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David Allen Hiersekorn
About David
Biography
My wife Susan and I live in Placentia with our four kids - Josh, Jacob, Dylan and Marlee. We attend Friends Community Church. When I'm not busy working, playing with family or helping coach my kids' baseball, I am usually in the garage covered in sawdust while pursuing my woodworking hobby.
Practice Areas
4
Practice Areas
Estate Planning
40%
21 years
Probate
30%
21 years
Business
25%
21 years
Lawsuits and Disputes
5%
21 years
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 20 years
State: California
Acquired: 2005
No misconduct found
Location
PrivateCounsel
201 E. Yorba Linda Blvd., Ste. C, Placentia, CA, 92870
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David Allen Hiersekorn's Reviews
Avvo Review Score
3 Client Reviews
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Practice Areas
Showing 1 - 3 of 3 reviews
Posted by Patti | April 18, 2016 | Hired Attorney | Trusts
Untrustworthy....
Did get my parents trust completed in Jan. '14, although now I think I'll have it reviewed, as I haven't been able to get response from his office. No response to phone calls & emails & found out why...his office is vacated!
Posted by anonymous | April 11, 2016 | Hired Attorney | Lawsuits & Disputes
BEWARE!!
I used him a few years ago. He wouldn't provide documentation or copies for my records. The other attorney and judge did their thing (beat us up) while he did nothing and my situation became dire, and his Newport Beach address at the time was the rented conference room and receptionist that answers...
Posted by Ryan | January 18, 2016 | Hired Attorney | Lawsuits & Disputes
Beware of him! Lost all documents and account information
Beware lost all documents and account information. Going to court to resolve problem
David Allen Hiersekorn's Lawyer Endorsements
"I endorse this lawyer's work. David Hiersekorn is one of the most legally knowledgeable attorneys I know. He can cite code sections from memory and knows his law cold. That makes him a technically superb planner. Your plan will be done right and no one will break it. But David offers much more than an encyclopedic knowledge of the relevant law, he is dedicated to the right result for his clients and their families. He takes the time needed to make sure the plan fits each family's unique goals, using all of the tools he has at his disposal."
"I endorse this lawyer's work. I have had the opportunity to get to know David over the last few through the Southern Calfornia Institute's Laureate in Advanced Wealth Strategies Program. David is a brilliant practitioner. He handles the most complex of Estate and Business Planning matters and is committed to staying on top of all relevant developements. David has a big heart and is committed to achieving his clients goals."
"I endorse this lawyer. I have known Dave for over 8 years. Dave is an extremely detailed lawyer who is very knowledgeable about estate planning matters."
"I have heard of David's expertise in Estate Planning for years before I had the chance to meet him this year. I look forward to continue a relationship with David. Based on our conversations, I have confidence that David treats his clients with respect and compassion. His knowledge of Estate Planning gives his clients a thorough plan to protect them and their families."
"Davis is an excellent attorney. He is among the best at helping clients understand their options and the best way to implement the approriate planning options."
"I endorse this lawyer."
"I endorse this lawyer."
"I am familiar with David through a national attorney email list serve. His contributions to the list serve are educational and informative to other attorneys. I endorse this lawyer."
"I endorse this lawyer."
"I have known Mr. Hiersekorn for several years. We first met at an advanced Estate Planning Conference in Chicago. In the North Orange County area there are very few attorneys."
"I endorse this lawyer. David Hiersekorn is an outstanding estate planner and estate and litigator. The brings an extraordinary amount of energy and creativity to his representation of his clients."
"I endorse this lawyer. David is a lawyer who is very well respected in the estate planning community and excels at customer service. Rather than talk done to clients, his attitude is, "How can I help you." He is an unusual blend of extraordinary competence in the law and a really nice guy. I highly recommend him."
"When it comes to Estate Litigation, David is the lawyer I would recommend to family members."
"David is someone who has been a great resource to myself and many colleges in the estate planning community. He is tremendously knowledgeable."
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Experience
Honors
2013
Certified Specialist - Estate Planning, Trust & Probate Law, State Bar of California
2009
Accredited Attorney, Department of Veterans Affairs
2008
Laureate in Advanced Wealth Strategies, Southern California Institute
2008
Laureate in Wealth Strategies, Southern California Institute
2002
Dean's Award, Trinity Law School
2002
American Jurisprudence Award - Wills and Trusts, American Jurisprudence
2001
West Publishing Award, Trinity Law School
1992
Thomas Jefferson Award, U.S. Department of Defense
Work Experience
2010 - Present
Adjunct Professor, Trinity Law School
2008 - Present
Fellow, Laureate Center for Wealth Advisors
2005 - Present
Principal, PrivateCounsel
Associations
2010 - Present
Academy of Special Needs PlannersMember
2010 - Present
California Drafting Committee - WealthCounselBoard Member
2007 - Present
Orange Coast Estate Planning CouncilMember
2006 - Present
WealthCounsel Advisors ForumFounding Member
2006 - Present
ElderCounselMember
2005 - Present
National Academy of Elder Law AttorneysMember
2005 - Present
State Bar of California, Trusts and Estates SectionMember
2005 - Present
Orange County Bar Association, Trusts and Estates SectionMember
2004 - Present
WealthCounsel, LLCMember
Sample of Legal Cases
Death During Divorce
Client appointed as personal representative
Sanchez v. Sanchez
Support order of $14,600 per month
Education
2008
Southern California Institute
Laureate in Advanced Wealth Strategies
2007
Southern California Institute
Laureate in Wealth Strategies
2002
Trinity Law School
JD - Juris Doctor
1989
Defense Information School
Graduate
Speaking Engagements
2012
Southern California Forum
Trust and Estate Litigation
2012
Public Workshop
Estate Planning for Small Business Owners
2012
Public Workshop
Qualifying for Veterans Benefits
2012
Preventing Elder Financial Abuse
Preventing Elder Financial Abuse
2011
PrivateCounsel Annual Meeting
Advanced Gifting Strategies Under TRA 2011
2011
PrivateCounsel Annual Meeting
Planning Under the New Tax Law
2010
WealthCounsel National Conference
Estate Planning for Dysfunctional Families
2010
Keynote
Understanding Veterans Benefits
2010
Estate Tax Update 2010
Estate Tax Update 2010
2010
Continuing Education Series
Estate Planning for Dysfunctional Families
2009
WealthCousnel National Conference
Discovering Your Most Effective Practice Area
2009
The Gathering
When Family Law Runs Into Estate Planning
2009
Education Foundation
Everything You Need To Know About Trusts
2009
Continuing Education
GRATs vs. IDGTs - Which is Better?
2008
Section Luncheon
1031 Exchanges vs. Charitable Trusts
2008
Section Breakfast
Estate Planning, Back to the Basics
Publications
2013
Business Succession Planning: Strategies for California Estate Planners and Business Attorneys
Using Life Insurance
2012
Business Succession Planning: Strategies for California Estate Planners and Business Attorneys
Using Life Insurance
2011
Self-Published
Opportunities in Estate Planning for CPAs
2011
Self-Published
Planning Under the New Tax Law
2011
Business Succession Planning: Strategies for California Estate Planners and Business Attorneys
Using Life Insurance
2010
PrivateCounsel Blog
Congress Taking a Bite Out of GRATs
2010
Business Succession Planning: Strategies for California Estate Planners & Business Attorneys
Business Transfer Techniques
2009
Wealth Strategies Inventory
Trust Administration
2009
Estate Planning Strategies, Collective Wisdom, Proven Techniques
Overview of the Taxation of Trusts
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
Is my dad's hand written Will, that I wrote, valid in CA? He signed his small estate over to me.
24 Nov 2014
Q&A
My parents have a Living Trust and they pay $3400 every year to maintain it. Is this normal?
03 Oct 2014
Q&A
What form do I need for heirs to sign to release their interest in an estate that will be going through probate?
22 Feb 2014