About
Nicole Adkison
Nicole Adkison is a California-based estate planning attorney with nearly 12 years of experience helping families, business owners, and individuals navigate the complexities of wealth preservation and tax strategy. Specializing in advanced estate and gift tax planning, business succession, generational wealth transfer, private real estate transactions, and charitable planning, Nicole provides creative, tax-savvy solutions that go beyond the ordinary.
Known as “unusually personable for a tax lawyer,” Nicole takes pride in her ability to combine technical expertise with a warm, approachable style that puts clients at ease. Whether crafting intricate trust structures, planning for family business transitions, or advising on charitable giving strategies, she excels at tailoring solutions that are not only legally sound but also aligned with her clients’ values and long-term goals.
Nicole believes that estate planning is about more than just securing assets—it’s about securing a legacy, and she works closely with each client to understand their unique needs, aspirations, and family dynamics. Her problem-solving skills and creative approach make her a go-to resource for families and businesses needing out-of-the-box solutions.
When she’s not helping clients, Nicole can be found in her kitchen, where she loves entertaining friends and family. Her home is often the center of get-togethers, reflecting the same sense of connection and hospitality she brings to her professional life.
Philosophy + Approach
I’m a relationship-focused estate planning tax nerd—which means I care just as much about who I’m planning for as what we’re planning. My approach
starts with getting to know you, your family, and your goals so we can build a plan that reflects your values and protects the people you love. I combine
in-depth tax and legal knowledge with a practical, down-to-earth style to make complex concepts feel clear and manageable. Whether we’re drafting your first will or navigating advanced wealth transfer strategies, I’m here to be your trusted advisor—not just for one document, but for the long haul.
"Trust law is about more than wealth. It’s about legacy, clarity, and making sure your voice carries on —even when you’re not in the room."
Credentials + Education
Credentials + Education
University of Florida - B.S.B.A. Finance
J.D. California Western School of Law
University of Alabama - LL.M. Taxation
California Bar Association - Certified Legal Taxation Specialist
Provisors Member
WealthCounsil Member
President of the Santa Cruz County Business Builders
University of Florida - B.S.B.A. Finance
J.D. California Western School of Law
University of Alabama - LL.M. Taxation
California Bar Association - Certified Legal Taxation Specialist
Provisors Member
WealthCounsil Member
President of the Santa Cruz County Business Builders