Chad Dorr

Practice

I am the head of the estate planning practice at Perry, Johnson, Anderson, Miller & Moskowitz, LLP. I am a later‑in‑life lawyer who entered law school after a 21 year Navy career as a helicopter pilot. I began my legal career in private practice in Washington, DC, focusing on national security related laws and regulations. When I returned home to Santa Rosa, I joined the estate planning and business transaction practices at Perry Johnson, working with Malcolm Manwell (a certified specialist) and Roger Illsely (who routinely was voted best in Sonoma County in the Press Democrat).

Areas of work

• Administering estates and trusts
• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Designing estate plans
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Drafting estate planning documents
• Preparing fiduciary accountings
• Probating wills and administering estates
• Succession planning

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.