Who We Are

Who We Are2019-02-21T09:37:51+00:00

Purposeful Estate Planning for the Millionaire Next Door™

Curtis Kaiser

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

Curtis 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

Tracy J Roberts, Of Counsel Attorney

Tracy has been practicing Trusts and Estates Law since 1997. She is certified by the State Bar of California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law…more

Davis ZellmerDavis Zellmer, Of Counsel 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 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 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 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 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

Sarah Sees, Office Clerk

Sarah serves as the firm’s Office Clerk. Sarah is currently a student at Long Beach City College, and will be transferring to a four-year university in the Fall of 2019…more