Practicing law in Santa Monica since 1971, John B. Jakle is an expert in the areas of probate, estate planning, trust administration, incapacity planning, conservatorships, guardianships, special needs trusts, Federal Estate and Gift Tax and property tax. John has handled virtually all aspects of estate planning, including family limited partnerships, and has extensive experience with respect to wealth management issues.
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Lisa C. Alexander is a partner of the Firm. Lisa received her undergraduate degree in Linguistics and French from UCLA and earned her JD from USC. Lisa is a Certified Legal Specialist in Estate Planning, Trust & Probate Law, certified by The State Bar of California Board of Legal Specialization. Lisa is a member of the Trusts & Estates Sections of the California State Bar, the Los Angeles County Bar, Beverly Hills Bar and Santa Monica Bar Associations.
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Courtney C. Patton is a partner with the firm where she practices in the areas of estate planning, trust administration, trust settlement, probate, conservatorships, legal entities and general business matters.
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Ramon Lamelas, Esq. is an associate attorney with the firm where he practices in the areas of estate planning, trust administration, trust settlement, probate, conservatorships, and legal entities.

Ramon is fluent in Spanish.
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Sarah Nichols is an associate with the firm practicing in the areas of estate planning, probate, and trust administration, conservatorships, and legal entities. Sarah joined the firm in 2012 as a summer law clerk and continued working for the firm after graduating from law school.
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Lori A. Cioffi practices in the areas of estate planning, incapacity planning, probate, trust administration, conservatorships, and legal entities.
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Jennifer Van Duzer focuses her practice in the areas of estate planning, trust and estate administration, entity formation, and tax and charitable planning.
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