Michael Walsh | Newport Beach Trust Lawyer
Michael Thomas Walsh
Years Of Experience In Estate Planning
Estate, Trusts, Wills & Probate
- Law Office: Michael T Walsh
- Law School: University of Pennsylvania Law School, J.D. 1978
- Status: In Good Standing
- Licensed: 49 years
800-256-1590 Showcase Page
VERIFIED ✓
- Profile LAWPOINTS™73/ 100LAWPOINTS™ measure the overall completeness of a Lawyer's profile. More complete profiles are ranked higher and help visitors select the right lawyer faster.
We help paid Members build more complete and informative profiles.
LAWPOINTS™ do not measure a Lawyer's reputation.
More Info for Lawyers - No Misconduct Found ✓
- Reviews Pro Bono Cases ✓
introduction
QUESTIONNAIRE
1. I had a case with a married couple with no children. A lady in her late 70s with stage 4 cancer with a short time to live. Her older husband near 90 was also partially blind. I did a house call on a Wednesday even though I had planned to take a day off for my birthday to review their situation and prepare an estate plan design which included some disinheritances. I drafted the documents later the same day into the evening. I went out to have the documents (a complete estate plan, trust, wills and powers of attorney) signed the next day, On Thursday. The lady died the next day - Friday evening. In essence I do what I can to help my clients. 2. I have settled several trust administration cases with negotiation of conflicts without having to go to court - saving time and money for the clients.
How did you build a successful practice?I initially did occasional seminars and tried consistent advertising in reputable venues. Since then, I rely on word of mouth and referrals from existing clients and referrals sources such as other professionals.
What should clients look for in a lawyer?Someone who thoroughly gathers the facts and kicks every tire as he or she guides the client as to all of their options so the lawyer becomes a guide and allows the client to make decisions. As far as estate planning is concerned, the use of a lawyer who is certified by the State Bar of California as a Specialist in Estate Planning Trust and Probate, which I have been for the past 16 plus years.
How important is local knowledge to the success of your cases?Although Federal gift, estate and income tax laws are a big factor in proper and thorough estate planning. State income tax laws are also very important but a lot of people overlook property tax (preservation of Prop 13) considerations, not only for the immediate heirs but setting up a plan which allows the next and succeeding generations to also have the opportunities to allocate Prop 13 preservation among themselves without re-assessments.
What information can you provide in a free phone consultation?In a free phone consultation I try to get acquainted with the potential client and his or her family situation and let them know how I work and how my fees are calculated (generally hourly plus costs).
What information do you need in a free phone consultation?The client's description of what they think their issues are and then I probe to get the greater context.
What differentiates you from other lawyers in your community?As I stated, I am certified by the California State Bar as a Specialist in Estate Planning, Trust and Probate. In addition, I have an undergraduate degree in Accounting, plus an MBA in Finance from Wharton Graduate School and my J.D. from the University of Pennsylvania. I now have other 33 years of experience in California as an estate planning attorney.
What is the most rewarding aspect of your job?Making a difference for each client and their families going forward, giving peace of mind to a client that he or she or they have been able to focus on their needs, and arriving at a flexible solution that addresses all conceivable issues
What are your other interests in addition to law?Learning languages (French is my second language) as well as familiarity with Spanish, German and Italian, history, gardening, and traveling.
Are you involved in your community?I am involved in my church and with my neighbors.
Experience
Position | Organization | Location | Duration |
---|---|---|---|
Owner | Michael T. Walsh | Newport Beach, CA | 1985 - Present |
Education
School | Degree | Major | Graduation |
---|---|---|---|
University of Pennsylvania Law School | J.D. | Law School | 1978 |
Saint Joseph's University | MBA | 1970 |
Admission
State / Court | Date |
---|---|
California | 1984 |
New York | 1980 |
Pennsylvania | 1974 |
Associations
- The Orange Catholic Foundation. | Founding Directors | 2010 - Present
California Bar Association | Member | 1989 - Present
Pennsylvania Bar Association | Member | 1975 - Present
Saddleback Health Foundation in Laguna Woods | Director & President | 2015 - 2016
Honors & Awards
- W. Foster Reeves Award for Trusts | University of Pennsylvania Law School | 1974
Cases
Publications
- Business Insurance and Estate Planning | Business Insurance and Estate Planning | 1974
Business Network International | Estate Planning | 2016
Office Hours
Sun. | Mon. | Tue. | Wed. | Thu. | Fri. | Sat. |
---|---|---|---|---|---|---|
8:00 am - 5:00 pm | 8:00 am - 5:00 pm | 8:00 am - 5:00 pm | 8:00 am - 5:00 pm | 8:00 am - 5:00 pm |
Verified Credentials
Michael Thomas Walsh has been a Premium Member since April 04, 2018.
Lawyers with longer memberships tend to have more experience so we use the Membership date to help prioritize lawyer listings on search pages.
Verified Credentials | Date Verified |
---|---|
(1984) Licensed as Attorney in California. Verified with California Bar Association. | April 04, 2018 |
(1980) Licensed as Attorney in New York. Verified with New York State Unified Court System. | April 04, 2018 |
(1974) Licensed as Attorney in Pennsylvania. Verified with Pennsylvania Bar Association. | April 04, 2018 |
Above credentials have been verified independently by Lawyer.com.
As a service to our visitors and members, Lawyer.com displays the credentials for Premium Lawyer Profiles which Lawyer.com has independently verified. These are displayed at the at the 'Verified Credentials' table. Lawyer.com independently verifies these credentials when a lawyer signs up for a Premium Lawyer Profile. Each Premium Profile lawyer also certifies that they are licensed to practice as an attorney in their state, that they are in good standing with their applicable bar, and that they will notify Lawyer.com if this changes while they have an active profile.
Learn More
Legal Articles
Peer Endorsements
Additional Info
Fee: Call today to learn more about my fee structure.
Service Type: Private
Language: English
Update Date: 2018-02-22
Lawyer.com has verified the credentials of this lawyer. To recommend or link to this lawyer as a trusted attorney, we have provided a list of sample links. Please choose the one that meet your needs.
Image Link 1
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541i.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Image Link 2
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541p.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Image Link 3
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541f.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Image Link 4
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541v.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Image Link 5
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541d/featured-medium.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Image Link 6
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541d/verified-medium.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Image Link 7
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541d/featured-small.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Image Link 8
<div id="Lcom"><a href="//www.lawyer.com/michael-t-walsh.html"><img alt="Lawyer.com" src="//www.lawyer.com/seal/1952541d/verified-small.png"></a></div><script type="text/javascript" src="//www.lawyer.com/seal.js"></script>
Text Link 1
<div id="Lcom" style="width:250px;text-align:center;background-color: #fbaa02;padding:3px;"><a href="http://www.lawyer.com/michael-t-walsh.html" style="color: #fff;text-decoration:none;size: 12px;">Lawyer.com Featured: Michael Thomas Walsh</a></div> <script type="text/javascript" src="http://www.lawyer.com/seal.js"></script>
Text Link 2
<div id="Lcom" style="width:250px;text-align:center;background-color: #fbaa02;padding:3px;"><a href="http://www.lawyer.com/michael-t-walsh.html" style="color: #fff;text-decoration:none;size: 12px;">Lawyer.com Verified: Michael Thomas Walsh</a></div> <script type="text/javascript" src="http://www.lawyer.com/seal.js"></script>
Change History
4425 Jamboree Rd
# 190
Newport Beach, CA 92660