Search for "Charles Schwab"

Attorney Greg Carlson has worked at both large and small law firms in Nevada and California, including one of California’s premier estate planning firms, and in the estate planning department of one of Nevada’s largest law firms. Greg previously operated his own estate planning practice, and most recently worked as a legal director for Charles Schwab Trust Company in Nevada. As a legal director with Charles Schwab Trust Company, Greg advised Schwab’s trust administration team and worked with estate planning attorneys across the country to draft various types of trusts. Greg has also worked as a law clerk for the...

Mr. Ian Hasegawa, Esq., MBA earned his MBA at the Thunderbird School of Global Management. Ian is proficient in Spanish, having lived in South America while volunteering for a not-for-profit organization. Following several years in the international division of Charles Schwab & Co., Ian refocused on international trade and logistics by working with UPS in international business development. At UPS, Ian consulted with importers and exporters to implement process improvement and compliance with trade laws. It was during this time that Ian began earning his law degree.
Before establishing his own practice, Ian worked for a prominent Asset Protection firm...

Michael’s practice emphasizes estate planning, estate administration, guardianships and conservatorships, long-term care planning, and special needs trusts.

Prior to attending law school, Michael gained experience working with seniors and people with disabilities while earning a master’s degree in social work. During law school, he added a financial perspective to his background working as a securities broker for Charles Schwab, Inc. Upon graduation, Michael clerked for the Honorable C. Jean Stewart, Judge of the Denver Probate Court. As an attorney, Michael draws on his background, representing seniors, people with disabilities, and their families on a range of planning, administration, and crisis-management issues.

Michael...

Our firm specializes in litigation including insurance defense/coverage, medical malpractice, and investment suitability law. The firm is managed by seasoned trial, coverage, arbitration, and appellate attorneys.

I was a financial advisor at UBS and Charles Schwab before I attended law school at the University of San Diego. I am a Partner at Hayes Scott Bonino Ellingson Simonson Guslani & Clause, LLP. I moved up to Northern California to join the firm in 2011 leaving a similar firm in Orange County after I had twins.