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 14,000 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.
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Living Trust & Will:
Review : 1
Holly took care of all the details down to the t. She did an excellent job of explaining all the de ... more reviews
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Holly Nabiey
James F. Roberts & Associates, APC
Practice-Area(s)
Estate Planning
Attorney for : Estate Planning
$150 - $400 per hour
Anaheim, 92806
Address
3061 E. La Palma Avenue,
Anaheim
,
92806
Counties
Orange County - Northeast
3061 E. La Palma Avenue
, Anaheim.
92806
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