JESSICA S. DORMAN-DAVIS

 BIOGRAPHY JESSICA S. DORMAN-DAVIS
Jessica Dorman-Davis focuses her practice on estate and gift tax planning for
high net worth individuals, and the administration of estates and trusts. Ms.
Dorman-Davis also has extensive experience in charitable planning and in
representation of charities. She is certified by the State of California as a
specialist in Estate, Probate and Trust Law.
Ms. Dorman-Davis’ estate planning practice includes experience in substantially
all aspects of estate planning for high net worth individuals, including revocable
living trusts, gift trusts, insurance trusts, and other sophisticated wealth transfer
techniques. Jessica lectures frequently on estate and tax planning issues.
TEL: 949.252.2705
FAX: 949.252.2776
EMAIL: [email protected]
PRACTICE AREAS
Estate Planning
Charitable Organizations
Ms. Dorman-Davis is a member of the firm’s Executive Management Committee
(2012-2014). Jessica has been named a “Southern California Super Lawyer” for
2004-2014, a designation bestowed on only the top 5% of lawyers in this region
by Law & Politics and Los Angeles magazines. Ms. Dorman-Davis has also been
identified as a “Best Lawyer in America” and “Best Lawyer in California” by Best
Lawyer’s magazine, and among the “Best Wealth Managers” by Orange Coast
magazine.
PROFESSIONAL & COMMUNITY INVOLVEMENT
Probate and Trust Administration
Probate Administration
Conservatorships and Guardianships
Orange County Bar Association | Probate and Trust Section
Summary Administration and Informal Probate
Services
Orange County Estate Planning Council | Board of Directors
Probate and Trust Litigation Services
Trust Administration
WTLC | Domestic Violence Center | Board of Directors and Planned Giving
Chairperson
EDUCATION
California State University Long Beach | Community Partners' Council and
Women & Philanthropy
University of Southern California Gould School
of Law J.D.
Order of the Coif
University of Southern California, Marshall
School of Business M.B.A.
Honors
American Bar Association | Real Property, Probate and Trust Sections
Chapman University Endowment Council
Orangewood Children's Foundation | Investment Committee and Ambassador
World Vision Organization for Women of Vision | Participant
PRESENTATIONS & PUBLICATIONS
Speaker | “Living Trust & More” | “It’s Your Estate” Workshop Series
California State University Long Beach B.A.
Speaker | "Estate Planning Fundamentals Under the New Tax Act" | Southern
Arizona Planned Giving Roundtable
ADMITTED TO PRACTICE
California
Speaker | "Selling Your Business by Careful Planning (or Act of God)" | California
State University of Long Beach
Certified Specialist in Estate Planning, Trust
and Probate Law
Speaker | "Retirement and Estate Planning" | Southern California Public Radio,
SCPR
U.S. District Court for the Central District of
California
U.S. Court of Appeals for the Ninth Circuit
1920 Main Street, Suite 1050 | Irvine | CA 92614
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