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Paula Ann Clarkson

Paula Ann Clarkson

Practice areas:

Estate Planning, Probate, Trusts

About Me

I am a different type of estate planning attorney.  In 2012 I was certified by the State Bar of California Board of Legal Specialists as a specialist in Estate Planning, Trust, and Probate Law. This is a creedential only bestowed on a small percentage of California Estate Planning attorneys.  I also have my LL.M. in Taxation which allows me to spot and assist with tax issues related to estate plans.


 

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Practice Areas

Licensed since 1998

  1. Estate Planning: 50%
    17 years
  2. Trusts: 25%
    17 years
  3. Probate: 25%
    17 years

Payment

Fees:

Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

8 total 

  • Vanessa Silvina Davila

    I highly endorse Paula. Paula is an extremely competent and compassionate attorney devoted to top notch client representation. She is a knowledgeable and zealous advocate and I would highly recommend any of my clients in need of good, solid estate planning advice to Paula.

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    Vanessa Davila Personal Injury Attorney
    Relationship: Fellow lawyer in community

  • Jessica Lynn Vanden Brink

    Paula is an outstanding estate planning attorney. She is very well respected by her peers and clients. I have referred several clients to Paula and all of them have raved about her.

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    Jessica Vanden Brink Defective and Dangerous Products Attorney
    Relationship: Fellow lawyer in community

Contact Info

Merhab Robinson, Jackson, and Clarkson, A Professional Corporation

1551 N. Tustin Ave., Suite 1020
Santa Ana, CA, 92705

Resume

License

StateStatusAcquiredUpdated
CAActive199805/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Nominee - 2015 Women in BusinessOrange County Business Journal2015
2015 Super Lawyer Estate PlanningSuper Lawyers Magazine2015
OC Metro Registers Top Attorneys Estate PlanningOC Metro Magazine2014
OC Register's Metro's Top Attorneys for 2013Avvo2013
Certified Specialist in Estate Planning, Probate, and Trust LawState Bar of California Board of Specialization2012
Southern California Super LawyersRising StarSuper Lawyers Magazine2012
Southern California Super Lawyers - Rising StarLos Angeles Magazine2011
AV Peer Review RatingMartindale-Hubbell2010
LL.M. Masters of Law in TaxationGolden Gate University School of Law2002
Masters of Laws in TaxationGolden Gate University School of Law2002
Tax Law Society PresidentSouthwerstern University School of Law1997
Honors in Economics and Business AdministrationCalifnornia State University San Bernardino1995

Work Experience

TitleCompany NameDuration
Estate Planning PartnerMerhab Robinson, Jackson, and Clarkson, A Professional Corporation2013 - Present
Trust, Tax, & Estate Planning AttorneyBrown & Streza, LLP2009 - 2013
Trust Administration & Estate Planning AttorneyFreeman, Freeman & Smiley, LLP2008 - 2009
Probate, Trust, & Estate Planning AttorneyFerruzzo & Ferruzzo, LLP2002 - 2008
Attorney/Tax Senior AssociateDeloitte & Touche, LLP1998 - 2002

Associations

Association NamePosition NameDuration
Friends of Girl Scouts TrustTrustee2014 - Present
Girl Scouts of AmericaTroop Leader2012 - Present
Orange County Women Lawyers AssociationMember2012 - Present
ProVisorsMember2010 - Present
Partnership For Philathropic PlanningMember2010 - 2011
American Bar AssociationMember2010 - Present
Wealth CounselMember2009 - Present
Estate Planning CounselMember2009 - Present
Orange County Bar Association - Trust and Estates SectionSecretary2008 - 2009
Orange County Bar Association - Trust and Estates SectionMember at Large2008 - Present
Mariner's ChurchMember2007 - Present
State Bar of CaliforniaMember1998 - Present

Legal Cases

Case NameOutcome
Modification of an irrevocable trustCourt approval of modification

See all Legal Cases 

Publications

Publication NameTitleDate
Orange County Lawyer MagazinePremarital Agreements and Estate Planning: Twin Strategies for Protecting Children and Businesses From the Risks of Divorce2014
Wealth Counsel QuarterlyTop 5 Mistakes When Naming Beneficiaries of Insurance Policies2013
National Business Institute SeminarAdvanced Estate Planning Techniques2009
National Business Institute SeminarThe Probate Process Start to Finish2006

Education

School NameMajorDegreeGraduated
Golden Gate University School of LawTaxLL.M - Master of Laws2002
Southwestern Univ SOLLawJD - Juris Doctor1998
California State University, San BernardinoBusiness AdministrationrationBA - Bachelor of Arts1995
California State University, San BernardinoEconomicsBA - Bachelor of Arts1995

Speaking Engagements

Conference NameTitleDate
CalCPA - Orange County/Long Beach GroupFunding the Subtrusts after the 1st Spouse's Death2013
Laguna Beach Women's ClubBasic Estate Planning2012
Orange County Society of CPAsThe New Estate Tax Law2011
OC Bar Association - Trust and Estate SectionIssues related to Sub-Trust Funding2011
Cal CPA North Orange County DivisionThe New Estate Tax Law2011
South Orange County Estate Planning CounselAvoiding Litigation: Common Challenges To Estate Plans and Administration and How to Avoid Them2010
CALCPAChoosing a Trustee2010
Brown & Streza LLPBasics & Beyond of Estate Planning2010
Basics & Beyond Living TrustsEstate Planning2010
National Business InstituteAdvanced Estate Planning Techniques2009
Orange County Bar Association Trust and Estates SectionTrust Administration2008
National Business InstituteProbate Process From Start to Finish2008