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Estate Planning Referrals

The HRC provides this list as a convenience to our website users.   Please note that the HRC is not responsible for any professional advisor’s conduct, statements, or advice or for the terms (including fee and payment terms) governing any engagement resulting from connections made through the resources listed below.  The HRC disclaims all liability for any damages or loss caused by the statements, conduct (professional or otherwise), actions or omissions of any advisor contacted through these resources.  You should make your own determination as to whether a specific advisor is qualified to meet your needs.  For more information about the HRC Estate Planning Partners, or to make updates to this list, please contact estateplanning@hrc.org.

State

California

Missouri

Colorado

Nevada

Washington, DC

New York

Florida

North Carolina

Georgia

Ohio

Illinois

Oregon

Kansas

Texas

Kentucky

Utah

Massachusettes

Virginia

Maryland

Washington


Arizona


California

  • Wendy Beerbower
    Vice President, Sales
    Equity Key
    4th Floor
    8880 Rio San Diego Drive
    San Diego, CA 92108
    (619) 400-8961
    wbeerbower@equity.key.com
    http://www.equitykey.com/

  • Scott D. Fisher
    Attorney at Law
    Law Offices of Scott D. Fisher
    Suite 1650
    6500 Wilshire Boulevard
    Los Angeles, CA 90048
    (323) 944-0011
    scott@scottfisherlaw.com
    http://www.scottfisherlaw.com/

  • Deb L. Kinney
    Attorney at Law
    DLK Law Group PC
    Suite 1150
    One Bush Street
    San Francisco, CA 94104
    (415) 693-0550
    deb@dlklawgroup.com
    http://www.dlklawgroup.com/

  • Daniel W. Lass
    Financial Advisor
    Merrill Lynch
    74-800 Highway 111
    Indian Wells, CA 92210
    (760) 862-1462
    dan_lass@ml.com

  • Michael E.S. McCarthy
    Bankers Trust Co.
    Suite 3950
    300 South Grand Avenue
    Los Angeles, CA 90071-3109
    (800)786-8574

  • Karl A. Pettijohn
    Senior Vice President - Investments
    Private Wealth Advisor
    UBS Fnancial Services, Inc.
    Suite 3000
    2029 Century Park East
    Los Angeles, CA 90067-3015
    (310) 772-7054
    karl.pettijohn@ubs.com
    http://www.ubs.com/

  • Linda M. Scaparotti
    Attorney at Law
    Law Offices of Linda M. Scaparotti
    Suite 2000
    180 Montgomery Street
    San Francisco, CA 94104-4205
    (415) 434-9600
    linda@scaplaw.com
    http://www.scaplaw.com/

  • David J. Taborelli
    Senior VP Investment Officer
    Wachovia Securities 
    Suite 1600
    620 Newport Center Drive
    Newport Beach, CA 92660
    (800) 779-6955



Colorado


Washington, DC


Florida


Georgia


Illinois


Kansas


Kentucky


Massachusettes

  • Lorraine A. Hart
    Hart & Patterson Financial Services, LLP
    19 Research Drive
    Amherst, MA 01002-2720
    (413) 253-9454
    lorraine@hartpatterson.com


Maryland


Michigan


Minnesota


Missouri

Nevada


New York

 

North Carolina

  • Stephen M. Coons
    Attorney at Law
    801 Wild Turkey Place
    Wilmington, NC 28405-4265
    (404) 846-0700

  • T. Michael Godley
    Attorney at Law
    Thomas,Godley & Childers, PA
    Suite 421
    514 Williamson Road
    Mooresville, NC 28117
    (704) 663-1600
    mike@tgclaw.com
    http://tgattorneys.com/index.html

  • Lorraine D. Johnson
    Financial Advisor
    Principal Financial Group
    Suite 250
    1616 East Millbrook Road
    Raleigh, NC 27609
    (919) 755-8673
    johnson.lorraine@principal.com

  • Ronald P. Johnson
    Attorney at Law
    Johnson, Peddrick & McDonald, PLLC
    Suite 300
    440 West Market Street
    Greensboro, NC 27401-2252
    (336) 574-9720
    rjohnson@jplegal.net
    http://www.jplegal.net/

  • Jeffrey G. Marsocci
    Attorney at Law
    The Law Offices of Jeffrey G. Marsocci
    Suite 102
    8406 Six Forks Road
    Raleigh, NC 27615-3075
    http://www.livingtrustlawfirm.com

  • Kendall H. Page
    Attorney at Law
    Page & Page Attorneys
    210 North Columbia Street
    Chapel Hill, NC 27514-3505
    (919) 942-4161
    mendall8@aol.com

 

Ohio


Oregon


Pennsylvania


South Carolina


Texas


Utah

  • Jane A. Marquardt
    Attorney at Law
    Marquardt & Fadel 
    PO Box 159
    Centerville, UT 84014-0159
    (801) 693-2680


Virginia


Washington