Partner & Co-Founder, Asset Protection & Elder Law Center
Empathetic Advocacy. Sophisticated Strategy. Family First.
Attorney Shadi Shaffer is a self-made entrepreneur and dedicated advocate who believes that “business is personal.” As a co-founder of the Asset Protection & Elder Law Center, Shadi has spent over 20 years protecting the legacies of families, children, and business owners throughout California. Driven by her own background in an immigrant family, she approaches the law with a “proactive, offensive” mindset—striving to educate and protect her clients long before a crisis occurs.
Shadi’s practice is built on the foundation of lifelong relationships. She is not your “typical attorney”; her clients frequently describe her as both a brilliant legal counsel and a trusted friend. Her mission is simple yet powerful: To Educate, Motivate, and Protect.
Professional Journey & Expertise
Shadi began her career at the San Diego Labor Board and in insurance defense, where she represented large corporations. However, she quickly realized her true calling was serving individuals and families with a level of personalized care that large firms often lack. In 2004, she partnered with her lifelong best friend, Patrick P. Phancao, to establish their boutique firm in Orange County.
Today, she focuses her expertise on:
- Comprehensive Estate Planning: Creating “bulletproof” holistic trust plans that avoid the California probate system and meet the needs of the clients and their families for years to come.
- Trust Administration: Assisting trustees in the efficient and successful distribution of assets.
- CA Probate: Helping Clients all throughout California efficiently navigate through Probate administration – she focuses on representing Administrators and Executors from start to finish.
Commitment to Community
Shadi’s passion for advocacy extends far beyond the office. A dedicated philanthropist, she has served on the Board of Stand Up For Kids OC for over a decade, helping homeless youth find safety and stability. Her community involvement includes:
- Board Member: For The Unseen (International humanitarian aid).
- Big Sister: Big Brothers Big Sisters of Orange County (since 2007).
- Volunteer Attorney Arbitrator: Orange County Bar Association.
Education
- California Western School of Law - Juris Doctorate - 2001
- UC Santa Barbara - B.A. Law & Society
- Completed while studying abroad in Spain - Masters Certificate
Bar Admission
State Bar of California (Admitted November 2002)
Languages
Farsi/Persian (Fluent); Staff also speak Spanish, Vietnamese, and French
Notable Awards
- Justia: Perfect 10.0 Rating
- Avvo: Client's Choice Award
- Attorney Journal: Featured "Attorney of the Month"
Firm Moto
"To Educate, Motivate, and Protect"
Articles
- ISSUU - Attorney Journal, Orange County, Volume 224, Dec 4, 2024
- ISSUU - Attorney Journal, Orange County, Volume 143, Jan 30, 2018
- California Business Journal - August 2015, Estate Planning and Trusts
Still Not Sure?
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Client Reviews
Shadi is Fabulous…. She is REAL. She answered my concerns & questions and made a bad situation hopeful. Shadi I believe handles Trustees & I am a beneficiary. When I step up to trustee in the future, I want her law firm to represent my family trust. Thank you so much.
I have used Asset Protection and Elder Law Center a few times over the years for my family’s estate planning needs. They do a fantastic job. I would use them again and refer them to anyone I know. Valerie Pasion was the attorney that helped me and she did a fantastic job.
This was an excellent experience. The customer service was great. Carol is a gem to work with. She always responded to me the same day. The attorneys are knowledgeable and were able to get us set up quickly and correctly. I would highly recommend Asset Protection & Elder Law Center.
Shadi helped us make our family trust. She and her team are extremely competent and very caring for their customers.
I am so thankful to have found Asset Protection & Elder Law. Shadi and Taline were able to help my brother and I close a complex property inheritance issue after multiple other law firms were unable to do so. Working with them was an absolute pleasure. They were always quick to respond to my...
My experience with Shadi and Patrick stem from a Ten year relationship. When it comes to estate planning and trusts they are my go to and only law firm is Phancao & Shaffer aka Asset Protection & Elder Law Center. When asked for the name of a trust law firm. They are the one. Best firm hands down.
I needed a trust expert to handle a complex issue for me and Shadi was the perfect attorney. She was very responsive and provided a thorough detailed answer. Very highly recommended.
I'm CPA and have been working with Asset Protection & Elder Law Center for over 10 years. They do all my trust work as well as other general counsel items and I have never thought of taking my services elsewhere. In fact, if my clients ask for an Estate Attorney, they are the only firm I recommend...
Contact Us
- 1 Video/Phone Consultations
- 2 Flat Fee Services
- 3 Protecting You From Court
Fill out the contact form or call us at (714) 966-2646 to schedule your consultation.



