Cathedral City Estate Planning Lawyers

Luke Carlson always had an interest in business, real estate, and the protection of wealth. During his collegiate career, he realized law was the best way to immerse himself in these verticals. Today, as owner of LS Carlson Law, he and his team of attorneys service clients with their business, real estate, and estate planning needs. By nature, he is a strategist and loves analyzing a situation to determine the best solution to a client’s issue. Carlson understands that the practice of law provides endless opportunities to engage in strategic thinking. Whether it be against an opponent in litigation, which...

I help individuals, families, and business owners transfer their hard-earned property to their loved ones using innovative estate planning techniques. As an estate planning attorney, I am privileged to assist my clients in taking essential steps to protect their assets and ensure they are passed on to the next generation. I also concentrate on protecting minor and special needs children and help clients create legacies that can support their families for generations to come.

My practice specializes in offering my clients affordable estate planning as well as advice on business formation and asset protection in a family-friendly atmosphere. By using the latest in legal technology and minimizing overhead, my practice can efficiently design custom estate plans for each of its clients and thus offer services for fees far below traditional law firms. Our typical estate plan for a couple includes a Joint Living Trust, 2 Wills, 2 Power of Attorneys, 2 Advanced Healthcare Directives, and a free consultation every 3 years after we create your trust. I have been a licensed attorney since 1992...

Melissa Fox, Founder and Senior Attorney of The Melissa Fox Law Firm, is an experienced civil litigator who has practiced law in Orange County for 20 years. A graduate of Brandeis University and Tulane University School of Law, Melissa is a member of the Bars of the State of California and the United States Tax Court. She also holds a California Real Estate Broker License. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession.

Melissa is also a dedicated community leader. Melissa currently serves on the...

Attorney W. Robert Price is a seasoned Orange County estate planning attorney and president of Mortensen & Reinheimer, PC. He has former experience in the financial services industry and can provide valuable insight for clients looking to plan their estates for the future. Contact Attorney Price today by calling (714) 384-6053 or by visiting www.ocestateplanning.net.

Fred Edwards is an Attorney and founder of Edwards Legal. Fred has focused his practice areas on Probate law, Estate Planning, Bankruptcy, and Employment Law.

Mr. Edwards received his Juris Doctor degree from Trinity Law School where he was a Articles Editor for Trinity Law Review and received honors as a Moot Court competitor. He was a member of the Christian Legal Society, the Black Law Students Association and the elected Student Body. He received his undergraduate degrees from the University of La Verne where he was an Alpha Lambda Delta Honor Society member. Mr. Edwards also has an MBA with...

Practicing Family Law and Probate w/ emphasis on Trusts and Estate Planning for over thirty years. Two offices in the Inland Empire. Ms. Turner has been featured in several newspaper articles as an expert in her field, and aggressive and successful in trial work in particular. Ms. Turner is also exceptional in peaceful, mediated solutions if avoiding trial is possible.

Mr. Walker draws upon his previous extensive courtroom experience with the U.S. Air Force as a Judge Advocate and as a principal of a former California law firm and now President of The Walker Law Firm, APC, specializing in civil litigation and appeals since 1970.

Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. As both an estate planning attorney and a Certified Wealth Strategist®, Anh is in a unique position to counsel her clients on both estate planning and wealth management.

JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...

I have focused on Estate Planning, Living Trusts, and Business Planning for over 20 years as a solo practicing lawyer. Unlike larger firms, I work directly with my clients, which allows me to provide a more affordable, cost-effective approach to solving their planning needs. Through this approach, I understand my client's unique circumstances, and design a plan to specifically address the client's objectives. After working with me as their California estate planning attorney, clients understand the process fully and are equipped to make the best decisions for themselves and their family. My experience obtained from working with diverse clients...

I have represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Riverside Counties since 1977. On occasion, I also represent clients in the Northern District of California.

I have previously served as a Chapter 7 Trustee for the United States Bankruptcy Court for the Southern District of California and understand that filing for bankruptcy is an important decision and one that is to be considered very carefully.

Many times a bankruptcy may not be necessary, if it is possible to be avoided by debt settlement and negotiations. I am...

Jonathan Yong has had a very distinguished legal career. Starting his path as a Jurist at Trinity Law School, Jonathan always strived to become the best, and he knew that law school alone would not be enough. Not one to back away from a challenge throughout law school, he competed on the school moot court team and assisted with the publication of “The Laws of Korea”, a textbook recognized by the Ministry of Justice in South Korea which teaches Korean Law for American Jurists. Understanding the importance of the trend towards mediation and arbitration within the United States, Jonathan then...

The Law Office of Carlo Borja is a full service immigration law firm dedicated to providing excellent, diligent and results-driven legal representation in all areas of U.S. immigration and nationality law.

Alejandra Rodriguez attended the University of San Diego, where she earned her Bachelor of Arts degree in Business Administration and Psychology. Ms. Rodriguez attended California Western School of Law, where she was ranked in the top 10% of her class and graduated cum laude. She was a member of Law Review and her article entitled Is the War on Terrorism Compromising Civil Liberties? A Discussion of Hamdi and Padilla was published in the California Western Law Review Journal. While attending Cal Western, Ms. Rodriguez served as a legal intern in immigration law at Casa Cornelia, and later as a judicial...

I opened my law firm over 20 years ago in the San Francisco, Bay Area, focusing solely on estate planning (wills/trusts) as well as non-contested trust administration. I quickly became a Certified Legal Specialist by the Board of Certification of the State Bar of California and maintained that status for many years. In 2009, my firm had grown and I was honored in Forbes Magazine as one of 10 leading providers of legal services in California (as determined by Goldline Research). I know you're busy, so I make estate planning and trust administration easy, Why pay...

California Attorney since 1977. Admitted to practice before the United States Supreme Court, Ninth Circuit Court of Appeals, and various Federal District Courts. Notary Public. Certified legal specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization. Partner in KIMBALL, TIREY & ST. JOHN, specializing in trust and probate matters and probate litigation. Additional experience in elder law and financial abuse issues, long term care planning, and Special Needs Trusts for persons receiving government assistance. Significant experience with nonprofit organizations and small businesses, including succession planning.

Ms. Loeffler’s practice includes tax and estate planning, trust administration, charitable planning, and business formation, transfers and management. She provides tax planning to minimize a variety of taxes for her clients, including property, income, gift, estate and generation skipping taxes. She also works with small business owners, forming and maintaining real estate and other entities, and advising them on tax issues. Ms. Loeffler is a member of the following professional organizations: Tax and Trusts & Estates Sections of the State Bar of California; Taxation, Trust & Estates, Real Estate and Elder Law Sections of the San Diego...

Eric S. Hartman is a southern California attorney with several decades of experience and offices located in Huntington Beach, serving coastal and other southern California communities. Mr. Hartman places an emphasis on personally meeting with clients and honestly analyzing their legal needs and objectives. He has earned the highest peer rating available from the Martindale-Hubbell lawyer rating service based on competency and ethics. Mr. Hartman's current law practice emphasizes (1) business law, from start-ups to well established local and national businesses, including corporate and limited liability company formations, transactional and business litigation matters; (2) estate...

Cagla received her law degree from Southwestern Law School and her bachelor’s degree from California State University, Long Beach, where she majored in Political Science. Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. Cagla represents a clientele that includes corporations, small to medium sized businesses as well as individuals and families. Cagla strives to become a trusted advisor and source for her clients through the complex and often confusing financial and legal decisions to create plans that protect their estates and businesses. Cagla’s office is located in Huntington Beach, where she calls home. Prior...

Brian Sterzer has been practicing solely in the area of estate planning law for over 15 years. He received his undergraduate degree from California State University, Long Beach and went on to receive his Juris Doctor from Western State University in Colorado. Mr. Sterzer graduated at the top of his class and passed the bar exam on his first attempt! He then went on to open his own firm, Sterzer & Associates, A Law Corporation. His firm is committed to assisting clients in making effective estate plans that protect their financial assets and physical well-being. Attorney Sterzer has been certified...

Kerry P. O'Brien is an established, well known and respected plaintiffs personal injury and workers' compensation lawyer. He is the founder and managing Partner of the Law Office of Kerry P. O'Brien. Mr. O'Brien formed his law practice to help represent families, loved ones, workers, and consumers who have been seriously injured due to the negligence and willful misconduct of others. Our firm represents consumers who have been injured in car accidents, motorcycle accidents, bicycle accidents, truck and bus accidents, dog bits as well as work injury claims which include claims for orthopedic injuries, neurological, internal, stress,...

Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...

Mr. Rosiak will work with you to get the best result possible. The staff speaks Spanish and Polish. Night and weekend appointments are available. He is truly your "24 Hour-7 Days A Week" attorney. Our offices are centrally located in Downey near all major freeways 5, 710, 605, 105, 91. You are just minutes away, and we are very flexible with the dates and times to accommodate you.

Jennifer Duren is an estate planning attorney in La Mesa, California, serving clients throughout San Diego County.

She received her B.A. from Willamette University in Salem, Oregon, then received her Juris Doctorate with a Child, Family, & Elder Law Concentration, with Honors, from California Western School of Law.

During her time at California Western School of Law, Jennifer was inducted into the Pro Bono Honor Society, was a Student of Distinction, and served as the Community Outreach Director on the Student Bar Association.

Previously, Jennifer worked for various family law firms as a family law litigation attorney. Jennifer sought a new environment that...

Education
Georgetown University BSBA Int Business and Economics 1967 Cum Laude Distinction
Emory University JD Taxation and Estate Planning 1974 Magna Cum Laude
University of Miami LLM Maritime and International Law 1974 SJD Thesis Two Hundred Mile Exclusive Economic Zone under UNCLOS III 1974 Summa CumLaude

Employment
US Navy Viet Nam veteran 1967-78 LCDR USNR TS SCI Clearance
Maritime and International Counsel US House of Representatives 1977-87
Maritime and International Attorney Adviser California State Senate 1987-98
Lawrence G Mallon & Associates 1987-Present

Admitted to Practice
Georgia 1973
District of Columbia 1978
New York 1987
California 1987
US Supreme Court 1978
Maritime Law Association Proctor in Admiralty 1978

I was raised in inner city Washington, DC and I truly understand the challenges that working class people face. I was lucky to attend a Jesuit college prep high school that prepared me for college. I attended the United States Air Force Academy, served 20 years and now I am a retired Air Force military officer. While serving, I attended evening law school and passed the California State Bar in 1992.

During my time in the Air Force, and post retirement, I have been a commander and directed the paths of many individuals. I have also worked in the business...

I have received her law degree from California Southern University and started practicing law as attorney in California in 1996. I have represented numerous satisfied clients in in the areas of Probate, Trust & Will Contest, Elder abuse, Civil Litigation cases, including Trust Litigation; Real Estate litigation, and Ownership disputes with a high success rate and has built a large following of a very loyal and satisfied clientele. My Law Office represent clients in San Bernardino, Arcadia, Pasadena, Victorville, Hesperia, Apple Valley, Riverside, Orange and Los Angeles counties and are proud to have helped thousands of our satisfied clients with their legal...

Kyle A. Patrick is the principal of The Law Office of Kyle A. Patrick, P.C., where he practices in the areas of estate planning, conservatorships, probate administration, trust administration, trust and will litigation, business planning, real estate, and civil litigation. Kyle has represented individuals, families, private professional fiduciaries, businesses, non-profit organizations, religious groups, public entities, and governmental organizations in a variety of matters. A Hoosier by birth, Kyle moved to California at a young age. He graduated from Riverside Polytechnic High School in 1994, enlisted in the United States Army, and was assigned to the 1st Infantry...

If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.

Assly Sayyar is an attorney practicing with Assly Sayyar, Attorney at Law, Inc. which maintains offices in Las Vegas, Nevada and San Diego County, California. She is a skilled and diligent attorney who has been practicing as a trial attorney since 2004. Originally born in England, Assly’s family immigrated to the U.S. when she was a child. She received her Bachelor of Arts in English Rhetoric from the University of Alaska Anchorage in 2000. Assly moved to Las Vegas where she attended the William S. Boyd School of Law. After graduating from law school Cum Laude in 2004, Assly...