Leslie Daff

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law, a designation earned by fewer than 100 of the 15,000 licensed attorneys in the county.  She is also certified as an Estate Planning Law Specialist and has been designated an Accredited Estate Planner® by Estate Law Specialist Board, Inc., a subsidiary of the National Association of Estate Planners and Councils, a designation earned by five attorneys in the county.  Formerly with 1,000-attorney international law firm Brobeck, Phleger & Harrison LLP and regional law firms Best Best & Krieger LLP and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc., a professional law corporation, in Laguna Beach and Irvine in 2005.Leslie received her BS degree in Finance from USC and her MBA degree from UC Irvine.  Prior to law school, she was a Financial Analyst and Manager of Financial Planning & Analysis at subsidiaries of the Coca-Cola Company and Baxter Healthcare, respectively.She received a JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law School Entertainment Law Review, received the American Jurisprudence Award for Excellence in Legal Research and in Ethical/Practical Lawyering, and was installed as a member of the St. Thomas More Law Honor Society.  She also served as a judicial extern for the Honorable Sheila Prell Sonenshine, Associate Justice on the California Court of Appeal.Leslie has been named a Super Lawyer by Thompson Reuters, a designation granted to no more than 5% of the attorneys in Southern California based on peer recognition and professional achievement.  She has also been granted the highest rating of "10/10 Superb" by independent attorney rating service Avvo, and she has earned the highest designation of "AV Preeminent 5 out of 5" by national legal directoryMartindale Hubbell,which signifies her peers rank her at the highest level of professional and ethical excellence.In 2012, the State Bar of California Board of Trustees appointed Leslie to serve as one of nine commissioners on the Estate Planning, Trust and Probate Law Advisory Commission to advise the State Bar of California Board of Legal Specialization about its program - and to write the exam - that certifies legal specialists in the area of estate planning, trust, and probate law.  In 2015, the State Bar of California Board of Trustees reappointed Leslie to a second term on the Commission.  Leslie became Chair of the Commission in 2018.Leslie is co-author of theEstate Planning Considerationschapter update for the State Bar of California Continuing Education of the Bar (CEB) bookBuy-Sell Agreementsand co-author of five chapter updates for the 2022 edition of CEBCalifornia Will Drafting.  She is also a contributing author to the new CEB publication, CEBPractitioner.She is co-author and co-editor of the booksThe Closing Wealth Transfer Window: Post-Election Steps to Take Immediately to Protect Your Family LegacyandEstate Planning Strategies, Collective Wisdom, Proven Techniques.She has co-authored numerous tax and estate planning articles forThe Journal of Financial Planning.Leslie has been involved with a number of organizations and charities, including the Alumni Board of Directors for USC Marshall School of Business and the Dean’s Leadership Circle of UC Irvine Paul Merage School of Business.  She has served on the Board of Directors of the South Orange County Bar Association, as Co-Chair of the Laguna Beach Community Foundation Professional Council, and as a member of the Board of Directors for non-profit organizations, Laguna Beach Seniors, Inc. and Laguna Beach Rotary Club Foundation.  She is a Fellow of the Orange County Bar Foundation Society of Fellows.  She is also a member of the Orange County Estate Planning Council, the Trusts & Estates Section of the State Bar of California, and the Trusts & Estates Section of the Orange County Bar Association.Leslie has providedpro bonolegal advice and services to seniors at the Susi Q Senior Center on a monthly basis since 2012.  She regularly speaks on estate planning topics for a variety of groups and organizations, including the Financial Planning Association, the California Society of Certified Public Accountants, and the National Business Institute.