Meet Our Estate Planning Team
Lalit Kundani is a trusted estate planning and business attorney with over a decade of experience advising thousands of clients and families throughout California, including members of law enforcement, business owners, judges, high-profile individuals, and even other attorneys. After co-founding the firm in 2015, Lalit was twice named as one of the top 100 lawyers in the nation by "The National Advocates" in the area of estate planning and trust formations. That same year, he was selected by "Super Lawyers" as a Rising Star, a recognition given to only the top 2.5% of attorneys in California. Since then, he has been recognized the past four consecutive years by the "American Institute of Family Law Attorneys" as a Top 10 lawyer for his work in estate planning, and he has received AVVO’s highest rating for estate planning attorneys in Orange County, including the Clients Choice Award. In 2018, his estate planning colleagues named Lalit as a Super Lawyer in the State of California, an accolade reserved for only the top 5% of attorneys in any field of law. Lalit graduated summa cum laude from UCLA with departmental highest honors, and is a law graduate of UC Berkeley School of Law (Boalt Hall), one of the top-ten law schools in the nation. While at Boalt Hall, Lalit served as a law clerk to the Honorable Richard A. Paez on the 9th Circuit U.S. Court of Appeals and received the William Lloyd Prosser Prize in Financial Analysis and Highest Honors in Estate Planning. He also served as President of Boalt Hall’s national trial teams. After graduating law school, Lalit was an associate at the law firm of Stroock & Stroock & Lavan LLP, an Am Law 100 firm and one of the oldest Wall Street-based firms in the country. In 2006, Lalit was appointed as Deputy District Attorney of Los Angeles County. In 2012, he joined Panish, Shea & Boyle, one of the top five plaintiff firms in the nation, where he served as a trial lawyer on high-profile catastrophic injury cases. Lalit is a recognized leader in the estate planning legal community. He is regularly invited to speak at seminars designed to educate attorneys, financial planners, accountants, real estate agents, and business owners on new developments related to Estate Planning, Guardianship, Tax Strategies, and Asset Protection. He has presented to companies like Google, Universal, Mass Mutual, he has taught courses on estate planning and entity structures at universities like USC, and he serves on the Board of Advisors to Cal State Fullerton's Planned Giving Advisory Council (PGAC). He is a frequent contributor to the "Huffington Post" and has appeared as a legal commentator on local radio stations in Los Angeles. He is a member of Wealth Counsel, one of the largest and most respected estate planning legal groups in the nation. Lalit is a proud father and husband and resides in Orange County.
Adam Chang is a founding partner of Kundani & Chang and holds a dual degree from UCSD, a Ph.D. from USC, and a law degree from Loyola Law School. Within the Chinese-American community, he is frequently invited to speak on issues regarding estate planning and planning for international citizens. In 2016, Adam was named by "Newsweek" as a top attorney in the State of California. While in law school, Adam clerked for the late Honorable Robert M. Takasugi of the United States District Court and was the recipient of the Willem C. Vis (East) International Commercial Arbitration Moot Competition Award. In 2007, he was appointed by then District Attorney Steve Cooley to serve as a prosecutor with the L.A. County District Attorney’s Office. Today, Adam advises a host of small and mid-size businesses and startups, ranging from international retail manufacturers to national tour companies, in areas involving corporate and estate planning, business succession, and asset protection. He also provides legal commentary for the Chinese World Journal and the Taiwan Daily and serves on the Board of the Taiwanese American Lawyers’ Association. He is married and is the proud father of two children.
Kiran Sohal is an associate at the firm and assists in the drafting and reviews of estate plans. She is fluent both in Hindi and Punjabi and routinely gives presentations to local community members on topics including planning for non-U.S. citizens and holding foreign assets abroad. She received her bachelor’s degree from University of California, Los Angeles in June 2008 and earned her Juris Doctor Degree from Southwestern Law School in May 2014. Kiran is a member of the South Asian Bar Association and Los Angeles County Bar Association. In her spare time, she enjoys distance running, reading, and cooking a variety of ethnic foods.
Nelly HoLegal Assistant
Nelly Ho is a legal assistant at the firm. She speaks Mandarin and English, facilitating communication between the attorneys and Chinese speaking clients. Nelly received her bachelor's degree in Law from Chinese Culture University in 2013. In 2015, Nelly attended UC Irvine to study Marketing and Business administration. In her spare time, she enjoys backpacking, traveling and experiencing different cultures.
Marc GarlettOf Counsel
Marc Garlett is an advisor to the firm and practices exclusively in the field of estate planning. Over the years, Marc has assisted countless families with regards to their estate planning needs. As a husband and father, Marc – a successful former litigator – transformed his entire law practice into one dedicated solely to helping other parents make positive impacts on their families. He is an active member of the Family Wealth Planning Institute and he advises individuals and families with not only the drafting of key legal documents but, far more importantly, establishing lifelong relationships with his clients and their children in order to ensure that their estate plans continue to grow with their evolving needs. Marc, originally from the Midwest, earned his bachelor’s degree from the University of Missouri in Kansas City before moving to Southern California and graduating from Concord Law School with honors. He now calls the San Gabriel Valley home where he enjoys backyard barbecuing, spending time with his family, and rooting for the Chiefs and Royals.
Bari VallasTrust Funding Coordinator
Bari was an attorney practicing in civil litigation for 20 years before joining Kundani & Chang as Trust Funding Coordinator. Bari assists with the review and organization of asset information for our family wealth planning clients, prepares a Family Wealth Inventory, and ensures our clients’ assets are properly funded and in coordination with their estate plans.
Laney Lyons-RichardsonDrafting Coordinator
Laney Lyons-Richardson has over 15 years experience in the estate planning industry. After managing an estate planning law firm for 12 years, she continued on to train law firm teams across the country in estate planning processes, hiring and team building, and start two successful businesses. In addition, she co-authored “Don’t Be a Yes Chick” and is the co-founder of The Ultimate Smart Solution, LLC. As our Drafting Coordinator, Laney ensures our clients’ trusts, wills, and other legal documents are seamless and thorough.