East Irvine, 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.
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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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Barry L. Adams
PREMIUM

California Estate Planning Lawyer with 31 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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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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Tina K Gehres
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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...
(877) 333-2420 4275 Executive Square
Suite 200
San Diego, CA 92037
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
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...
Eric R. Bardwell
Claimed Lawyer ProfileLII GoldSocial Media
Irvine, CA Estate Planning Lawyer
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
Pepperdine University School of Law
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
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
Todd Eric Gallinger
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 13 years experience
(949) 862-0010 20 Truman St.
Suite 109
Irvine, CA 92620
Estate Planning, Business and Immigration
The George Washington University Law School
Todd Gallinger is the founder and principal of Gallinger Law. He is licensed to practice law in California, New York, and all Federal District Courts in California. Mr. Gallinger’s practice focuses on the needs of small businesses and their owners, as well as non-profit law. For his education, Mr. Gallinger attended the University of California at Santa Barbara, where he earned a Bachelor’s degree cum laude in Religious Studies, and the George Washington University Law School in Washington, DC, where he earned his Juris Doctorate cum laude. Mr. Gallinger writes frequently on numerous legal and political topics, including acting as a regular...
John David Ireland
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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
Bernard Aaron Sherwyn
Claimed Lawyer Profile
Irvine, CA Estate Planning Attorney with 39 years experience
(760) 831-4037 2699 White Road
Irvine, CA 92614
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Real Estate
Glendale Univ COL
Over 30 years in law practice. 10 years as a Judge Pro Tem and Court appointed Arbitrator. Board member of the City of Palm Springs Personnel Board and past Chairperson of the City of Palm Springs Administrative Appeals Board . 10 years as an active real estate broker-representing builders & developers & high end residential clients. Numerous Multi-Million Dollar transactions. Numerous scholarly and law review articles in print. Pioneering attorney in surrogate parenting law.
(760) 831-4037 1775 E. Palm Canyon Dr.
Suite 110-264
Palm Springs, CA 92264
Walter Robert Price
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 11 years experience
(714) 384-6053 2855 Michelle Drive
Suite 120
Irvine, CA 92606
Estate Planning and Probate
Whittier Coll School of Law
Attorney W. Robert Price is a seasoned Orange County estate planning attorney and president of Mortensen & Reinheimer, PC. He has former experience in the financial services industry and can provide valuable insight for clients looking to plan their estates for the future. Contact Attorney Price today by calling (714) 384-6053 or by visiting www.ocestateplanning.net.
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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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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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
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
Melissa J. Fox
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 25 years experience
(949) 683-8855 14252 Culver Drive
Suite A248
Irvine, CA 92604
Estate Planning, Appeals, Business and Construction
Tulane Univ Law School
Melissa Fox, Founder and Senior Attorney of The Melissa Fox Law Firm, is an experienced civil litigator who has practiced law in Orange County for 20 years. A graduate of Brandeis University and Tulane University School of Law, Melissa is a member of the Bars of the State of California and the United States Tax Court. She also holds a California Real Estate Broker License. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession. Melissa is also a dedicated community leader. Melissa currently serves on the...
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
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
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
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
John Kinley Styskal
Claimed Lawyer Profile
Tustin, CA Estate Planning Lawyer with 7 years experience
(714) 544-3163 2600 Walnut Ave.
Suite E
Tustin, CA 92780
Estate Planning, Business, Elder and Probate
Chapman University
Attorney John Styskal, Kinley & Styskal, Tustin, provides Estate Planning and Business Law experience. Attorney Styskal drafts contracts, represents clients in business contracts, construction defect disputes, mechanics liens and more.
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
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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Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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Trace DeWayne Alexander
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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
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
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...
(310) 719-1040 10866 Wilshire Blvd., Suite 400
Los Angeles, CA 90024
Douglas Borthwick
Claimed Lawyer ProfileSocial Media
Santa Ana, CA Estate Planning Attorney with 23 years experience
(714) 654-6742 1800 N. Broadway, Suite 200
Santa Ana, CA 92706
Estate Planning, Business, Criminal and Family
Capital University Law School
Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...
Mona Parsa
Claimed Lawyer ProfileSocial Media
Orange County, CA Estate Planning Attorney with 10 years experience
(949) 412-7182 Orange County
Orange County, CA
Free ConsultationEstate Planning, Entertainment & Sports and Immigration
Whittier Law School
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.
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
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...
Julie King
Claimed Lawyer ProfileQ&ASocial Media
Newport Beach, CA Estate Planning Lawyer with 30 years experience
(949) 689-2012 1621 Santiago Drive
Newport Beach, CA 92660
Free ConsultationEstate Planning, Business and Trademarks
Loyola Law School
With 30 years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She handles a wide variety of business and estate planning matters including contracts, employment, corporation/LLC/partnership formation, wills and trusts, pet trusts, trademarks, copyrights, landlord tenant, creditor’s rights, annual meeting minutes and corporate records, mergers and acquisitions, and employee training. She served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years. She understands businesses in a way many lawyers do not simply because she has experienced the day-to-day interactions first-hand. See the difference a trained in-house counsel can...
(831) 275-1002 2600 Garden Road, Suite 410
Monterey, CA 93940
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...
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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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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Shawna Murray
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(949) 416-3575 4000 MacArthur Blvd.
Suite 600 - East Tower
Newport Beach, CA 92660
Estate Planning and Probate
Southwestern University School of Law
My estate planning practice is devoted to protecting individuals and families by creating and implementing customized estate plans. Effective estate planning is critical to your financial and emotional well-being and that of your loved ones. Personalized estate plans will protect you and yours in the times when you cannot be there for them. Knowing that you have prepared for such times will provide you with peace of mind and provide your loved ones with security.

In addition to creating and administering estate plans, I take cases in the probate arena. I assist families in probating estates. If your...
Theodore M. Hankin
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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
David L. Crockett
Claimed Lawyer ProfileQ&ALII SilverBlawgsearchSocial Media
Newport Beach, CA Estate Planning Attorney with 48 years experience
(949) 851-1771 901 Dove St
#120
Newport Beach, CA 92660
Free ConsultationEstate Planning, Probate, Real Estate and Tax
University of California - Los Angeles and University of California - Berkeley
Leslie Daff
Claimed Lawyer Profile
Irvine, CA Estate Planning Attorney with 18 years experience
(949) 497-5056 Atrium Building
19200 Von Karman Avenue, Suite 500
Irvine, CA 92612
Free ConsultationEstate Planning and Tax
Loyola Law School, Los Angeles
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...
(949) 497-5056 Loma Building
352 3rd Street, Suite 301
Laguna Beach, CA 92651
Hossein Farzam Berenji
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Laguna Niguel , CA Estate Planning Attorney with 17 years experience
24742 Kings Road
Laguna Niguel , CA 92677
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School
Hossein Berenji, owner and found of Berenji & Associates, provides exceptional representation to anyone in need of family law attorney. Mr. Berenji's practice handles all family law matters including divorce, child support and custody, spousal support, and can assist in preparation of your pre or post nuptials.
(213) 985-3007 550 S. Hill Street STE 1467
Los Angeles, CA 90013
(310) 271-6290 8383 Wilshire Blvd #443
Beverly Hills, CA 90211
Harry Mirchandaney
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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.
(800) 756-1091 7155 Magnolia Ave.
Suite 200
Riverside, CA 92504
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....
Daniel Chudleigh
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Laguna Beach, CA Estate Planning Attorney with 6 years experience
(949) 877-9140 410 Broadway
Suite 170
Laguna Beach, CA 92651
Free ConsultationEstate Planning, Business and Personal Injury
Chapman University Fowler School of Law
Awarded "10 Best Attorneys - California 2017" for client satisfaction by the American Institute of Personal Injury Attorneys, and "Top 40 Under 40" for civil plaintiff attorneys in 2016 by the National Trial Lawyers Association - Daniel W. Chudleigh gets results! Daniel W. Chudleigh is the founder of Chudleigh Law P.C. and focuses on personal injury law and civil litigation. Mr. Chudleigh holds a J.D./M.B.A. from Chapman University and is licensed to practice law in the state and federal courts of both California and Utah.
Steven Craig Smith
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 33 years experience
(714) 550-7720 1800 N Broadway
Suite 200
Santa Ana, CA 92706
Estate Planning, Business, Insurance Claims and Probate
Brigham Young University
Experienced and successful trial attorney, with experience in business, real estate, and development.
Anh Tran
Claimed Lawyer ProfileSocial Media
Costa Mesa, CA Estate Planning Attorney with 12 years experience
(949) 371-5003 3200 Park Center Drive
Suite 260
Costa Mesa, CA 92626
Estate Planning, Probate and Tax
Santa Clara University School of Law
Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. As both an estate planning attorney and a Certified Wealth Strategist®, Anh is in a unique position to counsel her clients on both estate planning and wealth management.
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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East Irvine 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.