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Satkirtan McLafferty

Live Oak Estate Planning

Satkirtan McLafferty

Live Oak Estate Planning

Satkirtan McLafferty

Live Oak Estate Planning

Profession LogoATTORNEY

Hi, I’m Sati McLafferty, the founder of Live Oak Estate Planning, in my hometown of Claremont. On top of running a business, I am a wife and a mom to two wonderful children. My journey as a mother to a child with a rare genetic syndrome has shaped my passion for helping families in the special needs community. I understand firsthand the unique challenges of raising a child with special needs, and I’m here to help caregivers find peace of mind through thoughtful, compassionate estate planning.

Before starting Live Oak Estate Planning, I ran my own law firm in Colorado and later joined a well-respected boutique estate planning firm in Denver. When my husband and I decided to return to Claremont to be closer to family and to start our own, I knew I wanted to continue working with families, especially those in the special needs community.

I know that life is busy, and planning for the future can feel overwhelming. That’s why I strive to make the process as flexible and inclusive as possible. Feel free to bring your child or loved one along to our meetings if you need to. Or if you prefer, we can meet virtually over Zoom—whatever works best for you.

When I’m not working, I love learning, playing with my rambunctious boys, and exploring everything Claremont has to offer. I’m licensed to practice law in California (335498) and hold an inactive license in Colorado (46910). So whether you’re here in Claremont or elsewhere in California, I’m ready to help you plan for your family’s future.

Firm Description

Holistic Estate Planning to Meet Real-Life Needs

Serving Families and the Special Needs Community in Claremont, Upland, San Dimas, La Verne and virtually throughout California.

At Live Oak Estate Planning your attorney will provide personalized advice to address your family’s unique needs.

Hours

Day From To
Monday 8:30 AM 4:30 PM
Tuesday 8:30 AM 4:30 PM
Wednesday 8:30 AM 4:30 PM
Thursday 8:30 AM 4:30 PM

Cost

What Is a Special Needs Planner?

Main Office

415 W Foothill Blvd. Suite #134
Claremont, CA 91711

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts