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In this episode of Lawyers Who Care, host Andrew Samalin speaks with Jan Meyer, founder of Meyer Estate Law in Dana Point, California. Jan focuses her practice on estate planning, helping families make thoughtful decisions that protect their assets, preserve their legacy, and provide clarity for future generations.
Jan shares her personal journey from growing up on the Caribbean island of St. Lucia to building a legal career in the United States. After initially considering corporate law, she discovered estate planning in law school and was drawn to its meaningful impact on families. Through her work drafting estate plans, handling probates, and administering trusts, Jan helps clients prepare not only for the transfer of wealth but also for incapacity and life transitions.
She also recounts a client story in which thoughtful estate planning helped successfully administer a multimillion-dollar estate without estate taxes or family conflict—demonstrating the value of careful preparation and long-term attorney-client relationships.
Topics covered:
- Estate planning and protecting family legacies
- Trust administration and probate experience
- Planning for incapacity as well as death
- The long-term impact of thoughtful estate plans
- Why individuals should begin planning earlier than they think
Connect with Jan Meyer:
Website: danapointwills.com
Phone: (949) 607-9412
Email: [email protected]
By Samalin WealthIn this episode of Lawyers Who Care, host Andrew Samalin speaks with Jan Meyer, founder of Meyer Estate Law in Dana Point, California. Jan focuses her practice on estate planning, helping families make thoughtful decisions that protect their assets, preserve their legacy, and provide clarity for future generations.
Jan shares her personal journey from growing up on the Caribbean island of St. Lucia to building a legal career in the United States. After initially considering corporate law, she discovered estate planning in law school and was drawn to its meaningful impact on families. Through her work drafting estate plans, handling probates, and administering trusts, Jan helps clients prepare not only for the transfer of wealth but also for incapacity and life transitions.
She also recounts a client story in which thoughtful estate planning helped successfully administer a multimillion-dollar estate without estate taxes or family conflict—demonstrating the value of careful preparation and long-term attorney-client relationships.
Topics covered:
- Estate planning and protecting family legacies
- Trust administration and probate experience
- Planning for incapacity as well as death
- The long-term impact of thoughtful estate plans
- Why individuals should begin planning earlier than they think
Connect with Jan Meyer:
Website: danapointwills.com
Phone: (949) 607-9412
Email: [email protected]