October 06, 2008
Strategic Wealth Legal Advisors was first established in Old Sacramento in 1997 as a new estate planning law firm in the Sacramento area. Although the name has changed over the years, the principals established early on have remained—thorough counseling to meet the individual goals. Not long after the establishment of the firm, a formal updating system was implemented to address the changing needs of our clients. This was a new approach to providing clients with outstanding services not offered in traditional estate planning firms. Attorneys of the firm are committed to providing the most cutting- edge strategies needed to solve the wealth planning goals of our clients.
Terry is an accomplished Estate and Wealth Strategist and Planner. He is an Estate Planning Attorney and formerly an adjunct tax professor at U.C. Davis University.
Terry began his career in the financial services industry in 1987. His education includes a Bachelors of Science degree in Financial planning from San Diego State University, a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law, and a post doctorate graduate of the Esperti Peterson Advanced Wealth Strategies program which is now associated with Michigan State University.
He is a frequent lecturer and instructor on wealth accumulations, wealth preservation, estate planning, charitable planning, and asset protection techniques for attorneys, accountants and financial professionals. He has authored various articles and presentations on these techniques and has been know nationally.
Member of the American Bar Association, the Estate and Probate Section of Sacramento County Bar, the Financial Planning Association, the National Association of Enrolled Agents, and the National Network of Estate Planning Attorneys.
Terry is licensed to practice law in the state of California.
Terry resides in Sacramento, California where he enjoys spending time with family and friends, remodeling vintage homes, and all the wonderful outdoor activities the local area has to offer
Wes is an accomplished Estate and Business Planning Attorney. He has extensive experience in the fields of asset protection, business continuation and charitable gifting. He has authored numerous articles for national publication.
Wes started his career in the estate and financial services industry with a small local insurance firm in 1985. His education includes a Bachelors of Science degree in Business Administration with a concentration in Finance and a minor in Economics from California State University of Sacramento, and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law.
He is a frequent lecturer and instructor on estate and gift taxation, business continuation planning, charitable planning, asset protection, financial planning for insurance and financial professionals. He has authored several instructional courses approved for continuing education credit by the California Department of Insurance.
Member of the American Bar Association, the California State Bar, the Estate and Probate Section of the Sacramento County Bar, and Associate member of the National Network of Estate Planning Attorneys.
Wes is licensed to practice law in the state of California, he is licensed to practice law in the Federal Court Eastern District of the state of California.
Wes resides in Sacramento, California where he enjoys boating in the summer and skiing in the winter.
Cecilia is an estate planning attorney, with an emphasis in revocable trust planning.
Cecilia's education includes a Bachelors of Arts Degree in Political Science from the University of California, Davis and also a Juris Doctorate Degree in Law from the University of California, Davis.
She is a frequent lecturer and instructor on estate planning basics, including basic revocable trust planning, disability planning, guardianship planning, estate tax planning techniques, and asset protection. Her practice is centered around revocable trust planning.
Member of the American Bar Association and the California State Bar Association.
Cecilia is licensed to practice law in the State of California
Cecilia resides in the Sacramento area of California where she enjoys spending time with family and friends and engaging in various sports activities.
Eric is an estate planning attorney, with an emphasis in revocable trust planning, trust settlement, administration, and probate.
Eric began his career in the legal field in 1994 working in his family’s law practice as a legal assistant. His education includes a Bachelor of Arts Degree in Political Science from University of California at Berkeley and a Juris Doctor Degree in Law from the University of the Pacific, McGeorge School of Law, with a concentration in Taxation Law.
He is a lecturer and instructor on estate planning basics, including basic revocable trust planning.
Eric is a member of the American Bar Association and the California State Bar Association.
Eric is licensed to practice law in the State of California.
Eric resides in Sacramento, California where he enjoys time with his family and friends, bowling, mountain biking, and living life’s adventures.