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Valisa A. Carney, Partner

Chair - Trusts and Estates

949.252.2704 |   949.252.2734 |
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Valisa A. Carney

Valisa A. Carney is the Chair of the firm's Trusts and Estates Department.

Compassion, knowledge, integrity

Clients with a desire to provide for a responsible, tax-efficient disposition of their hard-earned wealth can rely on the compassion, knowledge, integrity, and personal attention with which Valisa approaches their estate planning goals. She is unique in that she establishes a close personal relationship with her clients that fosters comfort and trust. When a client’s loved one passes away, she and her experienced team provide a caring environment and timely, effective assistance in the administration of the trust and estate matters. Clients from all walks of life value Valisa’s expertise in the very important areas of tax and estate planning and trust administration and the caring way in which she works with them to puzzle through these processes.

Resources of a full service law firm

Valisa’s clients also have the advantage of access to the expertise of her partners at Freeman Freeman & Smiley who specialize in many areas of the law. The firm can take care of most their legal needs under one roof.

She has been selected by her peers for inclusion in the 2023 edition of Best Lawyers in America® in the field of Trusts and Estates. In 2021, she was named to the Southern California Super Lawyers list, a designation bestowed on only the top 5% of lawyers in this region.

Attorney Education


LL.M. in Taxation, magna cum laude, University of San Diego School of Law

J.D., University of Oregon

M.B.A., University of Oregon

B.A., University of California Riverside

Attorney Admited to Practice

Oregon | Inactive
U.S. District Court for the Southern District of California

Professional & Community Involvement

Orange County Bar Association

Orange County Estate Planning Council

Hoag Hospital Foundation | Planned Giving Advisory Committee

Big Brothers Big Sisters of Orange County | Volunteer | 2007 to present | “2020 Big of the Year” Finalist

Camp Fire USA | Orange County Council | 2004 – 2005

Volunteers in Parole, San Diego | 2000 – 2001


Presentations & Publications

"Living Trusts & More" | Orange Empire Chartered Property Casualty Underwriters (CPCU) Society Chapter | May 7, 2015
“Living Trusts & More” | “It’s Your Estate” Workshop Series | December 25, 2014
"Planning the Small and Mid-Sized Estate" | CEB sponsored panel discussion at UCLA | November 1, 2013
“American Taxpayer Relief Act of 2012” | February 7, 2013
"IRA; 401k; 403b and 457 Plan Distributions" | “It’s Your Estate” Workshop Series at St. Joseph Special Events Center | October 11, 2012
"Trust Distribution Provisions for Capacitated/Surviving Spouse" | Riverside Estate Planning Council | May 5, 2010
"Looking Ahead to 2010 & 2011 & Beyond" | Desert Community Foundation | September 25, 2008
“Estate Planning Basics” | “It’s Your Estate” Workshop Series | December 20, 2007
"Mistakes to Avoid in Estate Planning" | California Dental Association - 2007 Spring Scientific Session | May 17, 2007
"Estate Planning” | University of California, Irvine, HR/Benefits Retirement Planning Program Series | February 16, 2006