Anderson Law | Orange County Trusts and Wills
Estate Planning Options
Shauna R. Anderson is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law, a designation earned by fewer than 100 of the 15,000 licensed attorneys in the County. Shauna is experienced in living trusts, generational wealth planning, trust administration and asset protection. Shauna has personally helped over 3,000 families establish estate plans.
Shauna has a passion to get to know each of her clients personally.
Shauna has a passion to get to know each of her clients personally. This allows her to have a better understanding of her client’s goals which generally include planning for a period of incapacity, probate avoidance, family wealth preservation, government benefit eligibility and planning, and the reduction or elimination of estate, gift and other tax consequences.
Some of the trust projects include various revocable and irrevocable trusts (e.g. Dynasty Trusts, Multi-Generational Trusts, Intentionally Defective Grantor Trusts (IDGTs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Medi-Cal Trusts, Individual Retirement Account [IRA] Beneficiary Trusts, Special Needs Trusts, etc.). Shauna also enjoys educating and assisting successor trustees when it is time to wind down the estate during the trust administration process.
When Shauna is not in the office she enjoys spending her free time with her husband and her three small children, Kaitlyn, Luke and Aubrie. They enjoy camping, sports and spending time as a family.