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Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFATim Stranske, CFADavid Holaday, ChFC, CAPGreg Trump, CFP®
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie DimalantaYueyao Li, CFA
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 

Paralegal
Family Office Law
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9404
Email: David.Han@FamilyOfficeLaw.com

David Han

David joined the Family Office Law ("FOL") team in 2021 as a Paralegal. He assists clients and attorneys with estate and charitable planning as well estate and gift tax returns. He corresponds with clients to manage the ongoing communication with attorneys, oversees the collection of necessary planning documents, participates in client meetings, and assists with drafting various legal documents. David regularly interacts with investment advisers, CPAs, and other professionals as he helps clients put in place integrated wealth planning solutions.

 

 

 

 

 

 

 

 

 

 

 

 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.