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Competence and Compassion 

20 years of experience as a trustee

30 years of trust and estate tax and accounting experience

Michelle C. Herting, CPA, AEP has twenty years of experience working with local law firms as a trustee and trust advisor. She established her firm over twenty-five years ago to provide business and tax consulting to more than eighty Southern California companies  and their shareholders/partners.  Her practice evolved as her clients aged. In 1999, one of her clients asked her to serve as her successor trustee. Ms. Herting completed the prestigious Accredited Business Valuation exam last year.