Michael Walsh | Newport Beach Trust Lawyer


Michael Walsh Lawyer

Michael Thomas Walsh

Years Of Experience In Estate Planning

Estate, Trusts, Wills & Probate

www.walsh-lawfirm.com

800-256-1590


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Michael T. Walsh has practiced law in the area of estate planning for over two decades. Mr. Walsh has been designated as a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. In addition to his expertise in estate planning, Mr. Walsh also has vast experience in business planning, asset protection planning and drafting pre and post-marital agreements. Mr. Walsh is an active member of the California State Bar and holds memberships in the Orange County and Los Angeles County Bar Associations. Additionally, he is licensed to practice before the United States District Court and the United States Tax Court. Mr. Walsh is also licensed to practice law in the State of Pennsylvania.

Lawyer.com Member Questionnaire

Please describe a case(s) in the last year or two where you made a big difference.
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.

Position Organization Location Duration
OwnerMichael T. WalshNewport Beach, CA1985 - Present
School Degree Major Graduation
University of Pennsylvania Law SchoolJ.D. Law School1978  
Saint Joseph's UniversityMBA1970
State / Court Date
California1984
New York1980
Pennsylvania1974
  • 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
  • W. Foster Reeves Award for Trusts | University of Pennsylvania Law School | 1974
  • Business Insurance and Estate Planning | Business Insurance and Estate Planning | 1974
    Business Network International | Estate Planning | 2016
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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
(1974) Licensed as Attorney in Pennsylvania. Verified with Pennsylvania Bar Association.April 04, 2018
(1980) Licensed as Attorney in New York. Verified with New York State Unified Court System.April 04, 2018

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Fee: Call today to learn more about my fee structure.

Service Type: Private

Language: English

Update Date: 2018-02-22

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Michael Thomas Walsh
4425 Jamboree Rd
# 190
Newport Beach, CA 92660
33.663141,-117.857881

MAIN LOCATION

4425 Jamboree Rd
# 190
Newport Beach, CA 92660


Other Locations:
  • Laguna Niguel
    30011 Ivy Glenn Drive, Suite 112 Laguna Niguel, CA 92677
    Phone:  949-363-7500
    By Appointment Only

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