620 Newport Center Drive Suite 1400

Newport Beach, CA 92660

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Cheri Green

Certified Specialist in Estate Planning
Trust and Probate Law

Ms. Green is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. California attorneys who are certified as specialists have taken and passed a written examination in their specialty field, demonstrated a high level of experience in the specialty field, fulfilled ongoing education requirements and been favorably evaluated by other attorneys and judges familiar with their work.

Ms. Green has focused her practice in the counties of Orange, Los Angeles, Riverside, and San Bernardino.

Education:

Juris Doctor, Whittier Law School
Graduated Magna Cum Laude
Concentration in Business Law
Witkin award winner for two subjects (Estate Planning and Evidence)
Honor roll
Merit based scholarships

Bachelor of Arts, California State University of Fullerton
Criminal Justice and Political Science

Areas of practice:

Ms. Green has extensive experience in handling Probate, Conservatorship, Trust, and Special Needs Trust matters, including preparation of Probate, Conservatorship and Special Needs accountings. She has represented individuals, private fiduciaries, and corporate trustees in Probate, Trust and Special Needs Trust matters. Ms. Green also advises clients who are beneficiaries and heirs to estates and trusts.

Ms. Greens practice also includes estate planning matters for high net worth individuals, including the drafting of Living Trusts, Wills, Irrevocable Life Insurance Trusts, Special Needs Trusts and documents related to incapacity.

Professional & Community Affiliations:

California State Bar Association
California State Bar Trusts and Estates Section
Member of the Riverside County Bar Association
2014-2015 Chair of the Riverside County Bar Association Estate Planning, Probate & Elder Law Section
2015-2016 Co-Chair of the Riverside County Bar Association Estate Planning, Probate & Elder Law Section
Inland Empire Estate Planning Seminar, Inc. (IEEPS) Past Board Member
University of California, Riverside Gift Planning Advisory Board Past Board Member

Admissions:

California State Bar 2007

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