Lawyers

Carol Schaner is a partner in the Orange County office.  Ms. Schaner is a Certified Tax Specialist from the California Board of Legal Specialization, as well as a Certified Public Accountant. Her practice focuses on taxation, estate planning, charitable giving, nonprofit tax-exempt organizations, and business planning.

Ms. Schaner has been appointed to numerous leadership positions in her profession, including serving as a member of the California Board of Legal Specialization (2005-2008), the Chair of the California Board of Legal Specialization Taxation Law Advisory Commission (2002-2003), a member of the California Board of Legal Specialization (2002-2003), and a member of the Taxation Law Advisory Commission (2000-2003). In addition to her continued membership in these and other organizations, Ms. Schaner is a Faculty Member of the Chapman University School of Law (Federal Estate and Gift Taxation and Nonprofit Organizations), The Academy of Multidisciplinary Practice, Inc. at Michigan State University, and The Heritage Institute.

Ms. Schaner has an extensive record of published articles, journals, research letters, and regulatory advisories, as well as being a frequent speaker at many local and national legal, business, and community service organizations.

Admissions

California

Memberships

State Bar of California
American Bar Association (Sections of Taxation and Real Property, Probate and Trust Law)
Orange County Bar Association (Sections of Taxation and Real Property, Probate and Trust Law)
Fellow of the Esperti Peterson Institute

Community Involvement

Partnership for Philanthropic Planning (Orange County Chapter)