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CHERYL L. BARRETT


Position Areas of Practice Education
Affiliations

CHERYL L. BARRETT is a Partner with the law firm of Ferruzzo & Ferruzzo, LLP. She was born in Santa Ana, California. She was admitted to the California bar in 1979. She received her bachelors degree from California State University, Fullerton in 1974 and her juris doctor degree from Pepperdine University School of Law in 1978.

Ms. Barrett's practice is devoted entirely to estate and gift tax planning, preparation of trusts and wills, probate and trust administration. She is experienced in planning estates of all sizes, drafting simple to complex plans, including revocable living trusts, charitable trusts, life insurance trusts, qualified personal residence trusts and special needs trusts. Her trust administration experience includes the settlement of trusts and on-going administration of charitable, revocable and minors' trusts. She has represented both institutions and individuals in probate matters.

Ms. Barrett has often been quoted by financial editors of the Orange County Register and the Los Angeles Times, has been a guest on KABC talk radio, and was recently recognized by Orange Coast Magazine as one of the Top Wealth Managers in Orange County.  She is a frequent speaker on the subject of estate planning to such groups as the Metropolitan Water District of Southern California, Goodwill of Orange County, Arthritis Foundation, Parents Without Partners, Wells Fargo Bank, First American Trust, various churches, and classes at University of California Irvine Extension, as well as the "It's Your Money" series.

Ms. Barrett resides in Mission Viejo, with her husband, Geoffrey, and is the mother of a university student.

Current Employment Position(s):
      Partner

Areas of Practice:
      Estate Planning, Trusts & Wills
      Estate & Probate Administration

Certification/Specialties:
      Certified Specialist in Planned Giving

Bar Admissions:
      California, 1979
      U.S. District Court Central District of California, 1980

Education:
     Pepperdine University School of Law, Malibu, California, 1978
     Juris Doctor
     California State University, Fullerton, 1974
     B.A. in Communications
     Honors: Cum Laude
     California State University Long Beach, 2002
     Certification of Specialist in Planned Giving

Social Media:
     Blog: www.barrettsblawg.blogspot.com
     Twitter:  cheryl_ferruzzo
     Linked In:  Cheryl L. Barrett

Classes/Seminars Taught:
     Speaker, Estate Planning, Arthritis Foundation
     Speaker, Estate Planning, Goodwill Industries of Orange County
     Speaker, Estate Planning, Downey Savings
     Speaker, Estate Planning, Parents Without Partners
     Speaker, Estate Planning, University of California Irvine Extension
     Speaker, Estate Planning, Metropolitan Water District of California
     Speaker, Estate Planning, Professional Fiduciary Services

Professional Associations and Memberships:
California Bar Association: Trusts & Estates and Elder Law Sections, Member

Orange County Estate Planning Council, Member

Goodwill Industries of Orange County, Board of Trustees, Executive Committee

Partnership for Philanthropic Planning Orange County, Board of Trustees

National Association of Women Business Owners (NAWBO), Member

Marketplace Women , Member