About Us

ULTRA Estate Planning has the following professionals to assist you in protecting your estate from the State and Federal Governments.

Donald W. Gascoigne (President)

  • Legal Document Assistant, County of Orange
  • California Department of Insurance #0A09049
  • Nevada Department of Insurance #620268
  • California Department of Real Estate #01461128

Katey Gascoigne (Chief Operating Officer)

  • San Francisco State University – Class of 2015
  • State of California Notary Public #2198804
  • Bonded and Insured

Cody R. Gascoigne (Director Southern California)

  • Legal Document Assistant, County of Orange
  • California Department of Insurance #0J14254
  • State of California Notary Public #2292994
  • Bonded and Insured

Paul Karshner (Director Northern California)

  • Securities License: 6, 63, 65.
  • Legal Document Assistant, Marin County
  • California Department of Insurance #0K89174
  • Finra 6425101
  • State of California Notary Public #2151908
  • Bonded and Insured

Erik Thirsk (Marketing)

  • CA Department of Insurance #OM03163
  • HI Department of Insurance #427096
  • Bonded and Insured

C. Michael Chapman (Attorney (Independent Outside Counsel))

  • Trusts and Estate Law
  • Trust and Probate Law by California Board of Legal Specialization
  • Member State Bar of California

Richard Samaniego (Union Advisory Board Member)

  • Retired Business Manager
  • IBEW Local Union 441

Kathryn Humphries (Medi-Cal Specialist)

  • Former Medi-Cal Eligibility Case Worker
  • 100% Success Rate
  • VA Benefit Consultant

Jason Mitchell (CPA)

  • Certified Public Accountant
  • President of Cedar Financial, Inc.
  • Tax and Accounting Specialist
  • High Net-Worth Consultant

Brad Rooker (Union Advisory Board Member)

  • Former President, Vice President, Business Agent
  • Sheet Metal Workers Local 105