Directory

Amanda Potier

Amanda J. Potier, Esquire

Potier Law Group

Los Angeles and Orange Counties.

Amanda Potier has been an attorney, specializing in all aspects of real property, probate, elder abuse since 1996.

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Anthony Lanzone

Partner

LANZONE MORGAN LLP

California

I have 24 years of experience in representing victims who are vulnerable targets for fraud and abuse such as children, handicapped, elderly, dependent adults, and unsuspecting consumers.

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Caitlyn Cogan

Professional Fiduciary

Cogan Fiduciary Services

Los Angeles and Orange County

Caitlin helps seniors in need of assistance with their Estate or Trust. She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.

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Camden DeLong

Managing Attorney

Generations Trust & Estate Planning

South Bay, Long Beach, and Orange County

I enjoy sharing my knowledge to help people make informed decisions about estate planning to avoid leaving a mess.

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Chelsea Canning

Therapist & Aging Care Manager

Total Care Management

Greater LA Area, Palisades, WLA, Palos Verdes and Southbay

Chelsea’s official titles include Therapist and Aging Care Manager. She holds several degrees and certifications including Licensed Clinical Social Worker Certified Case Manager Certified Dementia Practitioner.

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Chris Glaeser

CA Licensed Professional Fiduciary

Activ Trust Management

Greater Los Angeles area, Long Beach and surrounding coastal communities, and San Gabriel Valley.

I am a CA Licensed Professional Fiduciary with experience acting as a Trustee, Conservator of the Estate/Person, Power of the Attorney for Estate/Health, Special Needs Trustee and Administrator of the Estates – private...

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Chris Lee

Executive Director, Private Banking

J.P. Morgan

Orange County, LA County, and SD County

I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.

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Craig Cross

Managing Director, Co-Founder

Halbert Hargrove Global Advisors, LLC

West LA including Beverly Hills, Greater Long Beach, Northern Orange County.

Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment management...

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Dana Cannon

Elder Law Attorney

Cannon Legal Firm

Los Angeles and Orange Counties with some court cases in San Bernardino, Riverside, and Northern California.

Dana specializes in Conservatorship; Estate Planning; Elder Law litigation – Financial Elder Abuse; Trust Litigation (contesting validity of trust/amendments on grounds of undue influence/elder abuse/lack of capacity);...

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Daniel Taylor

Real Estate Broker/ Attorney

The Aventus Group @ Compass

Orange County, Los Angeles, Riverside, San Bernardino, and Ventura County.

Southern California's premier real estate team focusing exclusively on the sale of real property involved in trust, probate, conservatorship, bankruptcy and receivership administrations.

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Davis Zellmer

Attorney

The Law Offices of Davis R. Zellmer​

Long Beach

The Law Offices of Davis R. Zellmer is dedicated to creating the proper plan for your unique needs. We look forward to meeting with you personally to discuss the best strategy to preserve and maximize your wealth, now an...

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EstateLawCA

Principal

Estate Law California, APC

Los Angeles County and Orange County

Hannah Elisha, Esq. is the founding principal of Estate Law California APC. She is an experienced trust and probate litigator who helps clients navigate trust and estate litigation, financial elder abuse cases, and conte...

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Ginette Skelton

Real Estate Professional

Coldwell Banker Coastal Alliance

Long Beach, Lakewood, Seal Beach, Huntington Beach, Carson, Torrance, and Bellflower

Ginette assists families coordinate Trust and Probate Real Estate sales. California Department of Real Estate 01795366 Senior Real Estate Specialists, Certified Probate Specialist & National Association of Real Estate.

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James Sullivan

Licensed Professional Fiduciary

ConservaTrust Fiduciary Services

Southern California and in some instances, worldwide

We serve by assisting clients; manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel, or not feel the daily s...

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Jeff Wimbish

Financial Advisor

Kensington Investment Counsel

Southern California

Jeff has been the managing partner of Kensington Investment Counsel (K.I.C.) since January 2010 and has been a partner since 2000. Before joining K.I.C. in 1999, Jeff worked as a financial analyst at Credit Suisse First ...

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