About Samuel
Samuel has extensive experience in trust and estate matters, including transactional and litigation concerns as well as guiding clients through Trust and probate estate administration.
In addition to his legal experience, Samuel previously worked as a life insurance agent, registered investment advisor, and compliance officer for a Fortune 100 company.
Samuel’s background in the drafting of estate plans, along with his experience in Trust and estate administration and litigation and the insurance and financial planning arenas, allows him to evaluate his client’s situation in a holistic manner that examines not only their short-term goals, but also to identify – and avoid – potential roadblocks in his clients’ long-term plans.
Curious about taking the Next Step?
Areas of Expertise
Wills
A simple Estate Plan that provides instructions for the distribution of your assets
Trust
A flexible and powerful Estate Plan that can be customized for your goals and objectives
Charitable Planning
Create a lasting gift that benefits the organizations and community you support
Asset Protection
Build a strategy that provides guidance for your children, grandchildren, and more
Powers of Attorney
Prepare a safety net for your financial world that matches your personal values
Advance Medical Decisions
Retain control of your medical choices when you are unable to speak for yourself
Client Testimonials
Still Have Questions?
If you have questions and are not sure what to do next, call our offices or complete this form to schedule a brief consultation. Our office hours are between 9:00 am and 6:00 pm PST