The firm's focus is Estate Planning, Trust Administration, Probate and Corporate Law. We also do Pre-Nuptial and Post-Nuptial Agreements, Real Estate Law: Leases, Purchase and Sale Contracts, & Escrow Contracts. In addition, we will be happy to provide a referral to another attorney if a client has needs in an area that we do not handle.
The firm was established in 1985 in Pasadena, California, handling estate planning, trust administration and small business matters. I am a Certified Specialist in Estate Planning, Trust and Probate Law and the managing partner of the firm.
Establishing and maintaining estate plans for married couples with children, single individuals and domestic partners.
Estate Planning and multimillion-dollar real estate transactions for a widow, and multimillion-dollar trust contest.
1275 East Green Street
Pasadena CA 91106-2616
We offer a one-hour free initial consultation for estate planning.
Most Estate Planning services are quoted in advance for a fixed fee; other services are offered on an hourly rate with a quote beforehand.
Monday through Friday
8:30 a.m. to 5:30 p.m.
Jo Ann Davis
It allows me to give advice before there's a problem rather than after, which is much more satisfying.
It is a good idea for clients to learn as much as possible on the issues affecting them.
I do not review client-prepared documents as a rule. I will review documents prepared by other attorneys and give recommendations if changes need to be made.
I do not coach clients who want to represent themselves.
I worked at the law firm of Cook and Linden in Hollywood, California for ten years before starting my own firm in 1985, handling estate planning, trust administration and small business matters.
1) Teaching 22 years at the college level while practicing law allowed me to hone my communications skills.
2) In the early years I was involved in a wide variety of legal matters including Family Law and General Litigation, which provided insights and helped me to analyze situations to avoid litigation.
3) Losing both parents gave me a lot of empathy for my own clients who suffer losses and are grieving.
I am a good communicator with an ability to make people understand and feel comfortable about their estate planning work. I have a hands-on, personal style.Personal interests:
Hiking, Running, Cycling and Travel -- most recently to Nepal and Cambodia.
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