Mike’s practice of 30 + years is exclusively devoted to estate planning, values... more
Mike’s practice of 30 + years is exclusively devoted to estate planning, values based planning, estate and trust administration, estate and trust litigation, planning for affluent families, business entity and succession planning, and asset protection and probate law. He was a partner in a litigation firm in the 1980s and early 90s before choosing the above areas of law for his own practice in ... view profile
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
Michele Carmeli has been a practicing attorney in Orange County, California for the... more
Michele Carmeli has been a practicing attorney in Orange County, California for the past 27 and has handled a wide variety of litigation matters. Most recently, she was lead trial counsel in an elder abuse action in which her client received a statement of decision with damages of approximately $3.8 million. For the past five years, Ms. Carmelis work has been in trust and estate litigation, whe... view profile
I am dedicated to improving the lives of seniors, baby boomers and young families... more
I am dedicated to improving the lives of seniors, baby boomers and young families with proper estate planning tools such as living trusts, wills, powers of attorney, and guardianships for minors. I speak often in public to senior communities focusing on education and empowerment.
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
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.