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| David J. Garibaldi, Of Counsel at Rutan & Tucker, LLP |
| Address: 611 Anton Boulevard, Suite 1400, Costa Mesa, CA 92626 |
| Practice:Trusts/Estates; Certified Specialist - Probate; Estate Planning and Trust Law |
| Admitted:1978, California |
| Law School:University of California Los Angeles, School of Law, J.D., 1978 Order of the Coif |
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| Timothy J. Kay, Partner at Snell & Wilmer L.L.P. |
| Address: Plaza Tower, 600 Anton Boulevard, Suite 1400, Costa Mesa, CA 92626 |
| Practice:Estate Planning, Non-Profit Law, Private Client Services, Probate, Tax-General Federal, Tax-State and Local, Federal and State Tax Litigation, Trust and Estate, Trust and Estate Litigation |
| Admitted:1987, California; United States Tax Court |
| Law School:Stanford Law School, J.D., with distinction, 1987 Note Editor, Stanford Law Review |
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| Roger A. Grad, Partner at Snell & Wilmer L.L.P. |
| Address: Plaza Tower, 600 Anton Boulevard, Suite 1400, Costa Mesa, CA 92626 |
| Practice:Asia, Canada, Corporate and Securities, Estate Planning, Europe, International, Latin America, Private Client Services, Probate, Sports and Entertainment, Tax-General Federal, Tax-State and Local, Trusts and Estates |
| Admitted:1985, California; United States District Court, Central District of California; United States Court of Appeals, Ninth Circuit; United States Court of Claims; United States Tax Court |
| Law School:University of the Pacific, McGeorge School of Law, J.D., 1984 Moot Court Honors; University of San Diego School of Law, LL.M., 1985 |
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| Mark A. Ziemba, Partner at Snell & Wilmer L.L.P. |
| Address: Plaza Tower 600 Anton Boulevard, Suite 1400, Costa Mesa, CA 92626 |
| Practice:Asia; Corporate and Securities; Private Client Services; Europe; International; Latin America; Tax-General Federal; Tax-State and Local; Tax Controversy and Litigation; Estate Planning; Probate; Trusts and Estates |
| Admitted:1983, California; United States District Court, Central District of California; United States District Court, Northern District of California; United States District Court, Southern District of California; United States Tax Court |
| Law School:University of the Pacific, J.D., with great distinction, 1983 Order of the Coif; New York University, LL.M., Taxation, 1984 |
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| Steffi Gascón Hafen, Associate at Snell & Wilmer L.L.P. |
| Address: Plaza Tower, 600 Anton Boulevard, Suite 1400, Costa Mesa, CA 92626 |
| Practice:Estate Planning, Non-Profit Law, Private Client Services, Probate, Tax-General Federal, Tax-State and Local, Federal and State Tax Litigation, Trust and Estate, Trust and Estate Litigation |
| Admitted:2010, California; Supreme Court of California; |
| Law School:University of Southern California, Gould School of Law, J.D., 2010; Loyola Law School, LL.M. in Taxation, with distinction, 2011 |
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| Jeffrey R. Matsen, Principal Partner at Matsen Voorhees Mintz LLP |
| Address: Park Tower 695 Town Centre Drive, Suite 700, Costa Mesa, CA 92626 |
| Practice:Trusts and Estates; Asset Protection; Wealth Preservation; Business Estate Planning; Estate Planning; Guardianship and Conservatorship; Wills; Probate; Contracts; Business Law; Corporate Law; Business Formation; Closely Held Business Law; Limited Liability Company Law; Business Planning; Buying and Selling of Businesses; Small Business Law; Business Transactions; Joint Ventures; Business Start-Ups; Partnership Law; International Law; Tax Law; Tax Planning; Real Estate; Real Estate Acquisitions; Real Estate Sales |
| Admitted:1968, California and U.S. District Court, Central District of California; 1972, U.S. Tax Court; 1974, District of Columbia and U.S. Supreme Court |
| Law School:University of California at Los Angeles, J.D., with honors, 1967 |
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| Ben Schwefel, Associate at Bohm Wildish & Matsen, LLP |
| Address: 695 Town Center Drive, Suite 700, Costa Mesa, CA 92626 |
| Practice:Asset Protection, International Asset Protection, Business Estate Planning, Business Succession Planning, Business Law, Business Enterprises, Business Formation, Business Planning, Buying and Selling of Businesses, Closely Held Business Estate Planning, Closely Held Business Law, Contracts, Corporate Taxation |
| Admitted:2016, California; |
| Law School: |
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| James Glenn Bohm, Partner at Bohm Wildish & Matsen, LLP |
| Address: 695 Town Center Drive, Suite 700, Costa Mesa, CA 92626 |
| Practice:Insurance Law, Business Litigation, Commercial Law, Corporate Law, Construction Defects, Employment Law, Estate Planning, Litigation, Personal Injury Defense, Probate, Trusts and Estates |
| Admitted:1987, California; 1988, U.S. Court of Appeals, Ninth Circuit; 1987, U.S. District Court, Central and Southern Districts of California; |
| Law School:Pepperdine University, Class of 1987, J.D., magna cum laude |
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| Tim Voorhees, Principal Partner at Matsen Voorhees Mintz LLP |
| Address: Park Tower 695 Town Centre Drive, Suite 700, Costa Mesa, CA 92626 |
| Practice:Business Estate Planning; Business Planning; Business Succession Planning; Business Trusts; Closely Held Business Estate Planning; Closely Held Business Taxation; Family Business Law; Limited Liability Company Law; Pass-Through Entities; Sole Proprietorships; Estate and Gift Taxation; Federal Estate and Gift Taxation; Federal Income Tax; Federal Taxation; Fiduciary Income Tax; Generation Skipping Tax; Income Tax; Inheritance Tax; Like Kind Exchanges; Tax Deferred Exchanges; Tax Incentives; Tax Law; Tax Planning; Trusts and Estates Taxation; Christian Conciliation |
| Admitted:1996, Maryland(Not admitted in California) |
| Law School:Southern Methodist University, J.D. |
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| Margaret S. Ng, Associate at Garrett DeFrenza Stiepel Ryder LLP |
| Address: Pacific Arts Plaza, 3200 Bristol Street, Suite 850, Costa Mesa, CA 92626-1808 |
| Practice:Corporate Law, Tax Law, Business Estate Planning, Business Taxation, Business Formation, Business Organization, Business Planning, Business Start-Ups, Buy-Sell Agreements, Buying and Selling of Businesses |
| Admitted:2006, New York; 2007, California; |
| Law School:University of North Carolina School of Law, J.D., 2005; New York University School of Law, LL.M., 2006 |
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| Thomas F. Morrison, Partner at Garrett Stiepel Ryder LLP |
| Address: Pacific Arts Plaza, 3200 Bristol Street, Suite 850, Costa Mesa, CA 92626-1808 |
| Practice:General Business Advice, Business Dissolutions, Business Formation, Business Organization, Business Reorganization, Business Transactions, Joint Ventures, Corporate Law, Corporate Commercial Law, Corporate Contracts, Corporate Dissolutions, Corporate Formation, Corporate Partnerships, Corporate Real Estate, Corporate Reorganization, Incorporation, Corporate Finance, Corporate Organization, Corporate Workouts, Professional Corporations, Small Business Corporations, Business Law, Business Start-Ups, Buy-Sell Agreements, Buying and Selling of Businesses, Closely Held Business Estate Planning, Limited Liability Company Law |
| Admitted:1998, California; |
| Law School:University of California, Davis, Class of 1998, J.D. |
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| Pernell Agdeppa, Member at Agdeppa & Associates, P.C. |
| Address: 575 Anton Boulevard, Third Floor, Costa Mesa, CA 92626 |
| Practice:Bankruptcy Law; Bankruptcy Chapter 7; Bankruptcy Chapter 11; Estate Planning |
| Admitted:2005, California |
| Law School:Southwestern University School of Law, J.D. |
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| Randolph B. Godshall, Partner at Sheppard, Mullin, Richter & Hampton LLP |
| Address: 650 Town Center Drive, 4th Floor, Costa Mesa, CA 92626 |
| Practice:Litigation; Financial Institutions Litigation; Tax; Estate Planning and Wealth Transfer; Financial Services |
| Admitted:1979, California |
| Law School:University of California, Berkeley, J.D., 1979 |
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| David W. Evans, Of Counsel at Snell & Wilmer L.L.P. |
| Address: Plaza Tower 600 Anton Boulevard, Suite 1400, Costa Mesa, CA 92626 |
| Practice:Private Client Services; Tax Controversy and Litigation; Estate Planning; Probate; Trusts & Estates |
| Admitted:1971, California; United States District Court, Central District of California; United States Court of Appeals, Ninth Circuit; United States Tax Court |
| Law School:Loyola University School of Law, J.D., 1970 |
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| Nicholas C. Duarte, Associate at Larsen & Risley |
| Address: 3200 Park Center Drive, Suite 720, Costa Mesa, CA 92626-7149 |
| Practice:Estate Planning, Federal Taxation, State Taxation, Probate, Trust Administration |
| Admitted:2019, U.S. District Court, Central, Eastern, Northern and Southern Districts of California; 2019, U.S. Tax Court; 2019, U.S. Court of Appeals, Ninth Circuit; 2019, California; |
| Law School:Chapman University Fowler School of Law, Class of 2019, L.L.M., , Whittier College School of Law, Class of 2018, J.D. |
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| Gerald L. Larsen, Principal at Larsen & Risley |
| Address: 3200 Park Center Drive, Suite 720, Costa Mesa, CA 92626 |
| Practice:Estate Planning, Federal Taxation, State Taxation, Probate, Trust Administration, Partnerships, Corporate Law |
| Admitted:U.S. Supreme Court; 1990, Florida; 1992, California; U.S. Court of Federal Claims; U.S. Court of Appeals, Ninth Circuit; U.S. Tax Court; U.S. District Court, Central, Eastern, Northern and Southern Districts of California; |
| Law School:University of San Diego, Institute on International and Comparative Law; Stetson University, J.D., 1989; University of Florida Levin College of Law, LL.M., in Taxation, 1990 |
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| Brian Raymond Van Marter, Attorney at Larsen & Risley |
| Address: 3200 Park Center Drive, Suite 720, Costa Mesa, CA 92626-7149 |
| Practice:Estate Planning, Federal Taxation, State Taxation, Probate, Trust Administration, Partnerships, Corporate Law, Real Estate |
| Admitted:1993, California; 1993, U.S. District Court, Central District of California; 1993, U.S. Court of Appeals, Ninth Circuit; |
| Law School:Whittier College School of Law, J.D., cum laude, 1993 |
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| Suzanne M. Tague, (P.C.), Senior Partner at McCormick, Kidman & Behrens, LLP |
| Address: Center Tower, Costa Mesa, CA 92626 |
| Practice:Probate Law; Estate Planning; Trust Administration; Nonprofit Corporations; Family Partnerships; Corporate and Business; Administration of Class Actions; Public Law; Aged and Aging; Guardianship and Conservatorship; Medicare and Medicaid |
| Admitted:1977, California |
| Law School:Pepperdine University, J.D., 1977 |
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| Hugh Neal Wells III, Of Counsel at Slovak Baron Empey Murphy & Pinkney LLP |
| Address: 650 Town Center Drive, Suite 1400, Costa Mesa, CA 92626 |
| Practice:Contested Trusts and Estates, Decedents Estates, Estate Litigation, Estate Planning, Family Trusts, Living Trusts, Powers of Attorney, Trust Administration, Trust Litigation |
| Admitted:1962, California; |
| Law School:Stanford University, Class of 1962, J.D. |
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| William R. Cumming, Member at Cumming & Associates |
| Address: 3080 Bristol Street, Suite 630, Costa Mesa, CA 92626 |
| Practice:Construction Law, Civil Litigation, Estate Planning, Public Entity Defense, Litigation |
| Admitted:1999, California; U.S. District Court for the Central District of California; U.S. District Court for the Eastern District of California; U.S. District Court for the Northern District of California; U.S. District Court for the Southern District of California; U.S. Court of Appeals for the Ninth Circuit; |
| Law School:Loyola Law School, Class of 1998, J.D. |