Brea Estate Planning Lawyers

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 am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.

Tina has dissolved Gehres Law Group to focus on building a NFP organization, YesHope.org. She is no longer taking clients. Thank you for your patronage.

As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.

California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.

As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...

Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...

Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).

Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.

Mr....

What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

Versatile trial attorney offering a solid track record of litigation success and experience in various facets of the law. Motivated and articulate professional who thrives in courtroom settings, excels at client rapport, discovery and deposition. Exceptional skill in drafting, reviewing, and analyzing pleadings, motions, responses to summary judgments, opinions, briefs and other legal documents. Recognized as leading defense attorney in Southern California, particularly skilled at “connecting” with and building rapport with jurors, resulting in positive verdicts in vast majority of nearly 20 jury trials, and hundreds of misdemeanor cases. Reputation as a “no nonsense” attorney and aggressive litigator among the...

My journey as an estate planning attorney was driven by my desire to assist families. The complexities and intimidation of the legal system can be overwhelming, but I firmly believe it doesn't have to be that way. My approach involves communicating in plain English, ensuring that you fully comprehend your options, and aiding you in making informed and astute decisions. Through effective planning, we can circumvent future headaches and expenses while securing a lasting legacy for your family's well-being, even beyond your lifetime. My commitment lies in providing personalized attention to each client, offering one-on-one counseling, and maintaining open and responsive...

CPA AND TAX ATTORNEY ON YOUR SIDE Jayson Aquino "Atty Jay" can do both. There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy. As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters. Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...

Cindy Nguyen is the managing partner at Amity Law Group and has had extensive experience in estate planning, probate, employment law and business litigation. Ms. Nguyen loves to work with families to help them create an estate plan that will avoid taxes and protect them against probate.

Ms. Nguyen also provides preventive counseling to employers regarding claims of discrimination, harassment, disability accommodation, wage and hour violations, ADA violations, misclassification, and other alleged claims of employer misconduct. She represents employers in state and federal courts, and before administrative agencies such as the California Division of Labor Standards Enforcement and the U.S....

Consumer bankruptcy and estate planning attorney representing clients in Southern California.

Dayn Holstrom, leading a distinguished family law firm in Orange County, Riverside, and San Bernardino, boasts a team of highly skilled attorneys committed to guiding clients with expertise and determination. His academic prowess at Western State University College of Law includes receiving the American Jurisprudence Award 17 times, serving as Editor in Chief of the Law Review, and graduating as Valedictorian with summa cum laude honors. Admitted to the bar in 1990, Dayn founded the Law Office of Dayn Holstrom, evolving into the renowned Holstrom, Block & Parke firm in 2008. Widely respected in Orange County, Riverside County, and San Bernardino...

I am a State Bar of California Certified Specialist in Estate Planning, Trust & Probate law. I have over 30 years of experience as a trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I have offices in Northern and Southern California and can assist you regardless of your location. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts at www.adamsandrafferty.com to find out more information about...

Linda L. McLarnan-Dugan, Esq. has over 29 years of experience in the legal field following her admission to the California State Bar. She handles all types of cases which deal with the family. Her practice include all areas of Family Law; Probate; Conservatorships; Guardianships; and Estate Planning. She regularly is appointed a Minor’s Counsel in Family Court and CAC Attorney in Probate Court. She is a member of the State Bar of California; Pasadena Bar Association, 2019 President of the Pasadena Bar Association, Chair 2011-2014 Pasadena Family Law Bar; Pasadena Tournament of Roses; and ...

Partner at The Estate Lawyers, a full-service Trusts and Estates firm which focusing on Trust and Estate Litigation, Probates, Trust Administrations, Elder Abuse Actions, Conservatorships, Guardianships and Estate Planning. I strive to provide results-based representation to my clients through creative solutions carefully crafted to suit the individual needs of each client.

Awarded "10 Best Attorneys - California 2017" for client satisfaction by the American Institute of Personal Injury Attorneys, and "Top 40 Under 40" for civil plaintiff attorneys in 2016 by the National Trial Lawyers Association - Daniel W. Chudleigh gets results! Daniel W. Chudleigh is the founder of Chudleigh Law P.C. and focuses on personal injury law and civil litigation. Mr. Chudleigh holds a J.D./M.B.A. from Chapman University and is licensed to practice law in the state and federal courts of both California and Utah.

I have served in the State of California since 1988, handling Social Security Disability, Workers’ Compensation Law, Criminal Law, and Personal Injury matters. At the Law Offices of Norman J. Homen, our goal is to provide injured clients with the best results in a timely and cost-effective manner. For over 30 years, our outstanding litigation team has remained dedicated to the rights and welfare of the injured and disabled throughout Southern California. The cornerstone of my success is the quality of relationships that I maintain with clients. Clients are treated with integrity and respect for their needs, goals, and objectives. We...

For 35 years, Howard Borenstein has provided trusted legal counsel for clients with Estate Planning, Probate and Tax Law needs. He is dedicated to resolving legal matters for individuals and businesses throughout Southern California.

Demonstrating his knowledge and skill, Howard has been Certified as a Taxation Law Specialist by The State Bar of California. He is committed to finding solutions for legal issues in an efficient and effective manner.

Outside of work, Howard is an active participant in the local community. In addition to working with the San Antonio Community Hospital and Harold W. Harris Foundation Trust, he is involved with the...

Michael Avanesian, the group’s president and managing partner, has developed a reputation for being an assertive lawyer who is fearless and committed to winning. Michael represents the face of Avian Law Group and never hesitates in accepting the challenge of defending his client’s rights. Michael’s leadership is founded on the principles of ethics and justice. In his tenure as a lawyer, Michael Avanesian has taken heavy responsibility by handling challenging cases of real estate fraud, contested probate, partnership disputes, and trust disputes. With his skillful negotiation skills and grasp of the system, he has achieved the best results for some of...

Attorney Genene N. Dunn is an accomplished attorney with a passion for helping clients with decedent estates and a commitment to helping clients secure their future. Her legal journey began in 2008 when she started working as a law clerk, specializing in estate planning. In 2014, she was admitted to the bar and became a licensed attorney, allowing her to apply her extensive knowledge and expertise to serve clients' needs effectively. In 2016, Genene took a significant step in her career by becoming a partner and co-owner of Hunsberger Dunn LLP, a renowned law office dedicated to providing comprehensive legal services...

Saunders & Associates, APC is your California Foreclosure Defense Lawyers. We guide our clients through difficult issues, bringing our insight and judgment to each situation. Our innovative approaches create original solutions to our clients' most complex matters and disputes. Saunders & Associates, APC provides aggressive cost-effective and result-oriented representation to our clients. At Saunders & Associates, APC you get an experienced legal team and support staff who will know your case, the law, best practices, courses of action, and yes, you as a person in need of guidance, direction, and experienced legal representation. The current rise in the cost of living...

The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...

I am David Hamilton, a Certified Specialist in Estate Planning, Trust, and Probate Law by The State Bar of California. I serve as an attorney with the Sandoval Legacy Group, a division of Holstrom, Block & Parke, APLC. I pursued my legal education at the University of La Verne College of Law, where I graduated second in my class and earned the distinction of magna cum laude. During my time in law school, I held the position of Editor-in-Chief for Volume 36 of the University of La Verne Law Review and for Volume 20 of the Journal of Law, Business &...

Taylor Holstrom, cum laude graduate with a Juris Doctor from Western State College of Law, boasts a multifaceted background. He excelled at Pennsylvania State University on a Division-I ice hockey scholarship, earning nominations for the Hobey Baker Award. His dual Bachelor of Science degrees in Economics and Energy, Business, and Finance underscore his academic prowess. Born into a family of esteemed family law practitioners, Taylor's father, Dayn Holstrom, founded Holstrom, Block + Parke (HBP), the parent firm of Sandoval Legacy Group. Sister Kristen Holstrom, a Certified Family Law Specialist and Super Lawyer, partners from the Corona office of HBP. Taylor's legal focus...

Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...

Abe Chaballout specializes in providing advice and counsel to individuals, families, businesses, and high-net-worth entrepreneurs. His skillset includes setting up revocable and irrevocable trusts, asset protection, complex estate planning, tax optimization, and succession management. He has also served as a business attorney where he helped clients navigate corporate formations, mergers and acquisitions, contract review, governance, and financing transactions, including venture capital – giving him an unparalleled edge sharpened with a wide array of legal knowledge. Abe earned his law degree from the prestigious University of California Berkeley School of Law, and his bachelor’s from Cornell University. Based on his academic excellence, he...

Sean D. Muntz serves as Managing Partner of RMO LLP. Sean is an experienced trial and appellate lawyer, with litigation experience spanning a broad range of subject matters, including banking, general commercial, employment, probate, real estate, securities, intellectual property, maritime and environmental disputes. Sean has litigated matters in state and federal courts throughout California, and in alternative dispute resolution forums, including AAA and JAMS, and before the NASD/FINRA and Pacific Stock Exchange. Sean’s practice focuses on representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation. Sean previously was a partner at an...

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.

The Law Offices of Fernando J. Bernheim is committed to providing professional legal services and aggressive representation backed by extensive knowledge and experience in matters of law. We understand the impact that your legal issue has upon your life and we are dedicated to assuring you every remedy within the scope of the law.


For more than ten years, Attorney F. J. Bernheim has represented clients on a range of issues relating to:

Family Law
Criminal Law
Personal Injury/Civil
Bankruptcy
Real Estate
Immigration
Wills And Trusts.

Business & Real Estate Attorney Robert Spitz brings 45 years of experience to individuals and small businesses throughout the Inland Empire. A dedicated sole practitioner since 1975, Attorney Robert Spitz will personally handle all aspects of your case – you will never be passed off to an associate. Some business and real estate cases are taken on a contingency fee basis. Ontario Real Estate Lawyer and Business Attorney Robert J. Spitz takes a proactive and practical approach. He will carefully review all of the details of your legal situation, identify potential problems and propose effective solutions to help you...

SUZANNE M. REHMANI, ESQ.

Suzanne M. Rehmani has been an attorney since 1992. She has more than twenty five years of experience practicing law including litigating cases and has also handled numerous cases at the appellate level. She has an LLM in Taxation and is a licensed notary. Ms. Rehmani has extensive experience in litigation, with an emphasis on trust, probate, financial elder abuse, conservatorships, business and general civil and business litigation. She also has extensive experience in the area of basic and complex estate planning drafting, including wills, trusts, probate, trust and estate administration matters, life insurance trusts, special needs...

Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...

I am the founder and managing attorney of Ortiz Law. I received my law degree from the Sandra Day O’Connor College of Law at Arizona State University. During law school I interned with the Honorable Terry J. Hatter, Jr. in the Central District of California and the Honorable Mary. H. Murguia in the Ninth Circuit Court of Appeals. I am a UC Riverside graduate and served in the United States Marine Corps, Reserves, earning the non-commissioned officer rank of Corporal and receiving a Certificate of Commendation before completing my active service in 2012. I am the Past-President of the Riverside...

Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County. Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association. Darlynn...

Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...