Primary Provider Attorneys

Primary Provider Attorneys are not employees of AmeriEstate but are Independent Practicing Attorneys. These attorneys contract with the AmeriEstate Legal Plan to provide our members with the “Basic Member Benefits” (ie..preventative legal services) at no additional cost and most estate planning related legal services at significantly reduced cost to the member.

AmeriEstate Legal Plan members also have access to an extensive nationwide network of additional provider attorneys. Members with a variety of legal questions or a need for various types of legal services may access the expertise available through the network at no cost for initial consultations and Twenty-Five Percent (25%) discounts for work when they retain a network attorney.

If you have or think you might have a legal problem or otherwise have a need for Legal Services, you should speak with a competent attorney. For AmeriEstate Legal Plan Members, consultation with a provider attorney is only a toll-free phone call away. To access your benefits, please call your customer service representatives at AmeriEstate Legal Plan.

Select your State

Arizona

Joseph Udall
The Law Firm of Joseph M Udall, PLC
18 East University Dr, Suite 101
Mesa, AZ 85201
(877) 301-0857
Arizona State Bar No. 0146844

Mr. Udall’s firm handles legal matters in the areas of Wills Trusts, Probate, Asset Protection, Business Planning, LLC Law, Partnerships, Real Estate Acquisitions and Contracts. Mr. Udall is fluent in Spanish which enables him to represent a diverse range of clients throughout Arizona.

Mr. Udall graduated magna cum laude form Bigham Young University with a B.A., in 1989. Mr. Udall graduated summa cum laude in 1992, from Arizona State University Law School and was admitted to the State Bar of Arizona in 1992.

Joseph Udall is a native of Arizona with strong ties to his community. Mr. Udall was the Articles Editor for the Arizona State Law Journal from 1991 – 1992. He also co-authored, ‘Bankruptcy Litigation and Practice: A Practitioner’s Guide’, Wiley Law Publications, 1994. In 1997-1999; as a member of the City of Mesa, he served as Director, Industrial Development Authority of Maricopa County, Maricopa County Charter Committee, 1996.

Joe is married to Heidi, a High School English Teacher, and is the father of two girls and two boys.

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California

JIMMY C. SMITH
THE SMITH LAW GROUP
1765 Garnet Ave., No. B
San Diego, CA 92109
Toll Free: (866) 221-5514
CA State Bar No. 166398

Jimmy C. Smith’s practice is focused on Estate Planning where he has served over 7,000 clients ranging from individuals, married couples, domestic partners and small business owners. In addition to creating Wills, Living Trusts and Powers of Attorney, Mr. Smith is very knowledgeable in advanced estate planning areas using Irrevocable Insurance Trusts, Special Needs Trusts and Qualified Personal Residence Trusts. He has been providing exceptional service as a Provider Attorney to AmeriEstate’s members since 1998.

Mr. Smith completed his undergraduate studies at the University of Maryland, and obtained his JD from California Western School of Law. Mr. Smith was admitted to practice in December 1993 before all courts of the State of California, and United States courts for the Northern, Central, and Southern Districts of California.

Prior to forming The Smith Law Group, Mr. Smith was an associate attorney with Sparber, Ferguson, Naumann, Ponder & Ryan specializing in Estate Planning and Bankruptcy law. Mr. Smith is a member of the California and San Diego County Bar Associations, including the San Diego Estate Planning Section and Bankruptcy Forum.

STEPHEN B. CLEMMER, ESQ.
THE LAW OFFICES OF STEPHEN B. CLEMMER
301 East Ocean Blvd., Suite 1700
Long Beach, CA 90802
Toll Free: (866) 901-2419
CA State Bar No. 140316

Stephen B. Clemmer’s law practice focuses on Estate Planning, Business Law and Real Estate Law. Mr. Clemmer has drafted thousands of Wills and Trusts tailored to each client’s specific needs. His expertise in Business and Real Estate Law has enabled Mr. Clemmer to assist his clients form entities such as Corporations and LLC’s for business purposes and also to protect valuable investment assets such as rental real estate.

Mr. Clemmer graduated Cum Laude from California State University at Long Beach in 1970 and obtained his Juris Doctorate degree with Honors from Whittier College School of Law in 1984, where he served on Law Review.

Mr. Clemmer was admitted to practice in 1989 before all courts of the State of California, and United States courts for the Central and Southern Districts of California, the United States Court of Appeal (9th District) and the United States Court of International Trade. Mr. Clemmer is a member of the California and Los Angeles County Bar Associations, and is also a member of the Trusts and Estates Section, Business Law Section and Real Estate Sections of the Los Angeles County Bar Association. He has been providing outstanding service as a Provider Attorney to AmeriEstate members since 1999.

Mr. Clemmer is fluent in several foreign languages including Spanish, French, Italian and Farsi. He previously worked for the Federal Trade Commission working on anti-trust matters and was in the Peace Corp teaching English as a second language in Tunisia and Europe. He is married to Mary, a paralegal, and is the father of a college age son.

JEFFREY T.MONTEITH
THE LAW OFFICES OF JEFFREY T.MONTEITH
3550 E. Florida Ave., Suite F
Hemet, CA 92544
(951) 765-7000
CA State Bar No. 174281

Mr. Monteith’s law practice specializes in Estate Planning, Wills, Trusts, Probate, Elder Law and Planning for Long term Care, including Medi-Caid / Medi-Cal planning and qualifying. He brings a unique experience in counseling and preparing Estate Plans for his clients and helping individuals and families qualify for Long Term Care Assistance.

He received his undergraduate education at the University of Southern California (USC) and Melodyland School of Theology, later earning a Masters of Arts and Ph.D. from the California Graduate School of Theology while serving as a Minister. He obtained his J.D. from Western State University College of Law and was admitted to practice in 1994 before all courts of the State of California, and United States courts for the Central and Southern Districts of California.

Mr. Monteith is a member of the California and Riverside County Bar Associations, a member of the National Academy of Elder Law Attorneys, and is a frequent speaker at local service clubs, churches, and seminars on the topic of estate planning. He has been providing highly regarded Estate and Long Term Care Planning to AmeriEstate’s members since 2004.

Jeffery is married to Cynthia, an elementary school teacher, and is the father of three adult children.

GUSTAVO S. AVILA
WELCH & WELCH, P.C.
A Professional Law Corporation
175 South C Street, Second Floor
Tustin, CA 92780
Toll Free: (714) 665-0799
CA State Bar No. 212806

Mr. Avila has significant Estate Planning experience and has been in charge of the Trust Department at the firm of Prussak, Welch & Avila, P.C. of which he is a Partner, since 2004. He expertly counsels both English and Spanish speaking clients in the areas of Estate Planning including Wills and Trusts, and avoiding Estate Taxes. In addition, Mr. Avila has wide ranging experience in Workers’ Compensation law, having represented both inured workers and as a defense attorney representing insurance companies.

Mr. Avila obtained his Juris Doctorate from Western State University College of Law and was admitted to practice in 2001 before all courts of the State of California, and United States Courts for the Central and Southern Districts of California. In addition to being an attorney, he has extensive administrative and field law enforcement experience having served as a Lieutenant with a State Agency for over 16 years.
Mr. Avila is a member of the California and Orange County Bar Associations and has represented AmeriEstate members with distinction since 2003. He is married to Vicki, the principal owner of a Southern California based escrow company, and is the father of three daughters.

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Minnesota

Timothy Maher
Guzior Armbrecht Maher
(612) 373-0007

Mr. Maher's practice includes estate planning, commercial and civil litigation, corporate law, criminal defense, transactional law, real estate and trademark law. He is former law clerk to Federal District Court Judge Joan E. Lancaster and Hennepin County District Court Judge Franklin J. Knoll.

He received a B.A. from St. John’’s College in Santa Fe, New Mexico in 1993, a Master of Arts in Philosophy from the University of South Carolina in Columbia, South Carolina in 1996 and his JD from the University of Minnesota School of Law in 1999, graduating with honors. He was admitted to practice in 1999..

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North Carolina

DAVID B. ALEXANDER
THE LAW FIRM OF DAVID B. ALEXANDER, P.C.
5003 Southpark Drive, Suite 230
Durham, NC 27713
(919) 484-3007
NC State Bar No. 29080

Mr. Alexander’s firm handles legal matters in the area of Wills, Trusts, Probate, Contracts, Corporate and LLC formation, Business Transactions, and Personal Injury. For the past 11 years, he has served hundreds of clients of all ages and walks of life including individuals, married couples, domestic partners, and small business owners.

Mr. Alexander graduated from Vassar College in 1985 with a B.A. in Economics. He earned a 1988 Master’s Degree from Duke University in Public Policy Studies. Following a career in the business world, he entered law school at the University of North Carolina-Chapel Hill. In 2000, he graduated from law school and was admitted to the State Bar of North Carolina.

During his entire legal career, Mr. Alexander has been a member of the Estate Planning and Fiduciary Law Section of the North Carolina Bar Association. He is also a member of the 14th Judicial District Bar (Durham County) and admitted to practice before all courts of the State of North Carolina. He is married to Lorraine, a professor at UNC-Chapel Hill, and is the father of a son and a daughter.

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Tennesse

ROBIN J. GORDON
THE GORDON LAW GROUP, P.L.C.
49 Music Square West, Suite 503
Nashville, TN 37203
(615) 321-0220
TN State Bar No. 14618

Robin J. Gordon’s practice is primarily focused around Estate Planning for Individuals, Families and Small Business Owners. His practice also includes Corporate Law, Business Litigation and Entertainment Law. Mr. Gordon’s business background and undergraduate degree in finance have given him a unique perspective for advising corporate clients as well as representing clients in estate planning, business litigation and contract negotiation.

Mr. Gordon graduated with honors from the University of Tennessee with a Bachelor of Science in Finance and obtained his Juris Doctorate from the University of Tennessee College of Law in 1990.

Mr. Gordon is admitted to practice before all Courts of the State of Tennessee, and the United States District Court of Middle Tennessee. He is also admitted to practice in the State of Texas. He is a member of the Tennessee Bar and has been highly regarded by the AmeriEstate members he has served since 2001.

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Virginia

P. ELIZABETH PIRSCH, PRINCIPAL PARTNER
PIRSCH & ASSOCIATES, LLC
1307 Duke Street
Alexandria, VA 22314
Toll Free: (888) 236-4423
VA State Bar No. 22656

Elizabeth Pirsch is an attorney specializing in estate and tax planning with over 20 years of experience. She helps individuals, families and business owners to create estate plans which meet their individual and financial needs throughout their lifetimes and for the next generation.

Ms. Pirsch received her Juris Doctorate from Creighton University School of Law and a Masters of Tax (LL.M.) from Georgetown University Law Center. She clerked for the Chief Justice of the Nebraska Supreme Court and interned for Congressman Tom Harkin after completing law school. She is admitted To Practice in Virginia , Maryland and the District of Columbia.

Ms. Pirsch has been active in community and professional activities. She wrote the estate and inheritance tax section of the D.C. Lawyers' Practice Manual at the request of the D.C. Bar Association and assisted the D.C. Department of Finance and Revenue to draft estate tax regulations. She has served as counsel to the City of Alexandria in the formation and operation of two non-profits partnered with the City. Ms. Pirsch is a frequent lecturer on tax, estate and probate planning to many public and private groups and is the chair of the Tax Committee of the Alexandria Bar Association.

Ms. Pirsch resides in Alexandria, Virginia, and represents a number of local and national public charities.

PERRY ANDREW PIRSCH
Pirsch & Associates, LLC
1307 Duke Street
Alexandria, VA 22314
(888) 236-4423

Mr. Pirsch is an associate attorney with Pirsch & Associates, where he practices with a focus on estate planning, business and nonprofit law. In addition to creating estate plans for Individuals, Families and Business Owners, He works with the Board of Directors of numerous small businesses, nonprofit corporations and charities, and is skilled in helping small business owners with their business, estate and tax planning needs. He is currently also serving as a policy advisor and legislative assistant in the areas of tax, commerce, trade, and financial services to Representative Lee Terry (R-NE), who serves in the U.S. House of Representatives Energy and Commerce Committee.

Perry Andrew Pirsch received his Bachelor of Arts (B.A.) in Political Science and his Juris Doctorate (J.D.) from the University of Nebraska, Lincoln, and his Masters in Public and Nonprofit Administration (M.P.A.) from George Mason University.

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