Holly Nabiey
- Anaheim, CA
- Licensed for 8 years
- Free consultation
About Holly
I'm an estate planning attorney experienced in living trusts, generational wealth planning, trust administration and asset protection at a boutique, but predominant, estate planning law firm in Orange County, California, which has proudly established over 9,000 trusts.
I focus on the creation and administration of trusts to achieve a variety of client goals, including probate avoidance, family wealth preservation, government benefit eligibility and planning, and the reduction or elimination of estate, gift and other tax consequences. I have worked on nearly one thousand trust projects involving both standard revocable living trusts and irrevocable trusts (e.g. Dynasty Trusts, Multi-Generational Trusts, Intentionally Defective Grantor Trusts (IDGTs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Medi-Cal trusts, Individual Retirement Account [IRA] Beneficiary Trusts, Special Needs Trusts, etc.).
My approach to estate planning is entirely client-centric. I focus on building genuine relationships with my clients; positive relationships in turn leads to more effective communication and allows for otherwise hidden issues to be discovered and addressed. The estate plan is often more thorough and successful because of it.
Most importantly, I love what I do and feel blessed to be able to help individuals in the way that I can.
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
9 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.
9 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.
9 years, 1,500 cases
Languages spoken
English, Farsi, Spanish
Photos and videos
Contact
James F. Roberts & Associates, APC
3061 E. La Palma Avenue
Anaheim, CA, 92806
Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| CA | Active | 2011 | 11/04/2019 |
| Award name | Grantor | Date granted |
|---|---|---|
| Rising Star | SuperLawyers | 2019 |
| Rising Star | SuperLawyers | 2018 |
| 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 |
| Publication name | Title | Date |
|---|---|---|
| Word Association Publishers | Estate Planning Made Simple | 2014 |
| School name | Degree | Graduated |
|---|---|---|
| Loyola Law School, Loyola Marymount University | JD - Juris Doctor | 2010 |
| Univ of California at Los Angeles | BA - Bachelor of Arts | 2006 |
| Conference name | Title | Date |
|---|---|---|
| Planning You Can Trust | Navigating Through the Uncertainty | 2018 |
| Trump Era 101 | Estate Planning, Taxes and Financial Considerations in the New Administration | 2017 |
| It's Your Estate | Estate Planning Basics | 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 |
| Case name | Outcome |
|---|---|
| Petition to Collapse B Trust | Granted |
| Petition to Determine Title to Real Property (Heggstad Petition) | Approved |
| Petition to Terminate Bypass Trust | Approved |
| Petition To Determine Title to Financial Accounts | Approved |
| Petition To Terminate Trust B | Approved |
| Petition to Modify Irrevocable Trust | Approved |
|---|---|
| Petition To Fill Vacancy In the Office of the Trustee | Approved. |
| Petition to Modify Irrevocable Trust due to Changed Circumstances | Approved |
| Heggstad Petition to Fund Trust Posthumously | Approved |
Living Trust & Will
Posted by anonymous
Tue Jun 13 2017
Trustworthy and Knowledgable
Posted by Neda
Sat Jun 03 2017
Attorney endorsements
(17)Sarah Olney, Estate planning Attorney on Jan 6, 2017
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, Personal injury Attorney on Sep 1, 2015
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.
Shauna Anderson, Estate planning Attorney on Jun 16, 2015
Relationship: Co-worker
Holly Nabiey and I have worked together for 4 years and I have only remarkable things to say about her as an estate planning attorney but more importantly, her as a person. Holly is extremely professional, compassionate, personable, and hardworking. Holly is among the best at helping clients understand their estate planning options. She takes the time needed to ensure the plan fits each individual’s unique goals. Lastly, Holly is devoted to continuing legal education because she is always searching for more tools to better serve her clients. I hope you get a chance to meet her because I am sure you will be as impressed as I am. I strongly endorse Holly.
Matthew Harris, Estate planning Attorney on Jun 14, 2015
Relationship: Fellow lawyer in community
I endorse this lawyer.
Sebastian Medvei, Litigation Attorney on Jun 12, 2015
Relationship: Fellow lawyer in community
Holly is simply an incredible estate planning attorney. She is able, without difficulty, to carry out her clients' goals with perfect efficiency and precision. Holly has extensive experience with all types of testamentary devices- that is why I always look to Holly when I have a client who is looking for an experienced and professional estate planning attorney. Every client I've referred to Holly has remarked on her exceptional knowledge, her ability to help them understand the estate planning process, and her focus on achieving their estate planning goals. Holly carries my highest recommendation.
I’ve referred several individuals to Holly for their living trust and estate planning needs. I have received great feedback from them. Holly is highly experienced, thorough, a pleasure to work with, and her fees are very reasonable. She is accessible to her clients and always returns calls and emails in a timely fashion. I give Holly my highest recommendation for all estate planning matters.
Maxwell Hills, Divorce and separation Attorney on Apr 17, 2015
Relationship: Worked together on matter
When thinking of Holly, the first word that comes to mind is: Professional. Holly and I have referred each other our clients in the past and have built a working relationship in which we trust each other to provide competent representation for our own clients in a practice area outside of our respective focuses. I am very happy to have found a counterpart like Holly in the Orange County legal marketplace.
Arnold Van Dyk, Tax Attorney on Apr 8, 2015
Relationship: Fellow lawyer in community
Holly Nabiey is an excellent Estate Planning Attorney. I have referred several of my client to her. She is always diligent, and very knowledgeable and competent in her field.
Payvand Abghari, Real estate Attorney on Dec 3, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer.
Edwin Saghian, Personal injury Attorney on Jun 10, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer.
Mark Swatik, Estate planning Attorney on Mar 21, 2014
Relationship: Fellow lawyer in community
Holly is an outstanding attorney, who provides her clients with an exceptional work product, personalized service and the ability to explain very complex Estate Planning principles in a straightforward and understandable manner. Holly strongly emphasizes client satisfaction and her ratings and endorsements typify her professionalism and dedication to the law.
Michael Potter, Trusts Attorney on Feb 13, 2014
Relationship: Fellow lawyer in community
Holly assists her clients with the most important planning of their lives. She brings her talent, judgment & professionalism to the task. She is a credit to the legal profession. We need more like her.
Robin Saghian, Slip and fall accident Attorney on Jan 24, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer.
Roye Zur, Chapter 11 bankruptcy Attorney on Jan 24, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer.
Anna Barsegyan, Tax Attorney on Dec 17, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Kiran Bisla, Personal injury Attorney on Jun 26, 2013
Relationship: Fellow lawyer in community
Holly is an exceptional, intelligent and trustworthy attorney in the field of will, trusts and estates. She has a vast knowledge of all aspects of estate planning and trusts and will endeavor to find the best solution to protect her clients' interests. She is aggressive, passionate, savvy and a great problem solver and always puts her client's interests and concerns first regardless of the situation. I have recommended her as an attorney in this field to several of my colleagues and have confidently sent her referrals who were extremely pleased with her work and professionalism. I have referred her my own family members which is a true testament to my belief in her abilities, knowledge and professionalism.
Samer Habbas, Personal injury Attorney on Jan 28, 2013
Relationship: Fellow lawyer in community
I highly recommend and refer my clientsto Ms. Nabiey for any legsl matters relating to estate planning, wills, and trusts.
Cost
- Free Consultation Some lawyers offer a free consultation to help determine whether their services are right for your legal needs30 minutes
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