Aliso Viejo, California Estate Planning Lawyers

Priscilla Ann Madrid
PREMIUM

California 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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Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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Sussan H. Shore
PREMIUM

California Estate Planning Lawyer with 42 years experience

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... Read More »
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Eric R. Bardwell
PREMIUM

Jeffer Mangels Butler & Mitchell LLP - Estate Planning Lawyer

Eric Bardwell represents high-net-worth individuals in all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.
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Alex Jeronimo Llorente
Claimed Lawyer ProfileSocial Media
Laguna Hills, CA Estate Planning Attorney with 23 years experience
(949) 859-5000 23151 Moulton Parway
Laguna Hills, CA 92653
Estate Planning, Bankruptcy, Business and Nursing Home
Western State College of Law at Argosy University
Steven John Feldman
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Lawyer with 44 years experience
(714) 914-0977 23151 Moulton Pkwy
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Bankruptcy, Elder and Tax
Loyola Law School and Georgetown University Law Center
Consumer Bankruptcy- Chapter 7 and 13 Our bankruptcy lawyers serve clients in Orange and Los Angeles counties and throughout Southern California, providing vital information on asset protection,exemptions, debt relief and mortgage modification. Tax Resolution Our bankruptcy and former IRS lawyers provide advice about audits, payment plans, settlement offers, and bankruptcy relief. Estate Administration We represent estate fiduciaries and beneficiaries, assisting in the administration of the estate, as well as the protection of the interests of beneficiaries. Elder Law Elder Law is a specialized area of law that protects some of our most vulnerable citizens. We have the knowledge and experience necessary to protect the rights and financial...
Glen D. Duvel
Claimed Lawyer ProfileQ&ASocial Media
Santa Ana, CA Estate Planning Attorney with 18 years experience
(714) 542-5100 1851 E First Street
Suite 900
Santa Ana, CA 92705
Estate Planning, Business, Employment and Personal Injury
Western State College of Law at Argosy University
Glen D. Duvel has represented clients in a wide variety of employment law and estate planning matters. His extensive experience means that clients are given everything they need to reach favorable conclusions to their cases. Glen graduated from the University of California, Irvine with a Bachelor’s of Science in Political Science in 1994. He then went on to earn his Juris Doctorate from Western State University College of Law in 1999. He has had several speaking engagements and publications covering topics such as employment law and estate planning. To learn more about how he can assist you and your legal...
Lawrence H. Geller J.D.
Claimed Lawyer ProfileSocial Media
Laguna Hills, CA Estate Planning Lawyer with 39 years experience
(888) 982-2323 24422 Avenida De La Carlota
#310
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Divorce, Family and Landlord Tenant
Western State College of Law at Argosy University
Well known by his peers and the courts for his high integrity, strong negotiation skills and trial competence. Clients know him for positive results, sound advice and fair dealing. He is an excellent and experienced lawyer whose practice specializes in family and divorce litigation. His firm is respected and known as tough negotiators and competent trial attorneys. The firm is dedicated and committed to the strong representation of their clients’ rights with high integrity, in depth knowledge and years of experience in FAMILY LAW. Staff members are professional, experienced, responsive and understanding of your needs....
John David Ireland
Claimed Lawyer ProfileSocial Media
Laguna Hills, CA Estate Planning Attorney with 12 years experience
(949) 457-1500 23046 Avenida de la Carlota
Suite 600
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Divorce, Domestic Violence and Probate
Univ of San Diego School of Law
Daniel Cooper
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Attorney with 41 years experience
(949) 859-8456 24012 Calle de la Plata
Laguna Hills, CA 92653
Estate Planning, Real Estate and Tax
Western State Univ
Krista Lee Powers
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Attorney with 25 years experience
(949) 598-8888 23041 Avenida de la Carlota
Suite 205
Laguna Hills, CA 92653
Estate Planning and Tax
Univ of San Diego School of Law
Christina McGonigle
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Attorney
(949) 454-2205 23601 Moulton Pkwy
Suite 200
Laguna Hills, CA 92653
Estate Planning
Glen G. Duvel
Social Media
Laguna Hills, CA Estate Planning Attorney with 17 years experience
(888) 982-2323 24422 Avenida De La Carlota
#310
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Business, Employment and Personal Injury
Western State College of Law at Argosy University
Aliso Viejo, CA Estate Planning Lawyer with 33 years experience
(949) 360-8701 101 Columbia
Aliso Viejo, CA 92656
Estate Planning
Western State Univ
William L Huestis
PREMIUM

California Estate Planning Attorney with 11 years experience

Chapman University Fowler School of Law and Chapman University Fowler School of LawCalifornia
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Jeffrey Robert Matsen
PREMIUM

California Estate Planning Attorney with 51 years experience

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.... Read More »
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Jeffrey Michael Hylton
Blawgsearch
Aliso Viejo, CA Estate Planning Attorney with 39 years experience
(949) 588-0866 85 Argonaut
Aliso Viejo, CA 92656
Estate Planning, Business and Real Estate
Western State College of Law at Argosy University
Laguna Hills, CA Estate Planning Attorney with 40 years experience
(949) 837-1060 24422 Avenida de la Carlota
Laguna Hills, CA 92653
Estate Planning
McGeorge School of Law Univ of the Pacific
Laguna Hills, CA Estate Planning Attorney with 31 years experience
(949) 770-2737 23332 Mill Creek Dr
Laguna Hills, CA 92653
Estate Planning
Simon Greenleaf School of Law
Laguna Hills, CA Estate Planning Attorney with 21 years experience
(949) 699-6100 23521 Paseo de Valencia
Laguna Hills, CA 92653
Estate Planning
Univ of Houston Law Center
Laguna Hills, CA Estate Planning Attorney with 31 years experience
(949) 454-2205 23601 Moulton Pkwy
Laguna Hills, CA 92653
Estate Planning
Western State Univ
Laguna Hills, CA Estate Planning Attorney with 40 years experience
(949) 855-9250 23041 Mill Creek Dr
Laguna Hills, CA 92653
Estate Planning, Business and Tax
UC Hastings COL
Laguna Hills, CA Estate Planning Attorney with 35 years experience
(949) 452-0412 23041 Mill Creek Dr
Laguna Hills, CA 92653
Estate Planning, Business and Tax
Brigham Young Univ J Reuben Clark LS UT
Laguna Hills, CA Estate Planning Lawyer with 42 years experience
(949) 455-7444 24012 Calle de la Plata
Laguna Hills, CA 92653
Estate Planning
Univ of San Diego School of Law
Laguna Hills, CA Estate Planning Lawyer with 35 years experience
(949) 770-4271 23601 Moulton Pkwy
Laguna Hills, CA 92653
Estate Planning
Univ of San Diego School of Law
Laguna Hills, CA Estate Planning Attorney with 25 years experience
(949) 855-9250 23041 Mill Creek Dr
Laguna Hills, CA 92653
Estate Planning and Tax
Baylor Univ School of Law
Barry L. Adams
PREMIUM

California Estate Planning Lawyer with 32 years experience

I am an experienced trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I can help you with setting up your estate plan, resolving a family... Read More »
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Gordon A. Schaller
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Gordon Schaller represents high-net-worth individuals and public and private organizations on tax, estate planning, business succession, charitable and wealth management, trust and estate litigation, and related issues.
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Tina K Gehres
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 21 years experience
(877) 333-2420 9891 Irvine Center Drive
Suite 200
Irvine, CA 92618
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law
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...
Richard Erroll Young
Claimed Lawyer ProfileSocial Media
Lake Forest, CA Estate Planning Lawyer with 43 years experience
(949) 951-9529 23731 El Toro Road
Ste. B
Lake Forest, CA 92630
Free ConsultationEstate Planning, Divorce, Domestic Violence and Elder
Pepperdine Univ School of Law and Pepperdine University School of Law
Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.
Martin J. Sable
Claimed Lawyer ProfileSocial Media
IRVINE, CA Estate Planning Lawyer with 39 years experience
(949) 468-0275 PO Box 50520
IRVINE, CA 92619
Estate Planning and Business
Western State College of Law at Argosy University
Rick Pinette
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Lawyer with 14 years experience
(949) 225-4440 18101 Von Karman Avenue, Suite 330
Irvine, CA 92612
Free ConsultationEstate Planning, Business and Real Estate
Western State College of Law at Argosy University
Matthew Louis Tonkovich
Claimed Lawyer Profile
Irvine, CA Estate Planning Lawyer with 21 years experience
(714) 273-0883 7545 Irvine Center Drive, Suite 200
Irvine, CA 92618
Free ConsultationEstate Planning, Business, Real Estate and Tax
Pepperdine University
Mark Allen Ziebold
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 15 years experience
(949) 788-1819 9870 Research Drive
Irvine, CA 92618
Free ConsultationEstate Planning, Business and Tax
Chapman University Fowler School of Law and Chapman University Fowler School of Law
Kelly Hope Zinser
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Lawyer with 23 years experience
(949) 608-3791 18881 Von Karman
Suite 1175
Irvine, CA 92612
Free ConsultationEstate Planning, Bankruptcy and Business
Tulane Univ Law School
Patricia Van Haren
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Lawyer with 7 years experience
(800) 727-4680 4199 Campus Drive, Suite 550
Suite 250
Irvine, CA 92612
Estate Planning, Arbitration & Mediation, Elder and Probate
I am passionate about helping individuals, families, and business owners achieve peace of mind by developing and implementing creative cost effective plans tailored for each client. I have been a practicing attorney since May of 2011. Prior to attending law school, I was a family law and estate planning paralegal for approximately 20 years. In that time I acted as a Paralegal for several attorneys. After establishing my own practice, I used all of my skills and knowledge to develop my family law, estate planning and wealth management practice. I raised my three children as a single...
Brian Chew
Claimed Lawyer Profile
Irvine, CA Estate Planning Lawyer with 25 years experience
(949) 288-3598 15615 Alton Parkway
STE 450
Irvine, CA 92618
Free ConsultationEstate Planning, Elder and Probate
University of Southern California
Trace DeWayne Alexander
Claimed Lawyer Profile
Irvine, CA Estate Planning Lawyer with 31 years experience
(949) 218-4551 7700 Irvine Center Drive
Suite 800
Irvine, CA 92618
Estate Planning, Divorce, Family and Real Estate
Univ of San Diego School of Law
Scott A. Harshman
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – U.S. and International Tax Lawyer

Scott Harshman focuses on tax, trust and estate matters and business planning for high net-worth individuals, including matters for multinational individuals and families.
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Lisa M. Burkdall
PREMIUM

California Estate Planning Attorney with 23 years experience

University of California - Hastings College of the Law and UCLA School of LawCalifornia
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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...
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial Media
Costa Mesa, CA Estate Planning Attorney with 8 years experience
(714) 546-4272 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626
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...
Daniel Jai Tripathi
Claimed Lawyer ProfileSocial Media
Costa Mesa, CA Estate Planning Lawyer with 11 years experience
(877) 422-5297 75 Anton Boulevard
Suite 300
Costa Mesa, CA 92626
Free ConsultationEstate Planning, Criminal, DUI and Probate
Southwestern Law School
Versatile trial attorney offering a solid track record of litigation success and experience in various facets of the law. Motivated and articulate professional who thrives in courtroom settings, excels at client rapport, discovery and deposition. Exceptional skill in drafting, reviewing, and analyzing pleadings, motions, responses to summary judgments, opinions, briefs and other legal documents. Recognized as leading defense attorney in Southern California, particularly skilled at “connecting” with and building rapport with jurors, resulting in positive verdicts in vast majority of nearly 20 jury trials, and hundreds of misdemeanor cases. Reputation as a “no nonsense” attorney and aggressive litigator among the...
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...
Harry Mirchandaney
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Lawyer with 9 years experience
(800) 756-1091 620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
Free ConsultationEstate Planning, Divorce, Family and Probate
Harvard Law School and Loyola Law School, Los Angeles
Harry Mirchandaney counsels clients throughout California on trusts and wills, probate and trust administration, Personal Injury, Divorce and related issues such as Child Custody, Child and Spousal Support, and pre-nuptial and post-marital property agreements, through HMA Law Group's offices in Newport Beach, Riverside, and satellite locations.
Gordon A. Schaller
Claimed Lawyer ProfileLII GoldSocial Media
Irvine, CA Estate Planning Lawyer
(949) 623-7222 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
University of Minnesota Law School
Theodore M. Hankin
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Attorney with 41 years experience
(949) 383-4356 1400 Quail St
#200
Newport Beach, CA 92660
Estate Planning, Business and Probate
University of California - Hastings College of the Law
Noelle Renee Minto
Claimed Lawyer ProfileSocial Media
Tustin, CA Estate Planning Lawyer with 15 years experience
(949) 253-0000 15147 Woodlawn Ave
Tustin, CA 92780
Free ConsultationEstate Planning, Business, International and Probate
Whittier Coll School of Law
Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...
Joshua David Meier
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Attorney with 11 years experience
(949) 718-0420 1303 Avocado Avenue
Suite 230
Newport Beach, CA 92660
Free ConsultationEstate Planning and Business
Univ of San Diego School of Law
I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...
Henry Daniel Lively
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Lawyer with 20 years experience
(949) 477-4127 4675 MacArthur Ct.
Suite 550
Newport Beach, CA 92660
Free ConsultationEstate Planning and Tax
Chapman University Fowler School of Law and Western State College of Law at Argosy University
Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...
David L. Crockett
PREMIUM

California Estate Planning Attorney with 48 years experience

University of California - Los Angeles and University of California - BerkeleyCalifornia
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Aliso Viejo Estate Planning Legal Aid & Pro Bono Services

Seaside Legal Services
(949) 494-9411
Laguna Beach, CA


Chapman University School of Law Alona Cortese Elder Law Center
(714) 628-2504
Orange, 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.