April Rosenberry, J.D., LL.M

California State Icon San Diego, California
Director of Estate Planning
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About April

April Rosenberry, J.D., LL.M. is the Director of Estate Planning at EP Wealth Advisors*. She works closely with the Financial Planning and Wealth Advisory teams to ensure client estate and trust strategies are implemented. April holds an advanced law degree and has been licensed to practice law in both California and New York. During her career, she represented high net worth families, athletes, entertainers, companies and financial institutions. Prior to joining EP Wealth Advisors, April drafted complex estate plans, prepared integrated tax and real estate transactions, created companies, and supervised litigation at law firms for over twenty years. She also managed trust administrations for Wells Fargo Private Bank, drafted attorney practice guides for Thomson Reuters Westlaw, acted as a probate law expert in court hearings, and published legal articles. Most recently she was a law firm managing attorney for the estates & taxation department where she supervised estate drafting, will contests, and trust litigation cases. April grew up in Los Angeles and enjoys yoga, photography, travel and collecting seashells with her family.*EP Wealth Advisors is not a law firm or in the business of providing legal advice. As such, April Rosenberry, in her role as Director of Estate Planning with EP Wealth Advisors, is unable to provide legal advice or perform legal services.

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University of San Diego School of Law, Master of Laws in Taxation
California Western School of Law School, Juris Doctorate
California State University Northridge, B.S. in Accounting
State Bar of California, State Bar of New York

How can April help?


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