Family estate planning and asset protection takes the skills of both highly qualified financial AND legal advisors. It is truly rare to find them at one company or law firm in California, let alone in one individual.
Thomas McKenzie is a special kind of attorney. He is the founder of McKenzie Legal and Financial, a premium law firm serving clients in Los Angeles and Orange County. Mr. McKenzie a member of the California State Bar (the Trust and Estates section of the bar), an active member of the National Academy of Elder Law Attorneys, Elder Counsel, and one of the accredited attorneys by the United States Veterans Administration. He is also a Registered Financial Consultant, a Series 7 licensed securities broker, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative. You may also see him as a trust administration lawyer in Orange County and Los Angeles, California.
With over 20 years of experience as a financial advisor and estate planning attorney, Mr. McKenzie is uniquely qualified to handle your legal matters AND financial needs. When Mr. McKenzie helps you, you get the most comprehensive estate planning services to protect you and your family’s assets today, and as you and your loved ones age. Learn more about Mr. McKenzie, our certified estate planning lawyer in California.
Estate Planning Attorney in Los Angeles and Orange County – Helping You Prepare For The Future
Mr. McKenzie is an expert in lawyer-client dialog, providing full service estate planning representation and legal advice in Los Angeles and Orange County. He is very transparent and gives a personal guarantee to all of his clients on estates, trusts, probate, guardianship, tax planning, and litigation. Each and every Living Trust, Durable Power of Attorney and other estate planning documents, is PERSONALLY drafted by him in accordance with your unique circumstances and limited scope.
If you need legal advice or for more information about creating or evaluating a Living Trust, contact our office today. Our trust attorney in Orange County and Los Angeles can also help with elder law services and medi-cal planning needs. Thomas McKenzie’s lawyer profile reviews and Avvo rating are proof that he is very experienced in court and well-versed with the California Estate Planning Law.