Avalon Estate Planning Lawyers

I am also a Certified Public Accountant and have been doing tax work in the Bay Area for 30 years. I specialize in helping people and businesses pay as few taxes as possible without getting audited. In the estate planning area I help people preserve their property for their families and pay as few estate taxes as possible. I also am the Probate Doctor who can help fix impossible situations when estates are stuck in the quagmire of California Probate.

Klaus Gottlieb, Estate Planning Attorney California | (805) 703-2282 | WealthCareLawyer.com Offices in San Luis Obispo and Cayucos Legal Accomplishments: Klaus Gottlieb's legal journey is marked by noteworthy achievements. After nurturing a long-held dream of studying law, he turned it into reality by graduating from Northwestern California University School of Law in Sacramento in April 2021. His dedication and aptitude were evident when he passed the July 2021 California Bar Exam on his first attempt, a feat in a state with a 53% pass rate. His legal expertise is in Trust and Estates, where he uniquely combines deep legal knowledge, counseling skills honed as...

I’ve practiced law in the San Francisco Bay Area for over 20 years and focus my practice on Estate Planning, Probate, and General Civil Litigation. I also represent injured individuals in personal injury claims.

John is committed to providing personalized estate planning services in a highly ethical, professional, solution oriented, and cost effective manner. In addition to providing timely and high quality legal services, he is committed to educating the community about important estate planning issues through public seminars. Mr. Laughton also has a legal background in business and real estate matters and was appointed to the City of Del Rey Oaks Planning Commission and served between 1985 and 1992. He served in the U.S. Army, including a tour of Vietnam in 1971-1972. Mr. Laughton was born in Carmel, CA and raised on...

I am an estate planning and business law lawyer practicing in East Contra Costa County California. I take pride in providing value minded legal services to area families and businesses.

Mr. Sheffield is one of the top estate planning, tax, and trusts and estates attorneys on the Central Coast. His practice focuses on advising individuals and families regarding tax, estate planning, probate, trust and business succession matters, and advising corporations, partnerships and limited liability companies regarding business and tax matters.

Mr. Sheffield is a Certified Tax Specialist. He has been awarded a Martindale-Hubbell rating of AV Preeminent, signifying the highest level of ethical standards and legal ability, for 28 consecutive years. He has also been recognized as a Southern California Super Lawyer.

Mr. Sheffield is a past Chairman of the...

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'...

Reed H. Olmstead focuses his practice on helping individuals and families across California plan for the future and achieve peace of mind. He works closely with clients to create clear, comprehensive estate plans — including wills, trusts, powers of attorney, and health care directives — that protect loved ones and preserve assets. He also assists clients facing financial challenges, guiding them through the bankruptcy process to obtain relief from overwhelming debt. With over fifteen years of experience, Reed has represented individuals, families, businesses, creditors, and trustees in bankruptcy matters. Today, his practice is centered on estate planning and efficient bankruptcy filings,...

I am a dedicated Estate Planning, Probate, Trust, Tax and Charitable Planning attorney, serving clients throughout Coachella Valley. As a CPA and Certified Estate Planning, Trust & Probate Law Specialist, I provide comprehensive legal representation focused on estate planning, probate & trust litigation, and complex tax and charitable planning matters.

With 20 years of experience, I am dedicated to attentive service and exceptional counsel based on the unique needs of my clients. I am committed to achieving their goals and objectives in a fast and reliable manner. I have been recognized by my peers with an AV Preeminent Rating, and...

An understanding lawyer with compassion. Listens to his clients concerns and develops a plan to best meet them. My practice focuses on typical family needs. Family law, child custody, landlord tenant law and estate planning (wills and trusts).

Expertise, Experience and Affordability are factors that set The Stephen Stern Law Firm apart. * 30 PLUS 5 STAR GOOGLE RATINGS * AV-PREEMINENT by Martingale Hubbell -- Peer Rated for Highest Level of Professional Experience * 5,000 plus cases and 24 years experience * Highest Quality Client Communications * Adjunct University Professor - Business Law Practice Areas: * Bankruptcy * Estate Planning * Trademarks * Business Law

Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support. Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions. She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration. Reach out to Lisa today through her website for a complimentary consultation. Lisa's...

James D. Miller focuses on bankruptcy, employment and business litigation as well as small business formations and start-ups. Mr. Miller earned a B.A. in Political Science from the University of California, San Diego, and his law degree from the University of San Diego School of Law. Mr. Miller served as a San Diego Law Review member ranking in the top 2% of his class. Directly after graduating, Mr. Miller worked with a prominent, national law firm representing large corporations and high profile tech companies in both venture capital and IPO financing, as well as defending employment class...

The process of choosing an attorney is an important one and can be confusing. You simply want to know if you can trust me to handle your legal issue. You want to know if you’ll make a personal connection and not feel like another face in the crowd; whether I can meet you where you are and truly understand your needs. Some attorneys go directly from high school to college, on to law school, then into practice. There isn’t necessarily anything wrong with that; it’s been a successful route for more than a few. However, that overlooks the value of...

Gina focuses her legal practice on estate planning, probate, and trust administration. She is dedicated to helping families from the devastating legal effects of disability and death. With proper planning, individuals and families can avoid unnecessary court proceedings, protect their assets, continue their legacies through strategic charitable giving, and provide for the security of loved ones. Gina learned firsthand the effects of failing to plan when her rancher father was killed in a vehicle accident without any planning documents in place requiring her to probate her father’s extensive estate, including business and cattle operations. As a result, she...

As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...

Attorney Richard Wingerden can help you plan for your family's future so you have the assurance that their lives will be secure. He has handled numerous complex estate and probate matters, always prioritizing quality, compassion and time-efficiency. Rather than take a one-size-fits-all approach, he considers your unique situation when drafting estate planning documents. When you need the counsel of an attorney the most, you can turn to him for reliable service. Reach out to his firm to schedule your initial consultation today.

Elijah Keyes’ interest in estate planning and special needs began as a child where he saw the effects of long term illness in his household. He gained an appreciation of the effects of physical and mental illnesses and how they affect families and communities. Ever since becoming an attorney, Elijah has worked exclusively in the areas of estate planning, special needs, elder law, and tax.

Elijah is recognized as a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is the Vice President and a Trustee of the Silicon Valley...

Zachary Rayo brings experience, efficiency and empathy to estate planning. Mr. Rayo’s approach is people-centered. He recognizes that the legal needs and special issues differ from client to client, that each person is unique, with unique needs that must be met with efficiency, active listening and care. Mr. Rayo knows the importance of social responsibility which manifests not only in ethical decisions and practices but also in involvement in socially important causes.

Joshua D. Brysk advises clients on Business & Commercial Law, Civil Litigation, Estate Planning, Real Estate, Construction, Tax Law, and Wills, Trusts & Probate matters. He provides knowledgeable and skilled representation to clients in the San Francisco Bay Area and throughout California. With over 25 years of experience, Joshua is committed to providing unmatched personal attention and high quality legal advocacy. Helping clients avoid and solve their legal problems, Joshua's focus is always on achieving the best possible outcomes. Outside of work, Joshua is a seasoned traveler. He has also enjoyed living and working in Australia and Israel.

Sam graduated from the University of Utah with a Bachelor of Arts degree in Accounting in 2008 and his Juris Doctor from UNLV in 2011. He went on to receive a Masters of Law (LL.M.) in Taxation from Georgetown University in 2012. Sam’s practice includes estate planning, asset protection, trust administration, probate, guardianship, and business organization. Sam has established a strong reputation within the Las Vegas legal community for his expertise and provides continuing legal education courses in his areas of practice. Sam is fluent in Spanish and is licensed in both Nevada and Utah and is a member of the Southern...

At Advance Planning, A Law Corporation, in Dublin and Berkeley, California, we focus solely on helping individuals protect themselves and their assets for the future while creating a lasting legacy for their heirs and loved ones. Serving clients throughout the San Francisco Bay Area and Central Valley, with a focus on Alameda, Contra Costa, Santa Clara, San Mateo, San Francisco, San Joaquin, and Stanislaus counties, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those...

I represent individuals and small to medium sized businesses in bankruptcy, foreclosure defense and debt consolidation matters. For individuals, I represent clients in Chapter 7 and Chapter 13 bankruptcy proceedings, including adversary proceedings, including 2nd home mortgage lien stripping, redemption of vehicles and student loan reductions. For businesses, I provide services related to the winding down of a business, board and management consultations and bankruptcy debt consolidation in Chapter 11. In conjunction with my bankruptcy practice, I also provide estate planning, probate and trust administration representation. The best way to avoid probate is to plan properly by drafting...

Attorney Kamala Maddipoti is the Founder and President of Kamala Law Corporation. Attorney Kamala completed her Master of Laws (LLM) from Golden Gate University in San Francisco, California. She focuses on Estate Planning & Immigration laws and helps her clients on both employment as well as family based immigration matters & estate planning needs. In addition to Immigration & Estate Planning work, she guides and counsels employers on compliance and corporate transactional matters. In her free time she offers pro bono services and gives back to the community for the greater good. Ms. Kamala is a member of State...

Amy's approach to estate planning is to focus on each client's unique needs and objectives. She strives to design a comprehensive plan for her clients that provides the maximum protection without compromise. Her broad experience enables her to provide keen insight for her clients. She is deeply commitment to her clients and the ethical standards of her profession. Amy has lived in Brentwood since 2001 with her husband and two daughters. She is a Director for the Brentwood Chamber of Commerce and in her free time, enjoys yoga, reading and golf.

The Law Office of Svetlana Kristal focuses on wills and trusts: complete estate plans, estate plan reviews and updates (trusts and wills), probate, and trust administration.

Whether you need help creating a new estate plan, updating an existing plan, assisting elderly parents or administering an estate after the death of a loved one, Svetlana is ready to offer legal solutions tailored to your needs and the needs of your family.

I believe that estate planning is more ‘life planning’ than ‘death planning’. And the main goal of estate planning is to give people the legal tools they need to navigate marriage and...

I am an experienced Estate Planning, Trust, Will, Probate, Business Formation, and Civil Litigation attorney. I zealously represent clients throughout Sacramento.

Having practiced law for over 25 years, I bring a wealth of knowledge and skill to advocate for my clients' rights and interests. I am dedicated to providing personal attention and outstanding service, while pursuing the best possible outcomes.

A native of Sacramento, I returned to Elk Grove in 2001 and thereafter fulfilled my dream of opening my own practice. Outside of work, I can be found enjoying time with my wife and three children.

Contact me for a free, no obligation...

Attorney Martin Alperen is a former police officer and search and rescue team leader who understands the risks that first responders face in service to their communities. Law enforcement officers, firefighters, EMTs, and healthcare providers on the front lines of the COVID-19 pandemic can all benefit from an estate plan that accounts for their own needs if they are incapacitated, as well as their family’s needs if they are no longer alive to support and provide for them. We strive to make our services accessible to first responders so that you can put an estate plan in place without hesitation,...

I'm Attorney Jay Greene, CPA, I've dedicated my practice to serving families in the San Francisco Bay Area with their estate planning, probate, and elder law needs. My background as a Certified Public Accountant (CPA) complements my legal expertise, allowing me to provide a comprehensive and strategic approach to protecting your assets and ensuring your wishes are faithfully executed. Beyond the courtroom, I share my knowledge through published articles in the San Francisco Bay Times, committed to public education on these crucial matters. My primary focus is crafting personalized solutions for each client. Whether navigating probate complexities or planning for...

As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Ryan Cook maintains an active securities arbitration and litigation practice. Mr. Cook has worked on numerous cases dealing with individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers.

Prior to beginning his law practice, Mr. Cook worked in the securities industry as a licensed and registered representative with a large broker/dealer. He received his Juris Doctor (JD) degree from South Texas College of Law, where he earned his degree Summa Cum Laude (with highest honor) as the graduating salutatorian. Mr. Cook...

Coastside attorney specializing in estate planning and real estate law. Call 650-762-9090 for a free 30-minute consultation in my Pacifica office or in your home. Happy to visit assisted living facilities as well....I love seniors!

Rebecca's undergraduate degree in Social Work carries forward in her caring and passionate attitude toward representing her clients in tax issues, including tax levies, offer in compromise. Her practice includes preparing trust plans (trust, pour over will, health care directive, and power of attorney) for her clients and assisting clients selecting and forming their business entity (S Corp, C Corp, LLC or LLP). Rebecca is determined to get the best result for her client. Prepare today, for peace of mind in the future.

My name is Ravi Patel and I am trust litigation attorney based in Oakland, California. I have experience filing Heggstad Petitions throughout the state. After I graduated from Duke University School of Law, I joined a general practice law firm in my hometown, Bakersfield, California. I worked on various transactional and litigation matters and gained a broad breadth of experience in legal areas including water law, public agency law, property taxes, local taxes, real estate law, and land use law. In 2019, my partner and I relocated to Oakland, California, where I worked for the Oakland City Attorney’s office. As...

Throughout her legal career, Vanessa has practiced exclusively in family law. With her legal training and knowledge, she provides compassion and advocacy for her clients. Vanessa’s experience working on a broad spectrum of family law matters include divorce, pre-divorce counseling and planning, premarital agreements, complex marital property issues, high conflict child custody disputes, child and spousal support issues and domestic violence prevention and defense. Vanessa protects her clients’ assets and the best interests of her clients and their children. She represents clients in public court and before private judicial officers. In addition, she serves as a consulting attorney for clients...

Ms. Benedetto has assisted hundreds of clients with the creation of their Wills, Living Trusts and other estate planning documents. She assists families with trust administration and probate procedures when loved ones pass away, and also prepares legal documents for conservatorships of elderly clients and limited conservatorships for developmentally disabled adults. In 2006, Ms. Benedetto created the Family Trust Law Center, later incorporated to Family TLC, Inc., to be a firm where families come for professional estate planning by licensed attorneys, at flat, reasonable fees. Amendment of documents and other hourly work is done as...

A native of Northern California, Mr. Kim attended the University of California – Davis, where he received his B.A. in Communications. Following graduation he moved to the Midwest and attended the Maurer School of Law at Indiana University – Bloomington, obtaining his J.D. in 2011. He is a member of California State Bar and has practiced law in California for the last 7 years.

Mr. Kim speaks Korean fluently and his primary area of practice is Family Law. Having worked at My Sister’s House, one of Sacramento’s Domestic Violence Prevention Non-profit Organizations prior to entering private practice, he has a wide...

Michael J. Young is an Estate, Probate and Asset Protection Attorney in Walnut Creek, CA. Mr. Young helps his clients plan for not only "What Happens if You Die", but for "What Happens If You Don't Die And Become Ill and Need Care." He helps his clients in the design of their estate plans, to protect their assets for their senior care and to also provide a legacy for their loved ones.

Mr. Young, who has been in practice for over forty years, gives workshops every month in Walnut Creek on basic estate planning and advanced estate planning. The basic...

Kevin A. James has represented a variety of real estate clients in both commercial and residential transactions and litigation, including complex quiet title matters, easement disputes, boundary line disputes and adjustments, commercial and residential non-disclosure actions, landlord-tenant issues, and purchase/sale agreements. Kevin has also represented a wide array of clients in complex business transactions and litigation matters, including, contract disputes, purchases and sales of businesses, entity formation, general corporate and LLC management, and shareholder derivative actions.

Kevin’s approach to the practice of law is client-centered. He strives to simplify the lives of his clients in an increasingly complex world. ...

I have devoted my legal practice to provide affordable and fixed cost legal services to small businesses and individuals in Northern California. The services I provide are aimed keeping my clients out of court. The potential cost savings, peace of mind, and confidence you earn when consulting with a knowledgeable lawyer while forming a business, entering into a contract, or planning for future needs, cannot be measured.

Education Ms. Mayer graduated from the University of California, Davis with degrees in Political Science and Communications. She earned her Juris Doctorate from Santa Clara University School of Law with a Certificate in Public Interest and Social Justice. Awards and Honors During law school, Heather Mayer was recognized with the Award for Best Oral Advocate and the Pro Bono Award. Ms. Mayer is the recipient of the prestigious Witkin Award for Academic Excellence in Wills & Trusts, Advanced Legal Writing, Interviewing & Counseling, and for the Advanced Practice Clinic of the Northern California Innocence Project....