About Holly
Practice areas
- Estate planning: 34%
Creation of powers of attorney for financial management in the event of incapacity; creation of medical powers of attorney for medical decision making; planning for the transfer of assets to loved ones upon death; planning for children and other beneficiaries with special needs; planning for Medi-Cal eligibility for long term nursing care while avoiding estate recovery by the State; planning for business succession; planning for the most tax effective way to transfer retirement plans to children
7 years, 1,500 cases
- Wills and living wills: 33%
Primarily the Creation and Administration of Pour Over Wills used in conjunction with a Living trust to ensure funding of the trust and probate avoidance.
7 years, 1,500 cases
- Trusts: 33%
Creation and administration of various revocable and irrevocable trusts to serve the following purposes: probate avoidance, creditor protection, generational wealth transfer, spendthrift and special needs protection, blended family protection, remarriage protection and incapacity planning.
7 years, 1,500 cases
Languages spoken
English, Farsi, Spanish
Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| CA | Active | 2011 | 03/15/2017 |
| Award name | Grantor | Date granted |
|---|---|---|
| Rising Star | SuperLawers | 2017 |
| Client's Choice Award | Avvo | 2017 |
| Certified Specialist in Estate Planning, Trust and Probate Law | State Bar of California - Certified Specialist | 2016 |
| Clients' Choice Award | Avvo | 2015 |
| Title | Company name | Duration |
|---|---|---|
| Associate Attorney | James F. Roberts & Associates, APC | 2011 - Present |
| Association name | Position name | Duration |
|---|---|---|
| WealthCounsel LLC | Member | 2014 - Present |
| Orange County Bar Association | Member | 2013 - Present |
| Orange County Bar Association, Trusts and Estates Section | Member | 2013 - Present |
| State Bar of California, Trusts and Estates Section | Member | 2012 - Present |
| Case name | Outcome | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Petition to Terminate Bypass Trust | Approved | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Petition To Determine Title to Financial Accounts | Approved | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Petition To Terminate Trust B | Approved | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Publication name | Title | Date |
|---|---|---|
| Word Association Publishers | Estate Planning Made Simple | 2014 |
| School name | Major | Degree | Graduated |
|---|---|---|---|
| Loyola Law School, Loyola Marymount University | Law | JD - Juris Doctor | 2010 |
| Univ of California at Los Angeles | Political Science | BA - Bachelor of Arts | 2006 |
| Conference name | Title | Date | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Trump Era 101 | Estate Planning, Taxes and Financial Considerations in the New Administration | 2017 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| It's Your Estate | Estate Planning Basics - Title, Probate, Wills and Intestate Succession | 2017 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| James F. Roberts & Associates, APC | How To Plan For Certainty In Uncertain Times | 2016 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| It's Your Estate | Estate Planning Basics - Title, Probate, Wills and Intestate Succession | 2016 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| How to Plan For Altering Life Events | Estate Planning | 2016 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Planning Your Estate In 2015 And Beyond | Estate Planning | 2015 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Planning You Can Trust | Proactive Tax Reduction Planning | 2015 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| It's Your Estate | Estate Planning Basics - Title, Probate, Wills and Intestate Succession | 2015 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| It's Your Estate | Estate Planning Basics - Title, Probate, Wills and Intestate Succession | 2014 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Protecting Your Family and Your Assets | Estate Planning in the Current Economic Climate | 2013 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Attorney endorsements
(17)
Sarah Olney, Estate planning Attorney
Relationship: Fellow lawyer in community
Holly is professional, knowledgeable, and gentle. She also has a special ability in reigning in emotionally turbulent situations and calming explosive personalities. I had the pleasure of working with Holly for many months. She loves what she does and it shows in her work product and in how she treats her clients.
Brett Shegda, Car accident Attorney
Relationship: Fellow lawyer in community
I have had the opportunity to confer with Ms. Nabiey on several estate planning matters. She always has the answer and is always willing to go that extra step for her clients. I strongly endorse her. If you need a trust, place your trust in Ms. Nabiey.
Cost
- Hourly Rates Contact for details
- Free consultations 30 minutesSome lawyers offer a free consultation to help determine whether their services are right for your legal needs
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Contact
3061 E. La Palma Avenue
Anaheim, CA, 92806