THE FUTURE OF YOUR FAMILY, ASSETS, AND BUSINESSES.
Lucia provides counsel on estate planning, tax planning, tax controversy and trust administration. Her precise knowledge of federal and state tax laws allows her to implement sophisticated tax planning strategies for her clients, anticipating both the financial opportunities and risks associated with planning for their future. She has an inherent passion for helping others and views it as a true accomplishment when she is able to help people through the complex and sometimes emotional time of estate and tax planning.
She works closely with each client’s team of advisors including accountants, investment advisors and insurance agents, to ensure her client’s wealth and legacy preservation goals are tailored to their own set of unique circumstances.
Prior to joining Law and Stein, LLP Lucia was a Senior Associate with KPMG, Los Angeles in their Business Tax Services group. She specialized in corporate tax planning, calculation and substantiation of R&D tax credits, and IRS tax controversies.
Lucia is a member of the State Bar of California. She received her Juris Doctor from Thomas Jefferson School of Law, San Diego, while at the same time serving as a judicial extern to the Honorable Magistrate Judge, Mitchell D. Dembin, in the United States District Court for the Southern District of California. She graduated Cum Laude with a B.A. in Legal Studies from Kaplan University.
After she puts the tax code down, she loves taking road trips with her fiancé and living the outdoor lifestyle with her family and friends.
COURT ADMISSIONS & PROFESSIONAL ORGANIZATIONS
State Bar of California
Orange County Bar Association
Orange County Women Lawyers Association
J.D., Thomas Jefferson School of Law, San Diego, California
B.A., Legal Studies, Kaplan University