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Donald L. West, Jr., JD, CLTP, CTEP's photo

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Chartered Legacy & Trusts Planner, American Institute of Legacy & Estate...
Newport Beach, CA (USA)

Professional Summary

I am a Son. I am a Cousin. I am a Brother. I am a Friend. I am a Student. I am an Athlete. I am a photographer. I am a Warrior. I am a Leader. I am an Attorney. I am an Entrepreneur. I am a Professor. I am an Advocate. I am a Philosopher. I am a Philanthropist. I am a Author. I am Hip-Hop. I am a Legacy. I am the Axis. I am an Inventor. I am a Visionary. I am a Speaker. I am me.

DON WEST, JR. is a globally recognized brand exemplifying modern technology infused with the ancient principles of honesty, integrity, diligence and innovation.

Don assists high-net-worth clients to reach and maintain their generative, legacy, financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests, Mr. West understands the needs of wealthy families and designs legacy & estate plans that include sophisticated techniques that increase generativity and minimize overall taxes.

Don is frequently called upon by clients to provide custom-tailored family legacy consultations and often serves as a trustee of trusts they have established or to provide guidance to their professional fiduciaries.

Don received his B.S. degree in 1996 from Florida State University and his J.D. degree in 2000 from the University of Miami School of Law. He was the recipient of a Dean’s Honor Scholarship and a Florida Education Fund Scholarship as well as a member of the Moot Court Board, Son of Chief, (vice-president/treasurer), to the Iron Arrow Honor Society, Omicron Delta Kappa, and president of the UM Law Student Bar Association. He has actively counseled high net worth and celebrity individuals on life and business decisions since 1997 and specializes in the areas of trusts and estate planning, probate, corporate law, sports & entertainment and real estate. He was admitted to practice law in Florida in 2001.

Don counsels families, individuals and entities on the principles of generational legacy and wealth transfer as a Vice President and Trust Officer with Axis Legacy Planning & Trusts, P.L., an inclusive wealth management firm with a unique planning philosophy of promoting “Healthy & Sustained Family Wealth” with offices in Atlanta, Georgia and four Florida locations and a liaison in Dubai, U.A.E.

He has been involved in the development of legal clinic education at the University of Miami School of Law and has developed material and taught the subject of Atletics and the Law as a Adjunct member of the faculty of the University of Miami School of Law. He holds memberships in the American Academy of Financial Management, American Bar Association, National Bar Association, and Phi Delta Phi legal fraternity. He has also taught and lectured in the areas of trust law and business legal issues. He is a member of the Florida Bar Real Property, Probate and Trust Law Section Committee on Charitable Organizations & Philanthropic Planning Committee.

In 2008, Don released "A Step-by-Step Guide to Crafting Personal Legacy Statements - An Ancient Tool of the Thoughtful, Wealthy & Wise" a book he co-authored with Tim Morrison and published by Axis Publishing Company, LLC. Don has also authored numerous articles on sports, entertainment, estate planning, trusts, and business law.

I am a pretty intense guy, although, I typically present pretty cool and laid back. My laid back approach has become a trademark of my success and one of my most reliable business tools. I strive to always develop healthy long lasting relationships, as your relationships are a reflection of your ultimate legacy.

To whom much is given, much is expected.

Specialties:
Legacy & Estate Planning, Global Brand Management, Government Relations, Business & Corporate Counsel, Entertainment & Sports, High Visibility Consulting

Don moderates the Group "What is Your Legacy?" on Affluence.org and facebook.com

Visit it on Affluence.org here: http://www.affluence.org/group.php?group_id=118

Visit it on facebook.com here: http://www.facebook.com/home.php?#/group.php?gid=43023974473

Work/Education

Work Experience

Axis Legacy and Wealth Planning LLC / Chartered Legacy & Trusts Planner
2008 - Present
Serves as Senior Executive VP and Global Trust Officer to the Organization.

Education

Chartered Legacy & Trusts Planner (CLTP), 2008
Charterd Trust & Estate Planner (CTEP), 2006
Juris Doctor, Law, 2000
B.S., Psychology, 1997
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Donald West uploaded a YouTube video Apr 25, 2011

Plan Your Work and Work Your Plan

Plan Your Work and Work Your Plan

Don West Jr. reflects on the mantra repeated by his father, "Plan your work and work ...

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Donald West posted a blog entry Apr 5, 2011

Understanding Generativity

Genrativity - “The ability to generate anything tangible that will exist beyond one’s physical life; particularly when exhibiting a need to nurture and guide younger people and contribute to the next generation.”Understanding GenerativityView more presentations from LegacyLessons. more »

Donald West uploaded a YouTube video Oct 12, 2010

Kerri M. Conner and My Mommy Has Breast Cancer on Philly's NBC 10 Show

Kerri M. Conner and My Mommy Has Breast Cancer on Philly's NBC 10 Show

Axis Publishing & Distribution Company's ...

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Donald West uploaded a YouTube video Aug 30, 2010

Day 114 - Inside The Star

Day 114 - Inside The Star

Don West, Jr. goes Inside the Star as a Sales Supervisor at the Macy's Home Store at South ...

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Donald West posted a blog entry Aug 4, 2010

The Macy's Magic at South Coast Plaza Home Store - 531

Everyday we prove that the Magic of Macy's is alive and well! Putting the customer first and setting high personal standards for our workplace and areas of responsibility. Published with Blogger-droid v1.4.8 more »

Donald West posted a blog entry Jul 20, 2010

Thought of the Day - Coach Wooden's Pyramid of Success Series

Skill - A knowledge of and the ability to properly execute the fundamentals. Be prepared. Cover every detail. - Coach John R. Wooden, (1910-2010)Published with Blogger-droid v1.4.8 more »

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