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Dennis N. Brager
Newport Beach, CA Attorney with 47 years of experience
5000 Birch St West Tower
#3000
Newport Beach, CA 92660
Free ConsultationTax
New York University
Call (310) 208-6200 to see if you qualify for a consult with Dennis Brager, first 15 minutes FREE.
Mr. Brager is a California State Bar Certified Tax Specialist and a former Senior Trial Attorney for the Internal Revenue Service's Office of Chief Counsel. In addition to representing the IRS in the United States Tax Court, he advised the Service on complex civil and criminal tax issues.
Mr. Brager's attorney firm of 15 attorneys and support staff is based in West Los Angeles. He has been featured every year from 2008-2023 as a Super Lawyer in the field of Tax by Los...
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John David Rogers
Newport Beach, CA Attorney with 11 years of experience
(949) 625-4487
4000 MacArthur Blvd. East Tower
Suite 615
Newport Beach, CA 92660
Free ConsultationAppeals and White Collar Crime
The Law Offices of John D. Rogers is exclusively devoted to criminal defense in both state & federal court. An Orange County based office focusing on white collar, federal charges, homicide, crimes against police officers, domestic violence, and drug offenses. Attorney John D. Rogers is a board-certified specialist in criminal law - a distinction that only a small percentage of California criminal defense lawyers have achieved.
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James Johnson
San Diego, CA Attorney with 18 years of experience
Free ConsultationEmployment
Trinity Law School
As founder and head attorney at Johnson Attorneys Group, James Johnson focuses on putting his client’s needs first. While he is certainly proud of the results his law firm has earned over the years, Mr. Johnson continues to work tirelessly on behalf of his clients every day to ensure they are provided with the best possible settlement. His stellar reputation in the community is in part due to the strong stance he takes with insurance companies and big businesses. As a result of these efforts, Johnson Attorneys Group stands out as one of California’s finest law firms.
Mr. Johnson attended both...
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Gerald A. Maggio
Irvine, CA Attorney with 25 years of experience
Arbitration & Mediation
Western State University, College of Law
Orange County divorce attorney Gerald A. Maggio is an experienced family law and divorce attorney dedicated to providing a personalized approach to each client's legal representation based on their needs. Mr. Maggio is experienced in all aspects of family law and divorce matters, including child custody and support, spousal support, marital asset division, and stepparent adoptions. Mr. Maggio has a reputation of fighting for client rights with compassion, experience, and professionalism, with the goal of navigating his clients through the complicated legal process as quickly as possible so his clients can move on with their lives. ...
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Ali Makoui
Newport Beach, CA Attorney with 26 years of experience
(949) 345-0040
5000 Birch Street
West Tower, Suite 3000
Newport Beach, CA 92660
Free ConsultationPatents and Trademarks
Loyola Law School, Los Angeles
I am very responsive to clients' inquiries and easy to get along with. I am used to doing heavy lifting for tough tasks.
My practice concentration is in writing Patent and Trademark applications. We write patent specifications and prepare trademark applications with the possibility of future litigation in mind. Examples of my patent technology fields include software, electronic, telecommunications, semiconductors, Internet-of-Things, medical devices, smart phones application, data encryption, artificial intelligence, cloud computing, virtualization, medical devices, eCommerce, and mechanical devices.
I have also prepared numerous office action responses and appeal briefs in the U.S. and other jurisdictions, including European Patent Office (EPO), Japan,...
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Viktoria Bloomberg
COTO DE CAZA, CA Attorney with 4 years of experience
7 ALTIMIRA
COTO DE CAZA, CA 92679
Immigration
University of San Francisco School of Law, Zhongnan University of Economics and Law and Moscow State Law Academy
As the founder of a luxury immigration law firm, I provide tailored legal services to individuals and businesses navigating complex family and employment-based immigration matters. My clients value a seamless, personalized experience, and I take pride in delivering solutions that align with their unique goals and aspirations.
With licenses to practice in both California and Russia, I bring a global perspective to immigration law. My academic background includes an LL.M. from UC Hastings College of the Law, a Master’s degree from Moscow State Law Academy, and a Ph.D. in International Law from Zhongnan University of Economics and Law. Fluent in Russian...
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Kenneth Wonsup Chung
Irvine, CA Attorney with 31 years of experience
Free ConsultationBusiness and Real Estate
U of San Francisco School of Law
Kenneth W. Chung is experienced in both business litigation and business transactions. Mr. Chung’s business law experience includes real estate, contract, corporate, and employment issues. In addition to his skills as a transactional attorney, Mr. Chung’s aggressive yet thoughtful approach to arbitrations and trials, has distinguished himself as a successful litigator and advocate, in both the courtroom and the office. Mr. Chung counsels and represents a variety of businesses ranging from prestigious multi-national conglomerates to emerging private companies. He is proficient in negotiating and drafting a variety of business agreements including real estate contracts, distribution agreements, employment contracts, business alliance...
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Katie Walsh
Newport Beach, CA Attorney with 22 years of experience
Free ConsultationWhite Collar Crime
Loyola Law School, Los Angeles
Katie Walsh is a criminal attorney who focuses her practice on children, and Juvenile Criminal law.
Ms. Walsh wants to help parents and children navigate the juvenile criminal system getting them the best result possible.
Before starting her own firm in 2012, Ms. Walsh was an Orange County District Attorney for 10 years where she worked in Juvenile court and Domestic Violence unit. She has the benefit of viewing her cases from both sides, as a former DA. She also deals with schools and school districts regarding school discipline and expulsion issues.
Ms. Walsh’s main goal is...
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Parag L. Amin
Irvine, CA Lawyer with 13 years of experience
Arbitration & Mediation and Business
University of Southern California
As a litigator & trial attorney, Parag has saved and recovered millions of dollars for his clients, which have ranged from large companies to smaller mom and pop businesses. His work has led to quotes in such publications as L.A. Weekly, the L.A. Times, and Rolling Stone Magazine, as well as being given the prestigious Rising Star designation by SuperLawyers for 2017, 2018, 2019, and 2020 (an award of excellence which is given to less than 2.5% of attorneys). Even with the impressive settlements, successes and the awards, Parag has never lost touch with the human component of what it...
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Rivers Judson Morrell III
Mission Viejo, CA Lawyer with 50 years of experience
Free ConsultationArbitration & Mediation
Golden Gate University
Mr. Morrell has more than 40 years of experience as an accident & personal injury attorney. He represents those who have lost loved ones in a fatal accident, and those injured in car, truck & motorcycle accidents, pedestrian accidents, hit-and-run cases, dog bites, slip & fall accidents, elder abuse and neglect, and claims against public entities and insurance companies. He holds those responsible for transmitting an STD without warning financially accountable.
"I have often seen, in my many years, too many attorneys who have not done their client the justice that they deserve. Too many attorneys take cases in which they...
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Samer Habbas
San Diego, CA Lawyer with 25 years of experience
Free ConsultationWhittier Law School
Samer Habbas is a civil litigation attorney who focuses on personal injury and wrongful death matters. Mr. Habbas has handled a variety of claims in this area and has proved to be successful in doing so. Mr. Habbas’ aggressive approach towards attorneys and insurance companies has resulted in significant settlements. This tenacity towards the opposing side has achieved six figure settlements in matters that have been denied or ones in which other attorneys have advised their clients there may be no potential recovery.
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Ryan Nerney
Ladera Ranch, CA Attorney
Employment and Securities
Arizona Summit Law School
Ryan C. Nerney, Esq. is a Senior Associate in the San Diego office of Tully Rinckey PLLC, where he focuses his practice primarily on national security law, with experience in federal employment and military matters. Ryan represents clients who have security clearance issues against agencies such as CIA, NSA, DIA, DOD, NRO, and DOE. He has represented numerous clients in security clearance revocation proceedings and has a proven record of saving clients’ jobs, as well as anticipating and resolving potential future issues with their security clearances.
Prior to joining Tully Rinckey PLLC, Ryan spent more than five years representing clients in...
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Thomas D. Mauriello
San Diego, CA Attorney with 37 years of experience
Administrative, Appeals, Consumer and Environmental
University of San Diego School of Law
Thomas Mauriello assists clients with an array of legal matters, including Business, Consumer, Investment, Government, Real Estate, Stock Broker, Investment and Environmental Law disputes. With over 30 years of experience, Mr. Mauriello is committed to delivering quality legal solutions with efficient and personalized representation throughout the State of California.
Mr. Mauriello is dedicated to involvement in his community. This has included coaching youth basketball and volleyball, as well as working with both Volunteers in Parole and the San Diego AIDS Project. Additionally, he has served on the Legal Committee of the Los Angeles Chapter of the Sierra Club for many years.
Visit...
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Kevin Cortright
Murrieta, CA Lawyer with 15 years of experience
Free ConsultationWorkers' Comp
University of La Verne College of Law
Kevin Cortright is a distinguished Workers' Compensation Attorney whose career is defined by a deep commitment to representing individuals in their time of need. With an unwavering dedication to justice and a reputation for tenacity in the face of daunting legal challenges, Cortright has positioned himself as a beacon of hope for workers navigating the complexities of workers compensation law. Grounded by a solid foundation in legal studies, Kevin launched into the workers' compensation niche after being moved by the plight of injured employees struggling to negotiate the labyrinth of regulations governing workplace injuries. Recognizing the imbalance of power between...
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Scott Douglas Silberman
San Diego, CA Attorney with 23 years of experience
Free ConsultationWorkers' Comp
Western State University College of Law
Scott Silberman, esq. is a Certified Specialist in Workers' Compensation. He has also been recognized by the Department of Industrial Relations, Division of Workers Compensation as an Arbitrator. He has experience representing both injured workers as well as employers and insurance companies, but now exclusively represents injured workers and their dependents.
Coming from a family of workers compensation attorneys, and his father being a retired workers' compensation Judge, Scott has literally grown up with workers' compensation. He has written law review articles and lectured to bar associations in regards to changes in workers compensation law.
Prior to becoming one of the founding...
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Nikki Semanchik
San Diego, CA Attorney with 13 years of experience
(619) 535-1811
2869 Historic Decatur Road
Suite 500
San Diego, CA 92106
Free ConsultationBusiness, Tax and Trademarks
California Western School of Law
Nikki Semanchik is the Founding Attorney of Semanchik Law Group. Nikki started out her legal career advising small businesses and individuals in need of estate planning. An interest in international law and her background in immigration led her to represent multi-national high-net worth individuals with business law, asset protection and tax planning. After assisting clients with tax planning through the formation of private foundations and charitable trusts, Nikki found herself drawn to nonprofit law. She now assists nonprofit organizations with formation, compliance and governance.
Nikki is passionate about nonprofit law and enjoys speaking about nonprofit formation and compliance. Her most recent...
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Jordan F Kohler
San Diego, CA Attorney with 10 years of experience
(619) 600-5454
2305 Historic Decatur Road, Suite 100
San Diego, CA 92106
Free ConsultationBusiness, Communications, IP and Trademarks
California Western School of Law
Kohler Legal is a business law firm that provides personalized legal services for startups, small businesses and entrepreneurs. Services include entity formation, contract drafting or review, IP assessment and protection, trademark and copyright registration, licensing agreements, and more. In addition, Kohler Legal has a unique focus on providing affordable legal solutions for new and emerging Internet businesses.
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Marshall Dean Sage
San Diego, CA Lawyer with 15 years of experience
Free ConsultationBankruptcy, Business and Tax
University of Michigan Law School
As managing partner of Sage Law Firm, Dean delivers comprehensive counsel with a focus on tax controversy, business consulting, and nonprofit matters. With his extensive experience, Dean offers clients tailored tax and business solutions to address their unique needs. Dean is dedicated to guiding clients throughout their business journey, from entity formation to dissolution, ensuring they are positioned for success at every stage.
Dean’s proficiency in resolving tax matters spans a broad spectrum as he has worked with both individuals and corporate clients. He routinely represents clients before the IRS and state taxation agencies and has counseled clients in sales tax...
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Nate Crowley
San Diego, CA Attorney with 10 years of experience
Immigration and White Collar Crime
University of San Diego School of Law
Nate has dedicated his career to protecting people accused of crimes. During his practice as a public defender, Nate learned what works to get decent results in the toughest situations and knows how to actually help people. Nate has successfully represented clients on all levels and types of felony cases and trained new lawyers in defender offices.
Nate was trained in trial skills at the nationally renowned Colorado State Public Defender system and learned the “Colorado method” of jury selection and the chapter method of cross examination from some of its creators at the State Public Defender.
Nate was born...
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David P. Shapiro
San Diego, CA Lawyer with 17 years of experience
White Collar Crime
Tulane University School of Law, University of San Diego School of Law and University of Toronto
Arrested for a crime he, admittedly, did commit in 2004, David P. Shapiro experienced firsthand the same fear, uncertainty, and concern for his future and freedom so many of his clients undergo when arrested or under investigation for allegedly committing a crime. That experience motivates him each and every day to provide the best representation possible to any and all who entrust his Firm to handle their criminal defense matter in their time of need.
David has dedicated his career to helping good people get through bad situations and regain control of their future when charged with a crime....
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Martin Schmidt
San Diego, CA Lawyer
Free ConsultationProducts Liability
For the past 25 years, Martin Schmidt has dedicated his law practice to helping injured victims secure rightful compensation from insurance companies that prioritize profits over people.
Despite graduating in the top 10% of his law school class and winning millions of dollars for his clients, Mr. Schmidt's most profound education came after a severe car accident. "Lying strapped to a stretcher, I thought about all my clients in similar situations. Did they feel this way? Where was I going? How hurt was I? Would I be able to work, pay the bills, or take care of my family?"
His recovery took...
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Matthew Lee Spiegel
San Diego, CA Lawyer with 20 years of experience
Free ConsultationBankruptcy
Thomas Jefferson School of Law
Matthew Spiegel, San Diego's Experienced and Proven Criminal Attorney
Spiegel, founder of Spiegel Law Group, is one of San Diego's best and most respected criminal lawyers. With over 750 criminal cases handled, Matthew has turned himself into an aggressive and skilled criminal attorney.
Mr. Spiegel has defended clients in all types of criminal cases. He has defended over 750 clients, including defendants facing charges of murder, assault with a deadly weapon, drug possession, robbery, burglary, sex crimes, and much more. Matthew has also defended more than 400 DUI clients. His experience in the courtroom has helped him to become a...
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Robert P. Cogan
San Diego, CA Attorney with 39 years of experience
Free ConsultationBusiness, IP, Patents and Trademarks
George Washington Univ LS
Extensive experience in patents, high tech business, all software matters, and international transactions. Providing established companies and startups with clear legal advice on which sound business decisions may be based. Extensive in-house experience working with line and executive management to solve operating and strategic problems. Operating management experience. Frequent lecturer before professional groups and CLE classes.
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Deron Edward Smallcomb
San Diego, CA Attorney with 13 years of experience
Immigration
Empire School of Law
For the past 10 years, our practice has achieved over 10,000 approvals for our clients. Whether you are interested in marriage based immigration, asylum, a Green Card, or a business visa, we can help. We speak many languages, so call us today at (888) 902-9285 for a Free Consultation! We have offices in both California and New York, and we help clients in all 50 states and all over the world.
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Garrison Klueck
La Mesa, CA Attorney with 37 years of experience
Free ConsultationArbitration & Mediation
University of San Diego School of Law
Although our whole firm prides itself on being "warriors in court," I believe that I have a calling to spread the word to folks that there are alternatives to going to court. There are alternatives like mediation, collaborative law and cooperative law. People in our firm, and myself, had to take extra training, often at substantial expense and in other states, to be able to offer those alternative dispute methods for our clients. Now I have hobbies of "spreading the word" about those alternatives. I appear on TV, often with other members of our firm....
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Amber Eck
San Diego, CA Lawyer with 29 years of experience
Free ConsultationConsumer and Employment
Boston University School of Law
Haeggquist & Eck partner and trial attorney Amber Eck is a tenacious advocate for employees, consumers and shareholders, and has been for the past 26 years. Amber has taken cases to trial in both state and federal court as lead trial attorney, and has recovered millions of dollars for her clients in settlements, including multiple six- and seven-figure settlements. Amber doesn’t shy away from high-profile defendants — a fact well-illustrated by her role as co-lead counsel in the well-publicized class action against President Donald Trump and Trump University, which settled for $25 million. For her work in the case,...
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Vikas Bajaj
San Diego, CA Attorney with 24 years of experience
Free ConsultationWhite Collar Crime
The University of Texas School of Law
Attorney Vikas Bajaj is a San Diego-based criminal defense attorney fighting for the rights of individuals and corporations who have been charged with a crime.
Attorney Vikas Bajaj started his own defense firm, The Law Office of Vikas Bajaj, APC in 2002. Vikas prides himself in providing aggressive and effective representation to obtain favorable outcome for his clients.
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Kurt D. Hermansen
San Diego, CA Lawyer with 31 years of experience
Free ConsultationAppeals and White Collar Crime
Loyola Law School, Los Angeles
Mr. Hermansen focuses his law practice on state and federal criminal trials, appeals, and habeas corpus. He's been a Board Certified Criminal Law Specialist by the California State Bar Board of Legal Specialization since 2009, and he's been recognized as a Super Lawyer in criminal law in San Diego every year from 2008 to the present. In addition to representing criminal defendants at state and federal felony jury trials, he frequently argues before the Ninth Circuit Court of Appeals and the California Court of Appeal. He's also argued before the United States Supreme Court, the California Supreme Court, and en...
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Jacob J. Sapochnick
San Diego, CA Attorney with 21 years of experience
Immigration
California Western School of Law and Manchester Metropolitan University
Jacob Sapochnick is recognized as one of the most innovative, up and coming Immigration Lawyers in the nation. He devotes 100% of his practice to Immigration Law, representing Corporations, Hotels, Restaurants, and other organizations, as well as, entrepreneurs, and individuals worldwide. He also provides legal support and representation in family sponsored immigration matters.
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Tamara S. Freeze
Irvine, CA Lawyer with 20 years of experience
Free ConsultationEmployment
University of California, Berkeley School of Law
Tamara S. Freeze is highly experienced in employment litigation, taking her cases to trial and obtaining multi-million dollar verdicts. Before opening her own practice, she worked for several big law firms in San Francisco, Los Angeles and Orange County. Ms. Freeze is comfortable litigating cases and representing clients throughout California.
Ms. Freeze has substantial experience representing clients in discrimination and harassment disputes, wrongful discharge, breach of contract, and for unpaid compensation and benefits. She has experience vigorously defending employee rights, educating drafting employment and settlement agreements, independently supervising cases, calculating settlement ranges and managing litigation.
As part of her practice, Ms....
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Scott A. Harshman
Irvine, CA Lawyer with 27 years of experience
Business and Tax
University of San Diego School of Law and Whittier Law School
I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.
A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.
Visit my website for more information, or call to set up a consultation and see how I can help you.
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Alan Ahdoot
Irvine, CA Lawyer with 20 years of experience
Free ConsultationConsumer and Products Liability
Loyola Law School, Los Angeles
Alan Ahdoot, a partner at Adamson Ahdoot LLP, is committed to serving as a powerful advocate for individuals dealing with various personal injury cases. Following the completion of his law degree at Loyola Law School in Los Angeles and successfully passing the California State Bar, Alan has maintained a strong passion for assisting individuals and championing the rights of those lacking the resources to pursue the justice they merit. This dedication has motivated him to concentrate his legal career on representing those who have suffered injuries and endured oppression.
Within Adamson Ahdoot LLP, Alan aims to positively impact the lives of...
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Sebastian Gibson
Corona del Mar, CA Lawyer with 47 years of experience
3541 Lilac Ave.
Corona del Mar, CA 92625
Free ConsultationBusiness, IP, Insurance Claims and Trademarks
Univ of San Diego School of Law and Cardiff University
With over 45 years of experience, Attorney Sebastian Gibson serves Palm Springs, Palm Desert, Newport Beach, Malibu, Temecula, Orange County and all of California specializing in car and big rig truck accident personal injury, business, film & TV, publishing, modeling, entertainment law, HOA disputes, branding, trademarks, copyrights, & corporate law, and has extensive expertise in drafting, and reviewing a wide variety of contracts from personal management and talent agency agreements, modeling contracts, literary agency and book publishing agreements, business contracts, health care, med spas, mobile IV hydration and mobile medical clinics, intellectual property, winery trademarks, civil law, celebrity law, publicity...
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Houman Fakhimi
Newport Beach, CA Attorney with 27 years of experience
Free ConsultationEmployment and Workers' Comp
Whittier Law School
Houman Fakhimi, the founding partner of the Criminal Defense Team, has amassed deep expertise in the area of criminal defense law thanks to years of experience. He oversees all litigation carried out by the firm, and he has demonstrated mastery in a variety of relevant legal domains. He's an alumnus of the University of California, Irvine and Whittier Law School. In addition to being an active member of the State Bar of Californias Criminal Section, Mr. Fakhimi also boasts accreditations from he Association of Federal Defense Attorneys, the California Attorneys for Criminal Justice, and the California Public Defenders Association.
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Nicole H. Dolle
San Diego, CA Lawyer with 10 years of experience
Free ConsultationConsumer and Insurance Claims
Chapman University Fowler School of Law
Irvine attorney Nicole Dolle dedicates 100% of her practice to personal injury cases, focusing on catastrophic injury cases like TBI, broken bones, and permanent disfigurement from serious car and truck accidents, premises liability cases, and dog bites, among many others. She has deep roots in our local community, having grown up in North Tustin before attending the University of California, Berkeley for her undergraduate degree, and then returning home to receive her Juris Doctor from Chapman Law. Her success in law school led Nicole to follow her passion and pursue a career as a plaintiff’s trial lawyer. Since then she...
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Scott Talkov
Newport Beach, CA Attorney with 15 years of experience
Free ConsultationReal Estate
Washington University School of Law
Scott Talkov is the Founder and Managing Partner of Talkov Law, a firm specializing in real estate partition actions and litigation throughout California.
Scott has been named a Rising Star by Super Lawyers magazine for nine consecutive years from 2013 to 2021. He has been quoted by the Real Deal Los Angeles, is listed in the U.S. News Lawyer Directory powered by Best Lawyers, and is a Member of the Million Dollar Advocates Forum. Scott founded the firm after serving as a partner at a California law firm. Scott was twice elected as President of a Barristers' (young attorney) association in California.
Scott...
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Colleen M. Talkov
Newport Beach, CA Lawyer with 8 years of experience
Free ConsultationReal Estate
California Southern Law School
Colleen is a California partition attorney who assists her clients in ending co-ownership disputes.
Colleen is a native Southern Californian who attended Northern Arizona University and went on to earn her Juris Doctorate from California Southern Law School in Riverside, California. She currently handles partition actions throughout the state of California.
Since her admission to the State Bar of California in 2016, Colleen has excelled in representing clients in both civil litigation and family law matters. She now devotes the majority of her practice to partition law, where she assists her clients in selling jointly owned property.
Colleen effectively advocates for her clients’...
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David L. Crockett
Newport Beach, CA Attorney with 54 years of experience
Free ConsultationReal Estate and Tax
University of California - Los Angeles and University of California - Berkeley
California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.
As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...
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Thomas Nowland
Newport Beach, CA Lawyer with 20 years of experience
Free ConsultationBusiness, Employment and Real Estate
Whittier Coll School of Law
I bring a unique approach to business matters and complex business litigation through my years of hands on personal experience in the business of construction and other business ventures. This experience allows me to advise business clients about real world problems and the solutions that really work in today's business climate. Timely settlement of business litigation and other legal problems will further the businesses goals and work to rid the business of wasted time and money. Documenting the actions that resulted in these legal problems will work to make the business more profitable and knowledgeable in the...
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Eric R. Bardwell
Irvine, CA Lawyer with 17 years of experience
Business and Tax
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.
Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...