Ahmed Shaikh

Summary

Ahmed Shaikh is a board-certified specialist in Estate Planning and a former chair of the Orange County Bar Association Section on Trusts and Estates. He has served hundreds of estate planning, asset protection, and charitable planning clients since 2006.

Ahmed’s practice, writing, and speaking interests have focused on aligning planning with the client’s values. Any estate planning, including asset protection and charitable planning, is an expression of values.

Practice Areas & Focus

• Estate Planning
  • A living trust, a will, or any other document are merely pieces of paper with things written on them. The documents are worthwhile if the writing comes from a process informed by the client’s values and the counselor’s expertise. While estate planning hazards may include taxation, problems related to family dynamics can often be more complex than the tax code. Ahmed Shaikh’s expertise is in navigating this complexity.
• Asset Protection Planning
  • Sensible people lock their homes and safes to protect their things from being taken away from them illegally. Savvy clients also take steps to prevent their assets from being taken away legally through lawsuits and other legal means, with the kind of protection often not available from locks.
• Charitable Planning
  • Ahmed Shaikh helps clients with planning charitable giving. Clients often plan charitable giving in concert with retirement, sales of real estate, or business interests to make bigger pies and unlock value.

Education

• BA San Diego State University (1996)
• JD Maurer Law School Indiana University Bloomington (1999)

Admissions

• The State Bar of California
• The State Bar of Texas
• The State Bar of Maryland
• U.S. Court (Central District of California)
• U.S. Tax Court

Specialization

• Board Certified in Estate Planning Trust and Probate Law by the State Bar of California

Articles/Publications

• An Estate Plan for Cinderella’s Parents (2013 EstatePlanning.com)
• Estate Planning for the Muslim Client (2019 ABA Publishing)