Pantea Fozouni

Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising

Licensed States: California

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What to expect from Pantea Fozouni

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Pantea Fozouni

I have been a Personal Family Lawyer and Family Business Lawyer for the past five years. Why? Because the way we practice law is fundamentally different from 99% of other attorneys out there today.

We bring back the personal relationships that clients *used* to have with their attorneys– the ones in which people knew they could call their lawyer for help and guidance, rather than staying away or trying the DIY method for fear of exorbitant attorneys fees billed on an hourly basis.

I help clients proactively protect their families and build/strengthen their businesses because at the end of the day, it all comes back to love– we work so hard to take care of the ones we love and without proper planning, we risk putting our families in court and conflict when something happens to us. I don’t want you or your family to ever end up in that situation.

I opened Palm Desert Law Group, APC about six and a half years ago, after spending 4 years at a general, traditional practice up in Big Bear Lake, CA, mostly serving business owners and engaging in too much unnecessary litigation. Prior to that, I worked in the healthcare industry serving physicians in the high desert area. I graduated from Seton Hall University School of Law in 2010 and from New York University in 2007. I am an active member in my business community here in the Coachella Valley, and have memberships in Desert Elite Referral Partners, Women Leaders Forum of the Coachella Valley, Desert Estate Planning Counsel amongst others.

I have a passion for educating my community on both estate planning and business planning and frequently hold both in person and online presentations on both of these subjects. However, we are able to serve clients throughout *all* of California thanks to technology (and Covid for making us prepare a virtual process).

Finally, I am also the proud wife to my husband, Derek, step-mama to my pre-teen Sophia, mama to toddler Arzhang and newborn Kamran, and fur-mama to vizla/lab velcro dog Ruby (who loves to sit in on our client meetings). They are my world and the reason I practice *this* area of the law– I want to make sure my family is protected and I want to help make sure *your* family is protected, too.

I’d love to help you do just that.

Testimonials

Pantea and her team are friendly, knowledgeable and patient with understanding your needs. The time and preparation spent in understanding the process of creating a trust empowers you to make informed decisions about your future. I highly recommend her and look forward to having an attorney for life. – Bahareh K.

This was one of the best things I have ever done in my life and you guys were amazing in the way in which you taught me and guided me as I created my estate plan. Talk about having peace of mind now. Pantea and Katrina, I really can’t thank you both enough. – Kristen T.

Superior knowledge and service. Highly recommend for estate planning and other related legal needs. – Clarence C.

Pantea and Katrina made the whole estate planning process super easy for my husband and me. When our second child was born, they quickly made sure to add her to our planning, too! – Maryam S.

Pantea and her team at Palm Desert Law Group are incredibly knowledgeable, experienced and caring. The service they provide is exceptional. Creating a trust can be difficult, but Pantea has so much patience when explaining each step and makes sure you are fully informed and understand the process along the way. She is passionate, professional and personable. I had a wonderful experience and highly recommend her! – Bita K.

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.