Search for "Legacy Trust "

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...

Dawn D. Hallman is the Principal Attorney and founder of Hallman & Associates. As a nationally recognized estate and tax planning attorney, Dawn has over two decades of experience creatively and effectively assisting ultra-high net worth clients. Her practices focuses on wealth transfer tax planning, legacy planning, asset protection and complex estate planning. Dawn has written numerous articles and papers, and is the co-author of the Oklahoma Bar Association's Electronic Form Book on Estate Planning. Dawn Hallman is also a pioneer in Installment Sales Trusts, or Deferred Sales Trusts, a tax strategy used to minimize capital...

Monty L. Donohew concentrates his practice in the areas of estate planning and elderlaw: aging in place planning, wills, trusts, probate, succession planning, real estate, and wealth advisory law. Monty has been admitted to practice in Ohio, Illinois and Missouri, and currently practices in Ohio and Missouri. Monty is admitted to practice before the United States District Court for the Eastern District of Missouri, and before the United States District Court for the Northern District of Ohio. He is a member of several local and state bar associations.

Meet Jacklyn Truppa, Your Trusted Estate Planning Attorney at Dynasty Law, LLC! Jacklyn Truppa is not your ordinary estate planning attorney. With a genuine passion for helping individuals and families shape their legacies, Jacklyn brings a unique combination of legal expertise and heartfelt compassion to her practice. Known for her warm and approachable demeanor, Jacklyn understands that estate planning is more than just paperwork—it's about empowering you to protect your loved ones and create a lasting impact. She takes the time to listen attentively to your goals, concerns, and wishes, ensuring that every aspect of your estate plan is customized to your...

Chuck strongly believes in providing clients peace of mind through planning. His broad values based estate planning, probate and trust administration practice has served several thousand clients over the last 29 years. His extensive qualifications include being Board Certified in Wills, Trusts and Estates by The Florida Bar. He graduated with a B.S. from the University of South Florida. He earned his J.D. (Cum Laude) from Nova Southeastern University and a Master of Laws (LL.M ) in Taxation from the University of Florida. He has been awarded the highest rating (AV) given by the Martindale-Hubbell Law Directory Chuck specializes in personal...

Laura Thomas is the owner of Legacy Legal Planning, LLC. She advises individuals, families and small business of their estate planning needs and tax needs. Laura takes extra care to accommodate her clients’ wishes, understanding that estate administration is often emotionally difficult, and that a well formed plan can be crucial to helping a family get through a challenging time. She is diligent in her drafting of wills, trusts, advance directives, powers of attorney, business formation agreements and transfer documents. Laura is an active member of the Maryland State Bar Association Estate & Trust Section Council, the Howard County Estate Planning...

Hi! I’m Tiffany Ballenger Floyd - I help clients with estate planning, business planning, + asset protection. By integrating my bespoke planning philosophy with efficient systems + technology, our ultimate goal is to provide a warm, authentic, + seamless planning experience for our amazing clients. One-size does NOT fit all: No cookie-cutter form documents here! Rather, we serve as a trusted advisor, providing conscious counsel + effective solutions based on your particular needs + goals, helping with: ESTATE PLANNING: Wills + Trusts (+ all the rest)... whether you’re brand-new to estate planning, or need to make updates to...

C L Farrell, a Southern California native, joined the Sandoval Legacy Group in 2023 after five years as an associate attorney in San Bernardino. Specializing in general civil law, she established her Inland Empire practice, aiding small businesses, families, and individuals in estate planning, trust administration, and litigation. A meticulous attorney, C L also supports clients in enforcing civil judgments and offers contract drafting and review services, including real estate transactions. Trained in alternate dispute resolution, C L serves as a mediator for probate, trusts, and estate disputes through the Riverside County Bar Association. She held key roles in the San...

Laura W. Patton is married and has three adult children. She enjoys hiking, skiing, cooking, and traveling. Laura has volunteered her time with the Orinda Arts Council, local schools, and her church congregation, LOPC, in Lafayette, California. After college at Tulane University in New Orleans, Louisiana, where she graduated summa cum laude as a member of Phi Beta Kappa, she earned her J.D. from the University of California, Hastings College of the Law in San Francisco, California, and passed the California state bar exam the same year. After practicing law with a small law firm in Pleasanton, California, she started her solo...

I limit my practice to estate planning, special needs & disability planning, elder law, probate & trust administration, estate & gift tax planning, business succession planning, and general corporate work.

"I grew up immersed in a family business which supplied goods & services to restaurants and institutions throughout the Midwest. The youngest of three brothers, as an attorney, I worked closely with my parents and siblings to design a succession plan for the business and an estate plan to maximize our parents’ financial legacy. It is a legacy which now will endure for years to come. It was the satisfaction from this experience, together with a natural passion for client service, that has led me to focus my practice on Estate Planning, so that clients may enjoy the peace...

Professional Accreditation: Admitted to Following Bar Associations: Arizona, 1987 (currently inactive); Colorado, 1993 (currently inactive); Wyoming, 1994. The University of Wyoming, College of Law (J.D. 1987); University of Wyoming (B.S. Administration of Justice), 1984. Published: Contributing Authority and Author of the book LEGACY: Plan, Protect and Preserve Your Estate; Contributing Author and Authority of the book GENERATIONS: Planning Your Legacy. Television: Creator and Talent for eight parts of a 13-part Wyoming PBS series entitled LEAVE A LEGACY. Member: Life Member International WHO'S WHO of Professionals; WealthCounsel Member; Lawyers with Purpose Member; Featured in the 2014 Top 100 Lawyers...

Greetings! I am Sergio, an Estate and Legacy Planning Attorney located in Ventura County, California. My legal journey is driven by a genuine desire to assist and support individuals and families in navigating the complexities of estate planning. I am a first generation Mexican-American, born and raised in Ventura County. Hablo Español. Why Choose Me: 1. Compassion: I approach each case with genuine empathy, understanding the emotional aspects often associated with legal matters, particularly those involving legacies. 2. Patience: Estate planning requires careful consideration. I take the time to guide my clients through the intricacies of the legal process, ensuring they make informed...

The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people’s lives better and simpler. He counsels both individuals and families on diverse issues, like:
• Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies)
• Elder Law Planning
• Medicaid Planning
• Veterans Benefits
• Special Needs Planning

Barry also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. He has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton...

New York estate planning attorney Joseph P. Donlon is the founder of Donlon & Associates, PC. Joe's practice is dedicated to helping clients prevent family strife, reduce taxes, and protect their assets and legacies from lawsuits, creditors, and nursing home costs. He has worked with a wide range of clients during his professional career, from those of modest means with basic needs, to those possessing tens of millions of dollars in assets and requiring sophisticated planning. He is a frequent lecturer and presenter on estate planning topics and is routinely invited to speak before financial institutions, civic groups, and business...

• Board-Certified Specialist, Estate Planning, Trust and Probate Law
• 22 years' Estate Planning, Trust and Probate law experience
• Founding Member and frequent speaker, WealthCounsel, LLC
• Fellow, Esperti Peterson Institute for Advanced Wealth Strategies Planning
• Fellow, The Laureate Circle
• Member, Professional Advisory Committee, The Columbus Foundation
• Member, ePlanners Educational Alliance
• Board Member, Christian Legal Society of Central Ohio
• Accredited Attorney – U. S. Veterans Administration
• Honoree, Leave A Legacy Award – Central Ohio Planned Giving Council
• Rated AV “Pre-eminent” by Martindale-Hubbell / Lawyers.Com
• Rated “10.0 - Superb” by...

At Advance Planning, A Law Corporation, in Manteca, California, we focus solely on helping individuals protect themselves and their assets for the future while creating a lasting legacy for their heirs and loved ones.

Serving clients throughout the Manteca-Stockton area and across San Joaquin County and the surrounding areas of Northern California, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those who have legal needs involving any of the following:

-Estate planning
-Probate of Decedent’s Estates
-Conservatorships
-Wills
-Trusts
-Powers...

"Serving the community as an estate planning & elder law attorney is extremely rewarding, both professionally and personally. It is a uniquely challenging practice. The laws, regulations and informal policies, both state and federal, are many, complex and ever changing. My clients come to me with a unique problem and deserve an innovative solution tailor-made to achieve their desired result. Hearing stories about old times, repairing family rifts, or even enabling a client to fulfill a goal and leave their legacy is immensely satisfying to me as both an attorney and as an individual. There is nothing more fulfilling than...

Michael J. Young is an Estate, Probate and Asset Protection Attorney in Walnut Creek, CA. Mr. Young helps his clients plan for not only "What Happens if You Die", but for "What Happens If You Don't Die And Become Ill and Need Care." He helps his clients in the design of their estate plans, to protect their assets for their senior care and to also provide a legacy for their loved ones.

Mr. Young, who has been in practice for over forty years, gives workshops every month in Walnut Creek on basic estate planning and advanced estate planning. The basic...

My law practice is focused on helping individuals, families & business owners who wish to protect their wealth and their legacy for current & future generations from estate taxes, law suits, the escalating costs of nursing homes and other sources of attack, My past & present clients include parents, grandparents, children, established corporations, LLCs, individual entrepreneurs, and start-up ventures. Clients value my diverse training & expertise across the Wealth-planning, Business Law & Real Estate Law disciplines. I use my skill set to foresee, analyze & implement business-succession techniques for my corporate and individual clients as they initiate different stages of...

Using Trusts (including Asset Protection Trusts), LLCs, and other legal tools I help people protect their assets from lawsuits, eliminate estate and capital gains taxes, avoid probate, and prevent family feuds that often arise when planning documents are not clear, concise, and thorough. Then, I help them identify the legacy they want to leave to their family and their community. My practice focuses exclusively on the following four areas: estate planning, asset-protection planning, business-succession planning, and elder law.

Ora Schwartzberg has been practicing law since 1985 and has also been a mediation practitioner for over fifteen years. She is a graduate of Vermont Law School. Prior to that, she received a Master's Degree in counseling from SUNY, Plattsburgh (New York), and an undergraduate degree in education from Temple University in Philadelphia. She has had careers as an inner-city high school teacher (English) and as a counselor prior to attending law school. Attorney Schwartzberg practiced law in Saranac Lake and Lake Placid, New York, until 2001 when she passed the New Hampshire Bar and relocated to New Hampshire.

Although a...

Anne R. Moses received her B. A. from Barnard College, Columbia University, New York; and Juris Doctor from St. John’s University School of Law. She is admitted to practice in New York and Alabama. Anne is a Certified Elder Law Attorney by the National Elder Law Foundation, member of the National Association of Elder Law Attorneys and former Chair of the Elder Law Services Committee of the Birmingham Bar Association. She also has received her Mediation Certification from the Alabama State Bar and serves on the Board of the SOS Foundation. She has been voted as one of the Best...

Offices in Chicago and Orland Park serving public, closely held for profit and not-for-profit entities, entrepreneurs and professionals in the health care, education, sports, construction and entertainment industries and their families with legacy preservation, estate planning, real estate, health care, business, trust administration, complex civil litigation, serious injury, adoption, agency, elder law, guardianship, professional responsibility and white collar criminal matters.

Bottlinger Law L.L.C. is a full service law firm located in Omaha, NE. Jason Bottlinger’s legal services focus on comprehensive estate planning, agricultural law, and civil litigation including personal injury, medical malpractice, and contract law. From the beginning consultation to the closing arguments, we will be there every step of the way. Whether you need help planning your legacy, have a contract disagreement, or your neighbor's cows ate your corn; contact us today to see what we can do for you!

The Law Office of Benjamin Jarrell is a premiere Huntsville law firm known for commitment to their clients and for delivering outstanding results. We focus on providing comprehensive, effective, and state-of-the-art strategies to assist clients with their need for wealth preservation and estate, tax, and charitable planning. It is our hope that we can help you gain the peace of mind that comes from knowing that your loved ones are taken care of and that the things you have worked for become your legacy. We also practice in the areas of corporate and small business law, commercial transactions, government contracts, and intellectual...

Hi! I'm Margaret Barrett.

I founded Safe Harbor Estate Law to help empower families to protect what is most important to them. I am motivated by life experiences that help me relate to my clients. My ex-husband died suddenly, leaving our young children and a messy estate that took 7 years to resolve. My siblings and I worked together to support my parents in my Dad's dementia. My new husband and I crafted a plan to protect each other and all of our children in our blended family when we pass away.

My expertise is in helping baby boomers...

Welcome to Atrium Legal Group – Gateway to Comprehensive Estate Planning Focusing on specific types of law allows our attorneys to understand the finite details of both simple and complex situations, quickly and efficiently. They work constantly to keep up on the latest tax, estate, and business laws to ensure the plan you put together will continue to work for you, as things change. When you sit down with one of them, they will always: factor in the probate process, possible tax ramifications, and the validity of the pieces you’ve put in place. Then they help you understand how to minimize the...

David Hamilton is an attorney with the Sandoval Legacy Group of Holstrom, Block & Parke, APLC. Before joining Holstrom, Block & Parke, David was an attorney at Dennis M. Sandoval, A Professional Law Corporation.

David attended law school at the University of La Verne College of Law. He was ranked second in his class and graduated magna cum laude. In law school, David was the Editor-in-Chief for Volume 36 of the University of La Verne Law Review, and he was the Editor-in-Chief for Volume 20 of the Journal of Law, Business & Ethics. He also competed on La Verne Law's National...

Mastry Law provides a no nonsense, cost effective approach to estate planning and probate law that allows you to pass your assets and your family legacy to whom you want, when you want and how you want. We focus on developing customized estate plans for families that want to protect their children and families with total assets of $100,000 or more. We believe that quality estate planning isn't just for the rich.

Tripp was born in Charleston, South Carolina. He graduated from The Citadel with a B.A. in Political Science and holds a M.A. from Hawaii Pacific University in Diplomacy and Military Studies. Tripp earned his Juris Doctorate from the University of Memphis Cecil C. Humphreys School of Law. He is a former Army officer and served in Germany and Macedonia. He is a former research analyst for both the U.S. Army Central Identification Laboratory-Hawaii and the Defense POW/Missing Personnel Office. Tripp is the author of the book Forgotten Raiders of‘42. In December 2013, Tripp was appointed by Governor Nikki R. Haley...

Danielle B. Mayoras is a shareholder at Barron, Rosenberg, Mayoras & Mayoras. She is an estate, elder law and special needs attorney who is passionate about helping individuals and families plan for their future generations to come. She applies her considerable knowledge and experience (almost three decades) to help clients and their families. Danielle and her husband are co-authors of the best-selling book, Trial & Heirs: Famous Fortune Fights! and are co-hosts of the TV show Fortune Fights airing on the REELZ Channel as well as Trial & Heirs: Protect Your Family Fortune! airing on PBS affiliates. She is also a...