Amy is a partner at Webster Kaplan LLP and the Chair of the firm’s Estates and Trusts Department. For over 25 years, Amy has represented individuals and families in the areas of estate planning, Probate and trust administration. In addition, Amy has extensive experience handling business transactional matters.
Amy works closely with her clients to design and implement estate plans that can be efficiently administered and are consistent with each client’s values and objectives. Amy represents individuals and married couples with the preparation of various estate planning documents, from revocable trusts, advance health care directives and powers of attorney to more sophisticated wealth transfer methods such as, generation skipping trusts, irrevocable trusts, special needs trusts, grantor retained annuity trusts, and sales to intentionally defective grantor trusts.
Amy assists trustees of trusts in the administration of trusts and estates after the death or incapacity of the creator of the trust. Further, she has successfully probated estates in various courts throughout Southern California, including Los Angeles County, Orange County and Ventura County. Amy’s clients consistently appreciate her patience and compassion.
Amy’s extensive experience handling business transactional matters ranges from the formation of various entities, drafting contracts for these entities to dissolving the entities when necessary. This experience allows her to understand how the issues arising in business may affect the wealth transfer questions in her estate planning practice.
Amy is a member of the Los Angeles County Bar Association and the Beverly Hills Bar Association. She graduated from the University of Illinois College of Law and has attained an “AV” peer rating from Martindale Hubbell, the national directory of attorneys, indicating preeminent legal ability and the highest ethical standards.
Prior to joining Webster Kaplan LLP, Amy was a founder of Jacobs & Browning, Inc. and a shareholder of its predecessor entity, Glassman, Browning, Saltsman & Jacobs, Inc. a boutique law firm that was located in Beverly Hills from 1968 to 2016.