Los Osos Probate Lawyers

Bruce A. Pence III has practiced exclusively in the arena of Estate Planning, Wills and Trusts, Conservatorships and Elder Law since obtaining his Juris Doctorate from McGeorge School of Law and passing the California bar in 2015. In early 2023, Bruce A. Pence III began his own practice, Bruce Pence Law APC, focusing on Estate Planning, Wills and Trusts, Conservatorships and Elder Law based in Los Osos, California serving the Counties of San Luis Obispo and Santa Barbara. Bruce Pence Law APC offers flat fee estate planning packages as well as trust administration services, probate services and conservatorship services. Bruce Pence...

Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003. Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...

Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo. Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011. Prior to attending law school, Shannon began her legal career as a law...

Curtis grew up in San Luis Obispo and graduated from San Luis Obispo High School. He attended Emmanuel College, in Boston, MA where he earned a B.A. in both Business Management and English Communication. Curtis earned his J.D., with a Civil Litigation Concentration from the University of San Diego School of Law in 2015, graduating magna cum laude with election to The Order of the Coif and The Order of the Barristers.

Curtis served as a judicial extern for the Honorable M. James Lorenz of the United States District Court for the Southern District of California and worked as an...

Taylor has talked to more than 12,000 lawyers and doctors regarding brain injury litigation. Taylor has over 20 seven-figure case results, many eight-figure results and was lead counsel on more than 15 of them. One of his most recent cases was a Traumatic Brain Injury case which brought about a $5.65M verdict against a zero offer from the defense. Of late, Taylor has been told his verdicts were in the top 100 in the United States in 2020, and the top 20 in California, with similar results expected for 2022. Taylor sits on the editorial board of Trial Guides, a...

Adele graduated from Monterey College of Law with a Juris Doctor while raising two children with her husband, architect Jeff Schneidereit.

Ms. Schneidereit has founded Adele Schneidereit Law Offices and practices there as the Principal Attorney.

Before she became a lawyer, Adele worked in Silicon Valley as a software consultant at CGI Technologies and Solutions Inc. Later Adele worked as part of a small team which designed the Online Medical Record System which is the charting system for inpatients used by the vast array of Kaiser Permanente hospitals and physicians.

Adele founded Inspire The World Foundation, which promotes awareness about...

Mike has more than 40 years of experience in Estate Planning, Trust Administration, Business Law and Medi-Cal planning. He has personally handled more than 5,500 cases, with a 100 percent perfect record for Medi-Cal applications. Mike joined his father in-law, Andrew David (1922-2008) in 1978 as a partner at the family law firm (then, Law Offices of David & Zimmerman) in Arroyo Grande.

He is a member of the California Bar Association as well as the local San Luis Obispo County Bar Association. In his more than 40 years of law practice, he has served on the board of directors of...

L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

After teaching at the college level for over 25 years, Bruce McIver decided to take up the mantle of the law. He was reluctant to give up the security of his position, but took a chance and attended law school, graduating with honors and being admitted to the practice of law by the California Bar. While he enjoyed his years of teaching Shakespeare at Reed College, Union College, UCLA, UCSB, and the University of Ljubljana, he wanted to help people of a different ages, and in different ways, mindful of his clients' needs to manage their estates....

Adam T. Carralejo is a trial attorney with broad expertise and a strong, ethical reputation. Adam started his career handling estate and trust work in Santa Barbara – his first client matter was the infamous case of Butler v. LeBouef, involving an unethical estate planning attorney and successful trust contest in Santa Barbara Superior Court. Adam would go on to spend several years with a Los Angeles firm advising HOA boards and representing HOA homeowners. During this time, he gained invaluable experience understanding the needs of community managers, boards of directors, and, most importantly, individual homeowners. He’s drafted CC&Rs, provided education...

Mr. Campbell has been a civil litigator for over 30 years. He has successfully represented individuals, corporations, partnerships, trustees and executors in cases involving a wide range of legal issues, including breach of contract, breach of fiduciary duty, will and trust contests, business torts and trade secrets. Mr. Campbell has significant experience and expertise with real estate litigation in particular, including failures to disclose, fraud, quiet title actions, easement disputes, encroachments, trespass, nuisance and safe harbor litigation.

Mr. Campbell has been awarded a Martindale-Hubbell rating of AV Preeminent, signifying the highest level of ethical standards and legal ability, for 14 consecutive...

Chris Jones, a longtime resident of Santa Barbara, has practiced law since 1972. His philosophy of making law easy, understandable, clear and comfortable (”making you an expert”) has helped him become one of the most well respected and knowledgeable Trusts and Estate Planning attorneys in Santa Barbara and on the Central Coast.

His areas of expertise include: Wills, estates, trusts and probate, including living trusts, tax planning, business succession planning, irrevocable trusts, advanced direction of health care, generation-skipping planning and avoidance of probate. He is a California State Bar certified specialist in estate planning, trust and probate law. As his clients'...

Mr. Gin is a graduate of California Polytechnic State University ('71, Cum Laude, B.S., City and Regional Planning) and the McGeorge School of Law ('82, with distinction, Order of the Coif). He specializes in estate planning, probate, trust adminstrative, elder law, government, and creditor rights. Mr. Gin has served Griswold, LaSalle, Cobb, Dowd & Gin, LLP since 1982 and became of Counsel in 2017. He has received a BV Martindale-Hubbell rating.

Philip I. Moncharsh has been a litigation and trial lawyer since his admission to practice law in 1973. Mr. Moncharsh has successfully argued hundreds of cases to verdict in state and federal courts throughout California, and has also appeared before the California Supreme Court. Mr. Moncharsh's practice is focused on complex business and corporate disputes, insurance litigation and coverage issues, trust and estate litigation, real estate litigation, representation and counseling of public agencies and nonprofit organizations, personal injury, product liability, and professional negligence matters. He handles both civil trials and appeals.

Mr. Moncharsh serves as a court-appointed arbitrator for...

Charles "Chip" Oxton is a Santa Barbara attorney representing clients in all aspects of family law and civil litigation. Chip is a highly-skilled and respected legal advisor and litigator with nearly 40 years' experience practicing law in Santa Barbara. He has represented clients in a broad range of legal matters, including divorce and custody cases, personal injury and civil disputes, conservatorships and guardianships, wills and probate administration, real estate law, and landlord-tenant law. Legal disputes are often intense, emotionally-charged experiences for the parties involved. Chip's approach to practicing law involves providing clients with calm, reasoned advice in an environment devoted...

Mr. Tomlinson's experience in tax planning, tax audits and appeals and international business transactions is unmatched on California’s Central Coast. Mr. Tomlinson's practice also focuses on estate planning, trust and estate administrations, business formations and mergers and acquisitions.

Mr. Tomlinson received J.D. degree from Northwestern University. He began his law career as an attorney with the IRS Chief Counsel's Office. He rose to senior trial attorney with the IRS and served for a period as acting IRS Assistant Regional Counsel.

After leaving the IRS, Mr. Tomlinson served as in house counsel for several Fortune 500 corporations over a span of 18 years,...

JD, Northwestern Univ School of Law (1978)

I am a California native originally from the San Joaquin Valley. I graduated from the University of California at Santa Barbara in 1970 where I studied Political Science. In 1975, after 3 years of world travel I formed an import clothing business. It included a Santa Barbara retail store and for 25 years operated as a national wholesale outlet. I took part in the management of the business and the design and distribution of the products. My duties included national and international travel, meeting with customers and vendors, as well as dealing with international banking and import/export requirements. The company...

Formerly with the Law Offices of Alex Hernandez, Mr. Hernandez is now CEO of ARH Consulting LLC a National Law Firm; A multi area litigation practice; Federal and State matters in New York, New Mexico, and California Pro Hac Vice (immigration nationally) With over 20 years of legal experience, Alex R. Hernandez Jr. has represented thousands of clients. Economist, Author, and Attorney, Alex has worked for several decades getting justice for his clients. Alex comes from a family of legal professionals, his father was the first Hispanic County judge and is currently the sitting County Court at Law Judge, his mother has been...

Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...

ML LAW, APC Ph: 858-255-1223 Fx: 858-255-1170 Info@mllawapc.com www.mllawapc.com

Armed with impressive qualifications from big law firms and an approachable demeanor you'd expect from a small firm, Owen uniquely bridges the often intertwining areas of Trusts, Estates, and Probates. Owen holds degrees in tax (LL.M.), law (J.D.), and business (M.B.A.), making him particularly well-equipped to guide you, whether you're crafting an estate plan for your loved ones or you're a trustee or beneficiary in need of expert counsel. At Opelon, we believe in more than just offering services - we're dedicated to building enduring relationships. With Owen, you'll find an attorney who is not just qualified but also approachable. We encourage...

Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an 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 Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...

R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, trust administration, long-term care planning and litigation. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. He made such an impression on an author client that she based a character of a probate attorney on him, in her...

Matthew focuses on elder law, estate planning, and related practice areas. He began his career in the field of trusts and estates, and expanded into elder and probate law. He quickly realized that he enjoyed the personal nature of working in estate and elder law, and chose to continue by opening his own firm. He is passionate about taking care of his clients, and treats each of them as if they were family. Matthew was admitted to the California bar in 2006 and has practiced law in Contra Costa Country since 2006. He earned his J.D. at...

My approach to practicing law is to make it as stress-free as possible for my clients. That means that I have created an environment where working with my firm is understandable, approachable and pleasant. I have been practicing law for approximately 15 years and my area of specialization is estate planning, which includes the drafting of wills, trusts and also handling probate matters. As mentioned previously, taking care of my clients is my top priority, and as such, I charge a flat fee for nearly all of the clients that I work with. We do not...

MY PROMISE: My consultations are not on a time clock . . . I will personally review your case and any pleadings which you might bring. Having practiced law for more than 19 years in San Bernardino, Riverside, and Los Angeles County and knowing the majority of the judges, I can give you an honest opinion of the expected results of your particular case. I give intensive attention to crucial details of all legal issues, so you can be sure that we will not miss anything.

CONSULTATION: ...

Dustin MacFarlane is an estate planning and elder law attorney with a unique background which makes him uniquely qualified to serve his clients. Prior to entering practice as an attorney in Sacramento, Dustin began his career in the long-term care industry, working with skilled nursing and assisted living facilities throughout the Central Valley and Northern California. He takes pride in the work he does in helping families provide for and protect their loved ones. Outside of his work at the firm, Dustin also hosts a weekly show on Talk 650 KSTE and is actively involved with several community organizations.