|
Partner Matthew G. Stein has been named to the Top 50 Lawyers in Orange County by Super Lawyers for 2026. The Top 50 recognition honors attorneys who ranked at the top of the 2026 Southern California Super Lawyers nomination, research and Blue Ribbon review process in their region.
This marks Stein’s first time being named to the Top 50, following his inclusion in the Southern California Super Lawyers list for seven consecutive years (2020–2026) and the Southern California Rising Stars list for five consecutive years (2014–2018).
| | |
We're proud to announce the promotion of Katie Lindsey to Senior Associate. Katie is recognized for her depth of experience in trust administration, probate law, and estate planning.
“Katie’s outstanding work and dedication have not gone unnoticed,” said partner Shauna R. Anderson. “Her passion and deep commitment to her clients’ success are consistently reflected in the high quality of her work. I truly appreciate her unwavering dedication, compassion, and commitment to her clients.”
Katie holds the distinguished designation of certified specialist in estate planning, trust and probate law from the California State Board of Legal Specialization, a credential earned by only approximately 1% of attorneys in California.
| | |
On March 14, 2026, the Law Stein Anderson team will once again join Walk4ALZ, an event hosted by Alzheimer’s Orange County. More than 50 colleagues, friends, and family members will walk together to support the more than 150,000 Orange County residents currently living with memory loss.
For our team, Walk4ALZ is much more than a walk or fundraiser. Many of us have parents, grandparents, or loved ones living with Alzheimer’s, and every week we work with clients navigating its challenges. This walk, attended by countless families, reminds us how common memory loss and incapacity are, and why early estate and incapacity planning are important for everyone, at any age.
| | | | Kianna C. Parviz, Esq. is a senior associate who zealously advocates for clients in trust, estate, and probate litigation. She represents beneficiaries, heirs, trustees, executors, and other fiduciaries. | | |
Feeling lucky this St. Patrick’s Day? Winning the lottery can feel like a dream come true. But sudden wealth has a way of changing everything overnight.
Decisions multiply fast—how to invest millions, which family members to support, and how to manage an influx of attention from strangers. Family dynamics can shift instantly, and opportunists often appear just as quickly.
Financial professionals refer to this turbulent period of stress, uncertainty, and vulnerability as “sudden wealth syndrome.” For California winners, a thoughtfully designed estate plan provides far more than legal protection.
| | | | Erin M. Beranek, Esq. is a senior associate who represents individuals and families with estate planning and trust administration matters, including revocable living trusts, irrevocable trusts, and special needs trusts. | | Nevarez and Ehrlich Secure Resolution in $12M Trust Dispute | | |
For nearly five years, a $12 million trust had been mired in a bitter dispute, with multiple adversaries claiming stakes and no clear path to resolution. Associate attorney Monique Nevarez and Steve Ehrlich, Of Counsel, guided the client through this high-stakes litigation.
At the heart of the conflict was whether the decedent’s final estate plan reflected his true intent. The trust included income-producing properties in multiple states, and disputes over management authority, access to cash, and the risk of value erosion added urgent, real-time pressure on the client.
| | | |
LSA Team Rallies Support for Walk4ALZ
LSA has set a $2,500 fundraising goal for Walk4ALZ, a charity event hosted by Alzheimer’s Orange County. The non-profit funds critical resources to older adults and families in our local community.
LSA will be walking on March 14. If you would like to support our team, please join us or make a donation here.
| | | |
Alzheimer's Orange County Asks LSA Why We Walk
Alzheimer’s Orange County visited the Law Stein Anderson office to interview each partner about why they walk to support the Walk4ALZ fundraising campaign.
Follow along on our Facebook or Instagram to catch each partner’s interview as they’re released.
| | | |
Matt Stein Quoted in Forbes
Partner Matthew G. Stein shared his thoughts with Forbes on how AI is reshaping the practice of law and what will distinguish firms that thrive in the years ahead.
Read his quote and get a link to the full article here.
| | |
Law Stein Anderson, LLP represents families, businesses, and fiduciaries in complex estate and trust matters, combining proactive planning with decisive litigation when disputes arise.
If you have questions, need guidance on a legal matter, or would like to schedule a review of your estate or business plan, we invite you to contact us at (949) 501-4800 or visit LSALawyers.com.
| | This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney-client relationship. | | | | |