Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning,... more
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law, a designation earned by fewer than 100 of the approximately 15,000 licensed attorneys in the County. Formerly with 1,000-attorney international law firm Brobeck, Phleger & Harrison LLP and regional law firms Best Best & Krieger LLP and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she ... view profile
I am a former Marine so I know how to get in the trenches and stay in a fox hole. I'... more
I am a former Marine so I know how to get in the trenches and stay in a fox hole. I've equipped myself with a 2nd law degree in tax and help individuals and businesses reduce their liabilities and increase their cash flow. We love to help you out in planning your estate, educate you so that you know how to prepare for when you become an angel. I have written several books on wealth, asse... view profile
Daniel D. Kopman JD CPA RIA was licensed as a California CPA in 1987 and has been... more
Daniel D. Kopman JD CPA RIA was licensed as a California CPA in 1987 and has been licensed and practicing as legal counsel for 20 years.He has worked withmajor international law and accounting firms and similarlywith regional and local firms, affording him a expansive breadth of experience manypractitioners do not possess. Mr. Kopman brings a substantial amount of business, financial and legal ... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.