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Santa Monica - Attorney |
Specialties: Estate Planning, Probate, Trusts, Conservatorships |
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Lisa Alexander - Jakle & Alexander, LLP
I practice in the areas of estate planning, probate, trust administration, conservatorships, and guardianships. My office is located in Santa Monica, California, serving clients throughout the westside and beyond.
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(310)395-6555
(310)458-1959 Fax
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1250 6th Street Santa Monica, CA 90401-1612 -
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| Profession |
Attorney |
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| Specialty |
Estate Planning, Probate, Trusts, Conservatorships |
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| Group |
BH3 |
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| Business Name |
Jakle & Alexander, LLP |
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| Title |
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| Address |
1250 6th Street Suite 300 Santa Monica, CA 90401-1612
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| Work Phone |
(310)395-6555 x305 |
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| Fax |
(310)458-1959 |
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| Web Site |
www.jaklelaw.com |
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| Member Since |
2/2011
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I am a partner in a 3-attorney law firm located in Santa Monica, California. We are dedicated to serving clients primarily in the areas of estate planning, probate, trust administration, incapacity planning, conservatorships, guardianships, special needs trusts as well as legal entities (with special experience in Family Limited Partnerships) and general business matters.
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I provide legal services in the areas of estate planning, probate, trust administration and trust settlements, conservatorships and guardianships.
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Our estate planning practice serves individual clients with a range of wealth from high net worth to more modest estates. We represent both individuals and corporate fiduciaries in our probate and trust practice. We handle estates both large and small with no absolute minimum size requirement.
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I support other attorneys, accountants, investment managers and real estate professionals whose clients do not have current and up to date estate plans in place (usually after discovery that assets are held in the client's individual name.) I work with real estate professionals to clear title to real property held in the name of a deceased owner. I represent banks as Trustees, Conservators and Personal Representatives of decedents' estates.
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| Social Clubs |
Sigma Kappa Sorority
LA Leggers
Santa Monica Rotary Club
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| Charities |
YMCA Helpguide.Org Gift Plann'g Council Loyola HS Boy Scouts
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| Graduate Degrees |
JD, USC, 1985
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| College Degrees |
BA, Linguistics and French, UCLA 1981
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Speaking/Teaching
Experience |
Santa Monica Bar, Summer 2010
Loyola High School, Spring 2010
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| Organizations |
LA Co Bev Hills & Sta Monica Bar
Estate Counselors Forum
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| License Number |
State Bar No. 122975
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