Director of Operations

Lisa Allred, M.B.A.

Area of Practice:

Probate and Trust Administration; Trust and Estate Litigation; Gift and Estate Tax; Fiduciary Accounting; Conservatorships, Guardianships; and Irrevocable Trust Design, Drafting, and Funding.

Education

Loyola Marymount University (B.B.A.-Finance Emphasis, Top Ten Percent, 1994), Loyola Marymount University (M.B.A.-Finance Emphasis, 1996).

Work Experience:

Since 1994, Lisa has been trained under the best estate planning attorneys in Southern California. She worked for the prestigious firm of Davis & Carico LLP in the South Bay for almost 11 years before joining Jeffrey Matsen's staff in December 2004. Her addition to the Matsen Voorhees team has allowed the firm to offer highly specialized services to clients in need of probate and trust administration expertise.