• Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages

  • Nov 13 2024
  • Length: 24 mins
  • Podcast

Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages

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  • Summary

  • Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set the state's highest bond in a White Collar Crime case and worked on a major tax case, establishing his reputation in Asset Protection and Estate Planning. Recognizing a need among his clients, he expanded into Elder Law and Medicaid/Medi-Cal Planning, partnering with Ms. Shaffer to open a boutique law firm in Irvine specializing in these areas. Listen to this informative Legacy Leaders episode with Patrick Phancao. Here is what to expect on this week’s show: ● Patrick emphasizes the importance of offering tailored solutions for clients at various stages of life. ● Patrick advocates for clients to stay informed about legal tools such as revocable living trusts, irrevocable trusts, and LLCs. Understanding these tools and their benefits can help individuals make informed decisions to protect their assets and plan for the future. ● With changes in estate tax exemptions and the economic landscape, Patrick underlines the importance of preparing for future challenges in estate planning. Connect with Patrick: Website: www.assetprotectioncenter.com Instagram: @apel.center With your Guest Host: Matrona JessicaWard Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion. Website: https://familylegacyplanningfirm.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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