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Paula Ann Clarkson

Estate planning Attorney at Santa Ana, CA

5.0   6 reviews
  • Licensed for 25 years
    State CA
    Acquired 1998
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Paula

Learn Paula’s areas of practice.

4
Practice areas

I am a different type of estate planning attorney.  In 2012 I was certified by the State Bar of California Board of Legal Specialists as a specialist in Estate Planning, Trust, and Probate Law. This is a credential only bestowed on a small percentage of California Estate Planning attorneys.  I also have my LL.M. in Taxation which allows me to spot and assist with tax issues related to estate plans.

 

Location

Merhab Robinson, Jackson, and Clarkson, A Professional Corporation
1551 N. Tustin Ave., Suite 1020
Santa Ana, CA, 92705

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Reviews

5.0 / 5.0
  6 customer reviews
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Posted by Blake | April 3, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Top-notch Attorney for a Reason
Paula was recommend by my uncle. I enthusiastically echo her other reviews. I had recently lost my mother & I needed Paula's advice on mom's living trust. I also needed someone to handle trust administration. After our consultation, I hired her. Paula is beyond knowledgeable about complex estate matters, but explains it so the layperson can easily understand it. She's a passionate and compassionate client advocate. She and her (fantastic) team were very responsive to my concerns and questions, Cost was very reasonable, considering the work done and trust administration. She was a source of great comfort during a difficult time. I unabashedly recommend Paula Clarkson & MRC Estate Law.
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Posted by Richard | May 4, 2011
Excellent use of all Estate Planning tools, great client personality!!!!!!
Worked with Paula over the years and have seen her range of knowledge; from fielding questions with a roomful of elder students, to comforting a client with answers and expainations in boardroom during a client signing. She handles both sides of Estate Planning with grace and professionalism. Her drafted trusts are easy read and creative enough to secure a strong legal language with all the powers the trustee can produce before and after death. Great job Paula, keep up the spendid work. Your favorite Professional Fiduciary loves working with you!!!!
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Posted by Stacey M. | May 4, 2011
Knowledgeable
Paula Clarkson is an excellent Estate Planning attorney. She handled our Family Trust and took the time to explain the entire Trust process to me. I felt comfortable and well informed from start to finish. She is friendly and knowledgeable in her area of expertise, answering all my questions in a timely manner. I highly recommend Paula Clarkson for any of your Estate Planning needs.
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Posted by Beth | April 19, 2011
Co-Counsel with Paula Clarkson
I am an attorney who has worked with Paula Clarkson on joint matters. Paula is very knowledgabe and has a great bedside manner. I would recommend working with Paula to clients and other attorneyes. She is very hands on. When you call Paula, she will call you back. If you send a referral to Paula, her performance will make you look good too.
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Posted by anonymous | May 7, 2010
Highly Recommended Lawyer!
I've known Paula for several years. Her work is well-prepared and she is very responsive with any questions I've had regarding trusts. I'd recommend her to my friends/family in a second!
Posted by Eric | May 3, 2010
Family Trust
My wife and I went to Ms. Clarkson for the preparation of our wills and trust. She was very knowledgable and took the time to explain what a trust and will are as well as the benefits of both. We are happy that we have taken this step and planned for our future.
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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Estate Planning Partner
  • Merhab Robinson, Jackson, and Clarkson, A Professional Corporation
  • 2013 - Present
  • Trust, Tax, & Estate Planning Attorney
  • Brown & Streza, LLP
  • 2009 - 2013
  • Trust Administration & Estate Planning Attorney
  • Freeman, Freeman & Smiley, LLP
  • 2008 - 2009
  • Probate, Trust, & Estate Planning Attorney
  • Ferruzzo & Ferruzzo, LLP
  • 2002 - 2008
  • Attorney/Tax Senior Associate
  • Deloitte & Touche, LLP
  • 1998 - 2002
View all work experience

Education

  • Golden Gate University School of Law
  • LL.M - Master of Laws
  • 2002
  • Southwestern Univ SOL
  • JD - Juris Doctor
  • 1998
  • California State University, San Bernardino
  • BA - Bachelor of Arts
  • 1995
  • California State University, San Bernardino
  • BA - Bachelor of Arts
  • 1995
View all education

Sample of Legal Cases

  • Modification of an irrevocable trust
  • Court approval of modification

Associations

  • Friends of Girl Scouts Trust
  • Trustee
  • 2014 - Present
  • ProVisors
  • Member
  • 2010 - Present
  • Wealth Counsel
  • Member
  • 2009 - Present
  • Orange County Bar Association - Trust and Estates Section
  • Member at Large
  • 2008 - Present
  • Mariner's Church
  • Member
  • 2007 - Present
  • State Bar of California
  • Member
  • 1998 - Present
  • Girl Scouts of America
  • Troop Leader
  • 2012 - 2016
  • Partnership For Philathropic Planning
  • Member
  • 2010 - 2011
  • Estate Planning Counsel
  • Member
  • 2009 - 2016
  • Orange County Bar Association - Trust and Estates Section
  • Secretary
  • 2008 - 2009
View all associations

Languages Spoken

  • English

Honors and Awards

  • 2015 Super Lawyer Estate Planning
  • Super Lawyers Magazine
  • 2015
  • Nominee - 2015 Women in Business
  • Orange County Business Journal
  • 2015
  • OC Metro Registers Top Attorneys Estate Planning
  • OC Metro Magazine
  • 2014
  • OC Register's Metro's Top Attorneys for 2013
  • Avvo
  • 2013
  • Southern California Super LawyersRising Star
  • Super Lawyers Magazine
  • 2012
  • Certified Specialist in Estate Planning, Probate, and Trust Law
  • State Bar of California Board of Specialization
  • 2012
  • Southern California Super Lawyers - Rising Star
  • Los Angeles Magazine
  • 2011
  • AV Peer Review Rating
  • Martindale-Hubbell
  • 2010
  • Masters of Laws in Taxation
  • Golden Gate University School of Law
  • 2002
  • LL.M. Masters of Law in Taxation
  • Golden Gate University School of Law
  • 2002
  • Tax Law Society President
  • Southwerstern University School of Law
  • 1997
  • Honors in Economics and Business Administration
  • Califnornia State University San Bernardino
  • 1995
View all awards

Publications

  • National Business Institute Seminar
  • Advanced Estate Planning Techniques
  • 2009
  • National Business Institute Seminar
  • The Probate Process Start to Finish
  • 2006
View all publications

Speaking Engagements

  • Laguna Beach Women's Club
  • Basic Estate Planning
  • 2012
  • Orange County Society of CPAs
  • The New Estate Tax Law
  • 2011
  • OC Bar Association - Trust and Estate Section
  • Issues related to Sub-Trust Funding
  • 2011
  • Cal CPA North Orange County Division
  • The New Estate Tax Law
  • 2011
  • South Orange County Estate Planning Counsel
  • Avoiding Litigation: Common Challenges To Estate Plans and Administration and How to Avoid Them
  • 2010
  • CALCPA
  • Choosing a Trustee
  • 2010
  • Basics & Beyond Living Trusts
  • Estate Planning
  • 2010
  • National Business Institute
  • Advanced Estate Planning Techniques
  • 2009
  • Orange County Bar Association Trust and Estates Section
  • Trust Administration
  • 2008
  • National Business Institute
  • Probate Process From Start to Finish
  • 2008
View all speaking engagements

Attorney endorsements

Received (10)
Given (25)
Endorse Paula
Estate planning Attorney | Jun 28
Relationship: Other
"I strongly endorse attorney Clarkson. She's a lawyer who cares about her clients and makes sure that she maintains contact with them long after their initial estate planing has been completed. She continues to improve and update systems that insure her client's estate plans stay up to date and continue to meet their changing needs."
Estate planning Attorney | Sep 10
Relationship: Fellow lawyer in community
"Paula is our firm's go-to lawyer for any complex or difficult estate planning matters. She is very knowledgeable and experienced in the field, and provides top quality legal services. Paula also interacts well with clients, especially those in difficult personal circumstances. She has my highest recommendation."
Estate planning Attorney | Apr 01
Relationship: Fellow lawyer in community
"I highly endorse Paula. Paula is an extremely competent and compassionate attorney devoted to top notch client representation. She is a knowledgeable and zealous advocate and I would highly recommend any of my clients in need of good, solid estate planning advice to Paula."
Estate planning Attorney | Nov 01
Relationship: Fellow lawyer in community
"Paula is an outstanding estate planning attorney. She is very well respected by her peers and clients. I have referred several clients to Paula and all of them have raved about her."
Estate planning Attorney | Jun 05
Relationship: Fellow lawyer in community
"Paula has an amazing understanding of complex estate planning techniques! If sophistication, talent, and knowledge is what you seek, Paula Clarkson is your attorney!"
Estate planning Attorney | May 04
Relationship: Co-worker
"Paula is a knowledgeable and effective advocate for her clients. She can always be counted on to go the extra mile to get the job done. I highly recommend her."
Estate planning Attorney | Nov 03
Relationship: Co-worker
"Paula is extremely competent, thorough and follows through on all her work. She puts clients interests first and will go the extra mile. I fully endorse her."
Estate planning Attorney | Oct 30
Relationship: Fellow lawyer in community
"Paula's knowlege in the Trusts & Estates field is impressive. But with Paula, you get more than just a bright attorney, Paula also really cares about her clients and their goals."
Estate planning Attorney | Oct 29
Relationship: Fellow lawyer in community
"Paula is the go to person when attorney's have a question regarding estate planning or trust administration. She thoroughly understands this area of law. I have served on the OCBA Trusts & Estates board with her. I have seen her dedication, hard-work, and professionalism. I highly recommend her."
Estate planning Attorney | Oct 29
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. Paula provides her clients with top level service. She is extremely knowledgeable and professional. Paula's clients love her for her quality of work and care that she puts into her work for them."
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Santa Ana Estate planning Lawyer Paula Ann Clarkson
Paula Ann Clarkson
Estate planning Attorney
Santa Ana, CA
Licensed for 25 years