About
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law offices of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law business enterprise with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park place in conjuntion with Randy Gardner, JD, LLM, MBA, CPA.
Leslie acquired her JD diploma from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law School Entertainment Law Review, acquired the American Jurisprudence Award for Excellence in Legal Research and Writing and the American Jurisprudence Award for Excellence in Ethical/Practical Lawyering, and changed into established as a member of the St. Thomas More Law Honor Society. She also served as a judicial extern for the Honorable Sheila Prell Sonenshine, Associate Justice on the California Court of Appeal.
Leslie has been granted the best rating of "10/10 Superb" via national independent score provider Avvo and the very best designation of "AV Preeminent" by prison directory Martindale Hubbell, which signifes her peers rank her at the highest level of expert excellence. She has been named through OC Metro Magazine as one of the area s pinnacle property making plans lawyers for three consecutive years.
Leslie is co-creator of the Estate Planning Considerations bankruptcy update for the State Bar of California Continuing Education of the Bar ebook Buy-Sell Agreements. She is also co-editor of the 2009 e book Estate Planning Strategies, Collective Wisdom, Proven Techniques, available on Amazon.com. She is a regular columnist on tax and estate planning subjects for The Journal of Financial Planning. Recent published articles encompass:
Selecting and Maintaining Appropriate Fiduciaries in an Estate Plan
The Portable Exclusion and the Vanishing Bypass Trust
Protecting Your Child s Inheritance: The Beneficiary-Controlled Trust
Tax Ramifications and Opportunties Under the New HealthCare Act
Keeping the Vacation Home inside the Family - Another Use for Limited Liability Companies
Are Your Client Files Clean?
Twelve Indicators You Need to Update Your Estate Plan
Right Strategies Can Maximize Your Charitable Gifts
Planning Opportunities in the Government s Response to the Economic Downturn
Many Estate Planning Strategies Provide Benefits in Low-Interest-Rate Environment
Leslie serves on the Board of Directors of the South Orange County Bar Association. She is likewise a member of the Trusts & Estates Section of the State Bar of California, the Real Property, Probate and Trust Section of the American Bar Association, the Trusts & Estates Section of the Orange County Bar Association, and the Orange County Estate Planning Council.
She is worried with the Alumni Board of Directors for the University of Southern California Marshall School of Business â Orange County Chapter, a member of the Deanâs Leadership Circle of the University of California, Irvine Paul Merage School of Business, a Fellow of the Orange County Bar Foundation Society of Fellows, Co-Chair of the Laguna Beach Community Foundation Professional Advisory Council, and serves on the Board of Directors of the Laguna Beach Rotary Club Foundation and Laguna Beach Seniors, Inc. She frequently speaks on estate making plans subjects for a whole lot of agencies and organizations, along with the California Society of Certified Public Accountants.
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Legal Issues
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
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State Bar of California Board of Legal Specialization
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