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  • Practice Areas
    • California Estate Planning
      • California Estate Planning
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      • Elder Law, Elder-Care, Medi-Cal Planning
      • Special Needs Attorneys & Special Needs Trusts
      • Asset Protection California
    • Trust Administration
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  • Events
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    • Asset Protection
    • Spouses Divorce Blended Families
    • Tax Planning, Estate Taxes, Charitable Trusts
    • Prop 13 & Prop 19 Property Taxes
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  • About
    • Our Team
      • Diego Alvarez-Miranda
      • Jan Copley
      • James L. Cunningham, Jr., Esq.
      • Philip R. Diamond
      • John M. Goralka
      • Dean Holter
      • Tasha K. Jahn
      • Sarah Kern
      • Rachelle Lee-Warner
      • Michelle C. Lerman
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  1. Home
  2. Our Legal Team

OUR LEGAL TEAM

Our attorneys work as a team to guide savvy, caring families in the protection and transfer of multi-generational wealth.
Jim Cunningham

James L. Cunningham, Jr
Partner and CEO

Tasha Jahn Headshot 1

Tasha K. Jahn
Managing Partner

Rachelle 1

Rachelle Lee-Warner
Partner

Diego Miranda

Diego Alvarez-Miranda
Attorney & Head of Business Dept.

Cropped For Home Page2

Dylan Recht
Attorney, Estate Planning

Janice Lee Shen Estate Planning Attorney 1

Janice Lee Shen
Attorney, Trust Administration

Lisa 1

Lisa Mann
Attorney, Trust Administration

Sarah Kern

Sarah Kern
Attorney, Estate Planning

Lana White

Lana Osokina
Attorney, Estate Planning

William Plevy

William Plevy
Attorney, Business

Angela Guolin Li Estate Planning Attorney

Guolin “Angela” Li
Attorney, Estate Planning

Dean Holter

Dean Holter
Business Planning Attorney

Jan Coplay

Jan Copley
Of Counsel

Philip Diamond

Philip R. Diamond
Of Counsel

Attorney Michelle C. Lerman

Michelle C. Lerman
Of Counsel

John Palley

John B. Palley
Of Counsel

John M Goralka

John M. Goralka
Senior Counsel

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