Leticia Martinez

Education

University of California, Hastings College of the Law, San Francisco, CA

  • Juris Doctor, 2002 Hastings Law Journal, Managing Editor, 2001-2002
  • Hastings Law Journal, Member, 2000-2002
  • Moot Court – Best Oral Advocate, 1999-2000
  • Moot Court Board Member, 2001-2002

University of California, Davis, Davis, CA

  • Bachelor of Arts, with honors, Political Science & Sociology, 1998

Experience

Estate and Business Planning Attorney, January 2008 to present
Law Office of Leticia Martinez, Santa Barbara, CA
My practice is centered on providing estate planning and business planning for families and small business clients. My office works with clients in the preparation of revocable and irrevocable trusts; will-based estate planning; power of attorney for finances and healthcare; charitable interest planning; special needs trusts; business formation and business succession planning. I have also worked closely with clients to handle their civil litigation matters, probate administration, bankruptcy and family law issues, and with that legal experience I am able to provide my current business and estate planning clients a comprehensive analysis of their legal needs.

Wealth Advisor, April 2014 to September 2015.
Morgan Stanley, Santa Barbara, CA
Holistic wealth planning for family and business clients, consisting of preparation of comprehensive financial plans incorporating investment and legacy planning evaluations.

Senior Associate, December 2007 to December 2008
Law Office of Ken M. Fitzgerald, Visalia, CA
Civil litigation, including personal injury and business litigation matters.

Associate, June 2006-December 2007
Lewis, Brisbois, Bisgaard & Smith, San Francisco, CA
Civil litigation, including in products liability and business litigation matters.

Associate, June 2003-June 2006
McNamara, Dodge, Ney, Beatty, Slattery, Pfalzer & Borges, LLP, Walnut Creek, CA
Civil Litigation; Estate Planning & Probate Administration; Family Law.

Judicial Extern, Spring 2002
The Honorable James Larson, United States District Court, Northern District of California,
San Francisco, CA
Drafted bench memoranda on matters pending before the Court, including motions for summary judgment, motions for sanctions, and motions to compel produce.

Law Clerk, June 2000 – April 2001
State Bar of California, Office of General Counsel, San Francisco, CA
Researched, analyzed, and drafted memoranda on a variety of legal issues including attorney ethics, real property, copyright and trademark infringement, and labor and employment.

Languages

Fluent in Spanish; Counseling Spanish-speaking clients; translating legal documents and explaining legal concepts.

Santa Barbara Community Involvement

Alzheimer’s Association, The Walk to End Alzheimer’s Santa Barbara,
Walk Event Chair, 2013 to present

Visiting Nurse & Hospice Care of Santa Barbara,
Planned Giving Committee, Member, 2015 to present

UCSB Affiliates,
Board Member, 2016

Friends of the Santa Barbara Public Library,
Board Member, January 2016 to present

Calvary Chapel, Santa Barbara,
Children’s Ministry, Volunteer, November 2015-present

Adventures in Caring Foundation of Santa Barbara
Board Member; Planned Giving Committee Member, 2016

Awards and Recognition

Pacific Coast Business Times – Top 50 Women in Business Award Recipient, 2016
Award recipients are distinguished as the Top 50 women in business in Santa Barbara, Ventura and San Luis Obispo counties.

Pacific Coast Business Times – 40 Under 40 Award Recipient, 2015
Award recipients are distinguished as the top 40 up-and-coming business leaders under the age of 40 in Santa Barbara, Ventura and San Luis Obispo counties.

Ratings and Reviews