Portrait of Megan Moghtaderi

Megan A. Moghtaderi

Principal, Practice Group Leader - Estates and Trusts (West)

Megan A. Moghtaderi is a skilled estates and trusts attorney based in the firm's Los Angeles office, serving clients throughout Southern California. She provides a wide range of legal services in areas such as estates and trusts, wealth management and asset protection, estate administration, estates and trusts litigation, elder law and advocacy, and guardianships. A Certified Specialist by the State Bar of California in Trusts, Estates, & Probates, Megan focuses on advising high-net-worth individuals, entrepreneurs, corporate institutions, professional athletes, and entertainers on estate planning strategies designed to protect and preserve generational wealth while minimizing litigation risks.

As a principal attorney in the firm's trusts and estates practice group, Megan is recognized for her advocacy in trust litigation involving significant assets, managing cases exceeding $100 million. She adeptly represents clients in fiduciary disputes, including issues related to probate, conservatorships, guardianships, and the planning and administration of digital assets. By developing strategies for managing digital assets, Megan helps clients in the technology sector seamlessly integrate these important assets into their estate plans.

Megan believes in a client-centered approach, prioritizing clear communication and personalized service. By taking the time to understand each client's unique goals, concerns, and family dynamics, she ensures that their estate plans reflect their values and intentions. Her empathetic demeanor fosters strong relationships, making clients feel supported and informed throughout the legal process.

With substantial experience in probate and trust litigation, fiduciary representation, and complex estate planning, Megan has drafted a wide range of estate planning documents and provided guidance to high-net-worth clients on tax implications and corporate formation matters.

Her dedication to public service and commitment to legal excellence have earned her numerous recognitions, including the AV Preeminent® rating from Martindale-Hubbell, recognition as a Southern California Rising Star® from Super Lawyers, and inclusion in Best Lawyers: Ones to Watch.

In addition to her legal practice, Megan holds leadership roles within the Orange County Bar Association and the Legacy Planning Society at Able ARTS Work. She is fluent in American Sign Language and is a certified alternative dispute resolution mediator. Megan's blend of legal knowledge, exceptional client service, and advocacy positions her as a leading attorney in trusts, estates, and wealth management in California.

    Education

    • Dale E. Fowler School of Law Chapman University (J.D.)
    • Biola University and the Torrey Honors College (B.A., summa cum laude)

    State Bar Admissions

    • California
    • Washington
    • Oregon

    Court Admissions

    • United States District Court for the District of California
    • United States District Court for the Southern District of California
    • United States District Court for the Central District of California

    Professional Affiliations

    • Orange County Bar Association (OCBA), Trust & Estates Section
      • Social Committee Chair, 2024 - Current
      • Chair, 2022
      • Chair-elect, 2021
      • Secretary/ Treasurer, 2020
      • Board Member-At-Large, 2018
    • Professional Fiduciary Association of California (PFAC), Corporate Member
    • St. Thomas More Society, Member
    • Able ARTS Work
      • Chair, Legacy Planning Society, Current
      • Executive Board Secretary, 2023 - 2024
      • Board Member, 2018 - 2024
    • Western State Law School, Adjunct Professor teaching Probate Clinic

    Recognitions

    • Selected to Daily Journal's 2026 Top Estate & Wealth Management Lawyers.
    • Selected to Los Angeles Magazine’s Best of LA Legal 2026
    • Named to The Best Lawyers in America® for Litigation - Trusts and Estates, Trusts and Estates (2027)
    • Named to The Best Lawyers in America - Ones to Watch® for Litigation - Trusts and Estates, Trusts and Estates (2025-2026)
    • Certified Alternative Dispute Resolution Mediator
    • Martindale-Hubbell AV Preeminent® Rated Attorney
    • Super Lawyers® Southern California Rising Stars for Estate Planning & Probate (2021 - 2027)
    • Commitment to Public Service, Chapman University Fowler School of Law

    Languages

    • American Sign Language
  • Biography
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  • Featured Works
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Firm Highlights

  • Events
    The 2026 Economic, Tax, and Accounting Updates
    We are looking forward to the Mid-Atlantic CFO Roundtable's next event on November 13, 2026. This is a program with topics built for Finance Executives. We are extremely fortunate to have three excellent speakers: Dr. Daraius Irani, Vice President of Business and Public Engagement at Towson University; Mike Stankus, Tax Office Managing Principal at BDO; and Daniel Wahlberg, Managing Partner of Acclare Solutions. The economy is rapidly changing with various factors driving it. The November 3rd midterm elections may also have an impact. Our three expert presenters will discuss the ramifications of the election, and the current year updates to GAAP financial reporting and Federal and State income taxes. Please join us for what will surely be an informative and timely discussion. Meet Our Speakers: Daraius Irani, Ph.D. • Towson University Vice President, Business & Public Engagement Dr. Daraius Irani serves as Vice President of Business and Public Engagement at Towson University as well as the chief economist for the Regional Economic Studies Institute (RESI) at Towson University, a policy group providing economic, fiscal impact, and policy analysis to public and private entities.  Dr. Irani is often called upon to provide economic presentations to organizations across Maryland. He has appeared on numerous television programs and in local and regional print media. Dr. Irani holds a Ph.D. in economics from University of California, Santa Barbara. Dan Wahlberg • Acclare Solutions Managing Partner With over 28 years of experience, Dan Wahlberg is a recognized leader in audit and assurance for the Mid-Atlantic’s middle market business community. As a licensed CPA in Maryland and Virginia, Dan has led assurance practices at top regional firms, including serving as Baltimore Audit Managing Partner and Assurance Practice Leader at BDO USA in Baltimore and as Partner and member of the Management Committee at Hertzbach & Company P.A which merged into BDO in 2020. His expertise centers on delivering clarity, strategic guidance, and proactive solutions to middle-market businesses across Baltimore and beyond. His entrepreneurial spirit has led him to begin a new CPA firm this year with four other CPAs serving the business community. Dan holds a Bachelor of Science in Accounting from Rutgers University and began his career at PWC in New York. He is also deeply engaged in the community, previously serving as President of ACG Maryland and current Board member and as Audit Committee Member for The Associated: Jewish Federation of Baltimore.  Mike Stankus • BDO USA LLP Tax Office Managing Principal Mike Stankus is the Tax Office Managing Principal for the firm’s Baltimore office. He has more than 16 years of experience providing tax planning and preparation and management advisory services for his clients. Mike focuses on advising privately held businesses and their owners on effective growth and tax strategies. He also performs various engagements for mergers and acquisitions and complex cost accounting projects and projections. In addition, he represents various government contracting clients before the DCAA and assists with FAR compliance. Mike’s areas of concentration include working with government contractors, professional service firms, construction companies, and homebuilders.
  • Blog Posts
    Powering the Future Maximizing Energy Storage Value with David Braun
    In this episode of the MSSIA Insight Podcast, host Matthew Karmel, Chair of Offit Kurman’s Environmental & Sustainability Practice, sits down with David Braun, Chief Commercial Officer at Intelligent Generation, to explore how distributed energy storage is creating new opportunities for businesses, developers, and the broader energy grid.With more than 35 years of experience in the energy and utility sector, David shares how battery storage can help commercial and industrial customers earn revenue, reduce energy costs, and improve power reliability. The conversation explores revenue stacking, including how batteries can generate value through wholesale energy markets, reduce capacity and transmission charges, store excess solar energy, and provide backup power during outages or disruptions.Matthew and David also discuss the evolving energy storage landscape across New Jersey, Pennsylvania, and Delaware, highlighting differences in state policies, utility programs, and opportunities for virtual power plants. David explains how industry collaboration through MSSIA can help advance effective energy policies and accelerate project development.Looking ahead, David shares his perspective on the future of distributed energy storage, the transition toward a more interconnected and resilient grid, and the importance of accurately modeling battery economics to demonstrate project value and support investment decisions. In this episode, you’ll learn about: How battery storage can help businesses earn revenue, save money, and protect operations. What revenue stacking means and how multiple battery applications create economic value. How rising capacity and transmission charges are influencing energy storage opportunities in PJM. The differences in energy storage policies and incentives across New Jersey, Pennsylvania, and Delaware. The role of virtual power plants in supporting grid reliability and managing energy demand. Why accurate financial modeling, customer load profiles, and utility rate structures are critical to evaluating battery projects. How MSSIA supports industry collaboration and policy advocacy across the Mid-Atlantic. Whether you're a solar or storage developer, investor, contractor, attorney, or clean energy professional, this episode offers practical insights into the economics, policy considerations, and emerging opportunities shaping the distributed energy storage market. About the MSSIA Insight Podcast Powered by Offit Kurman and presented in partnership with the Mid-Atlantic Solar & Storage Industries Association (MSSIA), the MSSIA Insight Podcast explores the legal, regulatory, and business developments shaping the solar and energy storage industries across New Jersey, Pennsylvania, and Delaware. Hosted by Matthew Karmel, the podcast features conversations with industry leaders and subject matter experts, delivering actionable insights to help clean energy professionals navigate an evolving industry. New episodes are released every other month.   Join our next policy committee call as a guest to see firsthand the impact we're driving: https://forms.gle/8WqmDvdJUKBh35Qw7
  • Events
    AIA Tri-State Conference
    Princeton will serve as the backdrop for three days of connection, learning, and design leadership. From keynotes to tours to the Tri-State Design Awards, this year’s conference is designed to go far beyond education sessions. Kick off the week with pre-conference intensives and individual state component Design Award celebrations, followed by three days of education, inspiration, networking, and design excellence at the 2026 AIA Tri-State Conference—featuring pre-conference intensives, three keynote speakers, 25 education sessions, curated tours, an expo, spec academies, and the AIA Tri-State Design Awards—bringing together architects and design professionals from New Jersey, New York, and Pennsylvania to connect, learn, and celebrate the best of the profession. G2. Designing Secure Practices: Cybersecurity, Data Privacy, Contractual Provisions, and Insurance Risks for Architects (4:00 PM - 5:30 PM) Architects and design professionals increasingly rely on cloud platforms, BIM software, and digital tools to manage sensitive data, creating cybersecurity and privacy risks. A single incident can trigger liability claims, regulatory obligations, reputational harm, and insurance challenges. Yet many firms underestimate how contracts, insurance, and internal practices intersect during a breach. This program offers legal and insurance perspectives on cyber risk in architecture, examining liability exposure, risky contract provisions, and mitigation strategies. A cyber insurance expert will explain policy responses, coverage gaps, coordination with professional liability, and best practices for aligning insurance with contractual risk and protecting firms from evolving cyber threats. Learning Objectives: Identify key cybersecurity and data privacy risks faced by architecture firms and explain how these risks can impact professional liability and project outcomes. Analyze common contractual provisions to determine which clauses may increase exposure to cyber incidents and propose strategies to mitigate these risks. Evaluate the scope and limitations of cyber insurance policies, including coordination with professional liability coverage, to determine how a policy would respond in a breach scenario. Develop actionable risk management strategies by integrating legal, contractual, and insurance considerations to protect sensitive client and project data.