California Estate Planning Lawyers

Matthew Kaemerle
PREMIUM

Carlsbad, CA Estate Planning Attorney

Thomas Jefferson School of LawCalifornia
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Jessica G. Babrick
PREMIUM

Los Angeles, CA Estate Planning Attorney with 14 years experience

University of California - Hastings College of the LawCalifornia, U.S. District Court, Central District of California, U.S. District Court, Southern District of California and U.S. District Court, Eastern District of California
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Joseph M. Wojcik
PREMIUM

Temecula, CA Estate Planning Lawyer with 23 years experience

If your situation requires experienced and knowledgeable representation from a Riverside County lawyer, you should consider the team at Davis Wojcik Duarte, APLC. With more than 50 years of collective... Read More »
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Bridget McInerney Harris
PREMIUM

San Francisco, CA Estate Planning Attorney with 39 years experience

Georgetown University Law Center and Gonzaga University School of LawU.S. Supreme Court, U.S. Tax Court and California
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Robert Louis Miller
Claimed Lawyer ProfileQ&ASocial Media
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
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
Marivel Zialcita
Claimed Lawyer ProfileQ&ASocial Media
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
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,...
Elroy Schneider
Claimed Lawyer ProfileQ&ASocial Media
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
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
Maurice Rene Dyson
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 18 years experience
(855) 673-9766 Diamond View Tower
350 10th Avenue, 10th Floor
San Diego, CA 92101
Free ConsultationEstate Planning, Bankruptcy, Business and Immigration
Columbia Law School
Maurice Dyson, Esq. has successfully handled over $166 billion dollars of business transactions and class action litigation worth over $14 billion dollars and was inducted as a member of the highest court, the Bar of the U.S.Supreme Court. With nearly 20 years of experience, we are also nationally recognized leaders in immigration, visas, green cards, business start up, ccivil rights, and education law. With top rated client reviews, our attorneys work on matters large and small because your success is our success. Why not have the best? You don't know what you don't know and you need...
(855) 673-9766 830 Third Avenue
5th Floor
New York, NY 10022
(855) 673-9766 Ott Lane
Merrick, NY 11566
(855) 673-9766 2155 Caminito Leonzio
Suite 20
Chula Vista, CA 91915
John B. Palley
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
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
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
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial Media
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
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
Alice A Salvo
Claimed Lawyer ProfileQ&ALII GoldSocial Media
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
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...
James Clifford Anderson
Claimed Lawyer ProfileSocial Media
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
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. ...
Matthew B. Talbot
Claimed Lawyer ProfileSocial Media
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
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...
Daniel W. Layton
Claimed Lawyer ProfileBlawgsearchSocial Media
Newport Beach, CA Estate Planning Lawyer with 13 years experience
(949) 301-9829 1451 Quail St., Suite 210
Newport Beach, CA 92660
Estate Planning, Criminal, Tax and White Collar Crime
Golden Gate University School of Law and The University of Chicago Law School
Daniel W. Layton is a former Federal tax prosecutor and trial attorney for the IRS. His practice as a tax attorney is dedicated to handling all aspects of tax controversy, including audits, collection, international tax, and criminal tax defense. Mr. Layton has extensive experience and insight from his time in the government sector, which greatly benefits his clients. As a former Federal tax prosecutor with the U.S. Department of Justice, in the Tax Division of the U.S. Attorney’s Office in Los Angeles, and a former IRS trial attorney in San Jose, he has litigated a wide variety of civil...
(949) 301-9829 1370 N. Brea Blvd., Suite 140
Fullerton, CA 92835
Nareshwar Singh Virdi
PREMIUM

Sacramento, CA Estate Planning Lawyer

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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Alexander L. Bruin
PREMIUM

Los Angeles, CA Estate Planning Attorney

Loyola Law School, Los Angeles and Loyola Law School, Los AngelesCalifornia
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Mr. Bobby Kouretchian
Claimed Lawyer ProfileSocial Media
Carlsbad, CA Estate Planning Attorney with 19 years experience
(760) 487-8330 5650 El Camino Real, Ste 123
Carlsbad, CA 92008
Estate Planning, Business and Probate
Pepperdine University School of Law
Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).
Joshua D. Ramirez
Claimed Lawyer ProfileSocial Media
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
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
Michael Edward Lonich
Claimed Lawyer ProfileSocial Media
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
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...
Konstantine A Demiris
Claimed Lawyer ProfileQ&ASocial Media
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
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...
Eric Morgan Boeing
Claimed Lawyer ProfileSocial Media
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
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...
James Roy Dickinson
Claimed Lawyer Profile
Chico, CA Estate Planning Lawyer with 6 years experience
(530) 487-3979 35 Heritage Lane
Suite 3
Chico, CA 95926
Estate Planning, Personal Injury, Probate and Real Estate
University of La Verne College of Law
Service. Integrity. Skill.

James R. Dickinson, Attorney at Law believes practicing law is a calling. Mr. Dickinson is committed to daily fulfilling the motto: “Service. Integrity. Skill.” James R. Dickinson, Attorney at Law provides services in the following areas: Civil Litigation, Criminal Defense & Driving Under The Influence (DUI), Estate Planning, Trust Administration & Probate, and Personal Injury.

Mr. Dickinson is a gifted litigator. In 2016, he was named one of National Trial Lawyers’ “Top 40 Under 40.” Mr. Dickinson cares for his clients and works tirelessly to achieve the results they seek. In 2018, he was included in American...
(530) 487-3979 1110 Civic Center Boulevard
Suite 106-G
Yuba City, CA 95993
Jack Stephens
Claimed Lawyer ProfileSocial Media
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
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...
Troy Werner
Claimed Lawyer ProfileSocial Media
Santa Clarita, CA Estate Planning Lawyer with 8 years experience
(888) 630-9902 27257 1/2 Camp Plenty Rd.
Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Probate
Southwestern Law School
An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...
(800) 752-9937 2655 First Street, Suite 250
Simi Valley, CA 93065
(800) 752-9937 225 S. Lake Ave., Suite 300
Pasadena, CA 91101
(800) 752-9937 4900 California Ave., Tower B-210
Bakersfield, CA 93309
(800) 752-9937 1672 W. Ave J, Suite 207
Lancaster, CA 93534
(800) 752-9937 515 S. Flower Street, 36th Floor
Los Angeles, CA 90071
(800) 752-9937 15760 Ventura Blvd., Suite 700
Encino, CA 91436
Stephen Searle Rudd
Claimed Lawyer Profile
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
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.
Julie S Levy
Claimed Lawyer ProfileSocial Media
Santa Rosa, CA Estate Planning Attorney with 10 years experience
(707) 523-1515 100 Stony Point Road
Suite 265
Santa Rosa, CA 95401
Free ConsultationEstate Planning, Bankruptcy, Family and Personal Injury
Empire College School of Law
Julie S. Levy and Zachary A. Carroll have practiced law since 2008 in solo practices. In 2009, they began sharing an office and collaborating on certain cases. This duo has turned their collaboration into Levy Carroll Law and as strong litigators, they provide a strong and determined focus for fair outcomes in their client's cases. Choose Levy Carroll Law for their strong, honest, caring representation for bankruptcy, divorce, custody, guardianship, or personal injury. Look no further as you have found a team that has your best interests at heart
Bradford S. Cohen
PREMIUM

Los Angeles, CA Estate Planning Attorney

New York University School of Law and Maurice A. Deane School of Law at Hofstra University9th Circuit, California, Federal Circuit, New York, U.S. Court of Claims, U.S. Supreme Court and U.S. Tax Court
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Maggie Mouradian
PREMIUM

Los Angeles, CA Estate Planning Attorney

Maggie Mouradian focuses on comprehensive estate and gift tax planning for high net worth individuals and families. Read More »
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Rob Werner
Claimed Lawyer ProfileSocial Media
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
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
Daniel A. Thompson
Claimed Lawyer ProfileSocial Media
Temecula , CA Estate Planning Lawyer with 7 years experience
(951) 587-2222 One Better World Circle
#300
Temecula , CA 92590
Estate Planning, Business, Criminal and Health Care
University of the Pacific, McGeorge School of Law and Western Sierra Law School
Daniel Thompson is an employment lawyer at Davis & Wojcik, APLC. Mr. Thompson has a variety of legal experience and has represented corporations, public entities and individuals throughout Northern and Southern California. In addition to a Juris Doctor degree, Mr. Thompson holds an LL.M. in Public Law and Policy from McGeorge Law School. During law school, Mr. Thompson gained experience as an intern for the California State Senate and City of Folsom. Mr. Thompson has been admitted to practice law in the State of California since 2011.
(951) 652-9000 1001 E Morton Pl
#A
Hemet, CA 92543
Annette Dawson-Davis
Claimed Lawyer ProfileSocial Media
Camarillo, CA Estate Planning Lawyer with 28 years experience
(805) 498-0909 400 Mobil Ave.
D11
Camarillo, CA 93010
Free ConsultationEstate Planning and Probate
Ventura College of Law
Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....
Sussan H. Shore
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 42 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning and Probate
Loyola Law School, Los Angeles
Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...
Nicole Heffel
Claimed Lawyer ProfileSocial Media
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
Nicole Heffel is a distinguished attorney based in San Diego. A “Rising Star” with just over four years of experience, Ms. Heffel has already built a name for herself in estate planning and probate law and has garnered a reputation as a staunch advocate for veterans. A former member of the U.S. Navy, her practice focuses on comprehensive estate planning, veteran benefits, and asset protection services. Among numerous other honors, Ms. Heffel has received the Women Resiliency Award by the U.S. Department of Veteran Affairs in 2015 and the Trailblazer Award from the California Department of Veteran Affairs in 2016.
Mitchell A. Port
Claimed Lawyer ProfileQ&ALII SilverBlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 36 years experience
(877) 275-6928 9054 Cresta Dr
Los Angeles, CA 90035
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles specializing in four areas of law: Tax Controversies, California Probate, Estate Planning, and Business Transactions. He began his career as a lawyer with the IRS national office in Washington D.C, where he worked on tax collection and litigation matters. He later worked at two noted local law firms where he further developed his tax controversy skills and represented clients in estate planning, probate, and business transactions. Mitch is a former Internal Revenue Service revenue/collection officer. After gaining the skills, knowledge and experience, Mitch founded the Law Office of Mitchell A. Port. As...
Thomas E. Rossmeissl
Claimed Lawyer ProfileQ&ASocial Media
(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
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...
Jeffrey Robert Matsen
Claimed Lawyer ProfileLII GoldSocial Media
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
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...
Brenda Geiger
Claimed Lawyer ProfileSocial Media
CARLSBAD, CA Estate Planning Attorney with 14 years experience
(760) 448-2220 1917 PALOMAR OAKS WAY
STE 160
CARLSBAD, CA 92008
Estate Planning, Business and Elder
University of San Diego School of Law
Mrs. Geiger’s practice is located in Carlsbad, California. Her practice focuses on Estate Planning, Asset Protection, Business Planning, Elder Law, Trust Administration, and Probate. She obtained her law degree from the University of San Diego School of Law where she served as an Editor for the San Diego International Law Journal and published a law review article. She has also authored multiple books on Trusts, Elder Law and Business Law topics and is an active member of the North County San Diego Bar Association, the North County Estate Planning Council and is a member of the editorial committee for the...
Vanja Habekovic
Claimed Lawyer ProfileSocial Media
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
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...
William L Huestis
PREMIUM

Newport Beach, CA Estate Planning Attorney with 11 years experience

Chapman University Fowler School of Law and Chapman University Fowler School of LawCalifornia
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Priscilla Ann Madrid
PREMIUM

Anaheim Hills, CA Estate Planning Attorney with 26 years experience

Priscilla Madrid is is an estate planning and elder law attorney located in Anaheim Hills, California. Her practice includes estate planning for businesses and individuals, probate, trust, estate and... Read More »
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Richard Samuel Price
Claimed Lawyer ProfileQ&ASocial Media
(909) 475-8800 300 E. State St., Ste. 620
Redlands, CA 92373
Free ConsultationRedlands, CA Estate Planning Attorney with 17 years experience
Estate Planning, Elder, Probate and Real Estate
New York University School of Law and Western New England University School of Law
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...
Jeremy J. Ofseyer
Claimed Lawyer ProfileSocial Media
Palm Desert, CA Estate Planning Attorney with 26 years experience
(888) 220-7722 74000 Country Club Drive
Suite H-1
Palm Desert, CA 92260
Estate Planning and Probate
University of North Carolina School of Law, Harvard Law School and University of North Carolina School of Law
Mr. Ofseyer is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, and his practice focuses on Estate Planning, Trust Administration, and Probate Court proceedings involving Trusts, Estates, and Conservatorships. He has the highest available peer-review rating, AV® Preeminent™, from Martindale-Hubbell, the highest available Avvo™ rating, 10.0 Superb, and Palm Springs Life magazine has selected him as one of its "Top Lawyers" for Estate Planning. He is a graduate of the Harvard Law School (magna cum laude 1990). Mr. Ofseyer has taught Wills...
Marisa Catherine Nelson
Claimed Lawyer ProfileSocial Media
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
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...
Daniel L DuRee
Claimed Lawyer ProfileLII GoldSocial Media
Mountain View, CA Estate Planning Attorney
(650) 933-7122 800 West El Camino Real
Suite 180
Mountain View, CA 94040
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Do you have questions about the estate planning process? Please call today for a free consultation.
(925) 210-1400 1535 N. Main Street
Suite 240
Walnut Creek, CA 94596
(650) 933-7122 951 Mariners Island Blvd.
Suite 300
San Mateo, CA 94404
(415) 373-8335 75 Broadway Street
Suite 202
San Francisco, CA 94111
(415) 373-8335 700 Larkspur Landing Circle
#199
Larkspur, CA 94939
Mr. Cloyd E. Havens II
Claimed Lawyer ProfileSocial Media
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
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.
Candice A. Garcia
Claimed Lawyer ProfileQ&ASocial Media
Ontario, CA Estate Planning Lawyer with 11 years experience
(800) 581-4049 3350 Shelby Street
Ste 345
Ontario, CA 91764
Free ConsultationEstate Planning, Business and Probate
University of La Verne College of Law
I have been practicing law since 2007. My practice focuses on Probate, Business Transactions and Estate Planning. I am a Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization
Gregory Mark Shanfeld
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Attorney with 24 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Estate Planning, Bankruptcy, Foreclosure Defense and Real Estate
University of Southern California Gould School of Law
As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.
(661) 214-3950 45024 10th Street West, Suite 101
Lancaster, CA 93534
(562) 888-5114 3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
(909) 543-0947 3200 East Guasti Road, Suite 100
Ontario, CA 91761
(213) 550-5090 445 South Figueroa Street, Suite 2600
Los Angeles, CA 90071
Scott A. Harshman
Claimed Lawyer ProfileLII GoldSocial Media
Irvine, CA Estate Planning Lawyer with 20 years experience
(949) 623-7224 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
University of San Diego School of Law and Whittier Law School
Milda Goeriz
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 15 years experience
(619) 630-4765 4455 Murphy Canyon Rd.
Suite 100
San Diego, CA 92123
Free ConsultationEstate Planning, Business and Tax
University of San Diego School of Law, Golden Gate University School of Law and Vilnius University Law Faculty
Milda Goeriz, Esq. is the Principal and Founder of San Diego Tax Law Group, a full service tax law firm focused on tax resolution, business strategies, and estate planning. Attorney Milda Goeriz is experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. She excels at domestic and international tax planning and takes pride in increasing clients’ revenue by decreasing exposure and tax liabilities. Ms. Goeriz’s dedication of helping individuals and businesses to utilize the Tax Code to their benefit is steadfast. In reaching the best results, Ms. Goeriz applies modern methods...
Sara Sturtevant
Claimed Lawyer ProfileSocial Media
Valley Springs, CA Estate Planning Attorney with 11 years experience
(831) 280-0214 PO Box 305
Valley Springs, CA 95252
Estate Planning, Collections, Divorce and Family
New College of California
Sara Sturtevant is a licensed California attorney specializing in mediation and family law. She was the Associate Dean at Monterey College of Law and ran the school’s Practical Lawyering Program. Before joining Monterey College of Law, Sara worked at the court’s Self Help Center in Monterey. As an attorney and mediator, Sara believes that people have their own best solutions to any problem they face. This is as led her to help create programs in community mediation and self-help legal education to provide resources for people to access when facing legal problems. Sara believes that mediation should be...
(831) 287-9781 PO Box 236
Marina, CA 93933
Howard S. Borenstein
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Upland, CA Estate Planning Attorney with 33 years experience

Southwestern Law SchoolCalifornia
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Jeffrey Paul Geida
PREMIUM

Los Angeles, CA Estate Planning Lawyer

New York University School of Law and Pepperdine University School of LawCalifornia, Massachusetts and Rhode Island
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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

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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.