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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

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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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Michele Marxkors Kelsaw

Michele Marxkors Kelsaw

MK Legal Planning
1000 N. Pine Street, Suite A, Rolla, MO, USA

Attorney Michele Marxkors Kelsaw’s practice focuses on a proactive approach to law. Michele uses the law to assist clients in developing legal strategies to ensure that their families and businesses are well taken care of during their lifetimes and beyond.

Specialty Focus: Estate Planning, Conscious Uncoupling, Purposeful Pre-Nups, Family Business, Money Mapping, Kids Protection Planning, Special Needs Planning, Caring for Elders

Licensed In: Missouri, USA

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Pantea Ilbeigi Fozouni, Esq.

Pantea Ilbeigi Fozouni, Esq.

Palm Desert Law Group, APC
72960 Fred Waring Drive, Suite 9, 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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Scott Shoemaker

Scott Shoemaker

Scott Shoemaker and Associates, P.L.C.
305 Second St SE, Suite 350, Cedar Rapids, IA, USA

Scott Shoemaker is an attorney in Cedar Rapids, Iowa. He graduated in the top half of his class from the University of Nebraska College of Law, where he was elected to the Order of the Barristers. Prior to forming Scott Shoemaker and Associates, Scott worked in the legal department of NCS Pearson, Inc where he focused mainly on negotiating and reviewing high-dollar value contracts. He and his wife Amy have two children. They live in Cedar Rapids, Iowa.

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

Licensed In: Iowa, 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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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

Attorney Tara H. Cheever’s estate planning practice focuses on helping families enjoy their present while securing their future. She guides her clients through the confusing and often emotional financial and legal decisions involved in planning for the future by creating plans that fulfill their goals. Her experience includes special needs trusts, family protection, incapacity planning, wealth preservation and planning strategies for unmarried couples and divorced individuals. Whether married or single, with a blended family or traditional one, Tara will prepare an estate plan that is customized to your goals that will work for you and your loved ones.

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

Licensed In: California, 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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Yael N. Lazar

Yael N. Lazar

Law Offices of Yael N. Lazar, P.C.
P.O. Box, Locust Valley, NY 11560, USA

Yael N. Lazar earned her undergraduate degree from SUNY at Stony Brook and her law degree from St. John's University School of Law in 1995 and served as a law clerk to the Honorable Ira J. Raab in the 1st District Court of Nassau County. Shortly after, she opened her own matrimonial and family law practice, which included not only divorce, custody and child support cases, but estate planning and real estate closings. After finding that many of her clients were left with tax issues following their divorces, Yael formed IRSAngel, a separate department of her firm that handled all aspects of tax resolution work, tax planning and tax preparation. She is passionate about helping families with issues that influence their lives. Yael devotes her work to her belief that family is so much more than wealth, and that the protection of human assets is of immeasurable importance.

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

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