Cayucos Estate Planning Lawyers

I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around corporate and tax matters, including entity formation, corporate governance, mergers and acquisitions, and tax planning. I provide guidance to individuals, closely held businesses, and corporate clients on business structuring and transactional matters, aiming to minimize tax liability and support long-term strategic growth. I am recognized for my practical, thorough, and responsive approach to client service, assisting clients in navigating complex tax rules with clarity and confidence. My professional journey began with a focus on accounting and finance, and...

We are a law firm with offices in San Diego and the San Francisco Bay Area. Our practice is focused on providing sophisticated asset protection legal services for clients throughout the country. When helpful, we can arrange personal meetings with our clients in Los Angeles and most areas in California.

We structure our clients personal and business holdings to protect against risk of loss from sources of potential liability. This structuring is based upon the correct choice of business entity and the proper asset protection strategies for holding investment assets and accumulated wealth. Our expertise is in both...

Jenny Tiu received her B.S. degree in Physiological Science from UCLA. During her undergraduate studies, she was a research assistant at UCLA for both spinal cord injury and atherosclerosis research. Ms. Tiu then earned her J.D. degree at Golden Gate University School of Law with an emphasis in Public Interest Law. During law school, she interned for the San Francisco City Attorney's Office in the Juvenile Dependency Unit. She then went on to intern for the Solano County Alternate Public Defender's Office in the Juvenile Dependency Unit and later in the Misdemeanor Unit. After being...

In my early years as a financial planner, I realized that estate planning was an often-overlooked area of planning not only by clients but by their financial advisors. The reason I became an attorney was to help people make sure that their wishes are carried out during incapacity and after death. I had seen too many people impacted by the lack of estate planning or poor estate planning. I did not want to see the government or the courts take control of a person's property in a way that was not consistent with the person's wishes and intent. I am passionate...

Next Level Legal aims to reimagine the legal experience by disrupting the way that law firms have traditionally delivered services. We believe that everyone should be able to access an attorney when they need it and continue to establish solutions to make that access possible, including the utilization of technology, transparent pricing, flexible payment options, legal subscription memberships, and options for virtual representation.

I serve as Of Counsel in the Taxation, Trusts & Estates department at Jeffer Mangels Butler & Mitchell LLP, where I focus on devising creative and practical solutions to complex tax issues. In my practice, I regularly advise both individuals and business entities on a broad array of tax-related matters. These include M&A transactions, financing, internal corporate restructurings, Section 1031 exchanges, and deferred compensation. Additionally, I design and implement strategies for tax-efficient estate planning, wealth transfer, and business succession that cater to the needs of individuals, families, and executives across the wealth spectrum. Originally from Iowa, I now enjoy the California lifestyle,...

I am the principal attorney at YG Legal Firm. I am a graduate of the University of Southern California with a Bachelors in Philosophy as well as a Minor in History and Communications and obtained my Juris Doctorate from Thomas Jefferson School of Law.

I have been a licensed California attorney since 2010 and am licensed to practice in the Central, Eastern, Northern and Southern California federal courts.

As an active member of CAALA and NACA, I partner with other attorneys that fight for the rights of every consumer to help achieve the best results possible for my clients.

I offer free...

Jennifer Yeoh is a Founding Partner of Joe, Southard & Yeoh LLP, with over 14 years of experience, specializing in workers’ compensation law. She aggressively defends the rights of those who have been injured on the job so that they receive the financial compensation they deserve. She represents a wide variety of workers in both public and private sectors, including construction workers, caretakers, nurses, healthcare workers and airline employees. Ms. Yeoh has an in depth understanding of the intricate workers’ compensation laws and provides individualized attention to her clients to help them navigate through the complex process.

A native of Southern...

Joseph McHugh is an Asset Protection Attorney in Southern California-based LA LAW CENTER, PC. Attorney Joseph McHugh and his legal team are highly knowledgeable and experienced in all aspects of Asset Protection and Tax Planning for individuals that having assets with income of $1 million to $20 million annually... or are in a business that has a high risk of lawsuits (Doctors, Landlords, Law Enforcement, Business Owners, etc.). His firm supports asset protection for high wealth individuals to middle-class families that wish to have loved ones facing nursing home care and need to move assets to qualify for Medi-Cal Long...

Shelley Rizzotti is an attorney in Burbank, devoted to the practice of real estate, probate, and estate planning. She is a member of numerous associations including the California State Bar Association, the Los Angeles County Bar Association, the San Fernando Valley Bar Association, and the National Association of Realtors®. With nearly 15 years of experience in real estate and an extensive understanding of estate planning and probate administration, Ms. Rizzotti has the resources necessary to take on even the most complex cases. To find out about working with Attorney Rizzotti, do not hesitate to contact her firm, Shelley Rizzotti, Attorney...

I am an associate in Jeffer Mangels Butler & Mitchell LLP's Taxation, Trusts & Estates Department, where I focus my practice on estate planning. During my time in law school, I had the privilege of serving as a judicial extern for the Hon. Kim M. Wardlaw on the US Court of Appeals for the Ninth Circuit and for the Hon. Rozella A. Oliver of the Central District of California. I was actively involved in academic publishing as a staff editor for the UCI Law Journal of International, Transnational, and Comparative Law. Additionally, I held the position of Vice President of Outlaw,...

My name is Tatiana, and I am the founder of Pavlova-Coleman Law. My professional background spans over 20 years in finance and wealth management in Los Angeles, which paved the way for my current focus on Estate Planning. As a first-generation immigrant from Bulgaria, I have invested years into understanding and mastering the financial landscape of the United States. I firmly believe that everyone, regardless of their financial status or background, deserves access to estate planning education and guidance. My passion lies in imparting my knowledge, and my practice aims to help individuals from diverse backgrounds protect their assets and secure...

Rochelle H. Schultz applies a broad background in estate planning and business litigation to develop comprehensive estate and wealth transfer plans for high-net-worth individuals and families. With a background in litigation, Rochelle is particularly adept at identifying and addressing potential obstacles to clients' financial and personal goals. Clients appreciate Rochelle's genuine efforts to get to know them, their families, business dealings and concerns in order to better advise them during the estate planning process.

Rochelle began her career in dispute resolution and litigation, and has represented clients in commercial and entertainment contract disputes, intellectual property actions, employment actions, as well as...

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth transfer process.

With an extensive and broad-based legal background, Kara understands the unique needs of clients whose complex planning requirements intersect several areas of law and involve generations of families. Clients appreciate her ability to innately understand emotional undercurrents that affect business decisions and planning at this level, and to navigate them diplomatically.

Prior to joining Weinstock Manion, Kara represented entrepreneurs in mergers and acquisitions, real estate developers in negotiating commercial loan...

Cathyana Jean-Baptiste is a partner at The Law Offices of CJ Baptiste, where she leads the private wealth practice with a dedication to building legacies. Her services for individuals include securing future generations by drafting wills, revocable trusts, power of attorneys, and advance health care directives, as well as maximizing benefits for loved ones by scrutinizing state and federal tax concerns. She also handles IRS and state tax collection matters, which include penalty reductions and settlement negotiations. In addition, Cathyana has expertise in forming business entities such as Close Wyoming LLCs, partnerships, and sole proprietorships. Cathyana assists businesses with tax planning...

Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).

I have been a part of the legal profession for over 14 years, and have been a practicing attorney for the last 8 years. I learned at a young age how devastating the legal system can be and attempted to become a part of the solution shortly thereafter.

After working in a private firm assisting those with debilitating injuries regain their livelihood, I learned how difficult the legal system can be to navigate. I have participated in legal research, assisted clients in both criminal and civil cases, have been an advocate through numerous bankruptcy proceedings, and helped clients plan for the...

Contact the Law Offices of Deborah Barron for a Free Initial Consultation. A full service Law firm providing prompt professional service to businesses and individuals at the lowest cost to the client. For plaintiff personal injury cases, sexual harassment and nursing home abuse, there is no fee until we recover. Formerly with the San Francisco Law Offices of Melvin Belli, the "King of Torts." Served with a summons and complaint? We may be able to obtain insurance coverage for you or file a cross-complaint for indemnity or contribution. From business start-ups, mergers and acquisitions to complex litigation, our goal is...

Ms. Kulkarni began her employment career in Human Resources (HR) after obtaining her Master’s degree in Labor and Industrial Relations from the University of Illinois at Urbana-Champaign. She is also certified as a Senior Professional of Human Resources (SPHR). Ms. Kulkarni spent more than a decade performing a variety of HR functions for various size companies, before deciding to go to law school. She obtained her law degree with distinction from the McGeorge School of Law, University of Pacific where she was a member of the Roger J. Traynor Honors Society.

At Kulkarni Legal Services, Ms. Kulkarni...

Looking for a Roseville Divorce Attorney? McCunn Law is a law firm specializing in divorce and family law, divorce mediation, child support and child custody, legal separation, domestic partnership, domestic violence, estate planning, death and incapacity, business formation and law services, and audit and tax law. With over 40 years of experience, we have handled thousands of successful cases with unique solutions. No hidden fees. Large and small cases welcome!

Thomas D. Reid received his Juris Doctorate from the University of the Pacific, McGeorge School of Law in Sacramento, California. Prior to his law school career, he studied Criminal Justice at the University of Nevada in Reno, Nevada. Tom is currently licensed to practice law in California and Oregon. He is an active member of the American Bar Association, Phi Alpha Delta law fraternity, the University of Nevada Alumni Association, and the Oregon and California State Bars. He served as the Treasurer, Secretary, Vice President and is currently a past President of the Probate and Estate Planning Section of the...

At the Law Office of Carol A. Fauerbach, we start by listening to your specific estate planning needs. We take the time to explain to you how estate planning works and the options available. We customize each estate plan, thoroughly review the completed documents with you, and educate you on how to best use your estate plan to meet your objectives. We welcome questions even long after your documents have been completed. Our goal is to not only complete an estate plan for you that meets your objectives, but to also make sure you understand how to best use it...

A’ja began her career in the entertainment industry with TV Guide and Lions Gate but soon found her true passion in law. She joined a leading Los Angeles litigation firm, focusing on family law, civil rights, personal injury, and criminal defense. A’ja has been a compassionate advocate for fathers' rights and has represented high-profile clients, including the Estate of Michael Jackson, Keyshawn Johnson, DMX, Keyshia Cole, Freddie Gibbs, Faith Evans, and Christopher Wallace Jr. (the late Notorious B.I.G.'s son). Her achievements include a $1 million wrongful termination verdict, multiple six-figure settlements, a not-guilty verdict in a murder trial, and successfully handling...

Joshua A. Smisko was born in Valencia, California. He attended the University of California, Irvine, graduating with a Bachelor of Arts. Mr. Smisko received his Juris Doctorate degree from Whittier Law School where he was a member of the Entertainment and Sports Law Society and a contributor to their quarterly newsletter and he also obtained a certificate in Intellectual Property. Mr. Smisko previously worked for a National Law Firm representing Banks, Mortgage Loan Lenders, Mortgage Loan Servicers and Foreclosure Trustees dealing with Wrongful Foreclosure claims, Fair Credit Reporting Act claims, Fair Debt Collection Practices Act claims, Evictions, and Bankruptcy...

I am passionate about helping people. I love getting to know my clients and providing them with a positive experience and services that offer real value to their lives.

Your Estate plan is important to you and should fit your life and values, not just a form printed out with your name stuck in it. My estate plans are tailored to you and are of immediate use to help you organize your life with a personalized Grab-and-Go book.

My broad business career in high technology with several Fortune 500 companies gives me a unique perspective and business sense...

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...

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...

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.

I am a Southern California attorney practicing in Taxation, Estate Planning, and Business law. With my Master of Laws in Taxation and the experience leading teams of attorneys, CPAs, and Enrolled Agents, I am able to help my clients identify key needs and provide solutions tailored to their goals. I am a full-service tax law practitioner, offering a broad range of representation, including tax audit or controversy, income tax planning, estate planning, or business representation. By combining a fundamental understanding of the big picture with the complexity of daily interactions and experiences, I provide proactive solutions to a diversity of clients,...

I am a mediator, counselor and advocate promoting strong and sustainable relationships for my clients. Whether working to resolve a breakdown between existing partners or structuring a new venture, ultimately my work is about understanding goals and overcoming the obstacles that hinder success. I work best with people who are ready to tackle big challenges and persevere to the finish line. I counsel closely held companies, investors and individuals, including wineries and wine industry businesses, vineyard consultants, manufacturers, contractors, professionals, and retail businesses. I have been representing clients throughout the Napa Valley and North Bay for over 23 years....

Our goal at the Huber Law Group is to provide our clients with a personalized and truly professional experience which they will tell their friends and family about. We don't just want "satisfied clients", our goal is to provide our clients with service that exceeds their expectations. We pride ourselves in the fact that the majority of our clients come to us through "word of mouth" referrals, and we aim to keep it that way.

Jonathan P. Huber, the firm's founder, is certified as an Estate Planning, Trust & Probate Law specialist by The State...

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...