Leslie Daff
JD/MBA, Certified Specialist in Estate Planning, Probate & Trust Law
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA.
Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law School Entertainment Law Review, received the American Jurisprudence Award for Excellence in Legal Research and Writing and the American Jurisprudence Award for Excellence in Ethical/Practical Lawyering, and was installed as a member of the St. Thomas More Law Honor Society. She also served as a judicial extern for the Honorable Sheila Prell Sonenshine, Associate Justice on the California Court of Appeal.
Leslie has been granted the highest rating of "10/10 Superb" by national independent rating service Avvo and the highest designation of "AV Preeminent" by legal directory Martindale Hubbell, which signifes her peers rank her at the highest level of professional excellence. She has been named by OC Metro Magazine as one of the region's top estate planning attorneys for three consecutive years.
Leslie is co-author of the Estate Planning Considerations chapter update for the State Bar of California Continuing Education of the Bar book Buy-Sell Agreements. She is also co-editor of the 2009 book Estate Planning Strategies, Collective Wisdom, Proven Techniques, available on Amazon.com. She is a regular columnist on tax and estate planning matters for The Journal of Financial Planning. Recent published articles include:
Selecting and Maintaining Appropriate Fiduciaries in an Estate Plan
The Portable Exclusion and the Vanishing Bypass Trust
Protecting Your Child's Inheritance: The Beneficiary-Controlled Trust
Tax Ramifications and Opportunties Under the New HealthCare Act
Keeping the Vacation Home in the Family - Another Use for Limited Liability Companies
Are Your Client Files Clean?
Twelve Indicators You Need to Update Your Estate Plan
Right Strategies Can Maximize Your Charitable Gifts
Planning Opportunities in the Government's Response to the Economic Downturn
Many Estate Planning Strategies Provide Benefits in Low-Interest-Rate Environment
Leslie serves on the Board of Directors of the South Orange County Bar Association. She is also a member of the Trusts & Estates Section of the State Bar of California, the Real Property, Probate and Trust Section of the American Bar Association, the Trusts & Estates Section of the Orange County Bar Association, and the Orange County Estate Planning Council.
She is involved with the Alumni Board of Directors for the University of Southern California Marshall School of Business â Orange County Chapter, a member of the Deanâs Leadership Circle of the University of California, Irvine Paul Merage School of Business, a Fellow of the Orange County Bar Foundation Society of Fellows, Co-Chair of the Laguna Beach Community Foundation Professional Advisory Council, and serves on the Board of Directors of the Laguna Beach Rotary Club Foundation and Laguna Beach Seniors, Inc. She regularly speaks on estate planning topics for a variety of groups and organizations, including the California Society of Certified Public Accountants.
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
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- California
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- Univ of Southern Calif
- B.S. | Business - Finance
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- University of California - Irvine
- M.B.A. | Business Administration
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- Loyola Law School, Los Angeles
- J.D. | Law
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- AV Preeminent 5 out of 5 Peer Review Rated
- Martindale Hubbell
- Top Attorneys
- OC Metro magazine
- The Region's Top Attorneys
- OC Metro magazine
- Certified Legal Specialist in Estate Planning, Probate and Trust Law
- State Bar of California Board of Legal Specialization
- O.C.'s Top Lawyers
- OC Metro magazine
- California State Bar # 208904
- Member
- Current
- Activities: Trusts and Estates Section
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- Laguna Beach Seniors, Inc.
- Board of Directors
- Current
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- South Orange County Bar Assocation
- Board of Directors
- Current
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- Orange Coast Estate Planning Council
- Member
- Current
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- Laguna Beach Rotary Club Foundation
- Board of Directors
- Current
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- University of California Irvine Graduate School of Management Alumni Board
- Board of Directors
- Current
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- University of California Irvine Paul Merage School of Business, Dean's Leadership Circle
- Member
- Current
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- University of Southern California Marshall School of Business Alumni Board - Orange County
- Board of Directors
- Current
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- American Bar Association
- Member
- Current
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- Protecting Your Child's Inheritance: The Beneficiary-Controlled Trust
- Journal of Financial Planning
- Co-Author, Keeping the Vacation Home in the Family (Article)
- Journal of Financial Planning
- Co-Author, Planning Opportunities in the Government's Response to the Economic Downturn (Article)
- Journal of Financial Planning
- Co-Author, Twelve Indicators You Need to Update Your Estate Plan (Article)
- Journal of Financial Planning
- Co-Author, Use the Right Strategies to Maximize Charitable Gifts (Article)
- Ingram's Magazine
- Certified Legal Specialist in Estate Planning, Probate & Trust Law
- State Bar of California Board of Legal Specialization
