Caliente Estate Planning Lawyers

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...

L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

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.

Mr. Pearl is a dedicated third generation Bakersfield Attorney. He is experienced and effective advocating for clients in a broad array of Consumer Bankruptcy matters. Mr. Pearl also provides skilled representation for complex legal issues in Estate Planning, Elder Law, Medi-Cal Planning, Probate and Trust Administration. In addition, he is experienced in areas such as Taxation, Corporate Law, Real Estate, Intellectual Property and Secured Transactions. Mr. Pearl is committed to exceptional service and legal representation for his clients.

In 2000, Mr. Pearl earned a B.A. in Business and Economics from UC Santa Barbara, where he received a five year golf scholarship....

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.

I have more than 35 years of experience navigating legal issues for individuals, business owners, professionals and institutions involving: trusts and estate planning involving beneficiaries, heirs, trustees and other individuals, probate administration & litigation, business and commercial law, including business formation, corporate maintenance, mergers and dissolutions, business and civil litigation cases, including contract disputes, partnership disputes, and construction litigation, real estate law, including eminent domain, land use and zoning matters, title issues, easement disputes, real estate litigation, purchase and lease agreements.

I have offices in Bakersfield and Mammoth Lakes and service clients throughout the state of California.

For over ten years, I have practiced law exclusively in the field of estate planning, probate and trusts. I prepare and administer highly tailored and customized estate plans for individuals and couples with estates in excess of $2,000,000. I am one of 817 Certified Specialists in Estate Planning, Trust and Probate Law, by the State Bar of California Board of Legal Specialization, and that is out of over 221,000 lawyers in California.

Since graduating from Whittier Law School in 2008, Francis Lutie Thompson has practiced family, criminal and probate law in all the branch courts of Kern County and throughout the State of California. He has been in private practice since being licensed by the California State Bar and has broad experience in family law trials, criminal trials, and probate hearings.

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...

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...

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.

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...

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...

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...

Elizabeth Yang has been practicing law since 2007 and specializes in Intellectual Property Law, including Patent, Copyright and Trademark Prosecution and Litigation; Business Law, including corporate entity formation, contract drafting, contract disputes, litigation; and Family Law, including divorce, child custody, child support, alimony, and asset division. She is fluent in Mandarin Chinese.

Elizabeth was admitted to the United States Patent & Trademark office in 2007. At the age of 19, she earned her Bachelor's degree in Electrical Engineering and Computer Science from UC Berkeley in two and a half years. In 2011, Elizabeth founded Yang & Wang, P.C., a boutique...

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.

MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of Trust and Estate, Elder Law, VA Benefits, Special Needs, Conservatorship, Trust Administration and Probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section, The San Bernardino County Bar Association, Wealth Counsel and Elder Counsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita received her B.A. degree from the University of California,...

Free Phone Consultation: https://www.treeoflife.legal Hi, Edmund here. I help homeowners, professionals and business owners design a meaningful future for their families and leave a legacy of love. My mission is to care for parents and their children as Jesus would — to give peace and hope — one estate plan at a time. Because of my dedication to our 500+ clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney in California and recognition as one of the top 2.5% estate planning attorneys for 7 straight years. If you want an attorney who listens and explains things clearly, then I...

Over the span of two decades, Attorney Delton Henderson has served as a mediator with Los Angeles Superior Court - Civil Division and as an arbitrator with American Arbitration Association; adjunct professor at New York University School of Continuing Education and with the Art Institute of California - Los Angeles; associate consultant with PricewaterhouseCooopers and Tour Manager with the Atlantic Arts Foundation in various countries around the world. Attorney Henderson also served as executive director with an artist-owned media and independent record company. His practice areas include transactional entertainment law, estate planning, and nonprofit law. Immediately prior to establishing a...

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...

RMO LLP resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. We represents heirs, beneficiaries, trustees and executors, utilizing our experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation. Driven by a commitment to provide relief to people grieving the loss of a loved one, RMO collaborates closely with clients. We pursue and defend claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. Our advice and counsel...

I am a Federal & State criminal trial lawyer. I do not handle anything beside criminal defense matters in Federal + State court. I cut my teeth as a prosecutor in the third largest city in the U.S., handling narcotics and major felony cases. I rose to the level of Chief Prosecutor and then I left and took that trial experience with me. I switched sides to become a defense lawyer to protect my clients' constitutional rights that get trampled everyday. Based out of New York City, I am the Managing Partner in both New York + Los Angeles...

Jonathan Forster has been an Attorney at Weinstock Manion since 2002. He creates and carries out strategies for multi-generational estate planning, business transactions such as pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. Jonathan works with corporate attorneys, investment bankers and financial planners to pursue the best possible outcomes. He is dedicated to minimizing estate taxes while achieving clients' personal, charitable and business goals.

Jonathan teaches Estate Planning at UCLA Extension. Additional speaking engagements include topics such as "Tax Planning: Passing Your Real Property Without it Being Reassessed," "Pre-Liquidity Event Estate Planning and...

Ramon is a Spanish-speaking attorney with the firm of Jakle, Alexander & Patton, LLP in Santa Monica. He practices in the areas of Estate Planning, Trust Administration, Trust Settlement, Legal Entities, Probate, and Conservatorships. In 2011, Ramon graduated cum laude from the University of La Verne College of Law. He earned his B.A. from the University of Southern California in Spanish and Political Science. He is a graduate of Loyola High School, Los Angeles. Ramon is member of the Santa Monica Bar Association, the Los Angeles County Bar Association (Trusts & Estates Law Section), State Bar of California (Trusts & Estates Law...

JEFFREY L. CONDON, ESQ Jeffrey L. Condon is an attorney who has practiced in the field of trusts and estates since 1987. He received his Bachelor of Arts in English Literature at UCLA (Class of 83) and his law degree from Whittier of College School of Law in 1987. He presently practices at the Law Offices of Condon & Condon in Santa Monica, California. With his late father, Gerald M. Condon, Jeffrey is the co-author of Beyond The Grave: The Right Way and Wrong Way of Leaving Money to Your Children (and Others). Published in 1996 and revised in 2001, the Wall...

I believe that you, the client, first need to UNDERSTAND all your options. My first job is to educate you so you can make your own informed intelligent decisions. My law practice is based on this fundamental principle.

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

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....

I am dedicated to outstanding representation for Tax, Business, and Trusts & Estate Planning law matters. My jurisdictions include the State of California, U.S. Court of Appeals Ninth Circuit, U.S. Court of Federal Claims and the U.S. Tax Court.

A Certified Specialist in Taxation Law, I have extensive experience and expertise providing legal advocacy for a wide range of issues. I am committed to helping clients accomplish their goals efficiently and effectively.

I have been recognized by numerous organizations, including Best Lawyers in America, Super Lawyers, Martindale-Hubbell, and Los Angeles times Magazine. Additionally, JMBM has been honored among the 2020 Best Law...

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....

Margaret A. Sedy is an attorney at Law Office of Margaret A. Sedy and represents clients in Business Litigation, Business Disputes, Corporate Formation, Contract Drafting and Negotiation, Technology, Internet and Privacy Law, and Regulatory Compliance Margaret Sedy also counsels and represents businesses regarding Employment Litigation, Employment and Labor Law compliance, including wage and hour, wrongful termination and discrimination claims. Margaret Sedy was awarded the Rising Stars designation in 2021, 2022 and 2023 by Super Lawyers, a distinction only awarded to 2.5 percent of top-rated practicing attorneys selected through extensive evaluation. Margaret Sedy graduated in the Top 10% of her class...

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....

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...

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...

An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...

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...

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...

I have decades of experience counseling on Estate, Wealth Transfer, Business Succession, and Charitable Planning matters. I diligently represent clients throughout Los Angeles in State, Federal and U.S. Tax Courts.

I am dedicated to bringing a fresh perspective to estate and wealth transfer planning. With a focus on meeting my clients' personal and business needs, I create customized solutions focused on the best possible outcomes. I diligently advocate for the unique objectives, challenges, and concerns of my clients.

With many teaching and speaking engagements, I am skilled at explaining complex legal matters in a way that everyone can understand. I have been...