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Overview

Teal helps clients throughout the estate planning process, giving them peace of mind for the future.

Teal discovered early in her career that she was especially drawn to the private wealth practice area—she loves connecting deeply with clients and their families, learning their personal stories, and helping them navigate significant decisions.

Teal’s practice includes designing and administering estate plans with the goals of minimizing estate, gift and generation-skipping transfer tax and preserving wealth for future generations. She has extensive experience preparing a broad range of customized planning documents for high-net-worth individuals and families, assisting in all stages of trust and probate administration, and establishing limited liability companies, corporations and partnerships. Teal works carefully to ensure each client’s goals are met as efficiently as possible and that they’re confident in the legacy they’ll leave.

Industry

Service

Education

  • J.D., Pepperdine University School of Law
    • cum laude
  • B.A., Pepperdine University

Admissions

  • California

Professional Memberships and Certifications

  • Beverly Hills Bar Association, Trust & Estates Section Executive Committee Member, 2021-present
  • Los Angeles County Bar Association, Trust & Estates Section


*Contact Teal to set up an in-person consultation by appointment in the Los Angeles office.
Experience
  • Drafted living trusts, disclaimer trusts, generation-skipping transfer trusts, irrevocable life insurance trusts, irrevocable gift trusts, grantor retained annuity trusts, privacy trusts and charitable trusts for high-net-worth individuals and families.
  • Counseled individuals and families in understanding types of trusts and advised regarding most appropriate and advantageous trusts for their specific needs.
  • Advised clients on tax implications of various transactions including lifetime gifts, charitable bequests and income tax and estate tax consequences related to trusts and estates.
  • Prepared wills, powers of attorney and healthcare directives.
  • Prepared trust administration documents for high-net-worth estates.
  • Prepared probate administration petitions and forms.
  • Counseled trustees and personal representatives regarding fiduciary duties and management of estate assets.
  • Prepared business entity formation documents including limited liability company forms, operating agreements, general and limited partnership forms, and partnership agreements.
  • Drafted affidavits, deeds and corresponding assessor forms.
  • Performed legal research and drafted corresponding memorandums.
  • Represented clients at probate court hearings.
  • Counseled clients regarding all stages of probate and trust administration.
Outside the Office

Teal adores her two Australian Shepherd dogs—who keep her active and busy. She also loves to go to concerts, read and listen to audio books.

When she has time away from the office, Teal and her husband, Drake, enjoy camping, traveling and road tripping through Baja California, Mexico.

Community Leadership

Teal is highly involved with the Beverly Hills Bar Association, serving on the executive committee of the Trust & Estates Section. Her current role of Legal Updates Co-Chair includes regular presentations on changes to trusts and estates law in the state of California, a responsibility which ensures she’s always aware of the latest rules.