Montague Estate Planning Lawyers

Douglas A. Wright has established a reputation as the go-to attorney for estate planning matters, succession planning, living trusts, wills, probate, and business law matters.

Doug holds a Juris Doctor from University of the Pacific, McGeorge School of Law, and was awarded the Witkin Award for Academic Excellence in Professional Responsibility (Ethics). Doug also spent a summer studying in the prestigious International Legal Studies program in Salzburg Austria with United States Supreme Court Justice Anthony M. Kennedy. Doug completed his undergraduate studies at UCLA and holds a Bachelor of Arts degree in Political Science.

Doug is admitted to the California Supreme Court,...

Catherine graduated Hastings College of Law and UC Berkeley to become one of north state's finest lawyers.

Catherine King enjoys direct contact with clients and meeting their needs to achieve a hopeful resolution to matters of concern.

Why You Should Retain My Services

I have extensive jury and bench trial criminal litigation experience. District Attorneys know that I am willing to go to trial and fight for my client's rights.
I offer flat fee retainer agreements to reduce client's costs in Conservatorship and Guardianship matters. I am experienced in LPS (mental health), Probate Conservatorships , Limited Conservatorship cases, and Guardianships, representing both petitioner and conservatees.
I have both personal and professional experience in the area of disabled rights, as an attorney and parent of a disabled child. Institutions often fail to serve the very people they should be...

Mr. Maddox is a Corporate Attorney who handles anything from business formation, contracts, trademarking, licensing, and employment matters. As the founder of Maddox Law, P.C., Jonathon strives to take care of his clients and puts integrity above all else. Mr. Maddox graduated from Oak Brook College of Law in 2017 and is licensed in California. Prior to law school, Jonathon was an experienced entrepreneur and managed several businesses internationally as well as in the States. He has a heart for nonprofits and has served on various Boards for the past 12 years, as well as handled...

A large portion of my practice is devoted to the division of retirement accounts requiring Qualified Domestic Relations Orders or QDRO’s. In this unique area of law, I can bring a sense of calm and order by reviewing and offering advice as to the division of most deferred compensation plans.

I bring a diverse background with plenty of life experience to the table for my clients. Before taking the plunge into law school and the practice of law, I worked in the Kern County District Attorney’s Office, Bureau of Investigation, Kern County Employees’ Retirement Association (KCERA) and ran a successful termite...

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...

Mitchell A. Port is an attorney in Los Angeles who represents individuals, families, and businesses offering services in probate, trust administration, estate planning and IRS tax controversies.

In addition to administering a decedent's estate as well as identifying and distributing assets to beneficiaries, Mitch also offers services for other issues that may require the attention of a probate court, including the following:

Lost wills

Will contests

The removal of executors and trustees

Petitions for probate

Trust administration

Probate litigation

Other legal matters that must go through the California
probate court, including conservatorships
(a court proceeding for incapacitated and incompetent adults)
and guardianships (a court proceeding for...

Are you a small business owner? or thinking about starting a business? Or do you have an existing business that now has a business, contract or employment issue?

With business disputes, we first try to keep a dispute from become a lawsuit. If we can find a way that protects our client and serves their best interest, then we always try that first. If, however, you are already in a lawsuit, then we immediately go to protect our client, keeping in mind what is best for you.

With starting a company, we look at what our client ultimately wants to accomplish....

Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.

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...

Tamara Shari Benefield is a top-notch family law litigator for over 20 years handling high asset divorces, contested custody proceedings, as well as providing aggressive and compassionate representation for all things family law from child support and spousal support hearings as well as international and interstate child abduction cases. Ms. Benefield is a highly skilled cross examiner and exceptionally gifted trial attorney. She knows the rules and laws regarding evidence and knows how to successfully raise objections and keep out certain evidence. She is a former professor at West Los Angeles College of Law and taught Civil Procedure to prepare students...

The Law Office of Matthew J. Tuller is a boutique estate planning and trust settlement law firm that serves Marin County and the greater San Francisco Bay Area by providing a diverse clientele with highly customized planning & settlement solutions. Founding Partner Matthew J. Tuller, Esq. focuses on developing substantive, meaningful relationships with each client. We believe that there is no higher compliment than when an existing client or allied professional refers someone they care for to our firm. Going above and beyond to provide services that people want and need produces happy clients, which gives us both satisfaction and...

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.

Shadi Shaffer focuses her practice on Estate Planning, Trusts, Probate and Trust Administration. Prior to her legal career, Attorney Shaffer had an extensive and diverse work history, which helped her gain skills that have proven invaluable to her legal practice.

Attorney Shaffer opened her own firm so she could protect families, children, and businesses from the CA Probate system and serve as an advocate to prevent clients from the court system. She started the Asset Protection & Elder Law Center over 15 years ago with her best friend (25 years and counting!) Patrick P. Phancao. We wanted to build a...

Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...

Principal Owner
Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the...

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...

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: ...

I am a dedicated and skilled estate planning and tax law attorney with more than 40 years of experience. My firm delivers expert advice to clients in the Southern California area.

My areas of practice include estate planning, wills, probate, trusts, estates, guardianships, conservatorships, and tax law.

Whatever your estate planning or tax issue is, I will work tirelessly and help you through every step of your case.

Alexander Kugelman is an attorney concentrating on tax controversies, domestic and international tax compliance, and tax collection defense. Mr. Kugelman counsels and represents individuals, small businesses, and estates.

His experience includes four years of federal government court experience at the U.S. Tax Court and a U.S. District Court. That background blends substantive tax law knowledge with administrative and litigation experience. This unique combination differs from that of an accountant or a general practitioner attorney.

Kugelman Law was created as an alternative to overpriced law firms and disreputable tax resolution companies.

Alexander was motivated to start his firm while working at the U.S. Tax...

I believe that the Bankruptcy Court is one of the few places in out legal system where ordinary people can go for real relief. I am dedicated to helping people throughout the Bay Area access that relief. I earned my undergraduate degree at the University of Illinois in Urbana-Champaign, and I earned my law degree at the University of California, Hastings College of the Law in San Francisco. While in law school, I was Articles Editor at the Hastings International and Comparative Law Review, and I graduated in 2006. I spent my first two years practicing antitrust/consumer...

Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...

Attorney Maureen Lyons focuses on Elder Law and Estate Planning including Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from the University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from the University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys...

Jeffrey Geida is an accomplished California attorney. He represents clients with legal matters such as Estate Planning, Wealth Transfer and Business Succession Planning. Additionally, he has experience in Estate and Trust Administration for beneficiaries and fiduciaries. Jeff is dedicated to providing an interactive approach and creative solutions to assist you in achieving the best possible outcomes.

Jeff received his J.D. from Pepperdine University School of Law and LL.M. in Taxation from New York University School of Law. The State Bar of California Board of Legal Specialization has recognized him as a Certified Specialist in Estate Planning, Trust, and Probate Law....

Ruth Ryan-Cruz is an attorney in San Diego, California with Ryan-Cruz Law, APC. Attorney Ruth Ryan-Cruz practices in the areas of business and corporate law, intellectual property, estate planning, wills, trusts, copyrights, trademarks and more. Contact San Diego Attorney Ruth Ryan-Cruz for a consultation. Ruth is a fluent Spanish-speaking attorney providing counseling and transactional services in Spanish in the areas listed above. Ruth earned her Juris Doctor Degree from California Western School of Law and received a Bachelors of Science degree in Business Administration with an emphasis in High Tech Management from California State...

I am a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization. My focus is on estate planning, trust and estate administration, and trust and estate litigation. I help individuals and families who face serious legal situations, and I help bring them solutions and peace of mind. My goal is to help clients gain the peace of mind that comes with taking care of their families, to help clients navigate through the challenges of trust and estate administration, and to zealously represent clients in litigation to seek the...

Kevin G. Staker, the principal attorney in the firm, received his Juris Doctor degree from the University of Utah College of Law, and his Master of Laws (LL.M.) in Taxation degree from New York University School of Law. Kevin is the founder of the Planned Giving Council of Ventura County. Kevin has three times been a member of the Board of the Ventura County Bar Association, and was the chair of its annual dinner committee 14 of 15 years. Kevin Staker is a member of the Board, and was President for 2016 and the latter part of 2022, of Ventura...

Calvin A. Slater has been a lawyer since 1981, with over 30 years of experience with helping clients, such as entrepreneurs, physicians, business owners and real estate investors. His legal expertise includes real estate matters, tax-deferred exchanges, trusts, estate planning, asset protection, as well as business matters such as formation, planning, and succession. He emphasizes a personal connection with each client to understand their needs and provide effective solutions. He encourages a team approach by collaborating with a client’s other professionals such as accountants and investment advisors. Mr. Slater is a certified specialist in Estate Planning, Trust & Probate Law by...

Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...

Engish Spoken! - manueljuarez.com El Abogado Manuel A. Juarez representa a inquilinos con problemas de viviendas inhabitables o mal mantenidas. Manuel A. Juarez es el Abogado de Derechos de Inquilinos con problemas de plomería, desagüe, aguas estancadas, incendios, invasion de ratas, chinches, cucarachas y de viviendas sin calentón en el este de San Francisco. El Abogado Manuel Juarez también litiga lesiones causadas por la caída de techos húmedos y defectuosos. Si Ud. tiene lesiones causadas por pedazos de su techo, o ha sufrido una caida en el piso de su ducha o su vivienda esta infestada con...

With 30+ years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She is easy to speak with and talks in plain English (not legalese). Julie handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training. Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired...

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...