Purposeful Estate Planning for the Multi-Millionaire Next Door
Curtis Kaiser, JD/MBA, Board Certified Specialist in Estate Planning, Trust & Probate Law, Founding Attorney
Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis Kaiser works with our clients and their trusted advisors to create and evolve estate plans that help to minimize taxes, costs, and complications, while maximizing simplicity, ease of implementation, and family harmony. Kaiser Law Group’s Legacy Program is perpetually adaptable to serve the client’s needs and life circumstances… more
Bijan Roboubi, JD, Partner
Bijan Roboubi has been working with Kaiser Law Group’s clients since 2023 and became Partner in 2026. Bijan practices primarily in the area of Estate Planning and brings a wealth of care and compassion to the families he serves… more
Lorie Salcedo, Assistant to Curtis Kaiser/Client Coordinator
Lorie joined the firm in 2007 and currently serves as Curtis’ assistant and Client Coordinator. Lorie is our clients’ first point of contact… more
Michelle Saye, Asset Alignment and Trust Administration Paralegal
Michelle joined the firm in 2021 serves as our Senior Paralegal. She brings over 20 years of experience in the legal field working in both medium-sized and larger firms… more
Melissa Jenks, Estate Planning Paralegal
Melissa joined the firm in 2022 and is currently working as a Paralegal. She specializes in the areas of estate planning and trust administration… more
Lisa Metzger-Dixon, Administrative Assistant
Lisa is the Administrative Assistant at Kaiser Law Group with more than 15 years of experience in project management and client service. Known for her attention to detail and collaborative style… more
Katie Shock, JD, Of Counsel
Katie has been Of Counsel to Kaiser Law Group since 2020. Katie’s expertise is in estate planning for families, ranging from basic wills and trusts to complex tax planning for high net worth individuals…. more
