Newport Beach, California Estate Planning Lawyers

Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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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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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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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
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...
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
Jill S. Gregory
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Lawyer with 21 years experience
(949) 514-8842 620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
Free ConsultationEstate Planning and Probate
Pepperdine Univ School of Law
Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory PC, a preeminent boutique estate planning, probate and business law firm based out of Newport Beach, Orange County. With over 20 years of experience working with clients throughout California in estate planning, trusts, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us.

I look forward to learning how we can serve you and your family.
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
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 ...
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
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.
(800) 756-1091 7155 Magnolia Ave.
Suite 200
Riverside, CA 92504
Richard B. Rudolph
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Lawyer with 26 years experience
(949) 825-5210 20241 SW Birch Street
Suite 100
Newport Beach, CA 92660
Free ConsultationEstate Planning, Business, Employment and Maritime
Southwestern Law School
Since 1992 Mr. Rudolph has been providing legal advice, counsel and services to businesses and individuals alike. He operates a full service law firm serving such diverse client needs as: - Fulfilling peoples needs for affordable Living Trusts & Wills packages, - Business Matters (both day-to-day transactional matters and litigation), - Employment & Labor Matters, and - Mediation, Arbitration and Litigation when issues cannot be resolved amicably.
David Carroll Stone
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Attorney with 18 years experience
(866) 774-3237 2424 S.E. Bristol, Suite 300
Newport Beach, CA 92660
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...
(866) 774-3237 300 S. Harbor Boulevard, Suite 900
Anaheim, CA 92805
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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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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Mary Grace Finlay
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Lawyer with 19 years experience
(888) 896-9350 4685 MacArthur Court
Suite 421
Newport Beach, CA 92660
Estate Planning, Probate and Tax
Western State College of Law at Argosy University
If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.
(949) 509-7853 6809 Indiana Ave
Suite 103
Riverside, CA 92506
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
Joseph Arthur Walker
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Attorney with 48 years experience
(800) 592-5537 3991 MacArthur Blvd., Suite 350
Newport Beach, CA 92660
Free ConsultationEstate Planning, Appeals, Elder and Probate
The George Washington University Law School and University of Southern California
Mr. Walker draws upon his previous extensive courtroom experience with the U.S. Air Force as a Judge Advocate and as a principal of a former California law firm and now President of The Walker Law Firm, APC, specializing in civil litigation and appeals since 1970.
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
William L Huestis
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Newport Beach, CA Estate Planning Attorney with 11 years experience
(888) 815-3546 4000 Macarthur Blvd., #600
Newport Beach, CA 92660
Estate Planning, Bankruptcy, Elder and Probate
Chapman University Fowler School of Law and Chapman University Fowler School of Law
Shawna Murray
Claimed Lawyer ProfileQ&ASocial Media
Newport Beach, CA Estate Planning Attorney with 11 years experience
(949) 416-3575 4000 MacArthur Blvd.
Suite 600 - East Tower
Newport Beach, CA 92660
Free ConsultationEstate 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...
James Keith Leese
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Lawyer with 39 years experience
(949) 608-6900 3737 Birch St
Newport Beach, CA 92660
Estate Planning and Tax
Pepperdine Univ School of Law
JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...
James E. Ballidis
Claimed Lawyer ProfileBlawgsearchSocial Media
Newport Beach, CA Estate Planning Lawyer with 33 years experience
(949) 752-7474 4400 MacArthur Blvd.
Suite 370
Newport Beach, CA 92660
Estate Planning, Animal, Family and Probate
Southwestern Law School
Richard Ivar Rydstrom
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Lawyer with 28 years experience
(877) 946-4968 4695 MacArthur Court,11th Floor
Newport Beach, CA 92660
Estate Planning, Business, Consumer and Employment
Western State Univ
Kristin Gillies
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Lawyer with 19 years experience
(949) 705-6861 2901 West Coast Hwy
Newport Beach, CA 92663
Estate Planning, Business and Real Estate
Southwestern Law School
William L Huestis
PREMIUM

Newport Beach, CA Estate Planning Attorney with 11 years experience

Chapman University Fowler School of Law and Chapman University Fowler School of LawCalifornia
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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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Donald Eugene Slaughter
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Attorney with 43 years experience
(949) 721-9091 2 San Joaquin Plaza, Suite 240
Newport Beach, CA 92660
Estate Planning, Business and Tax
Loyola Law School
Yongjin Lee
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Attorney with 17 years experience
(949) 660-0020 1101 Dove St.
suite 260
Newport Beach, CA 92660
Estate Planning, Business and Immigration
Pepperdine Univ School of Law
Lawrence Harold Davidson
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Attorney with 45 years experience
(949) 500-6275 PO BOX 12395
Newport Beach, CA 92658
Estate Planning, Business, Collections and Probate
USC Law School
Frank Dennaoui
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Attorney
(949) 742-4705 19 Corporate Plaza Drive
Newport Beach, CA 92660
Estate Planning
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
Justin Irish
Claimed Lawyer ProfileSocial Media
Costa Mesa, CA Estate Planning Attorney with 4 years experience
(949) 836-0543 250 E 17th Street
Suite 240
Costa Mesa, CA 92627
Free ConsultationEstate Planning, Bankruptcy, Criminal and DUI
Hi, my name is Justin D. Irish. I'm the founder of the Law Offices of Justin D. Irish, a full-service law practice serving Orange County and the surrounding areas.

I grew up in Florida, graduating from Florida Atlantic University in 2009. Shortly after, I ventured West to California to pursue my dreams of becoming an Attorney.

After graduating from Whittier Law School in 2014, I passed the California and Florida bar exams on the first try. I am also admitted to the US District Courts for the Central District of California and the Southern District of Florida. On my free time I...
Kalab Andrew Honey
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Lawyer with 11 years experience
(949) 720-7030 2600 E Pacific Hwy
Suite 225
Newport Beach, CA 92625
Estate Planning, Business, Employment and Probate
Southwestern Univ School of Law
Halli Baum Heston
Claimed Lawyer Profile
Irvine, CA Estate Planning Lawyer with 38 years experience
(949) 222-1041 19700 Fairchild Road
Suite 280
Irvine, CA 92612
Free ConsultationEstate Planning, Bankruptcy and Probate
Southwestern 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...
Timothy Cahill Pickart
Claimed Lawyer Profile
Corona del Mar, CA Estate Planning Attorney with 18 years experience
(949) 376-8763 3810 East Coast Hwy
Corona del Mar, CA 92625
Estate Planning, Business and Tax
Pepperdine Univ School of Law
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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Robert Joseph Flack
Claimed Lawyer Profile
Newport Beach, CA Estate Planning Lawyer
(949) 250-9601 PO Box 752
Newport Beach, CA 926250
Estate Planning, Arbitration & Mediation, Bankruptcy and Probate
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...
(310) 719-1040 10866 Wilshire Blvd., Suite 400
Los Angeles, CA 90024
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...
Barry L. Adams
Claimed Lawyer ProfileQ&ALII Gold
Huntington Beach, CA Estate Planning Lawyer with 31 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.
(707) 542-6644 1400 North Dutton Avenue, Suite 19
Santa Rosa, CA 95401
(619) 419-0212 By appointment only
San Diego, CA 92108
Daniel Chudleigh
Claimed Lawyer ProfileSocial Media
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.
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
Matthew  Schlau
Claimed Lawyer ProfileSocial Media
Laguna Beach, CA Estate Planning Attorney with 4 years experience
1968 S. Coast Highway
Suite 2498
Laguna Beach, CA 92651
Free ConsultationEstate Planning, Business, IP and Probate
Southwestern Law School
Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.

Matt holds a Bachelor of Arts in...
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
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
David L. Crockett
PREMIUM

Newport Beach, CA 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

Newport Beach 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.