Santa Ana, California Estate Planning Lawyers

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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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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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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Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University 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...
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...
(888) 982-2323 24422 Avenida De La Carlota
Suite 310
Laguna Hills, CA 92653
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.
Mitchell Louis Schwary Jr
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 45 years experience
(714) 434-6300 6 Hutton Centre Drive
Suite 600
Santa Ana, CA 92707
Estate Planning and Tax
Pepperdine Univ School of Law
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
Steve Vasquez Esq.
Claimed Lawyer ProfileSocial Media
Santa Ana, CA Estate Planning Attorney with 26 years experience
(949) 756-1394 1820 E. Garry Ave Suite 108
Santa Ana, CA 92705
Estate Planning, Bankruptcy and Tax
Trent Charles Marcus
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Attorney with 14 years experience
(714) 795-9242 1415 East 17th Street
Santa Ana, CA 92705
Estate Planning, Business and Probate
Whittier Coll School of Law
Mr. Thomas M. McIntosh
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Attorney with 30 years experience
(714) 973-1112 1502 North Broadway
Santa Ana, CA 92706
Estate Planning, Business, Personal Injury and Probate
American University Washington College of Law
Michael Robert Weinstein
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 19 years experience
(714) 619-9376 1851 E 1st St
Santa Ana, CA 92705
Estate Planning and Probate
Western State Univ COL
Dustin David Sichon
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 20 years experience
(714) 543-2200 910 W. 17th Street
Suite B
Santa Ana, CA 92706
Free ConsultationEstate Planning
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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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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Santa Ana, CA Estate Planning Attorney with 30 years experience
(714) 973-1112 1516 N Broadway
Santa Ana, CA 92706
Estate Planning, Business, Criminal and DUI
American COL
Santa Ana, CA Estate Planning Attorney with 63 years experience
(714) 542-3003 2014 N Broadway
Santa Ana, CA 92706
Estate Planning and Real Estate
UCLA School of Law
Santa Ana, CA Estate Planning Attorney with 24 years experience
(714) 540-2800 1231 E Dyer Rd
Santa Ana, CA 92705
Estate Planning
Univ of San Diego School of Law
Santa Ana, CA Estate Planning Lawyer with 52 years experience
(714) 558-8655 1851 E 1st St
Santa Ana, CA 92705
Estate Planning and Business
UCLA School of Law
Santa Ana, CA Estate Planning Attorney with 27 years experience
(714) 598-6961 1609 N Baker St
Santa Ana, CA 92706
Estate Planning, Divorce and Family
Western State Univ COL
Santa Ana, CA Estate Planning Attorney with 35 years experience
(714) 565-7800 1605 E 4th St
Santa Ana, CA 92701
Estate Planning, Business, Divorce and Family
Univ of Utah COL
Santa Ana, CA Estate Planning Lawyer with 28 years experience
(714) 285-0025 1851 E 1st St
Santa Ana, CA 92705
Estate Planning and Business
Brigham Young Univ J Reuben Clark LS UT
Santa Ana, CA Estate Planning Attorney with 36 years experience
(714) 836-4866 1602 E 4th St
Santa Ana, CA 92701
Estate Planning, Divorce and Family
Western State Univ
Santa Ana, CA Estate Planning Lawyer with 27 years experience
(714) 541-2500 1010 N Ross St
Santa Ana, CA 92701
Estate Planning, Business and Tax
Southwestern Univ School of Law
Santa Ana, CA Estate Planning Lawyer with 45 years experience
(714) 550-0418 400 N Tustin Ave
Santa Ana, CA 92705
Estate Planning and Real Estate
Loyola Univ School of Law
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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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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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
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
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
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...
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...
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
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
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
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...
(949) 346-5294 Suite 400
Long Beach, CA 90803
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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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
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
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
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.
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...
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...
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
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
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
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...
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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Santa Ana 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.