Freeman, Freeman & Smiley LLP

Professional Details

Valisa A. Carney, Partner

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 Ms. Carney approaches their personal and unique estate planning goals. When a client’s loved one passes away, she and her experienced team provide a caring environment and timely, effective assistance in handling the ensuing administration of the trust and/or estate matters. Clients from all walks of life value Ms. Carney'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.

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