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.
Licensed since 2011
Cash, Check, Credit Card
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.
Kiran Bisla Chapter 7 Bankruptcy Attorney
Relationship: Fellow lawyer in community
|Associate Attorney||James F. Roberts & Associates, APC||2011 - Present|
|Association Name||Position Name||Duration|
|Orange County Bar Association||Member||N/A|
|Word Association Publishers||Estate Planning Made Simple||2014|
|Loyola Law School, Loyola Marymount University||N/A||N/A||N/A|
|Univ of California at Los Angeles||N/A||N/A||N/A|
|Planning You Can Trust||Proactive Tax Reduction Planning||2015|
|It's Your Estate||Estate Planning Basics - Title, Probate, Wills and Intestate Succession||2015|
|It's Your Estate||Estate Planning Basics - Title, Probate, Wills and Intestate Succession||2014|
|Protecting Your Family and Your Assets||Estate Planning in the Current Economic Climate||2013|