For the Love of Your Family

Personal Family Lawyer® in Caring for Elders

Alan Kansas

Alan Kansas

The Law Office of Alan Kansas, LLC
1801 Carol Sue Ave. , Gretna, LA, USA

I spent the first part of my career helping people deal with crisis at work. While I appreciated the opportunity to support my clients facing difficult legal issues, I always wished I could do more to help them avoid problems in the first place.

Industry Focus: Estate Planning, Asset Enhancement, Kids Protection Planning, Special Needs Planning, Caring for Elders, Asset Protection, Estate Tax Protection, Guardianship, Trust Administration

Licensed In: Louisiana, 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.

Industry Focus: Estate Planning, Kids Protection Planning, Asset Enhancement, Caring for Elders, Special Needs Planning, Estate Tax Protection, Asset Protection, Probate Process, Trust Administration, Pet Trusts

Licensed In: California, USA

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Amy Hsiao

Amy Hsiao

Hsiao Law
4225 Executive Square, Unit 600, 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.

Industry Focus: Estate Planning, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning, Special Needs Planning, Caring for Elders, Trust Administration, Asset Protection, Guardianship

Licensed In: California, USA

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Amy Jenkins

Amy Jenkins

The Law Offices Of Amy L. Jenkins, P.C
6401 Eldorado Parkway Suit 90, McKinney, TX, USA
, Frisco, TX, USA

Amy L. Jenkins received her B.B.A in Economics from the University of North Texas in 1992. She received her J.D. from Texas A & M School Of Law in 2001. She is a dedicated legal professional and delivers excellent service with meticulous attention to detail. She understands that navigating the legal system can appear to be overwhelming and confusing. Amy prides herself on her ability to understand client’s needs and works hard to help them achieve their desired legal outcomes.

Industry Focus: Estate Planning, Kids Protection Planning, Asset Enhancement, Special Needs Planning, Caring for Elders, Trust Administration, Probate Process, Asset Protection, Guardianship, Adult Guardianship, Estate Tax Protection

Licensed In: Texas, USA

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Ashley Sharek

Ashley Sharek

Sharek Law Office, LLC
Box 130, Bradford Woods, PA 15015, USA

Attorney Ashley Sharek'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 decisions to create plans that 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, Ashley will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

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

Licensed In: Pennsylvania, USA

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Brana Williams

Brana Williams

Indigo Family Law
2055 Glenns Bay Road , Surfside Beach, SC 29575, USA

I started in criminal law. I was a prosecutor, then, and this might sound like a cliche (but it’s not), I went out on my own and became a defense attorney. I enjoyed it, still accepted a few cases, but something was missing. I realized what that was when my husband and I adopted my first two children. Adoption law was intricate, fascinating, and client intensive in a consultative way I had not experienced in my career to date. I work with people and families to do what’s best for my clients, especially the children. I try to work things out through mediation. On the few occasions that doesn’t work out, the skills I earned during my years in the criminal courts are invaluable, and I’m not afraid to use them when I have to.

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

Licensed In: South Carolina, USA

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Brian Musel

Brian Musel

Colorado Wills and Estate Planning
Serving families virtually throughout Colorado, Highlands Ranch, CO, USA

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

Licensed In: Colorado, 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.

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

Licensed In: California, USA

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Crystal Zellar

Crystal Zellar

Zellar & Zellar, Attorneys at Law, Inc.
138 North High St., Gahanna, OH, USA
14 East Locust St., Suite B, Newark, OH, USA
720 Market Street, Zanesville, OH 43701, USA

Crystal I. Zellar is senior counsel in the Zanesville-based firm of Zellar & Zellar, Attorneys at Law, Inc., where her primary areas of practice for the past twenty (20) years have been civil matters, including consumer and small business bankruptcy, related litigation, as well as probate, real estate, personal injury, and oil and gas litigation. Ms. Zellar sees clients in the Zanesville, Newark, and Columbus, OH, offices at Easton Oval. Crystal graduated from the Ohio State University in 1983, with a Bachelor of Science degree, and graduated with honors from Capital University Law School. Ms. Zellar was admitted to the Ohio Bar in 1987, and admitted to practice before the United States District Court for the Southern District of Ohio in 1989. Ms. Zellar is married and resides in Granville with her family.

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

Licensed In: Ohio, USA

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Daniel Campen

Daniel Campen

Campen Estate Planning, LLC
, Sharpsburg, GA, USA

Daniel graduated from the University of Georgia School of Law in 2015 in the top 10% of his class. Since graduating, Daniel has dedicated his career to learning and honing his craft in the area of estate planning, probate, and elder law. Daniel considers himself a "life-long learner" and can constantly be found with a book in his hands as he strives to consistently keep his knowledge fresh to assist his clients with the most relevant estate planning and elder law strategies to accomplish their goals.

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

Licensed In: Georgia, 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.

Industry 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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David Bernstein

David Bernstein

David Bernstein Law
333 Queen Street, Suite 805, Honolulu, HI, USA
7120 Hayvenhurst Ave #316, Van Nuys, Los Angeles, CA, USA
One Main Plaza - 2200 Main Street, Suite 538, Wailuku, HI 96793, USA
101 Aupuni Street, Suite 302, Hilo, HI 96720, USA
75-5737 Kuakini Hwy, Suite 102, Kailua-Kona, HI, USA
3016 Umi Street, Suite 201, Lihue, HI 96766, USA

Mr. Bernstein is licensed to practice law in Hawaii and California and is a member of the State Bar in both states. In Hawaii, he is a member of the Hawaii State Bar Association’s Probate and Estate Planning Section and the Elder Law Section. He has spoken at hundreds of estate planning educational seminars, and his talks are always engaging and easy to understand. Topics he may discuss include trusts, wills, powers of attorney, medical directives, death taxes, long-term care planning, and asset protection planning.

Industry Focus: Estate Planning, Caring for Elders

Licensed In: Hawaii, USA, California, USA

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Eric Beutel

Eric Beutel

Ruberg Law, PLLC
25 Town Center Blvd. , Crestview Hills, KY 41017, USA

Eric Beutel is a son, husband, and father of three. He grew up in the northern suburbs of Cincinnati, Ohio. Guided by his parents’ wisdom, empathy, love, Eric grew to become a man who loves God, his family, and his country.

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

Licensed In: Kentucky, 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.

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

Licensed In: Florida, USA

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Gerald Kane

Gerald Kane

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.

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

Licensed In: California, USA

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Haley Simmoneau

Haley Simmoneau

Athena Legal Group PLLC
2000 N. Classen Blvd. Suite N10, Oklahoma City, OK, USA

Haley Simmoneau is a client oriented attorney with experience in Bankruptcy, business law, debt defense, corporate negotiations, employment matters, loan modifications, and real estate. She is currently licensed in the State of Oklahoma and focuses on assisting her clients with all manners of legal work. Currently, she is Managing Partner of Aries Law Firm, PLLC, where she practices with the fundamental belief that everyone deserves quality legal advice, whether it is for them personally or their business. Prior to becoming Managing Partner with Aries Law Firm, PLLC she worked in a corporate setting handling everything from employee disputes to multi-million dollar transactions.

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

Licensed In: Oklahoma, USA, Texas, USA

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Hani Amra

Hani Amra

Cornerstone Estate Planning
2500 E Ball Rd, Suite 200 , Anaheim, CA, USA
9500 Artesia Blvd , Bellflower, CA, USA
, Illinois, USA

Our goal is to be your trusted advisors who help you make the very best personal, financial, and legal decisions for your family throughout your lifetime. We want to help you not just now, but also when you can’t be there so that we can help guide your loved ones through a difficult process. In short, our sole focus is to help families avoid collapse after the death or disability of a loved one. We want you to know you’ve made a big step toward peace of mind simply by reading this.

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

Licensed In: Illinois, 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.

Industry 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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Jennifer Solak

Jennifer Solak

Jennifer M. Solak, PLLC.
2800 Post Oak Blvd, Ste. 4100 , Houston, TX, USA
3436 Magazine Street, Ste. 7149 , New Orleans, LA, USA

Jennifer values the opportunity to connect with clients on a personal basis and she serves clients throughout Texas and Louisiana. Jennifer began Solak Legal to become a trusted resource to her clients to help guide them through the complicated and often confusing maze of financial and legal decisions that is required to create plans that protect their families and achieve family goals. Jennifer also assists her clients in passing on more than just their financial wealth, but their far more valuable intangible wealth—who they are and what is important to them.

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

Licensed In: Texas, USA, Louisiana, USA

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Jill Gregory

Jill Gregory

Jill Gregory Law
620 Newport Center Drive; Suite 1100, Newport Beach, CA, USA
1545 River Park Drive, Sacramento, CA, USA
P.O Box 6567 600 North Lake Blvd., Suite J , Tahoe City, 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.

Industry Focus: Estate Planning, Kids Protection Planning, Guardianship, Caring for Elders, Asset Protection, Special Needs Planning, Pet Trusts, Estate Tax Protection, Probate Process, Trust Administration

Licensed In: California, USA

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Juan Pyfrom

Juan Pyfrom

The Law Office of Juan A. Pyfrom
2101 Vista Parkway , West Palm Beach, FL, USA

I have spent virtually my entire adult live in service to my county, I understand the sacrifice and commitment that teachers and public safety officers provide to our communities. I value my service and continue to serve my country and community by lending my 20-plus years of legal experience to local families.

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

Licensed In: Florida, USA

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Kendra O'Toole and Michelle Reed

Kendra O'Toole and Michelle Reed

Legal Legacy Planning, LLC
1599 Washington St, Suite 1D, Braintree, MA, USA

Kendra practices in all areas of estate planning, elder law, and trust and estate administration.

Industry Focus: Estate Planning, Family Business, Caring for Elders, Kids Protection Planning

Licensed In: Massachusetts, USA

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Kim Rockwood

Kim Rockwood

Kim Rockwood Law, LLC
6075 Barfield Rd., 

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.

Industry Focus: Estate Planning, Kids Protection Planning, Caring for Elders

Licensed In: Georgia, USA

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Marc Garlett

Marc Garlett

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

I graduated from the University of Missouri and Concord Law School, and I am a member of the California State Bar and the Los Angeles County Bar Association. Originally from the Midwest, I now live in Southern California with my wife and two children. When I’m not working or spending time with my family, I volunteer as a CASA (Court Appointed Special Advocate) for children in the Los Angeles County court system. I serve on the board of directors for Pacific Friends School in Temple City and as the PTA executive vice president for Field Elementary School in Pasadena.

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

Licensed In: California, USA

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Marla Mundheim

Marla Mundheim

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

Marla Morgan Mundheim’s practice focuses on helping individuals and families enhance their lives today, and secure their futures for tomorrow. She excels at guiding her clients through the often confusing maze of financial and legal decisions to create plans that 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, a non-traditional family, or a blended one; just starting out or looking back on a life well-lived, Marla will help you to craft a plan that achieves your goals for your loved ones today, and help you to maintain it for years to come.

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

Licensed In: Texas, USA

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Martha Yancey

Martha Yancey

Yancey Disability Law, PC
322 Encinitas Boulevard Suit 140, Encinitas, CA, USA

Law School Attended

Industry Focus: Estate Planning, Caring for Elders, Kids Protection Planning

Licensed In: California, USA

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Nicole Newman

Nicole Newman

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.

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

Licensed In: California, USA

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Pamela Maass

Pamela Maass

Maass Law
​26 W Dry Creek Cir, Ste 600, Littleton, CO, USA
, Highlands Ranch, CO, USA
, Greenwood Village, CO, USA
, Parker, CO, USA
, Denver, CO, USA

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

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

Licensed In: Colorado, USA, Highlands Ranch, CO, USA, Denver, CO, USA

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Rachell Long

Rachell Long

Long Advisory Pllc
1404 Half St SW, Washington, DC, USA

Rachell Long is the principal and founder of Long Advisory PLLC, a woman-owned law practice based in Washington, DC specializing in estate planning, elder and adult guardianships, special needs planning and probate law.

Industry Focus: Estate Planning, Family Business, Kids Protection Planning, Special Needs Planning, Caring for Elders, Trust Administration, Probate Process, Asset Protection, Guardianship, Adult Guardianship, Pet Trusts

Licensed In: Washington, DC, USA, Maryland, USA, California, USA

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Robin Forsythe

Robin Forsythe

Forsythe Law PLLC
130 N Preston Rd, Suite 323, Prosper, TX 75078, USA
5700 N Tennyson Pkwy, Plano, TX, USA
, McKinney, TX, USA

Industry Focus: Estate Planning, Kids Protection Planning, Caring for Elders

Licensed In: Texas, USA

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Suren Adams

Suren Adams

Adams Law Office, LLC
4201 Northview Drive Suite 401, Bowie, MD, USA
1025 Connecticut Avenue, Suite 1012, District of Columbia, USA
, Annapolis, MD, USA
, Gambrills, MD, USA
, Upper Marlboro, MD 20772, USA
, Davidsonville, MD 21035, USA
, Crofton, MD, USA

Suren G. Adams is an attorney with a passion for organization and excellence. She founded Adams Law Office, LLC (https://adamslawoffice.net/about-us/) over 17 years ago to help her clients get their financial houses in order and find peace of mind. Suren and her team enjoy going above and beyond what is generally expected from lawyers and law firms today. Suren obtained her Juris Doctorate degree from George Washington University Law School. She is a published author and speaker, presenting on estate planning throughout the Maryland metro area on radio and tv.

Industry Focus: Estate Planning, Asset Enhancement, Kids Protection Planning, Special Needs Planning, Caring for Elders, Trust Administration

Licensed In: Maryland, USA, District of Columbia, USA

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Tara Cheever

Tara Cheever

Cheever Law, APC
5205 Avenida Encinas, Suite A, Carlsbad, CA, USA
4010 Sorrento Valley Blvd, Suite 400, 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.

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

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™.

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

Licensed In: Georgia, USA

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Taylor Kaspar

Taylor Kaspar

Taylor Kaspar Law, PLLC
PO Box 488 Rosemount, MN , Rosemount, MN 55068, USA

As a wife and mom of three, I understand that when people are making plans for after they are gone, family comes first. I utilize that family centered approach to help clients create wills, trusts, and other documents to help simplify the lives of your loved ones should you have an emergency or suddenly be unable to make decisions for yourself. I also take a thorough approach to help families go through the process of separating property and assets after a loved one has passed away to make a difficult time as easy and straightforward as it can be.

Industry Focus: Estate Planning, Conscious Uncoupling, Asset Enhancement, Kids Protection Planning, Caring for Elders, Trust Administration,

Licensed In: Minnesota, 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.

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

Licensed In: California, USA

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Wendy Pech

Wendy Pech

Wendy E. Pech, PLLC
, Naples, FL, USA

Industry Focus: Estate Planning, Kids Protection Planning, Caring for Elders, Pet Trusts

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Yael N. Lazar

Yael N. Lazar

Law Offices of Yael N. Lazar, P.C.
PO Box 188, 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.

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

Licensed In: New York, USA

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