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Laurie Dettelback

LAURIE DETTELBACK joined the Firm in 2019 and is responsible to the Firm’s Estate Planning, Probate and Trust Administration Practice Group attorneys to assist with their preparation of estate plans and trust administration matters. Laurie also provides further support with file management, including maintaining client contact throughout the process and preparing ancillary documents for decedent's estates.

 

Laurie’s career in this area started 20 years ago. She advanced over the years to a position as Vice President of a local trust company specializing in Irrevocable Trusts and Individual Retirement Accounts and was the fiduciary trustee for the administration of over 300 trusts with approximately 225 high-network family relationships.  Her position as a fiduciary required her to review, analyze, summarize and make decisions for the collection of all assets and their distribution.  She has prepared all documents required for Probate and attended Probate hearings to assist the responsible attorneys.  Laurie also developed an expertise with respect to the accounting and distributions of IRAs and other retirement funds.  She resides in Huntington Beach with her family.

Areas of Practice

Estate Planning
Trust Administration

Education

Douglass College, Rutgers University – Bachelor of Arts
CTFA - Certified Trust and Financial Advisor
CISP - Certified IRA Services Professional