1-800-280-0663

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 (Director)

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

Paul Karshner (Director Northern California)

  • Financial Advisor Representative
  • Securities License: 6, 63, 65.
  • Legal Document Assistant, Marin County
  • California Department of Insurance #0K89174
  • Registered Securities Representitive
  • Finra 6425101
  • State of California Notary Public #2151908
  • 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 #2087244
  • Bonded and Insured

Katey Gascoigne (Office Administrator)

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

Erik Thirsk (Director of Hawaii)

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

James G. Ensign (Attorney)

  • Trusts and Estates, Elder Law
  • Certified Specialist in Estate Planning
  • Trust and Probate Law
  • California Board of Legal Specialization of the State Bar of California.

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

Kristen Spees (Attorney)

  • Trusts and Estate Law
  • Certified Specialist in Estate Planning
  • Trust and Probate Law by CA, HI, and NV Board of Legal Specialization

Kathryn Humphries (Medi-Cal Specialist)

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

Warren R. Sussex (CPA)

  • Certified Public Accountant
  • Estate and Trust Tax Specialist

Jason Mitchell (CPA)

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

Brad Rooker (Labor Relations Director)

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

Greg Feere (Labor Consultant)

  • Retired Building Trades Council President Contra Costa California