Jessica Dorman-Davis is a member of the firm’s Executive Management Committee (2012-2014). She focuses her practice on estate and gift tax planning for high net worth individuals, and the administration of estates and trusts. Ms. Dorman-Davis also has extensive experience in charitable planning and in representation of charities. She is certified by the State of California as a specialist in Estate, Probate and Trust Law.
Ms. Dorman-Davis’ estate planning practice includes experience in substantially all aspects of estate planning for high net worth individuals, including revocable living trusts, gift trusts, insurance trusts, and other sophisticated wealth transfer techniques. She lectures frequently on estate and tax planning issues.
Ms. Dorman-Davis has been selected by her peers for inclusion in Best Lawyers 2015 "Lawyer of the Year" list in the category of Litigation - Trusts & Estates in Orange County. She has been consistently named to the Southern California Super Lawyers list from 2004-2015, a designation bestowed on only the top 5% of lawyers in this region. She has also been identified as a “Best Lawyer in America” and “Best Lawyer in California” by Best Lawyer’s magazine, and among the “Best Wealth Managers” by Orange Coast Magazine.