Freeman, Freeman & Smiley LLP

Professional Details

Jessica S. Dorman-Davis, Partner

Jessica Dorman-Davis focuses her practice on estate and gift tax planning for individuals, and the administration of estates and trusts.  Ms. Dorman-Davis also has extensive experience in charitable planning and in representation of charities.  She is certified by the State of California as a specialist in Estate, Probate and Trust Law.  

Ms. Dorman-Davis’ estate planning practice includes experience in substantially all aspects of estate planning for high net worth individuals, including revocable living trusts, gift trusts, insurance trusts, and other sophisticated wealth transfer techniques.  She lectures frequently on estate and tax planning issues.

Ms. Dorman-Davis was recently a member of the firm’s Executive Management Committee (2012-2014).  She has been selected by her peers for inclusion in Best Lawyers 2015 "Lawyer of the Year" list in the category of Litigation - Trusts & Estates in Orange County.  She has again been selected by her peers for inclusion in the 2016-2018 editions of Best Lawyers in America® in the field of Trusts and Estates.  She has been consistently named to the Southern California Super Lawyers list from 2004-2016, a designation bestowed on only the top 5% of lawyers in this region.  She has also been identified as a “Best Lawyer in America” and “Best Lawyer in California” by Best Lawyers magazine, and among the “Best Wealth Managers” by Orange Coast Magazine.

Professional & Community Involvement

  • Orange County Bar Association | Probate and Trust Section
  • American Bar Association | Real Property, Probate and Trust Sections
  • Orange County Estate Planning Council | Board of Directors - President
  • Chapman University Endowment Council
  • WTLC | Domestic Violence Center | Board of Directors
  • California State University Long Beach | Community Partners' Council and Women & Philanthropy
  • Orangewood Children's Foundation | Investment Committee and Ambassador
  • World Vision Organization for Women of Vision | Participant

Presentations & Publications

  • “The New Reality: Why Traditional Planning May Not Be the Best for You” | Chapman University Heritage Luncheon Workshop | April 2015
  • “Why Traditional Planning May Short-Change Your Clients” | Partnership for Philanthropic Planning of Greater Los Angeles | March 2015
  • “Estate Planning for Blended Families” | California State University, Long Beach | February 2015
  • “Estate Planning Module” | American Institute for Philanthropic Studies | January 2015
  • "Estate Planning Fundamentals Under the New Tax Act" | Southern Arizona Planned Giving Roundtable | June 2014
  • "Selling Your Business by Careful Planning (or Act of God)" | California State University of Long Beach | March 2014
  • "Retirement and Estate Planning" | Southern California Public Radio, SCPR | January 2014
  • “Living Trusts & More” | “It’s Your Estate” Workshop Series | 2014, 2015