Bard Estate Planning Lawyers

I have been an estate planning lawyer since 1998. I have a Juris Doctorate degree from Pepperdine University School of Law and a post doctorate degree (LL.M. in Estate Planning) from the University of Miami School of Law. I am a California State Bar certified specialist in Estate Planning, Trust and Probate Law. In addition, I taught estate planning (Wills and Trusts), estate administration and probate law as an adjunct professor at Cerritos Community College.

Hi, I am Megan Gooing, Attorney and Counselor at Law, and my practice is primarily focused on estate planning, probate, and trust administration. I work for a boutique law firm that caters to each individual client's specific needs, rather than providing a one size fits all solution to issues. I look forward to learning how I can serve you and your family.

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children. Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family. Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.

I am a Certified Specialist in Estate Planning, Trust Administration and Probate Law. Based in Mountain View, I offer Flat Fee pricing for your legal needs.

I am committed to empowering my clients to create an estate plan or settle an estate in a convenient, efficient, and pleasant manner. With over 20 years of experience, I love helping clients protect loved ones and attain peace of mind.

A mother of two children, my practice is dedicated to making a positive difference for families and children.

Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District and on the Monte Sereno City Council.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts and other documents that provide the maximum flexibility. Mr. Ellahie can draft wills and trusts that meet the requirements of the Islamic...

Dedicated to providing practical, cost-effective, solutions to workplace challenges. Attorney Elisabeth DeBartolo is your best choice for an employment and labor attorney who offers personalized assistance with your case. She may be the most seasoned employment attorney you will find in our area. Attorney Elisabeth DeBartolo is a Monterey Employment Attorney who worked for many years in executive level Human Resources prior to attending law school. Her experience is unique. She doesn't just have book smarts, she has the day-to-day, on-the-job, in-the-trenches experience needed to identify workplace challenges and resolve them. Ms. DeBartolo can quickly...

I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administrating the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard. I am proud to be the owner of a law office that values our clients’ peace of...

Somita Basu is a Founding Principal of Norton Basu LLP. Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce.

Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite....

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...

Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.

Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.

Member of California and Federal Bar. Managing partner, current practice involves civil litigation, personal injury litigation for plaintiffs, defense, Probate, Consumer law, Family Law. As an Attorney, I am quite proficient in pleading and practice procedure, legal research in the library, web and computer, judicial procedure and rules of evidence. I have tried over a 200 court and jury trials. I have arbitrated and mediated over 500 cases. I have had experience with Superior, Appeals and Federal courts. I am a hearing officer for the City of Stockton and County of San Joaquin and a Pro...

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...

Since 1992, Richard Hemb has focused his legal practice on the areas of estate planning and business formation. When representing clients facing these types of issues, Mr. Hemb takes the time necessary to evaluate the facts of the case and offer practical solutions, regardless of the complexity of the matter. Mr. Hemb is a skilled legal advocate who offers his clients the personal attention and dedication they deserve to get the job done. Mr. Hemb’s bottom line is to make his clients feel comfortable and confident that their interests are being safeguarded throughout the entire process.

Our firm focuses on divorce and civil litigation matters. I have 30 years of experience in state and federal courts. I have been awarded the highest possible rating for legal skill and ethical conduct by Martindale Hubbell, the oldest attorney rating company in the United States and a 10/10 Superb rating by avvo.com. I am a member of the Multi-Million Dollar Advocates Forum. Membership is limited to attorneys who have won million and multi-million dollar verdicts and settlements. Less than 1 percent of litigation attorneys are members. The three most important characteristics of our firm are accessibility of the attorney,...

Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem. Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...

Curtis V. Abram grew up in San Luis Obispo, graduating from from San Luis Obispo High School. Curtis then attended Emmanuel College in Boston, Massachusetts where he earned a B.A. in both Business Management and English Communication while competing on the Men’s Volleyball (receiving All-American honors) and Track and Field team (Javelin). Following his return to California, Curtis earned his law degree from the University of San Diego School of Law, graduating magna cum laude in 2015 with election to The Order of the Coif and The Order of the Barristers. ​After his admission to the California Bar, Curtis joined...

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...

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...

Braden R. Leck focuses on advising individuals and businesses on real estate and business transactions, intellectual property matters, estate planning and trust administration.

Prior to joining Rogers, Sheffield & Campbell, LLP, Mr. Leck was a partner at the Santa Barbara law firm of Seed Mackall LLP. Mr. Leck began his legal career in Los Angeles at the international law firm of Latham & Watkins LLP. Mr. Leck received his undergraduate degree from the University of California at Santa Barbara and his law degree from the University of California at Los Angeles School of Law.

Real Estate. Mr. Leck routinely counsels clients with...

Mr. Wansor is an accomplished civil litigator. His practice is focused on personal injury, real estate, land use, hospitality, products liability, business torts, construction, and will and trust contests.

Mr. Wansor's analytical strengths allow for the accurate assessment of potential exposure and liability and the creation and implementation of sophisticated litigation strategies. Mr. Wansor's strategic sense and writing abilities lead to successful results, whether by keen negotiation or motions leading to the disposition of cases.

Prior to joining Rogers, Sheffield & Campbell, Mr. Wansor worked as a litigation partner at Lewis Brisbois Bisgaard & Smith, LLP, where he defended Fortune 500...

I am a certified bankruptcy specialist with the State Bar of California, Board of Legal Specialization. The firm has been assisting people with their financial problems for more than 40 years. We specialize in savings homes. We are one of the few firms still charging a flat fee for Chapter 13.

Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...

Jane McNamara, Esq. is the founder and principal attorney of the McNamara Law Firm located in the Santa Clarita Valley. The firm focuses on Estate Planning, Elder Law, Special Needs Trusts, and Trust Administration/After Death issues.

Although the Law Firm's physical office is in Santa Clarita, California, the McNamara Law Firm assists clients throughout the state of California. Zoom, Facetime, and other videoconferencing methods are routinely used. This allows clients the ability handle their legal needs from the comfort and privacy of their own home.

As a partner at Donahoe & Young LLP, Santa Clarita attorney Mark T. Young offers legal services for bankruptcy, business law, estate planning and civil litigation issues. He has more than 35 years of experience in the legal community. Mr. Young received his undergraduate degree from the University of California Los Angeles and his Juris Doctor from the University Of California Davis School Of Law. He is AV Preeminent® rated by Martindale-Hubbell®. In addition to his legal work, he serves on the board of directors of the Santa Clarita Community Development Corporation. Contact his firm today for a complimentary consultation.

Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.

Analisa Pratt is the Founder of Pratt Law, which specializes in estate and trust planning and estate administration. Analisa has been practicing law for over 10 years and is licensed in California and Arizona. Before launching Pratt Law, Analisa practiced law with Wilson Sonsini Goodrich & Rosati and K&L Gates. She also served as a judicial law clerk in the United States District Court for the District of Arizona and as a legal research attorney with the Superior Court of California. Analisa has received a number of awards for her pro bono contributions...

Experienced, dedicated and affordable immigration attorney servings the Immigration community for near 20 years. Record of winning case on asylum, VAWA claim, naturalization with criminal background, waivers, and complex family based immigrant visa petitions.

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. ...

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...

Stacey Montgomery has been an attorney in California since 1993. Stacey has worked in Criminal Law, Family Law, Personal Injury and Estate Planning. Stacey has worked both sides of the aisle as both a Public Defender and as a Prosecutor giving her a unique insight into the Criminal Justice System. Stacey was elected to serve the people of Lassen County as their District Attorney in 2014, recently finishing her full term.

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.

At The Law Offices of Gabriel Lenhart, our focus is on our clients’ well being and protection, rather than the fees they pay us. That is why we focus on protecting and preserving our clients’ assets using the latest Estate Planning practices. Our unique planning methodology combines Estate Planning, VA Benefits Planning, and Medicaid asset preservation planning techniques and strategies. These strategies, combined with our values based approach, enable us to work seamlessly with families to create an Estate Plan that our clients’ can truly rely upon. At The Law Offices of Gabriel Lenhart,...

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,...

Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...

Attorney Jim Filippi is the founder and principal attorney for the Filippi Law Firm, P.C. He is a native of Northern California, where he was born and raised. Jim has an extensive educational background, graduating with the following degrees: -Juris Doctor (JD) from Northwestern California University School of Law -Bachelor of Science in Law from Northwestern California University School of Law -Bachelor of Science in Business Administration from California Coast University -Associates of Science in Administration of Justice from Diablo Valley College Certificate in Law Enforcement from Napa Valley College Jim is also an adjunct professor of law at Northwestern California University School of Law, from where...

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...