Client Relations Manager and Senior Estate Planning Paralegal
Debbi is the client relations manager and senior estate planning paralegal in HCPT’s Pasadena location. She has over 30 years of experience in estate planning, gift, estate, and generation skipping transfer taxation, drafting complex estate planning documents and agreements, and death administration.
Debbi believes that the best client experience starts with accessibility, straight-forward communication, and being a good listener. As Pasadena’s client relations manager, she prides herself in being readily available to clients in all phases of their estate planning experience.
While obtaining her degree in legal studies, she was recruited by the Los Angeles tax firm of Irell & Manella where she started her career in tax and estate planning for high net worth clients. Since then, Debbi has worked at a variety of both large and mid-sized firms in Atlanta and Los Angeles, gaining particular specialization along the way in complex estates and family dynamics. For the last half of her career, Debbi worked with Steve Trytten, Erica Deutsch, and other attorneys at Anglin, Flewelling, Rasmussen, Campbell & Trytten, LLP, handling a variety of multi-dimensional estate planning transactions. During this time, she assisted with sophisticated planning techniques including dynasty and generation skipping trusts, retirement trusts, grantor retained annuity trusts, sales to grantor trusts, charitable trusts and foundations, gifting, family limited partnerships, wealth replacement with life insurance, and wealth preservation.
Debbi has dedicated her career to helping clients pass their family businesses and wealth to the next generations and preserve their family legacy, and particularly enjoys mentoring paralegals and young associates entering the estate planning field.