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
Free Consultation (60 minutes)
Cash, Check, Credit Card
Holly Nabiey and I have worked together for 4 years and I have only remarkable things to say about her as an estate planning attorney but more importantly, her as a person. Holly is extremely professional, compassionate, personable, and hardworking. Holly is among the best at helping clients understand their estate planning options. She takes the time needed to ensure the plan fits each individual’s unique goals. Lastly, Holly is devoted to continuing legal education because she is always searching for more tools to better serve her clients. I hope you get a chance to meet her because I am sure you will be as impressed as I am. I strongly endorse Holly.
Shauna Anderson Estate Planning Attorney
|Award Name||Grantor||Date Granted|
|Clients' Choice Award||Avvo||2015|
|Associate Attorney||James F. Roberts & Associates, APC||2011 - Present|
|Association Name||Position Name||Duration|
|WealthCounsel LLC||Member||2014 - Present|
|Orange County Bar Association||Member||2013 - Present|
|Orange County Bar Association, Trusts and Estates Section||Member||2013 - Present|
|State Bar of California, Trusts and Estates Section||Member||2012 - Present|
|Word Association Publishers||Estate Planning Made Simple||2014|
|Loyola Law School, Loyola Marymount University||Law||JD - Juris Doctor||2010|
|Univ of California at Los Angeles||Political Science||BA - Bachelor of Arts||2006|
|Planning Your Estate In 2015 And Beyond||Estate Planning||2015|
|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|