Our people
Attorneys and professional staff working together across complex planning and administration matters.
Managing Partner and Founder
Represents high-net-worth individuals, multigenerational families, and fiduciaries in complex estate planning, wealth transfer, tax, and business succession matters.
B.A., Manhattan College · J.D., USC Gould School of Law
Attorney
Advises individuals, families, privately held business owners, and fiduciaries on estate and transfer tax planning, administration, and related litigation.
A.B., Occidental College · J.D., Santa Clara University School of Law
Attorney
Advises high-net-worth individuals and families on estate planning, wealth transfer, business succession, and tax-sensitive strategies.
B.S. and M.B.T., USC · J.D. and M.B.A., Columbia University
Senior Paralegal
Supports clients in estate planning, estate and gift tax matters, and trust and probate administration.
B.A., University of Notre Dame
Senior Paralegal
Works with attorneys, clients, fiduciaries, and professional advisors across planning and administration matters.
B.A., California State University, Dominguez Hills
Legal Assistant
Supports the legal team with document preparation, document management, and client communications.
B.A. in Legal Studies, University of California, Berkeley