Richard J. Albrecht
Richard J. Albrecht, the founding partner of the firm, is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He received his law degree from the University of Minnesota Law School and his LL.M. (in Taxation) from the New York University Law School. Rick has been selected to the Southern California Super Lawyers list, which designates the top 5 percent of the lawyers in Southern California in each area of specialty. Rick has also been rated as an AV Preeminent Lawyer by Martindale Hubbell, the highest ranking available.
Colleen Barney became the youngest Certified Specialist in Estate Planning, Trust and Probate Law in 1996. She is a graduate of Central Michigan University, magna cum laude, and the University of Michigan Law School. Colleen received her LL.M. (in Taxation), cum laude, from the University of San Diego School of Law. Colleen has been quoted in the Wall Street Journal, the New York Times, TIME and Money. She has also appeared on CNBC’s “Squawkbox,” CNNfn and the “Wall Street Journal Report.” Colleen is the co-author of the book, “Best Intentions: Ensuring Your Estate Plan Delivers Both Wealth and Wisdom.” Colleen has been selected to the Southern California Super Lawyers list. Colleen has also been rated as an AV Preeminent Lawyer by Martindale Hubbell.
Colleen competes under the Masters Division of the USA Track & Field Program. Colleen is a world champion in the 100 meters and a four time national champion in the 100 meters, 200 meters and 400 meters in her age group.
Anson T. Cain
Anson T. Cain counsels clients on basic and advanced estate, gift, and income tax planning arising in the areas of wealth succession, and business and charitable planning. Anson is a certified specialist in Estate Planning, Trust, and Probate law by the State Bar of California, has lectured at the Notre Dame Tax and Estate Planning Institute, and serves as an adjunct professor of law, teaching Estates & Trusts at Western State College of Law.
Anson graduated from Point Loma Nazarene University, in San Diego, California, where he received a Bachelor of Arts, cum laude, in Accounting and Business Administration. While in college, Anson was an NAIA All-American Scholar Athlete, and also served as President of the Student Accounting Society. Anson graduated from Pepperdine University School of Law, in Malibu, California, where he received his Juris Doctorate and a Certificate in Dispute Resolution from the Straus Institute for Dispute Resolution. While in law school, Anson published a law article with the Journal of The National Association of Administrative Law Judiciary, and later became its Editor-in-Chief. Following law school, Anson received his LL.M. in Estate Planning from the University of Miami School of Law, in Coral Gables, Florida.
Anson lives in Irvine, California, with his wife, Lindzey, and their dog, Magic. When not cooking, visiting Disneyland, or spending time with family, Anson contributes his time to the University of California, Irvine, serving on the executive council of its Diabetes Center.
David P. Collins
David P. Collins graduated, cum laude, from Chapman University School of Law after attending Chapman University for his undergraduate degree. Dave focuses on succession planning and business transactions connected to estate and gift tax planning. Before law school, Dave spent nearly a decade working for the major record label Capitol Records in Hollywood. In addition to his work at the firm, Dave serves as counsel for the non-profit, Western Community Housing, Inc.
Haley E. Gorman
Haley E. Gorman graduated from Vanguard University of Southern California, cum laude. She was team captain of her collegiate softball team where she was awarded the NAIA Scholar Athlete, the Golden State Athletic Conference Scholar Athlete, and the NFCA All American Scholar Athlete. Haley received her law degree and Straus Institute Certificate in Dispute Resolution from Pepperdine University School of Law. In law school, Haley was awarded the Scott H. Racine Award for Excellence in the Study of Taxation. Haley received her LL.M. in Estate Planning from the University of Miami School of Law where she graduated top of her class.
David J. Hornung
David J. Hornung received his undergraduate degree from the University of Southern California, and his law degree from Western State University with an emphasis in estate and gift taxation. David has over twenty-five years of experience planning estates of all sizes, advising on all matters related to estate and gift tax, and trust administration and probate. Prior to joining the firm, he spent time in private banking where he used his legal experience to educate the banks’ biggest clients on matters relating to their specific financial picture and ultimate estate planning goals. David was born and raised in Orange County and currently lives in Laguna Niguel with his wife Holly and his three kids. In addition to his work at the firm, David is a member of the Order of Malta, a Catholic military order dedicated to serving the sick and the poor.
Jillian C. Kinsey
Jillian C. Kinsey is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Jill graduated, cum laude, from the University of California, Irvine and was a member of Phi Beta Kappa. She received her law degree from Chapman University’s Fowler School of Law. Prior to becoming a partner, during law school, she clerked at the firm and acquired knowledge of all aspects of estate planning, trust administration, and probate. Jill serves as a frequent faculty speaker for the National Business Institute with respect to their estate planning programs.
Nicholas Kmetz received his undergraduate degree from University of California, Santa Barbara, and graduated, cum laude, from Chapman University’s Fowler School of Law. While in law school, Nick clerked at the firm and gained valuable insight and experience in estate planning. He also served as president of Chapman University’s St. Thomas More Society chapter and continues to volunteer regularly with the St. Thomas More Society. Nick was born and raised in Orange County, and except for his four years at UCSB, has lived in Orange County his entire life.
Charles Morris graduated, cum laude, from Pepperdine University School of Law after attending both Long Beach State University and the University of Southern California. He currently serves as an Adjunct Professor of Law at Chapman University’s Fowler School of Law. Chuck has over 30 years experience working with the Internal Revenue Service in the Estate and Gift Tax division. From 2000 until joining the firm, Chuck was the Director of the entire Western region of the Estate and Gift Tax Section of the Internal Revenue Service.
Eric Raines received his law degree from Yale Law School and is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Eric earned his undergraduate degree at the University of Texas. His practice is focused on estate planning, business succession planning, charitable giving, trust administration, probate, and related litigation. Prior to joining the firm, Eric founded his own trust and estates law firm, worked at Gibson, Dunn & Crutcher, LLP, and prosecuted cases as a Deputy District Attorney in Las Vegas. He teaches a class on Estate Planning at University of California, Irvine, and has created and run a 501(c)(3) nonprofit organization. Eric is admitted to practice in California and Nevada.
Daniel J. Sullivan
Daniel J. Sullivan graduated from Pepperdine University, cum laude. Danny received his law degree from Pepperdine Caruso School of Law, in Malibu, California. While in law school, Danny served as a research assistant to the editor of the ACTEC law journal, gaining valuable insight into various and complex issues arising in estate planning. Following law school, Danny received his LL.M. in Estate Planning from the University of Miami School of Law, in Coral Gables, Florida, where he graduated top of his class. Prior to joining the firm, Danny worked at two law firms in Pasadena, California, where he counseled clients on basic and advanced estate, gift, and income tax planning, as well as various property tax issues for both residential and commercial properties.