Brea Estate Planning Lawyers

Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...

As a former business owner myself, my goal is to help other business owners and entrepreneurs with their legal issues. It's important to have someone in your corner who understands what it's like to be in your shoes. Advice is only helpful if it makes sense in the real world, and my prior experience allows me to see the real world implications. Before law school, I opened a small coffee shop that I grew into a full-fledged restaurant within four years. In the beginning, I was able to use marketing to help grow the business over 200% from year to...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

Paul Hilton is committed to the idea of “service to country” which translates into the work he does for his clients. After graduating from Thomas Jefferson School of Law, Magna Cum Laude, Paul Hilton began his practice in the San Diego area and is licensed to practice law in California’s state and federal courts.

A retired Marine, Paul finds that his law career allows him to pair his passion with his purpose within his home community. During his time in law school, he was awarded the Veterans Assistance scholarship and served as the Executive Editor of Law Review. As a lawyer,...

Sam McGovern is an attorney who was born and raised in San Diego, California. He obtained the degree of Juris Doctor Magna Cum Laude from California Western School of Law in San Diego, graduating in the top 2% of his class. Prior to becoming a lawyer, Sam McGovern worked as a police officer. The unexpected take-away from Sam's time in law enforcement was a unique expertise in problem solving and conflict resolution. Sam’s unique background lends itself to providing excellent representation to clients that results in peace of mind. He’s been there when individuals were first faced with seemingly insurmountable...

May Harris (she/her) serves as CEO and Managing Attorney at FPLG. She chairs the firm’s transactional practice group, working with an outstanding team of FPLG attorneys and professionals in service to clients of all sizes, including museums, schools, churches, medical organizations and other charitable tax-exempt entities. Serving in the roles of nonprofit founder, board member, corporate counsel and executive director over the course of her career, Ms. Harris has been instrumental in the development of each of the organizations she has led, and she understands the challenges facing nonprofit executives every day. Over her two decades of legal practice, Ms. Harris has...

Mr. Ofseyer is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, and his practice focuses on Estate Planning, Trust Administration, and Probate Court proceedings involving Trusts, Estates, and Conservatorships. Since 2012 he has had the highest available peer-review rating, AV® Preeminent™, from Martindale-Hubbell and the highest available Avvo™ rating, 10.0 Superb. Palm Springs Life magazine has selected him as one of its “Top Lawyers” every year since it started rating lawyers in 2011. He is a graduate of the Harvard Law School (magna cum laude 1990). He began his...

Oxnard estate planning attorney Eric Ridley loves helping families and small businesses in Oxnard, Ventura, Camarillo and Santa Barbara counties protect their assets through estate planning, Family Asset Protection & Medi-Cal planning. I help seniors preserve their self-determination and their dignity, along with their assets. Attorney Eric Ridley always gives free consultations, and answers his own phone. Agressive and compassionate, Eric Ridley serves clients in Ventura, Santa Clarita, Port Hueneme and all points in between. https://www.ridleylawoffices.com

At Acorn Law PC, Nikki Hashemi helps clients achieve peace of mind. Nikki received her B.A. from the University of British Columbia with a Major in Political Science and an Honors Degree in Germanic Studies. She obtained her Juris Doctorate from Loyola Law School of Los Angeles, where she was also invited to join the Moot Court. Nikki was admitted to the California Bar in 2005 and has since represented hundreds of clients in the United States Bankruptcy Courts for the Central and Southern District. She is admitted to all Courts within the State of California. Nikki is determined to deliver...

Professional Life: California State Bar member, Asaph Abrams represents individuals, families and businesses in obtaining federal bankruptcy protection. He has filed over 650 successful bankruptcy cases in San Diego and has been co-chair of the San Diego County Bar's Bankruptcy Law Section. He has parted ways with the large law firm sector to focus personally on clients in need. He offers sliding-scale rates to make bankruptcy an affordable solution for all San Diegans. Asaph volunteers and is active in the legal community through the San Diego County Bar Association and the National Association of Consumer...

Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 30 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times.

Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics.

Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.

Jeffrey Gaffney is a 30 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting. An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then,...

As a founding Partner, Randall Sutter is involved in the daily operations of the law firm with emphasis in the following practice areas: Bankruptcy and Consumer Advocacy: Mr. Sutter helps individuals and small businesses develop asset protection strategies and counsels various options for eliminating or restructuring debt and liabilities. Not only is Mr. Sutter knowledgeable in Chapter 7 and Chapter 13 bankruptcy cases, but he has also successfully confirmed plans for complicated Chapter 11 reorganization cases. General Business Counsel: As a business owner and entrepreneur for 25 years, Mr. Sutter brings a unique perspective to helping small...

Representing Landlords in Eviction Cases. Assisting Interstate Household Goods Moving Companies with Tariffs and Contracts. Practicing member of the State Bar of California and the United States District Court for the Central District of California.

I am an experienced Employment and Consumer Law attorney. I fight for employee, consumer, and investor rights throughout San Diego County.

I provide comprehensive and effective legal advocacy. For over 15 years, I have dedicated myself to aggressively protecting my clients' rights and interests. Having recovered millions of dollars, my focus is always on achieving the best possible results.

Contact me for a free consultation to see how I can help you.

Lisa Frisella has been dedicated to working with clients, trustees, beneficiaries, conservators, guardians, and heirs, assisting with estate planning, litigating trust-related matters, handling heirship petitions and will contests, advising on trust administration, and pursuing financial elder abuse claims. Before founding Frisella Neilson, APC, she focused on civil litigation, including antitrust, consumer protection, and complex commercial cases, with a San Diego boutique law firm. She also has experience in estate planning, having worked with a firm that offered capital management, accounting, and real estate services. Ms. Frisella is a 2000 graduate of the Saint Louis University School of Law, where she also...

San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...

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).

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...

Kevan P. McLaughlin is an award-winning San Diego tax attorney whose practice focuses on civil and criminal tax litigation and controversies. Kevan defends taxpayers and resolves all types of tax disputes with the IRS, FTB, EDD, U.S. Tax Court, CUIAB, and Department of Justice. In 2009, Kevan formed a boutique law firm with special emphasis on civil and criminal tax preparation. The firm has since grown, adding estate planning, tax planning, trust administration, and tax preparer and CPA defense practice areas. The firm is dedicated to representing taxpayer in these concentrated practice areas, and today helps individuals and businesses with...

We are a firm that listens; understands your business and industry; keeps you informed; provides clear, direct and practical legal advice; asks appropriate questions; clearly explains the relevant aspects of your case; checks egos at the door; empathizes and respects your business, professional and personal situation; maintains a laser focus on your unique legal needs; and practices law with a passion.

Michael's practice areas include: business organizations, corporations, land-use regulation, real estate transactions, estate planning, government regulation, family law, and civil litigation. He has major law firm and in-house counsel experience. He is also a real estate broker...

I live and work in Simi Valley and have practiced here since 1999.
I love practicing law in Simi Valley and providing my community with personal and experienced legal services, with integrity and attention.

In 2006 I started my own practice, and now serve Ventura County and Los Angeles County. I have an extensive probate and estate planning practice (trusts, wills, powers of attorneys, health care directives, etc.) My practice also includes guardianships, real estate and business transactional law.

Prior to law school, I worked in the public service sector from 1987 to 1994, first in a U.S. Congressional office, and thereafter...

Attorney Milda Goeriz is skilled with all estate planning matters and experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. In reaching the best results, Attorney Milda Goeriz applies modern methods and an honest approach to law. She employs creative strategies when forming revocable and irrevocable trusts and handling other estate planning matters. Ms. Goeriz has a unique ability to explain the complex planning devices in a simple fashion and is valued by her clients for effective asset protection. A multilingual tax lawyer with a background in international business transactions, Ms....

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...

Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...

James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...

Mike joined the State Bar of California in 2009 and has been admitted to practice before all Courts in the State of California and in the Central District of California’s federal court.

Mike has represented and assisted numerous businesses with identifying and implementing strategies to manage risk, protect against exposure, ensure regulatory compliance, and protect company assets. As a business litigator, Mike has been first chair in numerous trials, arbitrations, and mediations. His case work involves complex business disputes, real estate and development disputes, securities fraud defense, protecting intellectual property, commercial debt collection, and judgment recovery.

In 2004, Mike graduated from...

Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

Omid John Afati started Afati Law Firm in 2019 with the goal of providing the Southern California community's estate planning and trust litigating needs. Mr. Afati directs his focus on addressing his clients' concerns and desires when planning for life’s unexpected twists and turns. His experience goes beyond trust and will formation, providing his clients with a secure and manageable estate as well as formidable litigation services.

I enjoy many thing in San Diego including sailing, off roading and time with my kids, wife and friends. Our firm only handles estate planning and related matters. We Help Parents Make Sure Their Assets And Children Are Protected When The Unthinkable Happens To Them. Avoid Probate. Keep the government out of your affairs. Estate Planning is accessible for all and necessary for most. Yet, nearly 2/3 of all adults have no planning in place. Ask yourself: 1) Do you have an estate plan in place for your family (Will, Trust, Powers of Attorney, Health Care Directive, etc)? (2) If you have an estate...

Bruce R. Durkee is licensed both as an attorney and as a Certified Public Accountant (CPA). Bruce is also a Certified Legal Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. ?Bruce graduated magna cum laude with a Juris Doctor (J.D.) from Whittier Law School -- finishing in the top 10% of his class. He also holds a Bachelor of Arts (B.A.) degree in Accounting from Vanguard University of Southern California, graduating cum laude. Prior to becoming an attorney, Bruce owned a CPA firm...

Darshan Patel is an entrepreneur as well as an attorney. He has deep knowledge of the hospitality industry, gained through his work as an owner and manager of independent and franchised hotel properties.

Leading a team of hospitality attorneys at DPA Law Group, Darshan combines his operational insights with an understanding of federal and state law when resolving disputes involving hotels, restaurants, and other businesses across the state of California.

He understands the practical business need to minimize employment litigation through management training and other preventative measures. As a defense lawyer, he focuses on the efficient and timely resolution of employment and...

I have worked at the Lawyer in Blue Jeans Group for eight years. I received my Juris Doctorate from Thomas Jefferson School of Law in 2016.

I have extensive knowledge of estate planning and asset protection and I take personal accountability in ensuring that each client’s needs are met. I am committed to carrying out the Lawyer in Blue Jeans Group’s philosophy of delivering sensible and reliable service.

In addition to helping clients with their estate planning needs, I also host a weekly legal show on the radio. I can be heard on Sunday’s at 9 a.m. on 760 KFMB AM with...

Mr. Mellman provides clients with a full range of legal services including estate planning, estate litigation, family law, divorce, child custody, child support, spousal support, civil litigation, business transactions, business law, intellectual property, real property, and asset protection. Mr. Mellman received a Bachelor of Science in Business Administration from the University of Central Florida and obtained his Juris Doctorate from Thomas Jefferson School of Law, where he graduated in the top four percent of his class with honors of Magna Cum Laude. While in law school, Mr. Mellman served as the Managing-Editor of the Thomas Jefferson Law Review...

Rivka Israel, Esq. is an experienced and knowledgeable internationally licensed attorney who has been practicing law for over 20+ years. Attorney Israel is admitted to practice in: State of California U.S. District Court - Central District State of Israel Rivka was admitted to the State Bar of California in 2000. In June of 2009, after years of working for large law firms, Rivka opened her own law office and redirected her focus to self-help assistance, uncontested divorces, Prenuptial and Postnuptial Agreements, individual assistance and personal guidance in the area Family and LGBT Family Law issues. Rivka also provides document drafting services...

Ashley L. Dudley is the owner, president and lead counsel at the Law Offices of Ashley L. Dudley, APC. Her law practice focuses on family law and estate planning. Her family law practice focuses primarily on high conflict child custody cases, child and spousal support, domestic violence restraining orders, high value asset division. Her goal is to provide quality legal services not only to those who can afford it, but to all those who need an advocate to navigate the legal system on their behalf. Her first and foremost priority is to figure out the best avenue for helping her...

Juanita Guillen-Mellman is a co-founding partner of Mellman & Mellman LLP, a law firm that has represented clients in various legal matters, including estate planning and probate, family law, real property, civil litigation and estate litigation. As an attorney licensed to practice in all California state and federal courts, Ms. Guillen-Mellman has gained extensive litigation experience by conducting and successfully arguing hundreds of motions, trials, and other hearings. Attorney Guillen-Mellman is well versed in what it takes to obtain results, both in and out of court. At Mellman & Mellman, LLP attorney Juanita Guillen-Mellman is an integral part of the...