Lisa C. Alexander
Top rated Estate Planning & Probate attorney in Santa Monica, California
Jakle, Alexander & Patton, LLP
Practice Areas: Estate Planning & Probate; view more
Licensed in California since: 1986
Education: University of Southern California Gould School of Law
Call today:
310-395-6555
Jakle, Alexander & Patton, LLP
1250 6th StreetSuite 300
Santa Monica, CA 90401 Visit website
Details
As a partner with the law firm of Jakle, Alexander & Patton, LLP, located in Santa Monica, California, attorney Lisa C. Alexander devotes her practice exclusively to estate planning, probate and trust administration, and conservatorships. A highly rated attorney with over 35 years of legal experience, Ms. Alexander provides the personalized attention her clients deserve in order to help them achieve their specific needs and goals regarding their future health care needs, final wishes and legacy planning, and protection of incapacitated persons entrusted to their care.
Certified by The State Bar of California as a legal specialist in estate planning, trust and probate law, Ms. Alexander is fully committed to her practice and delivering the highest level of assistance and support to those seeking to protect themselves and their loved ones for the future.
Active in her legal community, she is immediate past co-chair of the Los Angeles Estate Counselors Forum, and she holds memberships in the trust and estate sections for several state, local and regional bar associations, including The State Bar of California as well as the Los Angeles County Bar Association, the Santa Monica Bar Association and the Beverly Hills Bar Association.
Well-versed in her practice areas, Ms. Alexander regularly contributes to numerous publications involving estate and trust law, including Chapter Editor of CEB California Conservatorship Practice, and she conducts continuing legal education seminars throughout Southern California on topics related to trusts, estates, conservatorships, advance health care directives and other similar subjects. For many years, Ms. Alexander has written a monthly column for the Santa Monica Star Newspaper on all manner of topics related to Estate Planning.
Ms. Alexander began her legal career in 1986 after obtaining her Juris Doctor from the University of Southern California Gould School of Law and her license to practice from The State Bar of California. Dedicated to her local community as well as her legal practice, she serves as a current Director and past President of the Rotary Club of Santa Monica and serves on the Board of Governors of the Boys and Girls Clubs of Santa Monica. Lisa previously served on the Board of the Santa Monica Family YMCA. She is a member of the Santa Monica Breakfast Club, past Board member of the Western Los Angeles County Council of the Boy Scouts of America and has served on the Gift Planning Committee for Loyola High School.
Practice areas
Estate Planning & ProbateFocus areas
Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills
- 100% Estate Planning & Probate
First Admitted: 1986, California
Professional Webpage: https://www.jaklelaw.com/lisa-alexander/
- California State Bar, Trusts & Estates Section, Member
- Santa Monica Bar Association, Member
- State Bar of California
- Beverly Hills Bar Association, Member
- Los Angeles County Bar, Trusts & Estates Section, Member
- Estate Counselors Forum of Los Angeles, Past Co-Chair
- Certified Legal Specialist Estate Planning, Trust & Probate Law, The State Bar of California Board of Legal Specialization
- Past President Rotary Club of Santa Monica
- Boys and Girls Clubs of Santa Monica, Board Chair
- Santa Monica Breakfast Club, Past Board Member
- Santa Monica Family YMCA, Past Board Member
- Western Los Angeles County Council of the Boy Scouts of America, Past Board Member
- University of California, Los Angeles, B.A., Majors: Linguistics and French, 1981
- June, 2021 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Found Money - Unclaimed Property, 2021
- April 2024 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Can a Step-Child Inherit?, 2024
- February 2024 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Health Care Directive for Another Reason, 2024
- January 2024 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, A Tale As Old As Dinosaurs, 2024
- December 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Death and Taxes, 2023
- November 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, The Power of a Gift, 2023
- October 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Legacy Planning, 2023
- September 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Trust Accounting - Why and When, 2023
- August 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, To Amend or Restate? That is the Question!, 2023
- July 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Don't Set It and Forget It, 2023
- June 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Plan to Protect, 2023
- May 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Insure Your Money, 2023
- April 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Estate Planning Advice from Jimmy Carter, 2023
- March 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, How One Estate Became Three, 2023
- February 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Prepare Your Roadmap, 2023
- January 2023 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, 119 Distant Relatives Inherit, 2023
- December 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Transfer on Death Deed - DIY Beware, 2022
- November 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Operation London Bridge, 2022
- October 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Gifts - Timing is Everything!, 2022
- September 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Lost Trust, 2022
- August, 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Rights of Trust Beneficiary, 2022
- June, 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Estate Planning After Lockdown, 2022
- July, 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Trust Explainer, 2022
- May, 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Must You Accept An Inheritance?, 2022
- April, 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Separate Property or Community Property? It's Complicated!, 2022
- March, 2020 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Who Will See Your Will When You Die?, 2022
- February, 2022 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Increased Estate and Gift Tax Exemptions, 2022
- December, 2021 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Financial Elder Abuse, 2021
- November, 2021 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, End of Year Charitable Gifts, 2021
- October, 2021 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Ghostbusters - Who You Gonna Call?, 2021
- September, 2021 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, Incapacity - Who Decides?, 2021
- August, 2021 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, In Defense of Conservatorships, 2021
- July, 2021 Santa Monica Star Newspaper Column: "Planning Ahead" Topics related to Estate Planning, Author, A Tale of Two Estates, 2021
- Chapters 15 (Debts, Borrowing, Compromises, and Modifications of Obligations) and 20 (Compensation), 2021 Update Author, CEB - California Conservatorship Practice, California Conservatorship Practice, 2021
- Chapters 15 (Debts, Borrowing, Compromises, and Modifications of Obligations) and 20 (Compensation), 2020 Update Author, CEB - California Conservatorship Practice, Legal Professionals, 2020
- Chapters 15 (Debts, Borrowing, Compromises, and Modifications of Obligations) and 20 (Compensation), 2019 Update Author, CEB - California Conservatorship Practice, Legal Professionals, 2019
- Chapters 15 (Debts, Borrowing, Compromises, and Modifications of Obligations) and 20 (Compensation), 2018 Update Author, CEB - California Conservatorship Practice, Legal Professionals, 2018
- Chapters 15 (Debts, Borrowing, Compromises, and Modifications of Obligations) and 20 (Compensation), 2017 Update Author, CEB - California Conservatorship Practice, Legal Professionals, 2017
- Santa Monica Star Newpaper Column: "Planning Ahead" Topics related to Estate Planning, Author, It's All About The Stuff, 2021
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, The Problems with Emergency Wills, 2021
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Post Death - Checklists, 2021
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Take Your Property Tax With You When You Move, 2021
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, You Just Became a Trustee - Now What?, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, New Law Affecting Retirement Accounts, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Estate Planning for Remarriage, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Advance Health Care Directive, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Estate Plan Signing While "Safer At Home", 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Probate Just Got Worse - Time for a Living Trust, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Property Taxes on the Ballot, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Post-Death Access to Safe Deposit Box, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, What To Do After Someone Dies, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Distribution to Descendants, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Holiday Checks and Gifts, 2020
- Santa Monica Star Newspaper, Monthly Column: "Planning Ahead" Topics related to Estate Planning, Author, Trustee or Executor - Duty to Account, 2020
- Estate Planning Overview with Current Topics: Capital Gains, Property Taxes, Digital Assets and Medi-Cal Recovery, Presenter, Estate Planning Overview with Current Topics: Capital Gains, Property Taxes, Digital Assets and Medi-Cal Recovery, Culver Marina Bar Association, 2019
- Estate Planning, Contributing Author and Presenter, NBI [National Business Institute] The Ultimate Guide to Wills and Trusts - Pasadena, California - June 26, 2017, Trusts & Estates Professionals, 2017
- Estate Planning, Author, Santa Monica Star Newspaper: Estate Planning — Is Your Trust Funded?, 2017
- Estate Planning and Administration, Contributing Author and Presenter, NBI [National Business Institute] Estate Planning and Administration: The Complete Guide - Los Angeles, California - August 10, 2016, Trusts & Estates Professionals, Trusts & Estates Professionals, 2016
- Practical Issues of Advance Health Care Directives, Author and Presenter, Advance Health Care Directives - Beware of the Forms!, Santa Monica Bar Association, Santa Monica Bar Association On The Subject Of Advance Health Care Directives, 2010
- Sep 2017: Accidental Disinheritance
- Aug 2017: Estate Plan Check Up
- Jul 2017: Who Do You Trust To Be Your Trustee?
- Jun 2017: Estate Planning – How to Choose a Guardian for your Child
- May 2017: Estate Planning – Planning to be Remembered
- Apr 2017: Estate Planning – Not So Simple
- Mar 2017: Family Feud – Not Just a TV Game Show
- Feb 2017: Equalizing Children’s Inheritance
- Jan 2017: Password Protected
- Dec 2016: Family Matters
- Nov 2016: Preserving Your Legacy
- Oct 2016: Revocable Transfer On Death Deed
- Sep 2016: Treat Your Children Fairly
- Aug 2016: Estate Planning for Young Adults
- Jul 2016: Digital Estate Planning
- Jun 2016: Prince’s Squandered Legacy
Office location for Lisa C. Alexander
1250 6th Street
Suite 300
Santa Monica, CA 90401
Phone: 310-395-6555
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Top 50: Women Southern California Super Lawyers: 2019Certificates and credentials
Estate Planning, Trust & Probate Law
