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Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She works diligently to establish a trusted partnership with clients on both a personal and professional level. Some of...

Rebekah Swan represents clients in the areas of fiduciary, estate, trust and conservatorship litigation and administration. She handles matters involving claims of breach of fiduciary duty, undue influence, surcharge, will/trust contests, and financial elder abuse. Rebekah has extensive experience...

Patrick Rodriguez's practice focuses on business and tax planning law. A certified public accountant, Patrick is experienced in representing clients in mergers and acquisition. He represents both buyers and sellers in a broad range of transactions, which encompasses stock purchases and asset sales...

Joi L. Morris handles trust and estate litigation, representing a wide range of clients, including trustees, estates, individuals, and businesses. Joi assists with claims against fiduciaries, estates, or trusts, including issues related to capacity and undue influence. She has extensive experience...

In the nonprofit world, "ask Fred" is a common refrain when a complicated planning issue is involved. Fred Marcus provides answers based on his more than four decades of experience handling trust and estate and charitable matters. Fred represents individuals in their estate and philanthropic...

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. High-net-worth individuals requiring comprehensive tax planning to business owners seeking advice on business succession...

Steven Ziven, who is Managing Partner for the firm's Los Angeles and Orange County Offices and an Executive Committee member, advises clients primarily on corporate law and legal issues associated with business transactions, real estate transactions and financings. He has extensive experience in...

Adrienne McKay offers moderate- to high-net-worth clients legal advice on methods for preserving and distributing assets after a loved one's death and planning for future generations. She approaches this process with empathy, compassion, and a caring ear. She understands that in addition to...

Lisa LaFourcade is a certified specialist in estate planning, trust and probate law by the California State Board of Legal Specialization. Her practice focuses on advising high-net-worth individuals, privately held businesses, and charitable organizations. Her areas of practice include: Estate, gift...

Jeryll Cohen is the co-chair of the firm's Trusts & Estates Group. She advises clients on complex trust and estate administration and estate and business succession planning as well as multi-faceted litigation and alternative dispute resolution with regard to trusts and estates, family business...

Thomas Aikin represents both fiduciaries and beneficiaries of trusts, estates and charitable trusts in contested matters, as well as administration. He places a particular emphasis on representing charities, universities, and other non-profit organizations. He has successfully represented clients...

Brian Meltzer advises businesses in the technology, retail, and life sciences sectors on legal issues connected with transactions that facilitate their strategic growth. Companies ranging from start-ups to established enterprises operating as public and private companies rely on his counsel in...

Drawing on his experience as a former general counsel for two companies, Zack Kobrin is a transactional and regulatory lawyer who understands that business clients want practical advice on how to complete deals and navigate complex statutory and regulatory regimes affecting their growth and daily...

Maurice D. Lee, III concentrates his practice in estate planning, estate and trust administration, charitable tax planning, representation of nonprofits, guardianships, estate and trust litigation, and the taxation of estates and trusts. He has spent his career of more than four decades entirely...

Robert Mascioli counsels entrepreneurs, family businesses and middle-market companies on a wide variety of business matters. Acting as their outside general counsel, Bob strives to learn the background, operations and strategies of clients and seeks to align his legal advice with their goals to...

Jenni Oprosko assists companies with contractual matters, particularly those involving intellectual property and technology. Her experience includes reviewing and drafting intellectual property licensing agreements, master services agreements, nondisclosure agreements, and software-as-a-service...

Vanessa Schoenthaler's practice focuses on corporate, securities and regulatory matters, with a particular emphasis on securities transactions, disclosure obligations, corporate governance, investment management and regulatory compliance. Vanessa's corporate finance experience ranges from advising...

David Sartorio focuses his practice on corporate transactions including mergers and acquisitions, control and non-control investments, joint ventures and strategic partnerships. David has experience advising companies ranging from private start-up and growth companies to large public companies...

Brian Landry draws on a broad base of intellectual property experience involving patents, designs, trademarks, and copyrights and technical expertise to help clients identify, protect, and enforce their intellectual property. Brian has significant experience in the medical devices field as well as...

Rick Carroll advises domestic companies and international clients with business interests in the United States on a variety of transactions and corporate governance matters, including mergers, and acquisitions, stock purchases, asset sales, conversions and domestications, and dissolutions. In...