How to create effective Estate Planning using the dynamics of family EQ sprinkled with IQ
Rick Fenelli, Attorney at Law, LL.M
Rick is the founder of the Firm and focuses his practice in the field of Estate Planning, Estate Administration, and entity formation. He has practiced in Orange County for the past 40 years and has lectured extensively throughout Southern California as the keynote speaker to large corporations, State and County Conventions, life and underwriters’ conventions as well as to the general public. . He is the author of his book, The Financial Problem Solver, which details practical solutions to financial and estate planning concerns..
"We are in this business to provide each client and their families with as many opportunities available here in America. I am reminded of the story my beloved Mother told me when she immigrated from Italy in 1930 at the age of 8. In Italy, during Mussolini’s time, lack of jobs and food and oppression were the order of the day. When my Mother arrived here, she went through processing at Ellis Island. Immediately after, she went to New York and specifically to the streets of New York. Looking around, she asked my grandfather, Angelo, "Dove si trova l'oro e argento?" or "Where is the gold and silver?" My mother was told by her family in Italy before she left, " Matilda, when you get to the streets of New York, look around for the streets are full of gold and silver! Pick up all you can." Well, what they really meant was there are opportunities that this great America has to offer.
We help you and your family achieve your opportunities and goals by using many techniques of Estate Planning and Administration, Tax planning, Financial and Life Planning, and Entity Formations to provide an integrated plan. We want to address your financial concerns and how to protect your estate from probate and creditors while transferring your estate to your family."
Rick attended the University of Oregon where he received his B.A. Degree in History. He continued his education at Western State University School of Law where he received his Juris Doctorate Degree, and extended his education by attending classes at the Masters of Business Tax program at USC. In addition, he received his LL.M, Masters in Taxation, at Chapman University School of Law in 2007. Rick and his wife, Margie, have been married for 46 years and are residents of Orange County, California. Their three daughters, Amy Fenelli Ciftcikara, Attorney at Law, Katie Fenelli Saltron, LL.M, Attorney at Law, and Karianne Fenelli Welch, Attorney at Law, are all practicing partners in the Fenelli Law Firm. Their son-in-law, Thomas J. Welch, LL.M, Attorney at Law, is Of Counsel to the Firm as well.
In his spare time, he enjoys reading, relaxing in the mountains, taking walks, traveling and spending time with his family, including his nine grandchildren.