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About me

 


Shauna R. Anderson is an estate planning attorney experienced in living trusts, generational wealth planning, trust administration and asset protection in Orange County, California.  Shauna R. Anderson has personally helped over 2,500 families establish estate plans. 

Shauna R. Anderson has a passion to get to know each of her clients personally.  This allows her to have a better understanding of her client’s goals which generally include planning for a period of incapacity, probate avoidance, family wealth preservation, government benefit eligibility and planning, and the reduction or elimination of estate, gift and other tax consequences.  Some of the trust projects include various revocable 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.). Shauna R. Anderson also enjoys educating and assisting successor trustees when it is time to wind down the estate during the trust administration process.


Shauna R. Anderson enjoys spending her free time with her husband and her two small children.  They enjoy camping, sports and spending time as a family

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Practice areas

Licensed

  1. Estate Planning: 34%
  2. Wills: 33%
  3. Trusts: 33%

Payment

Fees:

Free consultation (30 minutes)

Payment types:

Cash, Check

Attorney endorsements

1 total 

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  • Holly Nabiey

    I've worked with Shauna for nearly four years. She is an outstanding estate planning attorney and throughout the years she has been an excellent source of knowledge and mentorship for me, as a fellow estate planning attorney. I cannot endorse her enough for her experience and knowledge in the field of estate and tax planning and trust administration, and her dedication to her clients.

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    Holly Nabiey Estate planning Attorney
    Relationship: Co-worker

Contact info

ANDERSON LAW

18543 Yorba Linda Blvd.
Ste., 261
Yorba Linda, CA, 92886

ANDERSON LAW

18543 Yorba Linda Blvd.
Ste., 261
Yorba Linda, CA, 92886

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Resume

License
StateStatusAcquiredUpdated
CAActive200905/23/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Certified Specialist in Estate Planning, Trust and Probate LawState Bar of California - Certified Specialist2014
Academic ExcellenceThe Delta Theta Phi Law Fraternity, International2009
Dean's Honor ListDean's Honor ListN/A
Work experience
TitleCompany nameDuration
Attorney at LawANDERSON LAW2016 - Present
Associate AttorneyJames F. Roberts and Associates, APC2010 - 2016
Associations
Association namePosition nameDuration
WealthCounsel LLCN/A2014 - Present
Orange County Bar AssociationN/A2010 - Present
Orange County Bar Foundation, Trust and Estate SectionN/A2010 - Present
State Bar of California, Trusts and Estates SectionN/A2009 - Present
Legal cases
Case nameOutcome
Petition to Appoint Successor TrusteeApproved
See all legal cases 
Publications
Publication nameTitleDate
Word Association PublishersEstate Planning Made Simple2014
Education
School nameMajorDegreeGraduated
University of La Verne College of LawLawJD - Juris Doctor2009
St Mary's College of CaliforniaN/ABA - Bachelor of Arts2004
Speaking engagements
Conference nameTitleDate
Planning You Can TrustProactive Tax Reduction Planning2015
It's Your EstateEstate Planning Basics - Title, Probate, Wills and Intestate Succession2015
Protecting Your Family and Your AssetsEstate Planning in the Current Economic Climate2013