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.
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.
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.
Camden DeLong
Managing Attorney
Generations Trust & Estate Planning
South Bay, Long Beach, and Orange County
IN-HOME meetings and document signings, making it very easy for people to get their affairs in order and protect their families.
Catalina Reynoso
Elder Law Attorney
Catalina Reynoso Law
Los Angeles and Orange County
Catalina Reynoso is an elder law attorney who practices in the areas of estate planning, conservatorships, probate, and Medi-Cal planning. Catalina is passionate about community educating and presents throughout Los Ange...
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.
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...
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.
Christine Bird
Senior Living Advisor
Senior Living Placements
LA County Orange County
I worked in senior living for 11 years at the top local businesses in assisted living, independent living and in home care. Now I am proud to have started my own company helping families select the right housing and care...
Cordelia Sotelo
Family Medicine Physician | Founder & Personal Physician at New Cadence
New Cadence Healthcare
Long Beach, Signal Hill, Seal Beach, Lakewood, Los Alamitos, and the Greater Southern California region.
New Cadence Healthcare offers concierge-style, membership-based primary care in Long Beach for adults, families, and busy professionals. Founded by Dr. Cordelia Sotelo, a board-certified physician with nearly 20 years of...
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...
Curtis Kaiser
Board Certified Specialist in Estate Planning
Kaiser Law Group
Long Beach, Los Angeles County, Orange County
Purposeful Estate Planning for the Multi-Millionaire Next Door® -- TIGER 21 Chair (Los Angeles & Newport Beach). Our Legacy Program currently serves 120 client families on an ongoing basis.
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);...
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.
Dave Dumalski
Real Estate Broker/General Contractor/Property Manager
White Realty Associates
Los Angeles, Orange, Riverside, San Diego, and Ventura Counties.
Combining over 30 + years of experience in real estate sales, investment property management and renovations, Dave knows how to maximize a properties value. Let him help provide a solution for all your Real Estate matter...
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...