Strategic Wealth Legal Advisors was first established in Old Sacramento in 1997 as a new estate planning law firm in the Sacramento area. Although the name has changed over the years, the principals established early on have remained thorough counseling to meet the individual goals. Not long after the establishment of the firm, a formal updating system was implemented to address the changing needs of our clients. This was a new approach to providing clients with outstanding services not offered in traditional estate planning firms. Attorneys of the firm are committed to providing the most cutting- edge strategies needed to solve the wealth planning goals of our clients.
Terry is an accomplished Estate and Wealth Strategist and Planner. He is an Estate Planning Attorney and formerly an adjunct tax professor at U.C. Davis University.
Terry began his career in the financial services industry in 1987. His education includes a Bachelors of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post doctorate graduate of the Esperti Peterson Advanced Wealth Strategies program, which is now associated with Michigan State University.
Terry is a frequent lecturer and instructor on wealth accumulation, wealth preservation, estate planning, charitable planning and asset protection techniques for attorneys, accountants and financial professionals. He has authored various articles and presentations on these techniques and is known nationally.
Member of the American Bar Association, the Estate and Probate Section of Sacramento County Bar, the Financial Planning Association, the National Association of Enrolled Agents, and the National Network of Estate Planning Attorneys. Terry is licensed to practice law in the state of California.
A proud native of Northern California, Kathryn has lived and worked in the Sacramento community for the last decade. She obtained her bachelor's degree in Political Science at California State University, Chico, with an emphasis in Legal Studies. Kathryn went on to attend the highly respected McGeorge School of Law, where she was granted a Certificate in Taxation along with her Juris Doctorate degree.
Her passion and path in life is to be of service to others; this is the road that led her directly to estate planning and trust administration. She takes a highly personalized and compassionate approach to all aspects of her practice, one that aims to meet and transcend her clients’ needs and expectations.
Beyond her law practice, Kathryn is a dedicated yoga student and teacher in the Sacramento area. She strives to bring the same ethos of balance, service, and consciousness to all of her endeavors, both on and off the mat.