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Thomas Aikin LinkedIn Centered Headshot

Thomas Aikin represents both fiduciaries and beneficiaries of trusts, estates and charitable trusts in contested matters, as well as administration. He places a particular emphasis on representing charities, universities, and other non-profit organizations. He has successfully represented clients...

Matthew Antonelli

Matt Antonelli is a commercial litigator who concentrates his practice on port and maritime law, as well as insurance coverage. Matt's experience in the maritime area includes assisting ports, ocean carriers, marine terminal operators and other entities dealing with matters under the Shipping Act...

Jerad Beltz LinkedIn Headshot

Jerad Beltz focuses his practice for individual clients on estate planning, wealth preservation, business succession planning and trust administration. He also counsels nonprofit organizations and privately held businesses in formation, governance, compliance, contract negotiation and charitable...

David Brown Headshot

David Brown helps family businesses and high-net worth individuals navigate legal issues connected to the preservation and transfer of their wealth to subsequent generations or other interested parties. He focuses in particular on estate planning, charitable planning, and trust and estate...

Jeryll Cohen LinkedIn Centered Headshot

Jeryll Cohen is the co-chair of the firm's Trusts & Estates Group. She advises clients on complex trust and estate administration and estate and business succession planning as well as multi-faceted litigation and alternative dispute resolution with regard to trusts and estates, family business...

Richard T. Frazier

Richard Frazier advises clients on legal issues involving health law and the tax code. Clients include hospitals and related entities, ancillary health care providers, and joint venture arrangements. He has been actively involved in the planning and implementation of numerous hospital mergers and...

Danielle Guerrero

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...

Laurie A. Kamaiko

Laurie Kamaiko advises clients on emerging and complex risks associated with cybersecurity and privacy incidents and the rapidly developing legal landscape. She helps them limit their exposure to such risks and respond to incidents and related litigation. Laurie has extensive experience in...

Lisa LaFourcade

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...

Maurice D. Lee, III

Maurice D. Lee, III concentrates his practice in estate planning, estate and trust administration, charitable tax planning, representation of nonprofits, guardianships, estate and trust litigation, and the taxation of estates and trusts. He has spent his career of more than four decades entirely...

Clarence Y. Lee

Clarence Lee is an experienced litigator who represents insurers in a wide range of insurance coverage counseling and litigation. Clarence provides insurance coverage advice and litigation representation on a variety of insurance issues, including managed care, errors and omissions, hospital...

Fred Marcus

In the nonprofit world, "ask Fred" is a common refrain when a complicated planning issue is involved. Fred Marcus provides answers based on his more than four decades of experience handling trust and estate and charitable matters. Fred represents individuals in their estate and philanthropic...

Adrienne McKay LinkedIn Bio Headshot (new one)

Adrienne McKay offers moderate- to high-net-worth clients legal advice on methods for preserving and distributing assets after a loved one's death and planning for future generations. She approaches this process with empathy, compassion, and a caring ear. She understands that in addition to...

Ian A. McLin

Ian McLin concentrates his practice in complex civil litigation, including business torts and contract disputes. His experience spans state and federal courts and includes preparing pleadings, drafting motions, taking depositions, and arguing motions. Ian also provides guidance regarding complex...

Joi Morris

Joi L. Morris handles trust and estate litigation, representing a wide range of clients, including trustees, estates, individuals, and businesses. Joi assists with claims against fiduciaries, estates, or trusts, including issues related to capacity and undue influence. She has extensive experience...

Kyra A. Smerkanich

Kyra Smerkanich represents clients in complex civil litigation, helping them to navigate the challenging landscapes that arise in business and insurance disputes. Working in partnership with her clients – with an eye towards understanding their business practices and legal needs – Kyra is not afraid...

Rebekah Swan LinkedIn Centered Headshot

Rebekah Swan represents clients in the areas of fiduciary, estate, trust and conservatorship litigation and administration. She handles matters involving claims of breach of fiduciary duty, undue influence, surcharge, will/trust contests, and financial elder abuse. Rebekah has extensive experience...

Sarah Ulibarri

Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She works diligently to establish a trusted partnership with clients on both a personal and professional level. Some of...

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