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Jerad Beltz is a trusted legal advisor who helps clients with estate planning, trust administration and business transactions. Jerad works with high-net-worth and ultra-high-net-worth individuals and privately held businesses with a particular focus on wealth preservation, philanthropic planning and...

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. High-net-worth individuals requiring comprehensive tax planning to business owners seeking advice on business succession...

Lisa LaFourcade is a certified specialist in estate planning, trust and probate law by the California State Board of Legal Specialization. Her practice focuses on advising high-net-worth individuals, privately held businesses, and charitable organizations. Her areas of practice include: Estate, gift...