Margaret Heiser Fulton is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She received her BA from the University of California at Berkeley, and earned her law degree in 1977 from Hastings College of the Law in San Francisco. In 1992, she...

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Brian is an experienced California attorney whose practice focuses on trusts and estates, probate, and special needs planning. More than half of his clients have a loved one with disabilities.  He is a member of WealthCounsel, an association of America's top estate planning attorneys, and the Academy of Speci...

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I have been helping families plan their financial futures for over 20 years. In 2015 I cofounded a wealth advisory firm with my father, Dan, to provide clients with unbiased, evidence-based advice. I started Valiant Partners with Dad and my wife Lily in 2020 to focus exclusively on serving the unique needs of neur...

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