Buena Park, California Estate Planning Lawyers

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. Read More »
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Genene N. Dunn
PREMIUM

California Estate Planning Attorney

Genene N. Dunn is a estate planning and probate attorney who has been working with estate and probate matters since 2010. She is a Partner at HUNSBERGER DUNN LLP, which has been serving Orange County for over 30 years.... Read More »
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Lisa M. Burkdall
PREMIUM

Experienced Estate Planning Attorney! Sophisticated Wealth Transfer Services!

I am a skilled and knowledgeable estate planning lawyer. I am dedicated to ensuring that each plan addresses the unique concerns and goals of my clients! Visit my website for more information and call for a consultation. Read More »
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Kara Koerner
PREMIUM

California Estate Planning Attorney with 15 years experience

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth... Read More »
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James Park
Claimed Lawyer ProfileSocial Media
La Palma, CA Estate Planning Lawyer
(714) 707-2803 6 Centerpointe Drive
Suite 700
La Palma, CA 90623
Estate Planning, Business, IP and Probate
Southwestern University School of Law
Buena Park, CA Estate Planning Lawyer with 29 years experience
(714) 522-8880 8081 Orangethorpe Ave
Buena Park, CA 90621
Estate Planning, Bankruptcy and Real Estate
Loyola Law School
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Fullerton, CA Estate Planning Lawyer with 16 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
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...
Joshua D. Ramirez
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Lawyer with 4 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.
Aaron Charles Gregg
Claimed Lawyer Profile
Fullerton, CA Estate Planning Lawyer with 42 years experience
(714) 871-4200 110 E Wilshire Ave
Fullerton, CA 92832
Free ConsultationEstate Planning, Elder and Probate
Western State College of Law at Argosy University
Aaron Gregg is a highly experienced estate planning lawyer located in Fullerton, CA. For the past 3 decades he has helped families and individuals create customized wealth protection strategies to ensure the easy transfer of assets after their passing. Our services include: will preparation, trust administration, probate and all other areas of estate planning. By contact a estate planning attorney you help your beneficiaries bypass the probate process, saving a large amount in taxes and avoiding a process that takes many months, if not years. If it is too late to enact a estate plan and the process has already...
Saurab Rijal
Claimed Lawyer ProfileSocial Media
Artesia, CA Estate Planning Lawyer
(855) 997-4525 18000 Poineer Blvd
Suite 203
Artesia, CA 90701
Free ConsultationEstate Planning, Immigration and Probate
Western Michigan University Cooley Law School
Narcis Brasov
Claimed Lawyer Profile
La Mirada, CA Estate Planning Lawyer
(213) 948-2500 16700 Valley View Ave.
Suite 300
La Mirada, CA 90638
Free ConsultationEstate Planning, Domestic Violence and Probate
Trinity International University
James Hong
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Lawyer
(714) 738-5098 1370 N. Brea Blvd
Suite 217
Fullerton, CA 92835
Free ConsultationEstate Planning and Bankruptcy
Trinity Law School and Chapman University Fowler School of Law
Jay Douglas Fullman
Claimed Lawyer Profile
La Habra, CA Estate Planning Lawyer with 39 years experience
(562) 694-6005 800 S Beach Blvd
La Habra, CA 90631
Estate Planning and Business
USC Law School
Mary Elizabeth Mullin
Claimed Lawyer Profile
La Habra, CA Estate Planning Lawyer with 27 years experience
(562) 949-7757 1360 S Beach Blvd
La Habra, CA 90631
Estate Planning
Western State Univ COL
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. Read More »
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Sussan H. Shore
PREMIUM

Skilled Estate Planning Lawyer! Compassionate & Practical Legal Representation!

I have provided dedicated and knowledgeable estate planning counsel for over 30 years. I will passionately advocate for your rights and interests! Visit my website for information, call my office for a consultation. Read More »
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Mona Parsa
Claimed Lawyer ProfileSocial Media
Orange County, CA Estate Planning Attorney with 11 years experience
(949) 412-7182 Orange County
Orange County, CA
Free ConsultationEstate Planning, Entertainment & Sports and Immigration
Whittier Law School
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.
Dan W Kehr
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Huntington Beach , CA Estate Planning Attorney with 15 years experience
(714) 375-6622 17011 Beach Blvd. Huntington Beach, CA 92647
9th Floor
Huntington Beach , CA 92647
Free ConsultationEstate Planning, Business, Communications and Tax
California Western School of Law and UCLA School of Law
Dan W. Kehr is the managing attorney at Kehr Business Law, PC. Before that he was a partner in Best Best & Krieger LLP’s Business practice group, where he provided corporate general counsel, technology, Internet and e-commerce legal services. He handles transactional-based legal issues that address the issues that arise when companies develop, license, acquire or sell information technology and Internet or computer-related products and services worldwide. He represents entrepreneurs, businesses, Internet & tech companies as well as their owners and C-level executives.

Dan provides legal services for a variety of individuals, entrepreneurs, investors and businesses, including start-ups and mid-market...
Julie Ho
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 9 years experience
(949) 505-2479 1 City Blvd West
Suite 1130
Orange, CA 92868
Free ConsultationEstate Planning, Criminal, DUI and Family
Southwestern University School of Law
An eye for detail. Ms. Ho is a Partner at Core Law Group. She is that rare breed of individual that has the analytical skills and patience to find the most intricate details about her cases. Whether it’s an opposing party’s retirement plan or a motion the opposing attorney filed with the court, Ms. Ho is known for being able to spot the weakness in the other side’s case and taking the tactical steps necessary to take advantage of that weakness. Ms. Ho has extensive experience clients in both Federal and State courts. Her...
Gregory Mark Shanfeld
Claimed Lawyer ProfileSocial Media
Long Beach, CA Estate Planning Attorney with 25 years experience
(562) 888-5114 3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
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.
Grenville Thomas Pridham
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 34 years experience
(714) 486-5144 2203 East Lincoln Avenue
Anaheim, CA 92806
Estate Planning, Arbitration & Mediation, Elder and Probate
University of San Diego School of Law
Mr. Pridham helps clients enforce their rights involving the consumer finance laws (debt and credit) and with their wills and living trusts. Mr. Pridham also advises on conservatorships and related elder law issues. He also represents consumers who have been ripped off in any sort of the following financial transactions: Debt Collectors who misstate the amount of debt or harass. False or inaccurate Credit Report information. Manufacturers for violations of the Federal Consumer Warranty Act. ...
Richard Joseph Rosiak
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 30 years experience
(562) 622-6000 8137 3rd Street
2nd Floor
Downey, CA 90241
Estate Planning, Divorce, Family and Probate
Western State University College of Law
Mr. Rosiak will work with you to get the best result possible. The staff speaks Spanish and Polish. Night and weekend appointments are available. He is truly your "24 Hour-7 Days A Week" attorney. Our offices are centrally located in Downey near all major freeways 5, 710, 605, 105, 91. You are just minutes away, and we are very flexible with the dates and times to accommodate you.
Andy Gale
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 32 years experience
(714) 634-4838 1820 W Orangewood Ave, Ste 104a
http://www.IncorporationAttorney.com/
Orange, CA 92868
Estate Planning and Business
University of California Hastings College of the Law
Attorney at Law Offices 1820 West Orangewood Avenue, Suite 104a, Orange, CA 92868 Office: +1 (714) 634-4838.

With more than a 1000 small business owners as clients, Andy Gale clearly knows his way around the legal ramifications of small business law. He has been practicing law at Gale & Vallance since 1987.

Andy started his career as a trial attorney for the Office of the District Attorney in Orange County, California working there from 1980 through 1987.

He has served in his community as the Director for the Foundation for Personal Financial Education from May 2009 to January 2011.

He has received many...
Cagla Basar
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Huntington Beach, CA Estate Planning Attorney with 6 years experience
(714) 372-2215 7755 Center Avenue Suite, 1100
Huntington Beach, CA 92647
Estate Planning and Probate
Southwestern Law School
Cagla received her law degree from Southwestern Law School and her bachelor’s degree from California State University, Long Beach, where she majored in Political Science. Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. Cagla represents a clientele that includes corporations, small to medium sized businesses as well as individuals and families. Cagla strives to become a trusted advisor and source for her clients through the complex and often confusing financial and legal decisions to create plans that protect their estates and businesses. Cagla’s office is located in Huntington Beach, where she calls home. Prior...
Brian Neil Burg
Claimed Lawyer Profile
Fullerton, CA Estate Planning Lawyer with 34 years experience
(714) 525-1134 1370 Brea Blvd., Ste. 124
Fullerton, CA 92835-4123
Estate Planning
Western State University College of Law
Brian Neil Burg, Attorney at Law, has been a licensed California attorney in good standing with the State Bar of California continuously since December 1984. Brian earned his Juris Doctor degree in 1983 from Western State University, College of Law, and a Bachelor of Arts degree in the field of psychology in 1970 from the University of Southern California. Brian specializes in estate planning for individuals and middle class families. He has also practiced in the areas of family law and immigration since 1985, but has restricted his practice primarily to estate planning since 2003. Brian holds a Certificate...
James Charles Shields
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Huntington Beach, CA Estate Planning Attorney with 24 years experience
(888) 910-6652 7755 Center Avenue
11th Floor
Huntington Beach, CA 92647
Estate Planning, Bankruptcy and Probate
Loyola Marymount University
High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...
Priscilla Ann Madrid
PREMIUM

California Estate Planning Attorney with 27 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 elder abuse... 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. Read More »
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Hector C Perez
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer with 47 years experience
(512) 799-5524 3020 Old Ranch Parkway Ste 300
Seal Beach, CA 90740
Estate Planning, Probate, Tax and White Collar Crime
The University of Texas School of Law
Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...
Amanda Sue Johnson
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Fullerton, CA Estate Planning Attorney with 3 years experience
(714) 283-3803 3711 North Harbor Boulevard
Unit A
Fullerton, CA 92835
Free ConsultationEstate Planning, Collections, Personal Injury and Workers' Comp
Trinity Law School
Attorney Amanda Johnson has an extensive background in law, graduating from Trinity Law School in Santa Ana, California. While attending law school she worked with the Orange County Rescue Mission providing legal services to members of society who might not otherwise have access to legal aid. She was also a member of Asian Pacific American Law Student Association, the Public Relations Director for the Student Bar Association, and she attended an International Human Rights Program in France. Before moving to California for law school, she attended the University of Wisconsin La Crosse where she obtained a Bachelors in Science and...
Peter L. Lago
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 42 years experience
(562) 861-1810 8350 E. Florence Ave., #200
Downey, CA 90240
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Insurance Claims
Whittier Law School
In practice since 1977. Practice currently limited to Living Trusts.
Dwight Edward Tompkins
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 29 years experience
(714) 385-0044 2390 E. Orangewood Ave.
Ste. 595
Anaheim, CA 92806
Free ConsultationEstate Planning
Loyola Law School
I have focused on Estate Planning, Living Trusts, and Business Planning for over 20 years as a solo practicing lawyer. Unlike larger firms, I work directly with my clients, which allows me to provide a more affordable, cost-effective approach to solving their planning needs. Through this approach, I understand my client's unique circumstances, and design a plan to specifically address the client's objectives. After working with me as their California estate planning attorney, clients understand the process fully and are equipped to make the best decisions for themselves and their family. My experience obtained from working with diverse clients...
David Mirkin Zeligs
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Long Beach, CA Estate Planning Lawyer with 36 years experience
(562) 987-5270 3780 Kilroy Airport Way, Ste 200
Long Beach, CA 90806
Free ConsultationEstate Planning, Business, IP and Trademarks
University of the Pacific, McGeorge School of Law
Established in 1990, the Law Offices of David M. Zeligs has delivered quality legal services to its clients with professionalism and integrity for a quarter century. Based on our firm’s philosophy of putting the client’s needs first, we provide individualized services based on your realistic legal needs and expectations for a reasonable price.

David M. Zeligs graduated from the University of California at Santa Cruz (UCSC) in 1978 with a B.A. degree in Politics. In 1982, prior to receiving his undergraduate degree, he took time off from college and traveled for six months throughout Latin America. Along the way, he lived...
Denise Arlene Furubotten
Claimed Lawyer ProfileSocial Media
Huntington Beach, CA Estate Planning Attorney with 23 years experience
(714) 960-6200 17011 Beach Blvd
#900
Huntington Beach, CA 92647
Estate Planning, Business, Divorce and Family
Western State College of Law at Argosy University
Pete Nguyenton Nguyen
Claimed Lawyer Profile
Garden Grove, CA Estate Planning Lawyer with 22 years experience
(714) 638-4675 12411 Euclid Street
Garden Grove, CA 92840
Estate Planning, Business, Family and Tax
Western State Univ COL
Tax Attorney Estate Planner
Paul R. Kelly
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer
(562) 799-5595 3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Free ConsultationEstate Planning, Elder and Probate
Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...
Gregory William Cabo
Claimed Lawyer Profile
Orange, CA Estate Planning Attorney with 19 years experience
(714) 771-2227 1855 W Katella Ave
Orange, CA 92867
Estate Planning, Consumer, Divorce and Probate
Chapman Univ School of Law
Gregory W. Cabo practices in the areas of: FAMILY LAW Family Law, including divorce, legal separation, nullity, dissolution of a domestic partnership, paternity, child custody and child visitation, guardianships, child support and spousal support, property division, prenuptial agreements, pre-divorce planning, enforcement of court orders, modification of court orders and modification of judgments, Department of Child Support Services cases, and restraining orders related to harassment and abuse under the Domestic Violence Prevention Act. PROBATE Probate, including estate and trust administration, probate litigation, trust litigation, wills and trusts challenges and related property law, corporations law and contract law issues. ESTATE PLANNING Estate Planning, including wills, trusts, special needs...
Thomas L. McKenzie
Claimed Lawyer Profile
Los Alamitos, CA Estate Planning Lawyer with 26 years experience
(562) 594-4200 2631 Copa De Oro Drive
Los Alamitos, CA 90720
Estate Planning, Elder and Probate
Western State Univ COL
Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...
Jeffrey Robert Matsen
PREMIUM

California Estate Planning Attorney with 52 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. Since receiving... Read More »
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Barry L. Adams
PREMIUM

Comprehensive estate planning and probate services. Free consultation. Call now!

I’m an experienced estate planning attorney and serve clients throughout the Santa Ana area. I provide personalized representation and handle all types of cases, including wills, trusts, and living wills. Read More »
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Eric Scott Hartman
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Huntington Beach, CA Estate Planning Lawyer with 49 years experience
(714) 372-2216 7755 Center Ave.
Suite 1100
Huntington Beach, CA 92647
Estate Planning, Business and Probate
University of California, Berkeley School of Law
Eric S. Hartman is a southern California attorney with several decades of experience and offices located in Huntington Beach, serving coastal and other southern California communities. Mr. Hartman places an emphasis on personally meeting with clients and honestly analyzing their legal needs and objectives. He has earned the highest peer rating available from the Martindale-Hubbell lawyer rating service based on competency and ethics. Mr. Hartman's current law practice emphasizes (1) business law, from start-ups to well established local and national businesses, including corporate and limited liability company formations, transactional and business litigation matters; (2) estate...
Ryan C. Bushore
Claimed Lawyer ProfileSocial Media
Atwood, CA Estate Planning Attorney with 5 years experience
(714) 282-0246 P.O. Box #4
Atwood, CA 92811
Estate Planning, Business, Landlord Tenant and Real Estate
Ryan has worked nearly exclusively with church and other nonprofit organizations, including charter schools, in either locating or in making their location’s availability to other groups on shared/exclusive basis. Including with those services provided, he has assistance in site evaluations, building permits, code and land variances, zoning matters including entitlements and violations, and Conditional, Special and Administrative Use Permits, and the always unpleasant Unlawful Detainer action.

On the legal side, Ryan has negotiated, authored, and reviewed numerous contracts regarding the sale, rental, leasing or licensing of facilities (often in today’s economy on a shared basis), including cell towers, property tax assessments/exemptions,...
Paul D. Brau
Claimed Lawyer Profile
Santa Fe Springs, CA Estate Planning Attorney with 42 years experience
(562) 219-2747 12631 E. Imperial Highway
Suite D-126
Santa Fe Springs, CA 90670
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Pepperdine Univ School of Law
Norman Feirstein
Claimed Lawyer Profile
Westminster, CA Estate Planning Lawyer with 41 years experience
(714) 892-3320 8251 Westminster Ave., Suite 203
Westminster, CA 92683
Estate Planning, Business, Immigration and Personal Injury
Univ of West Los Angeles
Diana Kaye Zilko
Claimed Lawyer Profile
Brea, CA Estate Planning Attorney with 22 years experience
(714) 256-1200 110 W. Fir Street
Brea, CA 92821
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Western State College of Law at Argosy University
Lawrence E. Creeden
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Attorney with 39 years experience
(714) 526-3111 P O Box 2634
Fullerton, CA 92837-0634
Estate Planning
Thomas Jefferson School of Law and Western State College of Law at Argosy University
Elizabeth Diane Fondren
Claimed Lawyer Profile
Huntington Beach, CA Estate Planning Attorney with 17 years experience
(949) 838-0270 One Pacific Plaza
7755 Center Avenue, 11th Floor
Huntington Beach, CA 92647
Free ConsultationEstate Planning and Family
Trinity Law School
Justin M. Betance
Claimed Lawyer Profile
Huntington Beach, CA Estate Planning Attorney with 4 years experience
(714) 642-1322 7777 Center Ave Ste 450
Huntington Beach, CA 92647
Free ConsultationEstate Planning, Business, Probate and Tax
Northwestern California University
Dustin David Sichon
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 21 years experience
(714) 543-2200 910 W. 17th Street
Suite B
Santa Ana, CA 92706
Free ConsultationEstate Planning
Frankie En-Long Woo
Claimed Lawyer Profile
Anaheim, CA Estate Planning Lawyer with 28 years experience
(562) 267-9979 1661 N. Raymond Ave., Suite 190-F
Anaheim, CA 92801
Estate Planning and Probate
University of Washington School of Law
David L. Crockett
PREMIUM

California Estate Planning Attorney with 49 years experience

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

Buena Park Estate Planning Legal Aid & Pro Bono Services

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


San Gabriel Valley LRS
(626) 966-5530
Covina, 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.