For the Love of Your Family

Personal Family Lawyer® in Special Needs Planning

Adam Hicks

Adam Hicks

Lanier Law Group, LLC
P.O. Box 777 , Gainesville, GA, USA

Adam is an experienced estate planning attorney. He is also experienced in small business planning, regulatory issues, insurance and health care industries. He has a strong and diverse background including estate planning, in-house counsel, regulatory oversight, private practice, prosecution, and operations, as well as extensive sales and communication training.

Industry Focus: Estate Planning, Family Business, Kids Protection Planning, Special Needs Planning, Trust Administration,

Licensed In: Georgia, USA

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AJ Yolofsky

AJ Yolofsky

Yolofsky Law
1101 Brickell Ave; S-800, Miami, FL, USA
100 SE 3rd Ave, 10th Floor, Fort Lauderdale, FL, USA

I love what I do. I help people, their families, and their businesses. My practice is about the positive. I help people build strong foundations and larger structures. Together, we plan for their future and the future of their loved ones.

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

Licensed In: Florida, USA

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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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Alanna Pearl

Alanna Pearl

Conscious Legal
3919 30th Street, San Diego, CA, USA

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

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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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Amanda Batsche

Amanda Batsche

BATSCHE LAW PLLC
708 West Summit Avenue, San Antonio, TX, USA

I am a teacher, a problem-solver, and peacemaker. I feel fortunate to have found a vocation that allows me to do both of these at the same time. I love learning about peoples stories, and love how stories can connect even the most unlikely of friends. Most days you can find me around town meeting new people, learning their stories and teaching others about how the law applies to their family. It’s my hope and desire that every family in our community know about the legal protections they can put in place to care for their children.

Industry Focus: Estate Planning, Kids Protection Planning, Asset Enhancement, Special Needs Planning, Guardianship, Trust Administration, Probate Process, Asset Protection

Licensed In: Texas, USA

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Amber Saunders

Amber Saunders

Naoulo Law Firm PC
10 Glenlake Parkway Suite 130, Atlanta, GA, USA

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

Licensed In: Georgia, 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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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 ®.

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

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

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

Licensed In: Texas, USA, Arkansas, USA

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Cris Carter

Cris Carter

Cris Carter Law, LLC
2580 E. Harmony Road, Suite 201, Fort Collins, CO, USA
1755 Telstar Drive Ste 300, Colorado Springs, CO, USA

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

Licensed In: Colorado, USA

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Dana Rieder

Dana Rieder

Rieder Law, PC
15511 Highway 71 West, Suite 110-113, Bee Cave, TX, USA

Dana Liddy Rieder’s law practice focuses on helping veterans, young families, and small business owners. She is passionate about educating her clients, not just representing her clients. She thrives on spending time with her clients, building relationships, and advising them to be proactive in their planning and not reactive. It is when you are reactive that leads to costly litigation that could be avoided with proper planning and foresight.

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

Licensed In: Texas, USA, Pennsylvania, 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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Daniel Weiner

Daniel Weiner

The Law Office of Daniel R. Weiner
8910 University Center Lane Aventine, San Diego, CA, USA

Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California. Dan’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. He guides his 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. His practice focuses on 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, Dan 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, Asset Enhancement, Kids Protection Planning, Special Needs Planning

Licensed In: California, USA

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Danielle Geye

Danielle Geye

Wiezorek & Geye, APC
3450 E. Spring St., Suite 212, Long Beach, CA, USA

I have been an established attorney in the State of California for over 14 years, initially compelled to attend law school to continue pursuing my passion for music and film that started while finishing my undergrad work at UCLA.

Industry Focus: Estate Planning, Family Business, Kids Protection Planning, Special Needs Planning, Trust Administration,

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.

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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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.

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

Licensed In: California, USA

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Eileen Maastricht

Eileen Maastricht

Law Offices of Eileen A. Maastricht, P.A.
601 Lakeview Dr, Coral Springs, FL, USA

I am a native of Miami, Florida. I went to undergrad at Arizona State University and then law school at DePaul University in Chicago. I went to law school because I really wanted to help people. Wills & Trusts, and believe it or not, taxation, were my favorite classes. Nevertheless, I kind of fell into commercial litigation during my third year of law school because of a good opportunity that was presented to me at the time.

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

Licensed In: Florida, USA

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Elena Ortega Tauler

Elena Ortega Tauler

Legacy Trust Counsel
8400 NW 36 Street, Suite 450, Doral, FL, USA

Elena Ortega-Tauler graduated from the University of Miami School of Law in 1988, and she has been practicing law in Florida for more than 20 years. Throughout her many years of practice, Elena has made tremendous strides in her career. She is the founder of Tauler Law Firm, a law firm that grew to a 35 legal member staff, handling thousands of civil litigation cases. She is a member the Florida Bar Association, she has also been a Florida Supreme Court Certified Mediator, Wealth Counsel member, and the Family Wealth Planning Institute member. She is also an adjunct professor for Florida International University. Elena is also an active member of the community through volunteering and partnering with non-profit organizations and by making herself available to educate and inform others. Her experience and expertise are the reasons why she is a widely respected lawyer in her community. In 2018, she ran for Miami Dade County Court Judge, receiving over 116,000 votes.

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

Licensed In: Florida, 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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Gloria Petroni

Gloria Petroni

Petroni Law Group
5595 Kietzke Lane, Suite 114, Reno, NV, USA

Gloria M. Petroni grew up on a farm in Yerington, Nevada. She is the daughter of an Italian immigrant father who came to the United States when he was sixteen years of age with just a third grade education. Without the ability to order a meal at a diner because he knew no English, it was his focus and determination to make a good life for himself and his family in the United States. It’s this kind of drive that he passed on to his children. With her father’s determination in mind, Ms. Petroni became the first lawyer in her family. She takes her mission of providing excellent representation based upon trust and respect seriously as she works for her clients day after day. A native Nevadan, she raised her three adult children and is proud to be a member of our community.

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

Licensed In: Nevada, 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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Irene de Jesus

Irene de Jesus

De Jesus Law Group, LLC
211 Live Oak Street, New Smyrna Beach, FL, USA

As a mother of two incredible boys plus their remarkable wives, a grandmother to two adorable grandbabies, 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!

Industry Focus: Estate Planning, Family Business, 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.

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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Jessica Magnani

Jessica Magnani

MAGNANI LAW FIRM
, Napa, CA, USA

Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them). We specialize in creating wills and trusts to achieve your goals.

Industry Focus: Estate Planning, Kids Protection Planning, Special Needs Planning, Trust Administration

Licensed In: California, 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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Joe Pujol

Joe Pujol

Pujol Law Group
782 NW LeJeune Rd, Suite 628 , Miami, FL, USA

Attorney Joe Pujol’s real estate and family asset planning practice focuses on helping families plan for and protect the most substantial assets in their lives. He excels in guiding his clients through the often intricate maze of property acquisitions and financial decisions and then follows through with plans that ensure his clients’ and their families’ peace of mind and financial well-being for the years to come. His considerable legal experience transcends real estate transactional law and includes a keen sense of family protection, wealth preservation, and values-based planning. Joe has always maintained that the life best lived is always supported with a well thought-out, foundational plan. Just as he prepares for the unpredictable Florida weather, as many of us do, he prepares for and helps others prepare for life’s plan.

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

Licensed In: Florida, 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.

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

Licensed In: Arizona, USA

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Jordan Jacob

Jordan Jacob

The Law Office of Jordan W. Jacob
9314 Forest Hill Blvd., #44 , Wellington, FL, USA
100 N Federal Hwy, Suite C4 , Fort Lauderdale, FL, USA
, West Palm Beach, 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.

Industry 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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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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Julie Noe

Julie Noe

Law Offices of Julie D. Noe, Ltd.
11500 S. Eastern Avenue, Suite 150, Henderson, NV, USA
, Las Vegas, NV, USA

I have discovered that nothing is more important or more rewarding to me than helping people, sometimes during the toughest moments in their lives.  I have devoted my legal career to Estate Planning and Probate, which can be emotionally challenging, but very personally fulfilling when I know I have helped someone deal with something that was otherwise overwhelming.

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

Licensed In: California, USA, Nevada, USA

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Kristen Boone

Kristen Boone

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

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

Industry Focus: Family Business, Estate Planning, Kids Protection Planning, Special Needs Planning, Trust Administration, , Asset Enhancement

Licensed In: Ohio, 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.

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

Licensed In: California, USA

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Loucile Powers

Loucile Powers

Loucile Powers, J.D.
484 S Miller Rd, Fairlawn, OH, USA

I am Loucile Powers, J.D., a Personal Family Lawyer, specializing in family and personal planning, asset protection and estate planning and guardianship. As a widow and single parent, I understand the unique needs for those experiencing life changes and understand special concerns facing blended and single parent families. I primarily practice in Summit and Stark counties, but can help clients throughout Northeast Ohio.

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

Licensed In: Ohio, USA

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Mandie Bullock

Mandie Bullock

Mandie Bullock, Esq.
, Pine Valley, CA 91962, USA

Attorney Mandie Bullock’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. Mandie will help you 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, Trust Administration, Guardianship, Estate Tax Protection, Pet Trusts

Licensed In: California, 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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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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Olivia Lee

Olivia Lee

Ionic Law Counsel - Law Firm of Olivia G. Lee, PLLC
121 Palm Beach Place Ste. 6, Virginia Beach, VA, USA

My name is Olivia G. Lee, and I founded Ionic Law Counsel, an estate planning practice committed to helping families protect their loved ones and to achieve their goals. I founded this firm with the intention of creating life-long relationships with my clients so that I can help families protect their legacy.

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

Licensed In: Virginia, 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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Pantea I. Fozouni, Esq.

Pantea I. 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.

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

Licensed In: California, USA

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Paulette Lundy

Paulette Lundy

The Lundy Law Group, LLC
5850 Waterloo Rd, Suite ​140 , Columbia, MD, USA

Hello! I’m Paulette Lundy, your neighborhood Family Business Lawyer™.

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

Licensed In: Maryland, 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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Rose Coonen

Rose Coonen

Coonen Law, PLLC
5035 Plainfield NE Ste A, Grand Rapids, MI, USA

Attorney Rose Coonen counsels families through the estate planning process to enable them to make the best personal, financial and legal decisions. She helps set up estate plans that will give families peace of mind that they have taken care of their family but also to guide the family through a difficult process once their loved one is gone.

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

Licensed In: Michigan, USA

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Ryan Alexeev

Ryan Alexeev

North County Legal, APC
3142 Tiger Run Ct., Ste. 113, Carlsbad, CA, USA

Ryan Alexeev was born in Madison, Wisconsin. She graduated from the University of North Carolina at Charlotte where she earned her Bachelors in International Business and Management Information Systems. She went on to earn her Juris Doctorate from Gonzaga University School of Law.

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

Licensed In: California, USA

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Samantha Allen

Samantha Allen

Law Firm of Sam J Allen
482 Keene St., Duxbury, MA, USA

Attorney Samantha “Sam” Allen’s estate planning practice focuses on educating her community and helping families meet their goals by planning today to secure their loved one’s futures tomorrow.

Industry Focus: Estate Planning, Money Mapping, Kids Protection Planning, Special Needs Planning, Trust Administration

Licensed In: Massachusetts, 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.

Industry 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
6910 S. Cimarron Rd., Suite 230, Las Vegas, NV, USA
, Henderson, 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.

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

Licensed In: Nevada, USA

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Steven Boss

Steven Boss

Boss Law
10670 N. Central Expy, Ste 505, 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.

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

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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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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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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Yodel Deloso Penacho

Yodel Deloso Penacho

Deloso Penacho Law, PC
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.

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

Licensed In: California, USA, Philippines

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