background

Lawrence Davis is a private practice attorney specializing in Estate Planning, Probate and Trust Administration for people with an accumulated net worth in excess of $500,000. He has been practicing exclusively in this area since 1985.

Because of his education and training, Larry is uniquely qualified to help people. In addition to receiving his Bachelor’s and Master’s Degrees from UCLA, he has earned many advanced professional financial planning credentials and degrees (AEP®, CLU®, CFP® ChFC® and MSFS), which enable him to better coordinate the Estate Plan with his client’s other financial advisors. He is one of only 850 attorneys in California who have earned the “Certified Specialist” accreditation.

The firm provides counsel in estate planning, trusts, probate and estate taxation matters. Estate planning services include drafting of wills, trusts (both revocable living trusts and irrevocable trusts), and related documents; creation and implementation of gifting programs; development of plans for the effective use of life insurance; integration of pension and profit-sharing plan benefits and individual retirement accounts within the estate plan; and integration of prenuptial and other marital agreements. The firm advises owners of closely-held businesses regarding strategies for transferring business interests to children and grandchildren. Our services also include advising clients about charitable giving programs, and drafting charitable remainder and charitable lead trusts.

Contact

Law Offices of Lawrence Davis

Phone: (818) 366-2470
E-mail: frisbee@alumni.UCLA.edu

AREAS OF PRACTICE

Los Angeles, Ventura, Orange, Riverside, San Bernardino, San Diego

EDUCATION

UCLA – B.S. – 1977 – Biochemistry

UCLA – M.S. – 1979 – Biological Chemistry

Southwestern university School of Law – 1985 – JD

The American College – Master of Science in Financial Services – 1986

Professional Associations and Memberships

State Bar of California

Experience

Well over 1,000 estate planning cases ranging from $250,000 net worth to upwards of $30MM, covering single and married persons with/without children/grandchildren.