Garden Grove, California Estate Planning Lawyers

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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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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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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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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Pete Nguyenton Nguyen
Claimed Lawyer Profile
Garden Grove, CA Estate Planning Lawyer with 21 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
Garden Grove, CA Estate Planning Attorney with 41 years experience
(714) 750-1766 12395 Lewis St
Garden Grove, CA 92840
Estate Planning, Business, Employment and Personal Injury
Pepperdine Univ School of Law
Garden Grove, CA Estate Planning Attorney with 27 years experience
(714) 750-1841 12425 Lewis St
Garden Grove, CA 92840
Estate Planning and Elder
Western State Univ COL
Garden Grove, CA Estate Planning Attorney with 35 years experience
(714) 703-1500 12431 Lewis St
Garden Grove, CA 92840
Estate Planning, Divorce and Family
Western State Univ
Garden Grove, CA Estate Planning Attorney with 31 years experience
(714) 534-4545 9562 Garden Grove Blvd
Garden Grove, CA 92844
Estate Planning, Business and Personal Injury
Emory Univ School of Law
Garden Grove, CA Estate Planning Lawyer with 13 years experience
(714) 530-4300 9252 Garden Grove Blvd
Garden Grove, CA 92844
Estate Planning, Business, Elder and Tax
Trinity Law School
Garden Grove, CA Estate Planning Lawyer with 17 years experience
(714) 892-7720 6876 Almondine Dr
Garden Grove, CA 92845
Estate Planning
Western State Univ COL
Garden Grove, CA Estate Planning Attorney with 28 years experience
(714) 557-1818 12361 Lewis St
Garden Grove, CA 92840
Estate Planning, Bankruptcy and Personal Injury
Western State Univ
Julie Ho
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 8 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...
Eric Scott Hartman
Claimed Lawyer ProfileSocial Media
Huntington Beach, CA Estate Planning Lawyer with 48 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...
Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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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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Justin M. Betance
Claimed Lawyer Profile
Huntington Beach, CA Estate Planning Attorney with 3 years experience
(714) 642-1322 7777 Center Ave Ste 450
Huntington Beach, CA 92647
Free ConsultationEstate Planning, Business, Probate and Tax
Northwestern California University
Norman Feirstein
Claimed Lawyer Profile
Westminster, CA Estate Planning Lawyer with 40 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
Cagla Basar
Claimed Lawyer ProfileSocial Media
Huntington Beach, CA Estate Planning Attorney with 5 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...
Denise Arlene Furubotten
Claimed Lawyer ProfileSocial Media
Huntington Beach, CA Estate Planning Attorney with 22 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
Thomas James Stolp
Claimed Lawyer Profile
Fountain Valley, CA Estate Planning Attorney with 34 years experience
(714) 847-6041 10061 Talbert Ave
Fountain Valley, CA 92708
Estate Planning, Collections, Divorce and Family
Western State Univ
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...
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Fullerton, CA Estate Planning Lawyer with 15 years experience
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
Estate Planning, Elder and Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law
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...
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...
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...
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.
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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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...
Andy Gale
Claimed Lawyer ProfileSocial Media
Orange, CA Estate Planning Attorney with 31 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...
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.
Barry L. Adams
Claimed Lawyer ProfileQ&ALII Gold
Huntington Beach, CA Estate Planning Lawyer with 32 years experience
(949) 274-4760 19900 Beach Boulevard, Suite B
Huntington Beach, CA 92648
Free ConsultationEstate Planning, Elder and Probate
University of the Pacific
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 dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts to find out more information about these issues.
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...
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...
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...
W Bailey Smith
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 47 years experience
(949) 756-0684 2010 Main Street, Suite 1000
Irvine, CA 92614
Estate Planning and Probate
University of California - Hastings College of the Law
Certified Specialist in Estate Planning, Trust Administration and Probate – Irvine & Long Beach Offices

I graduated from Stanford University and the University of California, Hastings College of Law. After serving as an Agent in Counter-Intelligence in the United States Army, I practiced law as a Deputy District Attorney and then with a major Los Angeles law firm. I taught estate tax planning as an adjunct professor at Long Beach State for ten years. I continue to teach informative and timely seminars on estate and gift taxation, and provide lectures on tax savings throughout Southern California. I have been quoted in...
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...
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
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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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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Aastha Madaan
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 5 years experience
(949) 346-5294 17870 Skypark Circle, Suite 104
Suite 200
Irvine, CA 92614
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
Grenville Thomas Pridham
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 33 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. ...
Dwight Edward Tompkins
Claimed Lawyer Profile
Anaheim, CA Estate Planning Attorney with 28 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...
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...
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.
Oksana Van Rooy
Claimed Lawyer Profile
Newport Beach , CA Estate Planning Lawyer with 13 years experience
(818) 744-4955 1101 Dove St Ste 245
Newport Beach , CA 92660
Estate Planning, Business, Family and Immigration
University of San Diego School of Law
Please see more information about our company at http://www.vanrooylawoffices.com
David Carroll Stone
Claimed Lawyer ProfileSocial Media
Anaheim, CA Estate Planning Attorney with 19 years experience
(866) 774-3237 300 S. Harbor Boulevard, Suite 900
Anaheim, CA 92805
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Western State Univ. COL
Southern California Family Law Attorney focused on Father's Rights! David C. Stone, Esq. a Vietnam veteran and former owner of an aerospace manufacturing business, David completed his Bachelor's Degree in Business Administration and then attended Western State University College of Law, graduating with honors in 1998. After being admitted to the California State Bar in 1999, David has been a Family Law practitioner ever since. Today, David remains focused on the practice of Family Law, including Divorce, Child Custody, Child Support, and Domestic Violence. David has made over 1,000 appearances on behalf of his clients throughout...
Darlynn Campbell Morgan
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Lawyer with 22 years experience
(949) 260-1400 1500 Quail St #540
Newport Beach, CA 92660
Free ConsultationEstate Planning, Elder and Probate
Loyola Law School
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
Brian Nelson Sterzer
Claimed Lawyer ProfileSocial Media
Huntington Beach, CA Estate Planning Lawyer with 22 years experience
(714) 750-9370 5200 Warner Avenue
Suite 204
Huntington Beach, CA 92649
Free ConsultationEstate Planning and Probate
Western State Univ COL
Brian Sterzer has been practicing solely in the area of estate planning law for over 15 years. He received his undergraduate degree from California State University, Long Beach and went on to receive his Juris Doctor from Western State University in Colorado. Mr. Sterzer graduated at the top of his class and passed the bar exam on his first attempt! He then went on to open his own firm, Sterzer & Associates, A Law Corporation. His firm is committed to assisting clients in making effective estate plans that protect their financial assets and physical well-being. Attorney Sterzer has been certified...
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

Garden Grove Estate Planning Legal Aid & Pro Bono Services

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


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