Thomas L. McKenzie

WE HELP YOU PROTECT YOUR FAMILY & PRESERVE YOUR LEGACY

"Home of the Comprehensive Planning Technique, Where Estate Planning and Elder Law Meet" (sm)

Our firm provides the highest level of representation and services to individuals and families, and is recognized as a leading law firm in the Southern California area. With offices in both Los Angeles and Orange County, our firm provides legal and other planning services to consumers throughout Southern California.

Thomas L. McKenzie, JD, the firm's founder, is the creator of the "Comprehensive Planning Technique" (sm). This revolutionary form of planning combines the elements of estate planning, elder law, and long-term care planning, to provide for a more comprehensive, and thus more protective, overall plan.

SERVICES PROVIDED

** Estate Planning, including, Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives

** Avoidance of Probate and Involuntary Conservatorships

** Irrevocable Asset Protection Trusts

** Review of Living Trusts (in many cases, we offer free reviews of your current estate plan)

** Pre-planning for Medi-Cal benefits for long-term care

** Assistance in obtaining Medi-Cal benefits for long-term nursing home care

** Protecting family homes and other assets from Medi-Cal claims

** Advice on long-term care insurance and other long-term care planning alternatives.

** Probate and trust administration services.

** Assistance with Aid and Attendance Veteran's Benefits for assisted living facility care.

Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While at law school, Tom was selected as Associated Editor of Western State's Law Review, and his article on the landmark "U.S. v Fordice" case was published in the Western State University Law Review. He was also on the Dean's List, and received several American Jurisprudence Awards. Graduating with honors, he went on to practice in the areas of estate planning, elder law, and long-term care planning.

Tom is a member of the State Bar of California, as well as the Estate Planning, Trust & Probate Section of the State Bar. He is proud to be an active member of the National Academy of Elder Law Attorneys, and was a member of their national Task Force on Multidisciplinary Practice and Ancillary Services. In addition, Mr. McKenzie is a past Chairman of the Board of Directors of the Elder Law Section of the Orange County Bar Association.

Mr. McKenzie has written numerous articles for various publications and legal periodicals, including the Los Angeles and San Francisco Daily Journals, the National Academy of Elder Law Attorneys NAELANEWS, the Gilfix Elderlaw Newsletter, and the Orange County Bar Association's Elder Law Section Newsletter. He frequently lectures on estate planning, elder law, and Medi-Cal long-term care planning, and has been a panelist on programs sponsored by Continuing Education of the Bar (University of California), Orange County Bar Association, and California Advocates for Nursing Home Reform.

With an understanding of estate planning, long-term care planning and elder law, Mr. McKenzie is uniquely situated to advise his clients in the development of a truly comprehensive plan.