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Holly Nabiey

Holly Nabiey

Practice areas:

Estate Planning, Trusts, Wills & Living Wills

About Me

I'm an estate planning attorney experienced in living trusts, generational wealth planning, trust administration and asset protection at a boutique, but predominant, estate planning law firm in Orange County, California, which has proudly established over 8,000 trusts.

I focus on the creation and administration of trusts to achieve a variety of client goals, including probate avoidance, family wealth preservation, government benefit eligibility and planning, and the reduction or elimination of estate, gift and other tax consequences. I have worked on nearly one thousand trust projects involving both standard revocable living trusts and irrevocable trusts (e.g. Dynasty Trusts, Multi-Generational Trusts, Intentionally Defective Grantor Trusts (IDGTs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Medi-Cal trusts, Individual Retirement Account [IRA] Beneficiary Trusts, Special Needs Trusts, etc.). 

My approach to estate planning is entirely client-centric. I focus on building genuine relationships with my clients; positive relationships in turn leads to more effective communication and allows for otherwise hidden issues to be discovered and addressed. The estate plan is often more thorough and successful because of it.

Most importantly, I love what I do and feel blessed to be able to help individuals in the way that I can.

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Practice Areas

Licensed since 2011

  1. Estate Planning: 34%
    2 years
  2. Wills & Living Wills: 33%
    2 years
  3. Trusts: 33%
    2 years

Payment

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

11 total 

  • Samer Sami Habbas

    I highly recommend and refer my clientsto Ms. Nabiey for any legsl matters relating to estate planning, wills, and trusts.

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    Samer Habbas Car Accidents Attorney
    Relationship: Fellow lawyer in community

  • Kiran Kaur Bisla

    Holly is an exceptional, intelligent and trustworthy attorney in the field of will, trusts and estates. She has a vast knowledge of all aspects of estate planning and trusts and will endeavor to find the best solution to protect her clients' interests. She is aggressive, passionate, savvy and a great problem solver and always puts her client's interests and concerns first regardless of the situation. I have recommended her as an attorney in this field to several of my colleagues and have confidently sent her referrals who were extremely pleased with her work and professionalism. I have referred her my own family members which is a true testament to my belief in her abilities, knowledge and professionalism.

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    Kiran Bisla Chapter 7 Bankruptcy Attorney
    Relationship: Fellow lawyer in community

Contact Info

James F. Roberts & Associates, APC

3061 E. La Palma Avenue
Anaheim, CA, 92806

Resume

License
StateStatusAcquiredUpdated
CAActive201102/13/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Work Experience
TitleCompany NameDuration
Associate AttorneyJames F. Roberts & Associates, APC2011 - Present

Associations
Association NamePosition NameDuration
Orange County Bar AssociationMemberN/A

Publications
Publication NameTitleDate
Word Association PublishersEstate Planning Made Simple2014

Education
School NameMajorDegreeGraduated
Loyola Law School, Loyola Marymount UniversityN/AN/AN/A
Univ of California at Los AngelesN/AN/AN/A

Speaking Engagements
Conference NameTitleDate
Planning You Can TrustProactive Tax Reduction Planning2015
It's Your EstateEstate Planning Basics - Title, Probate, Wills and Intestate Succession2015
It's Your EstateEstate Planning Basics - Title, Probate, Wills and Intestate Succession2014
Protecting Your Family and Your AssetsEstate Planning in the Current Economic Climate2013