Shauna R. Anderson is an estate planning attorney experienced in living trusts, generational wealth planning, trust administration and asset protection in Orange County, California. Shauna R. Anderson has personally helped over 2,500 families establish estate plans.
Shauna R. Anderson has a passion to get to know each of her clients personally. This allows her to have a better understanding of her client’s goals which generally include planning for a period of incapacity, probate avoidance, family wealth preservation, government benefit eligibility and planning, and the reduction or elimination of estate, gift and other tax consequences. Some of the trust projects include various revocable 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.). Shauna R. Anderson also enjoys educating and assisting successor trustees when it is time to wind down the estate during the trust administration process.
Shauna R. Anderson enjoys spending her free time with her husband and her two small children. They enjoy camping, sports and spending time as a family
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I've worked with Shauna for nearly four years. She is an outstanding estate planning attorney and throughout the years she has been an excellent source of knowledge and mentorship for me, as a fellow estate planning attorney. I cannot endorse her enough for her experience and knowledge in the field of estate and tax planning and trust administration, and her dedication to her clients.
Holly Nabiey Estate Planning Attorney
|Award name||Grantor||Date granted|
|Academic Excellence||The Delta Theta Phi Law Fraternity, International||2009|
|Dean's Honor List||Dean's Honor List||N/A|
|Associate Attorney||James F. Roberts and Associates, APC||2010 - Present|
|Association name||Position name||Duration|
|WealthCounsel LLC||N/A||2014 - Present|
|Orange County Bar Association||N/A||2010 - Present|
|Orange County Bar Foundation, Trust and Estate Section||N/A||2010 - Present|
|State Bar of California, Trusts and Estates Section||N/A||2009 - Present|
|Word Association Publishers||Estate Planning Made Simple||2014|
|University of La Verne College of Law||Law||JD - Juris Doctor||2009|
|St Mary's College of California||N/A||BA - Bachelor of Arts||2004|
|Planning You Can Trust||Proactive Tax Reduction Planning||2015|
|It's Your Estate||Estate Planning Basics - Title, Probate, Wills and Intestate Succession||2015|
|Protecting Your Family and Your Assets||Estate Planning in the Current Economic Climate||2013|