Who We Are

Who We Are 2018-08-12T14:32:21+00:00

Purposeful Estate Planning for the Millionaire Next Door™

Curtis Kaiser

Curtis Kaiser,  Board Certified Specialist in Estate Planning, Trust & Probate Law

Curtis Kaiser is a longtime Belmont Shore attorney and a Board Certified Specialist in Estate Planning. His practice is focused exclusively on estate planning and business law with a special emphasis on serving the planning needs of entrepreneurs and other “millionaires next door”… more

Davis ZellmerDavis Zellmer,  Associate Attorney

Davis grew up in Long Beach, California. He earned his Bachelor of Science degree in Biology from the University of California, Los Angeles and is a passionate Bruins supporter. He earned his law degree from Thomas Jefferson School of Law… more

Lorie Salcedo,  Client Relationship Director

Lorie Salcedo joined the firm eleven years ago as a part-time assistant and currently serves as our office’s client relationship director. Lorie is our clients’ first point of contact… more

Claire Hoxie, Administration Consultant

Claire Matalon Hoxie serves as the firm’s administration consultant. She is a Certified Legal Administrator by the national Association of Legal Administrators…. more

Jennifer MacDonnell, Paralegal

Jennifer MacDonnell serves as an Estate Planning, Probate and Trust Administration Paralegal at the firm. She pursued her career as a Paralegal after a long and prosperous career in the…more

Shane MirghanbariShane Mirghanbari, Paralegal

Shane Mirghanbari serves as an Estate Planning, Probate and Trust Administration Paralegal at the firm. He received his Bachelor of Arts in Social Ecology from the University of California Irvine with…more

Eva Drexler, Legal Clerk

Eva Drexler serves as the firm’s Legal Clerk. She is currently a student at California State University Long Beach completing her bachelor’s degree in Human Development…more