LANA J. CLARK
Certified Specialist – Trust, Estate and Probate Law
Prior to passing the California Bar exam in 2005, Lana Clark worked as a paralegal for over 20 years in estate/trust and civil litigation matters. Her broad base of legal experience and concentration in representing business owners and handling estate planning, probate and trust administration, conservatorships and trust litigation allows her to work well with clients in these areas.
Certification as a Specialist in Estate Planning, Trusts and Probate Law was bestowed by the California State Bar Board of Legal Specialization in 2012. As of summer 2017, only 13 attorneys in Santa Barbara County have achieved this designation and only 2% of attorneys statewide are specialists in one of eleven fields. Clark, a Solvang resident, is currently the only certified estate and trust specialist in the Santa Ynez, Lompoc and Santa Maria valleys.
California State Bar
Santa Barbara County Bar Association
North Santa Barbara County Bar Association
Santa Ynez Valley Bar Association (President 2012)
Santa Ynez Valley Cottage Hospital Foundation - Board of Directors
Elverhoj Museum of Danish History & Art - Board of Directors
Solvang Chamber of Commerce (Chamber President 2009-2012; board member 2006-2012)
UCSB Economic Forecast Board of Directors
Santa Barbara Estate Planning Council
UCSB Estate Planning Advisors
Santa Barbara College of Law, Juris Doctorate 2004
University of California, Santa Barbara
Formation and maintenance support of various types of business entities.
Draft estate plans for estates ranging from modest to those in excess of $50 million; analyze and revise existing trusts to identify and solve drafting problems.
Establish and terminate conservatorships and guardianships and prepare annual accountings for court approval.
Process probate estates exceeding $2 million in value, including probate sales of real property.
Administer trusts for quick resolution, trust administration petitions and post mortem tax planning.
Development of innovative methods to preserve access and control of digital property assets.
Effective solutions to address individuals with capacity issues.
Represent trustees in successful preservation of trust challenges by beneficiaries.
Handle numerous transfer of non-funded trust assets by court petitions allowing $15 million in pending escrows to proceed without delay.
Successful litigation of action by trust beneficiaries against trustee for breach of fiduciary duties resulting in recovery in excess of $150,000 from trustee’s personal assets after breach of trustee duty
Numerous successful mediations to resolve disputes regarding trust distributions between trustee and beneficiaries
Handle spousal property transfers and small probate affidavits.
Prepare specialty trusts, special needs trusts for disabled minors and adults, grandchildren’s educational trusts, pet trusts, irrevocable trusts, charitable and qualified personal residence trusts.
Strategies to establish customized trust language to prevent trust fund babies and instead motivate beneficiaries to be productive and contributing members of society.
Legal instructor at Santa Barbara College of Law in legal analysis and writing 2008-2009; instructor for 11 years in UC-Extension Paralegal Program.
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