Name variants:
Lynee Kniss
Last updated May 31, 2024
Contact Information
Last Update
Jul 1, 2022
Email
lk**@cox.net
Location
Northridge, CA
Company
Workplace

Colleagues
Work History
Wealth Management Advisor
5 First American Way, Santa Ana, CA 92707
Developed traditional and non-tradition strategic referral alliances to source business for investment and trust services to high net worth individuals and families including business owners...
Aug 2011 — Apr 2014
Attorney
Estate Planning, Trust/Probate Administration, Business/Corporate Transactional
from Apr 2014
Attorney
Practice areas included estate planning, trust/probate administration, and business/corporate transactional. Developed strategic planning solutions that integrated tax and long term financia...
Jan 2005 — Aug 2011
Attorney at Law
Estate/tax/asset protection planning, trust/probate administration, general business/corporate transactional
2002 — 2003
Attorney at Law
625 The City Dr south SUITE 190, Orange, CA 92868
Mechanic’s Lien, Stop Notice, Public Bond, Suretyship litigation and Estate Planning, Conservatorship, Business/Corporate transactional
2001 — 2002
Customer Service Manager and Global Inside Sales
Joined founders of international laser optics manufacturer at company inception to develop, launch and manage global customer service and inside sales department, including recruitment and l...
1995 — 1997
Education
Occupations
Advisor
Lawyer
Real Estate Broker
Licensed Real Estate Broker
Executive
Chief Administrative Officer
Property Manager
Real Estate Manager
Chief Executive
Skills
Wealth Management
Estate Planning
Asset Allocation
Powers of Attorney
Strategic Planning
Legal
Risk Analysis
Analysis
Business Strategy
Trusts
Trust Services
Creative Problem Solving
Strategic Negotiations
Contract Negotiation
Business Planning
Sales Operations
Corporate Trust
Business Entity Selection
Estate Tax Planning
Estate Administration
Legal Writing