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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...

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...

Bruce Smiley draws on more than 45 years of experience counseling international and national companies as well as local Southern California businesses and families regarding the legal aspects of transactional real estate matters. Bruce's practice encompasses both public and private sector...

Geraldine Wyle is the co-chair of the firm's Trusts & Estates Group. She focuses her practice on complex litigation and alternative dispute resolution related to trusts and estates, conservatorships and guardianships, business succession, and partnership disputes (often involving fiduciary and high...

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...

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...

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...

Valisa Carney handles estate planning for clients who wish to provide for a responsible, tax-efficient disposition of their hard-earned wealth. A compassionate and knowledgeable attorney, Valisa establishes a close personal relationship with clients to foster comfort and trust. When a client's loved...

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...

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...

Jay Tarshis's practice focuses on estate planning and administration, taxation, and general corporate law. His estate planning practice is concentrated on inter-generational wealth planning for family business owners and high net worth individuals. Jay frequently addresses business succession issues...

John Meigs concentrates his practice in planning and problem solving for wealthy individuals, their families and property interests, both in the United States and abroad. This includes a substantial amount of work on estate planning and estate and trust administration and on tax aspects of planning...

Nancy Slowe concentrates her practice in estate planning and estate administration. She has significant experience in the design and implementation of estate planning instruments, family wealth transfer arrangements and in sophisticated estate and trust administration matters. Her practice also...

Arthur H. Evans is affiliated with the firm's Financial Services and Tax practices. After graduation from law school, Arthur practiced with two Chicago law firms and from 1978 to 2016, he was managing partner of Evans, Loewenstein, Shimanovsky & Moscardini, Ltd. Arthur is also a certified public...

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...

Carl Everett has more than 42 years of experience helping manufacturers, oil and gas companies and many other types of businesses resolve disputes with the government and other parties over environmental remediation of polluted sites. He is deeply involved in cases involving the Superfund, including...

Jenni Oprosko assists companies with contractual matters, particularly those involving intellectual property and technology. Her experience includes reviewing and drafting intellectual property licensing agreements, master services agreements, nondisclosure agreements, and software-as-a-service...

Matt Kohel represents clients in commercial litigation, intellectual property matters, and data privacy issues. Clients in an array of industries rely on Matt to protect their interests in courts across the United States and in arbitrations on matters involving allegations of breach of contract...

Lisa Koblin assists employers with labor and employment disputes, including litigation of discrimination, harassment, retaliation, unpaid wage and class action claims in state and federal courts as well as mediation. She provides counseling on employee handbooks and policies, non-compete agreements...

The disposition of estates and trusts often results in complications and disputes requiring the discretion, experience, and accessibility that are the hallmarks of our dispute resolution team. Our clients include individuals, fiduciaries, and non-profit organizations where creative problem-solving...