Alanna Pearl

Alanna Pearl’s business and estate planning practice focuses on helping small business owners and their families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often confusing maze of personal and legal decisions to ensure the well-being of their businesses and loved ones, and assist in the accomplishment of cherished goals.

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

Licensed In: California, USA

Ali Katz

Ali Katz 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.

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

Licensed In: California, USA

Amy Hsiao

Hello! I’m Amy Hsiao (pronounced 'siao' or 'see'-'ow', the "H" is silent), your neighborhood Personal Family Lawyer®.

Industry Focus: Estate Planning, Conscious Uncoupling, Purposeful Pre-Nups, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning, Special Needs Planning, Caring for Elders, Trust Administration, Probate Process, Asset Protection, Guardianship, Adult Guardianship, Pet Trusts

Licensed In: California, USA

Angel Latterell

II am a woman of many hats with one mission – empowerment and transformation of the individual and the world they impact. All of my work is geared toward my clients being able to see where they have choices, options, autonomy, and responsibility in their life & legacy, business & planning. Knowing these things is the path to a fulfilled life, a love filled legacy, and success in any endeavor.

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

Licensed In: Washington, USA

Brian Musell

Serving families virtually throughout Colorado.

Industry Focus: Estate Planning, Asset Enhancement, Money Mapping, Kids Protection Planning, Special Needs Planning, Caring for Elders, Asset Protection, Guardianship, Adult Guardianship, Pet Trusts

Licensed In: Colorado, USA

Chris Anderson

Attorney Chris Anderson’s estate planning practice focuses on helping families with children with special needs establish and maintain comprehensive estate plans. As a parent of a child with special needs, Chris understands the unique pressures that parents of children with special needs face when planning for the long term. Chris excels at guiding his clients through the legal and financial decisions needed to create plans that ensure the well being of his clients’ families. Chris’ legal expertise includes comprehensive family wealth preservation, family protection planning, and individual protection planning.

Industry Focus: Estate Planning, Asset Protection, Estate Tax Protection, Kids Protection Planning, Money Mapping, Purposeful Pre-Nups, Special Needs Planning

Licensed In: Minnesota, USA

Crystal I. Zellar

Crystal Zellar is a Personal Family Lawyer with over 33 years experience assisting families and businesses in achieving their financial and personal goals, and preserving their assets for their loved ones. With her experience in multiple practice areas and her holistic approach to practice which focuses on communication with clients, she offers a unique perspective for all clients to achieve their own goals concerning their family and their finances.

Industry Focus: Estate Planning, Kids Protection Planning, Caring for Elders, Family Business, Asset Enhancement, Asset Protection, Estate Tax Protection, Conscious Uncoupling, Money Mapping, Pet Trusts, Probate Process, Purposeful Pre-Nups, Special Needs Planning, Trust Administration

Licensed In: Ohio, USA

David Das

I grew up in Michigan and attended Michigan State University. After undergrad, I relocated to the Northern Virginia area to attend law school at George Mason University School of Law (now “Antonin Scalia Law School”). I began my legal career in Virginia, litigating in courts across the State.

Industry Focus: Estate Planning, Kids Protection Planning, Money Mapping, Pet Trusts, Probate Process, Trust Administration

Licensed In: Michigan, USA, Virginia, USA

David Hansen

Tired of grinding out work for a large law firm, David found a new direction. Hansen Law Office, PLLC blends the work ethic of a large law firm with the client-centric business model to provide the best client experience possible.

Industry Focus: Estate Planning, Adult Guardianship, Asset Protection, Family Business, Kids Protection Planning, Money Mapping, Probate Process, Special Needs Planning, Trust Administration

Licensed In: South Dakota, USA,

Erin Nally

Planning for the "what-if's" of life can be challenging and uncomfortable. That being said, there is no one better equipped to make difficult decisions about who you love and what you've worked so hard for than YOU.

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

Licensed In: Massachusetts, USA

Jeff Lally

…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

John Hilton

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.

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

Licensed In: Arizona, USA

Leslie Marenco

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.

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

Licensed In: Florida, USA

Mark Petersen

Name: Mark Petersen

Industry Focus: Estate Planning, Family Business, Kids Protection Planning, Purposeful Pre-Nups, Asset Protection, Caring for Elders, Estate Tax Protection, Money Mapping, Pet Trusts, Probate Process, Special Needs Planning, Trust Administration

Licensed In: Idaho, USA

Meagan Agne

Hi, I'm Meagan Agne.

Industry Focus: Estate Planning, Asset Protection, Estate Tax Protection, Family Business, Kids Protection Planning, Money Mapping, Pet Trusts, Probate Process, Purposeful Pre-Nups, Special Needs Planning, Trust Administration

Licensed In: Illinois, USA

Milan Hanson

Born and raised in Medford, Ore., Milan followed in his family’s footsteps to become a fourth-generation attorney. Milan minored in Chinese and Japanese at the University of Oregon, but his interest in foreign languages started in high school. At 15, Milan participated in a Boy Scout exchange program and traveled to Japan. After returning home, Milan studied and learned Japanese on his own time. He continued to pursue his passion for language, and has even represented clients speaking only Spanish.

Industry Focus: Estate Planning, Asset Protection, Estate Tax Protection, Family Business, Kids Protection Planning, Money Mapping, Pet Trusts, Probate Process, Special Needs Planning, Trust Administration

Licensed In: Oregon, USA

Neil Thompson

A lifetime of experience both as a Estate Planning Attorney and as your neighborhood Pharmacist. I love helping people with the challenges of their lives. Let me have a down to earth discussion with you and your family about smoothing out the bumps.

Industry Focus: Estate Planning, Asset Protection, Estate Tax Protection, Family Business, Kids Protection Planning, Money Mapping, Purposeful Pre-Nups, Special Needs Planning, Trust Administration

Licensed In: Minnesota, USA

Samantha Allen

Samantha Allen, a Massachusetts Attorney, Counselor at Law, Owner of Law Mom, LLC, wife, and mommy to her son - Wes. Samantha's legal experience started at the Wareham District Courthouse; from there, she worked for a big law firm in Boston, MA, which led her to opening her general practice law firm. She felt that there was more, something that she needed to do, and I hadn't figured it out yet. In 2019, the message was clear, and the "message" was right in front of her face. Have you ever thought to yourself, I am young or I am healthy, I don't need an estate plan? Truthfully, even as an attorney, the last thing she wanted to think about was an estate plan.

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

Steven Boss

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.

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

Licensed In: Texas, USA,

Will Stafford

Will is a devoted husband, rockstar father, and trusted legal advisor to families and businesses. After graduating from an Ivy League law school, Will spent over a decade working for big corporations through a combination of large law firms and in-house gigs. While the work was often exciting, something was missing. Will started Stafford Law Firm to have the opportunity to work with families and family owned businesses in different way - he wants to be their legal advisor for life, building a partnership over time that results in a truly symbiotic relationship.

Industry Focus: Estate Planning, Family Business, Kids Protection Planning, Special Needs Planning, Caring for Elders, Asset Protection, Trust Administration, Adult Guardianship, Asset Enhancement, Estate Tax Protection, Conscious Uncoupling, Money Mapping, Pet Trusts, Probate Process, Purposeful Pre-Nups

Licensed In: Texas, USA

Yaasha Sabba

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.

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

Licensed In: California, USA