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Holly Nabiey

Holly Nabiey

also known as Holly Nabiey, JD

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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Photos and Videos

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Practice Areas

Licensed since 2011

  1. Estate Planning: 34%
    5 years, 1.5 thousand cases
  2. Wills & Living Wills: 33%
    5 years, 1.5 thousand cases
  3. Trusts: 33%
    5 years, 1.5 thousand cases

Payment

Fees:

Free Consultation (60 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

15 total 

  • Shauna Rae Anderson

    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.

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    Shauna Anderson Estate Planning Attorney
    Relationship: Co-worker

  • Matthew W. Harris

    I endorse this lawyer.

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    Matthew Harris Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

James F. Roberts & Associates, APC

3061 E. La Palma Avenue
Anaheim, CA, 92806

Resume

License

StateStatusAcquiredUpdated
CAActive201105/20/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Clients' Choice AwardAvvo2015

Work Experience

TitleCompany NameDuration
Associate AttorneyJames F. Roberts & Associates, APC2011 - Present

Associations

Association NamePosition NameDuration
WealthCounsel LLCMember2014 - Present
Orange County Bar AssociationMember2013 - Present
Orange County Bar Association, Trusts and Estates SectionMember2013 - Present
State Bar of California, Trusts and Estates SectionMember2012 - Present

Legal Cases

Case NameOutcome
Petition To Terminate Trust BApproved
Heggstad Petition to Fund Trust PosthumouslyApproved

See all Legal Cases 

Publications

Publication NameTitleDate
Word Association PublishersEstate Planning Made Simple2014

Education

School NameMajorDegreeGraduated
Loyola Law School, Loyola Marymount UniversityLawJD - Juris Doctor2010
Univ of California at Los AngelesPolitical ScienceBA - Bachelor of Arts2006

Speaking Engagements

Conference NameTitleDate
Planning Your Estate In 2015 And BeyondEstate Planning2015
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