California Estate Planning Lawyers

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Alice A Salvo

Woodland Hills, CA Estate Planning Attorney with 36 years experience

(818) 676-9572
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Alexander L. Bruin

Los Angeles, CA Estate Planning Attorney

(301) 785-5395

Loyola Law School, Los Angeles and Loyola Law School, Los AngelesCalifornia

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Gary Borofsky

Los Angeles, CA Estate Planning Lawyer with 47 years experience

(310) 553-8844

University of California - Los AngelesCalifornia, U.S. District Court, Central District of California and U.S. Tax Court

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Burton A. Mitchell

Los Angeles, CA Estate Planning Attorney with 40 years experience

(310) 203-8080

Taxation New York University School of Law and Georgetown UniversityCalifornia Supreme Court, U.S. Court of Appeals for the Ninth Circuit, U.S. Court of Federal Claims, U.S. District Court for the Central District of California, U.S. Tax Court and California

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Elroy Schneider

Oxnard, CA Estate Planning Lawyer with 42 years experience

(805) 764-6370 300 E. Esplanade Drive
Suite 1980
Oxnard, CA 93036

Free ConsultationEstate Planning, Business and Real Estate
Loyola Law School

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Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...

(805) 764-6370 2945 Townsgate Road
Suite 200
Westlake Village, CA 93036

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Jack Stephens

San Diego, CA Estate Planning Lawyer with 28 years experience

(858) 250-0197 12526 High Bluff Dr.
Suite 200
San Diego, CA 92130

Free ConsultationEstate Planning, Elder and Tax
University of San Diego School of Law and Baylor Law School

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Principal Owner
Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the...

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Matthew B. Talbot

Walnut Creek, CA Estate Planning Lawyer with 11 years experience

(925) 322-1795 2033 N. Main St. Suite 750
Walnut Creek, CA 94596

Free ConsultationEstate Planning, Elder and Probate
University of San Francisco School of Law

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Matthew focuses on elder law, estate planning, and related practice areas. He began his career in the field of trusts and estates, and expanded into elder and probate law. He quickly realized that he enjoyed the personal nature of working in estate and elder law, and chose to continue by opening his own firm. He is passionate about taking care of his clients, and treats each of them as if they were family. Matthew was admitted to the California bar in 2006 and has practiced law in Contra Costa Country since 2006. He earned his J.D. at...

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Tina K Gehres

San Diego, CA Estate Planning Attorney with 20 years experience

(877) 333-2420 4275 Executive Square
Suite 200
San Diego, CA 92037

Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law

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Tina K. Gehres is the President and founder of Gehres Law Group, P.C., which she formed to provide affordable legal services to small businesses and individuals in the state of California. With more than two and a half decades of legal and business experience, Ms. Gehres has held a broad range of roles including Corporate Counsel, Director of Human Resources, Law Firm Partner, Legal Consultant, and Senior Accountant. Today, she has positioned herself as a valuable asset to clients as a small business attorney in San Diego and surrounding areas. Ms. Gehres has been a licensed attorney since 1997...

(877) 333-2420 9891 Irvine Center Drive
Suite 200
Irvine, CA 92618

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Alice A Salvo

Woodland Hills, CA Estate Planning Attorney with 36 years experience

(818) 676-9572 20350 Ventura Blvd #110
Woodland Hills, CA 91364

Free ConsultationEstate Planning, Elder, Probate and Tax
Southwestern Univ School of Law and University of Miami School of Law

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Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...

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Marivel Zialcita

Claremont, CA Estate Planning Lawyer with 15 years experience

(909) 256-6702 341 W. 1st St.
Suite 100
Claremont, CA 91711

Free ConsultationEstate Planning, Elder and Probate
California Western School of Law

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MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of Trust and Estate, Elder Law, VA Benefits, Special Needs, Conservatorship, Trust Administration and Probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section, The San Bernardino County Bar Association, Wealth Counsel and Elder Counsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita received her B.A. degree from the University of California,...

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Robert Louis Miller

Temecula, CA Estate Planning Lawyer with 23 years experience

(877) 569-2977 41539 Winchester Road
Suite 200
Temecula, CA 92590

Free ConsultationEstate Planning, Criminal, DUI and Personal Injury
Western State Univ COL

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Attorney Robert Miller has a 10.0 Avvo rating, and has been designated a “Client’s Choice DUI Attorney.”

He was named by clients as a top Orange County DUI Lawyer on Yelp, receiving Yelp’s highest rating award, based on reviews.

Mr. Miller has 23 years practicing law in Orange County, including at other criminal defense and DUI firms and practices with his own firm.

Robert Miller has been the author or co-author of three books on DUI defense and has appeared on television and radio as a legal commentator.

He has successfully handled thousands of cases and has many positive...

(877) 568-2977 11801 Pierce Street
Suite 200
Riverside, CA 92505

(877) 568-2977 3350 Shelby Street
Suite 200
Rancho Cucamonga, CA 91764

(877) 568-2977 3780 Kilroy Airport Way
Suite 200
Long Beach, CA 90806

(949) 682-5316 5020 Campus Drive
Newport Beach, CA 92660

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Michael Ellis Freedman

San Francisco, CA Estate Planning Attorney with 33 years experience

(877) 777-1666 580 California Street
Suite 1200
San Francisco, CA 94104

Free ConsultationEstate Planning, Elder and Probate
Temple University Beasley School of Law

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Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...

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Thomas E. Rossmeissl

10.0

(1 Peer Review)

(408) 883-3520 16450 Los Gatos Boulevard
Suite 108
Los Gatos, CA 95032

Los Gatos, CA Estate Planning Lawyer with 27 years experience
Estate Planning and Probate
Georgetown University Law Center

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I am a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization. My focus is on estate planning, trust and estate administration, and trust and estate litigation. I help individuals and families who face serious legal situations, and I help bring them solutions and peace of mind. My goal is to help clients gain the peace of mind that comes with taking care of their families, to help clients navigate through the challenges of trust and estate administration, and to zealously represent clients in litigation to seek the...

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Douglas Borthwick

Santa Ana, CA Estate Planning Attorney with 23 years experience

(714) 654-6742 1800 N. Broadway, Suite 200
Santa Ana, CA 92706

Estate Planning, Business, Criminal and Family
Capital University Law School

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Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...

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Scott A. Harshman

Irvine, CA Estate Planning Lawyer with 20 years experience

(949) 623-7224

University of San Diego School of Law and Whittier Law SchoolState Bar of California, United States Tax Court and California

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Jeffrey Robert Matsen

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Jeffrey Robert Matsen

Costa Mesa, CA Estate Planning Attorney with 51 years experience

(714) 384-6500

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Trevor J. Rose

Napa, CA Estate Planning Lawyer with 6 years experience

(707) 681-5851 1775 Lincoln Avenue
Suite 101
Napa, CA 94558

Estate Planning, Business and Probate
University of California Hastings College of the Law

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Founder and Attorney & Counselor at Law at Rose Law Firm of Napa Valley, Inc. Trevor J. Rose specializes in Estate Planning and Administration, Business, and Real Estate/Title Transactions. He currently sits on the board of directors for the Napa County Hispanic Chamber of Commerce as Vice-President and the Young Lawyers Division of the Napa County Bar Association as Past President. Trevor was born and raised in Napa, CA and became fully bilingual after spending a year studying Spanish Language, Linguistics and Literature at the University of Barcelona in Spain. He graduated Phi Beta Kappa with high honors from...

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Maureen Alice Lyons

Riverside, CA Estate Planning Lawyer with 21 years experience

(951) 781-1960 6529 Riverside Avenue
Suite 132
Riverside, CA 92506

Estate Planning, Elder and Probate
Southwestern Law School

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Attorney Maureen Lyons focuses on Estate Planning, Elder Law, Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys (NAELA), , and former...

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Joshua D. Ramirez

Fullerton, CA Estate Planning Lawyer with 3 years experience

(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832

Estate Planning, Elder and Tax
Loyola Law School, Los Angeles and Loyola Law School, Los Angeles

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Joshua D. Ramirez received his Bachelor's Degree in Political Science from Cal State Fullerton. Josh went to Loyola Law School in Los Angeles where he obtained his Juris Doctorate Degree and his LLM Degree in Taxation, which he obtained "With Distinction." He has a passion for Elder Law, as evidenced by him graduating #1 in his Elder Law class. Josh has a passion for the elderly and families mourning the loss of a loved one. Josh enjoys spending time with his wife and young son, spending the day at the shooting range, and flying.

(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879

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Mr. Cloyd E. Havens II

Glendora, CA Estate Planning Lawyer with 20 years experience

(626) 335-6884 333 W. Foothill Blvd.
Glendora, CA 91741

Free ConsultationEstate Planning, Business and Probate
Western State College of Law at Argosy University

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Specializing in probate, estate planning and small business law for more than 15 years. Was a small business owner and financial planner before becoming an attorney. Currently also a professor of business law and human resources at Azusa Pacific University. Earned his B.S. in Business Administration and Management from the University of Redlands Magna Cum Laude and his Juris Doctor with an emphasis in Taxation Cum Laude from Western State University College of Law in Fullerton, CA.

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Marisa Catherine Nelson

Menlo Park, CA Estate Planning Lawyer with 6 years experience

(650) 485-3437 873 Santa Cruz Avenue, Suite 202
Menlo Park, CA 94025

Free ConsultationEstate Planning and Probate
University of San Francisco School of Law

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My goal is to make it more convenient, comfortable, personal, and straightforward to work with a lawyer. I work with busy professionals, entrepreneurs, educators, and parents who want protection, peace of mind, and convenience, including local, out-of-state, and international clients with California legal needs. I leverage modern technology to make legal services easier to obtain, more comfortable, and less time-consuming, without sacrificing quality. At the same time, I take an old-fashioned approach to legal counsel. I want to be your trusted legal advisor, and that means earning your trust. Hiring a lawyer doesn’t have to be intimidating...

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Michael Edward Lonich

San Jose, CA Estate Planning Attorney with 36 years experience

(408) 553-0801 1871 The Alameda
Suite 400
San Jose, CA 95126

Free ConsultationEstate Planning, Family and Probate
Pepperdine University School of Law

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Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...

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William Martin Burbank

Fullerton, CA Estate Planning Lawyer with 15 years experience

(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832

Estate Planning, Elder and Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law

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Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...

(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879

(800) 220-4205 3740 Long Beach Boulevard
Long Beach, CA 90807

(800) 220-4205 4425 Jamboree Road, Suite #115
Newport Beach, CA 92660

(800) 220-4205 1111 E. Tahquitz Canyon Way
Palm Springs, CA 92262

(800) 220-4205 77564 Country Club Drive, Building A
Palm Desert, CA 92211

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David J. O'Connell

Escondido, CA Estate Planning Attorney with 30 years experience

(760) 310-2463 550 La Terraza Boulevard, Ste. 150
Escondido, CA 92025

Free ConsultationEstate Planning, Business and Real Estate
Thomas Jefferson School of Law

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Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 20 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times. Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics. Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.

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Eric Morgan Boeing

Oakland, CA Estate Planning Lawyer with 11 years experience

(510) 761-6230 1300 Clay St, Ste 600
Oakland, CA 94612

Free ConsultationEstate Planning, Bankruptcy and Consumer
UC Hastings COL

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I believe that the Bankruptcy Court is one of the few places in out legal system where ordinary people can go for real relief. I am dedicated to helping people throughout the Bay Area access that relief. I earned my undergraduate degree at the University of Illinois in Urbana-Champaign, and I earned my law degree at the University of California, Hastings College of the Law in San Francisco. While in law school, I was Articles Editor at the Hastings International and Comparative Law Review, and I graduated in 2006. I spent my first two years practicing antitrust/consumer...

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Daniel Timothy Quane

Danville, CA Estate Planning Lawyer with 12 years experience

(925) 314-2320 571 Hartz Ave
Danville, CA 94526

Estate Planning and Probate
Golden Gate University School of Law and McGeorge School of Law Univ of the Pacific

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Daniel T. Quane manages the Doyle Quane Family Trusts and Estates practice. Dan is a Certified Legal Specialist in Estate Planning, Trusts and Probate Law. He has an advanced legal degree in Taxation (LL.M.) and he was named Super Lawyer’s Rising Star in 2015 and 2016. He works with a diverse range of clients, from those of average means to wealthy families requiring complex advanced estate tax planning strategies. Dan has experience guiding families through the complex legal process required upon death in the most efficient manner possible, whether it’s through trust administration or the probate court process. He...

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Eric F. Bergman

Los Angeles, CA Estate Planning Attorney

(310) 553-8844

UCLA School of LawCalifornia

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Megan Ferkel Earhart

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Megan Ferkel Earhart

Los Angeles, CA Estate Planning Attorney

(310) 785-5328

Loyola Law School, Los Angeles and Loyola University Chicago School of LawU.S. District Court, Central District of California and California

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Richard Samuel Price

Redlands, CA Estate Planning Attorney with 17 years experience

(909) 475-8800 300 E. State St., Ste. 620
Redlands, CA 92373

Free ConsultationEstate Planning, Elder, Probate and Real Estate
New York University School of Law and Western New England University School of Law

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R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, trust administration, long-term care planning and litigation. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. He made such an impression on an author client that she based a character of a probate attorney on him, in her...

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Burton A. Mitchell

Los Angeles, CA Estate Planning Attorney with 40 years experience

(310) 203-8080 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067

Estate Planning, Business and Tax
Taxation New York University School of Law and Georgetown University

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Stephen Searle Rudd

Cupertino, CA Estate Planning Attorney with 46 years experience

(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014

Estate Planning, Probate and Real Estate
Stanford University

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Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.

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Mona Parsa

Orange County, CA Estate Planning Attorney with 10 years experience

(949) 412-7182 Orange County
Orange County, CA

Free ConsultationEstate Planning, Entertainment & Sports and Immigration
Whittier Law School

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Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.

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Joseph Hyunsung Lee

Pasadena, CA Estate Planning Lawyer with 19 years experience

(626) 325-0770 301 E. Colorado Boulevard
Suite 705
Pasadena, CA 91101

Free ConsultationEstate Planning, Administrative and Education
Seton Hall University School of Law

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“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...

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Lynn Margaret Sherrell

Berkeley, CA Estate Planning Attorney with 34 years experience

(510) 843-6060 2141 Emerson St
Berkeley, CA 94705

Estate Planning, Business, Consumer and Insurance Claims
Golden Gate University School of Law

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Lynn Sherrell is in solo-practice in Berkeley California, following a dozen years in San Francisco law firms practicing personal injury, products' liability and worker's compensation law. Lynn has achieved a Specialization in Estate Planning, Trust and Probate Law of the State Bar of California Department of Legal Specialization. Lynn is client oriented and serves individuals, families, small businesses and small owner investors in many aspects of civil law and litigation. When you need an advocate on your side, get a woman on your case. Lynn is a graduate of Golden Gate University Law School with an emphasis in public interest...

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John B. Palley

10.0

(2 Peer Reviews)

2240 Douglas Blvd.
Suite 150
Roseville, CA 95661

Free ConsultationRoseville, CA Estate Planning Lawyer with 23 years experience
Estate Planning and Probate
McGeorge School of Law, University of the Pacific

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I have been practicing estate and probate law since 1994. My practice is 100% focused on California probate court cases only. I pride myself on efficiency and answering my client's questions within minutes rather than days. I am a Certified Specialist in Estate Planning, Trust and Probate Law. I have highest ratings on numerous websites including Martindale Hubbell "AV" rated, AVVO "10.0" rated, and am a "Superlawyer." I also am a past Sacramento Bee estate and probate "expert." I speak on estate and probate law to professional groups and have been quoted in numerous articles on the...

(888) 920-5983 1555 River Park Dr
Suite 108
Sacramento, CA 95815

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Zaher Fallahi

Los Angeles, CA Estate Planning Attorney with 8 years experience

(310) 719-1040 10866 Wilshire Blvd., Suite 400
Los Angeles, CA 90024

Estate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law

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Zaher Fallahi, Attorney At Law, CPA, is a California Tax Law Firm and practices as Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Trust, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Tax & Legal aspect of Business Formation, Estate Planning and Civil Litigation. As a California CPA, Mr. Zaher Fallahi testifies before the court as an...

(714) 546-4272 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626

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James Clifford Anderson

Turlock, CA Estate Planning Attorney

(209) 667-2300 300 N. Palm St.
Turlock, CA 95381

Estate Planning, Employment, Personal Injury and Probate
University of the Pacific, McGeorge School of Law

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James practices in the areas of employment law for management, personal injury, estate planning, and real estate. James graduated from Arizona State University, in Tempe, Arizona, where he earned a Bachelor of Arts degree in Psychology. He went on to earn his J.D. from the University of the Pacific, McGeorge School of Law, Sacramento, where he graduated fifth in his class, With Great Distinction, and Order of the Coif. While at McGeorge, James completed a judicial externship with the Honorable Justice George Nicholson, at the California Court of Appeal, Third Appellate District, in Sacramento. ...

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Nicole Heffel

La Jolla, CA Estate Planning Attorney with 4 years experience

(619) 550-3080 9404 Genesee Ave.
Suite 340
La Jolla, CA 92037

Estate Planning, Elder, Probate and Tax
Thomas Jefferson School of Law and Thomas Jefferson School of Law

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Nicole Heffel is a San Diego based attorney focused on providing her clients with a comprehensive approach to their estate planning needs. She was inspired to go in to estate planning after learning that her grandmother’s estate planning attorney left out critical elements that left her grandmother vulnerable and unprotected. Nicole learned the importance of what a well-developed, implemented and maintained estate plan can do for a person not just after death but during their life as well. Her thirst for more knowledge on estate planning led her down the path of financial consulting. She...

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Rochelle H. Schultz

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Rochelle H. Schultz

Los Angeles, CA Estate Planning Attorney

(310) 553-8844

University of Southern California Gould School of LawCalifornia

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Jamie K. Ogden

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Jamie K. Ogden

Los Angeles, CA Estate Planning Attorney

(310) 201-3510

New York University School of Law, University of California, Berkeley School of Law and University of Washington School of LawNew York, U.S. Tax Court and California

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Jeffrey Robert Matsen

Costa Mesa, CA Estate Planning Attorney with 51 years experience

(714) 384-6500 695 Town Center Dr
7th Floor
Costa Mesa, CA 92626

Estate Planning, Elder, Probate and Tax
UCLA School of Law

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Jeff Matsen is Of Counsel Partner to the Southern California law firm, Bohm Wildish & Matsen, LLP and has been providing a wide range of clients with the highest level of legal services for 50 years. Since receiving his law degree with honors from UCLA School of Law in 1967, Jeff has been entirely dedicated to providing his clients with the quality, professionalism, and integrity they deserve. Bohm Wildish & Matsen, LLP consists of a team of professionals ready to provide asset protection for both domestic and offshore; business and sophisticated estate planning services; form corporations, LLCs and partnerships of...

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Frank Huerta Jr

Fresno, CA Estate Planning Lawyer with 13 years experience

(559) 400-7531 5412 N Palm Avenue
Suite 105
Fresno, CA 93704

Estate Planning, Business, Elder and Tax
UC Davis School of Law King Hall

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"I love my work. I get to make a real difference to help people maintain their businesses and livelihoods. A file is more than just paper, it is my client's hard work and often a significant portion of their lives. I enjoy working with my clients to empower them to take control of their tax and business issues." Frank Huerta Jr. Esq.

Frank Huerta Jr. has 14 years of experience as an attorney and law clerk working in government and tax law issues. He has a successful record of representing taxpayers before the IRS, Franchise Tax Board, Board Of Equalization and...

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Konstantine A Demiris

Walnut Creek, CA Estate Planning Attorney with 12 years experience

(925) 378-2520 700 Ygnacio Valley Road, Suite 140
Walnut Creek, CA 94596

Free ConsultationEstate Planning, Appeals, Elder and Probate
Santa Clara University

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Konstantine "Kosta" Demiris is a partner at the law firm of Demiris & Moore, located in the heart of downtown Walnut Creek, in the center of Contra Costa County. His practice focuses on litigation involving elder abuse (financial and physical), will and trust litigation, conservatorships, guardianships, HOA's, and appeals. Kosta is actively involved in the Contra Costa County legal community. He is a member of the Board of Directors of the Contra Costa County Bar Association's Elder Law Section. He serves as court-appointed counsel in Conservatorship cases in Contra Costa County. Kosta is dedicated to helping...

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Rob Werner

Santa Clarita, CA Estate Planning Attorney with 42 years experience

(661) 252-9022 27257 Camp Plenty Rd
Santa Clarita, CA 91351

Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
Southwestern Law School

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L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

(661) 377-2923 4900 California Ave., Tower B-210
Bakersfield, CA 93309

(805) 583-2027 2655 First Street, Suite 250
Simi Valley, CA 93065

(661) 948-9059 1672 W. Avenue J, Suite 207
Lancaster, CA 93534

(626) 795-7899 225 S. Lake Street, Suite 300
Pasadena, , CA 91101

(818) 362-0331 15760 Ventura Blvd., Suite 700
Encino, CA 91436

(213) 236-3682 515 S. Flower Street, 36th Floor
Los Angeles, CA 90071

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Scott Jordan

San Ramon, CA Estate Planning Lawyer with 11 years experience

(925) 362-3598 18 Crow Canyon Court
Suite 280
San Ramon, CA 94583

Free ConsultationEstate Planning, Bankruptcy, Business and Probate
University of Southern California Gould School of Law

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I represent individuals and small to medium sized businesses in bankruptcy, foreclosure defense and debt consolidation matters. For individuals, I represent clients in Chapter 7 and Chapter 13 bankruptcy proceedings, including adversary proceedings, including 2nd home mortgage lien stripping, redemption of vehicles and student loan reductions. For businesses, I provide services related to the winding down of a business, board and management consultations and bankruptcy debt consolidation in Chapter 11. In conjunction with my bankruptcy practice, I also provide estate planning, probate and trust administration representation. The best way to avoid probate is to plan properly by drafting...

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Bruce McIver

Santa Barbara, CA Estate Planning Attorney with 13 years experience

(805) 687-4689 3018 Paseo del Refugio
Santa Barbara, CA 93105

Estate Planning and Probate
Santa Barbara College of Law

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After teaching at the college level for over 25 years, Bruce McIver decided to take up the mantle of the law. He was reluctant to give up the security of his position, but took a chance and attended law school, graduating with honors and being admitted to the practice of law by the California Bar. While he enjoyed his years of teaching Shakespeare at Reed College, Union College, UCLA, UCSB, and the University of Ljubljana, he wanted to help people of a different ages, and in different ways, mindful of his clients' needs to manage their estates....

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Mary Heare Amodio

Lakeport, CA Estate Planning Attorney with 15 years experience

(707) 263-5759 380 N Main Ste J
PO Box 1606
Lakeport, CA 95453

Estate Planning, Arbitration & Mediation, Elder and Probate
Golden Gate University

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My practice is focused on individuals and small businesses and helping them to create estate and business succession plans that address the client's concerns and needs. I represent consumers in chapter 7 bankruptcies, as well as probate, trust administration, guardianship, conservatorship and adoption cases. I represent individuals throughout Lake County (including Middletown, Lakeport, Clearlake, Kelseyville, Lucerne, Clearlake Oaks, Glenhaven, Nice and Upper Lake) and surrounding counties. Prior to practicing law, I worked in Banking, Community Development and Education.

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Vanja Habekovic

Beverly Hills, CA Estate Planning Attorney with 14 years experience

(310) 281-6377 9401 Wilshire Blvd
9th Floor
Beverly Hills, CA 90212

Estate Planning, Business and Tax
Stanford University

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My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...

Claimed Lawyer ProfileLII Gold

Benjamin J. Sowards Esq.

10.0

(1 Peer Review)

(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008

Free ConsultationCampbell, CA Estate Planning Lawyer with 14 years experience
Estate Planning, Elder and Probate
University of California, Davis, School of Law

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AVVO
Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...

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Hossein Farzam Berenji

Los Angeles, CA Estate Planning Attorney with 17 years experience

(213) 985-3007 550 S. Hill Street STE 1467
Los Angeles, CA 90013

Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School

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Hossein Berenji, owner and found of Berenji & Associates, provides exceptional representation to anyone in need of family law attorney. Mr. Berenji's practice handles all family law matters including divorce, child support and custody, spousal support, and can assist in preparation of your pre or post nuptials.

(310) 271-6290 8383 Wilshire Blvd #443
Beverly Hills, CA 90211

24742 Kings Road
Laguna Niguel , CA 92677

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Nareshwar Singh Virdi

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Nareshwar Singh Virdi

Sacramento, CA Estate Planning Lawyer

(916) 378-0259

Nareshwar Virdi at Acquest Law, Inc. offers an innovative approach to legal services. As one of three attorneys who was raised in India and now living in Sacramento, he provides sound legal options to... Read More »

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Gordon A. Schaller

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Gordon A. Schaller

Irvine, CA Estate Planning Lawyer

(949) 623-7222

University of Minnesota Law SchoolUnited States Tax Court and Washington

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California Estate Planning Legal Aid & Pro Bono Services

Santa Clara County Self-Service Centers/Family Law Facilitator's Office
Morgan Hill, CA

Senior Legal Service Project of San Luis Obispo County
(850) 543-5140
Paso Robles, CA

Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.

Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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