Clearlake Oaks Estate Planning Lawyers

My practice is focused on individuals and small businesses and helping them to create estate and business succession plans that address the client's concerns and needs. I represent consumers in chapter 7 bankruptcies, as well as probate, trust administration, guardianship, conservatorship and adoption cases. I represent individuals throughout Lake County (including Middletown, Lakeport, Clearlake, Kelseyville, Lucerne, Clearlake Oaks, Glenhaven, Nice and Upper Lake) and surrounding counties. Prior to practicing law, I worked in Banking, Community Development and Education.

Julie S. Levy and Zachary A. Carroll have practiced law since 2008 in solo practices. In 2009, they began sharing an office and collaborating on certain cases. This duo has turned their collaboration into Levy Carroll Law and as strong litigators, they provide a strong and determined focus for fair outcomes in their client's cases. Choose Levy Carroll Law for their strong, honest, caring representation for bankruptcy, divorce, custody, guardianship, or personal injury. Look no further as you have found a team that has your best interests at heart

Lorilee DeSantis is an attorney whose passion for helping families protect their loved ones and their assets shines through to all who work with her. Lorilee’s clients often comment that her ability to deeply listen and understand their concerns makes it very easy for them to talk to her about difficult subjects. Her clients also appreciate that Lorilee explains complex legal concepts in ways that are easy to digest so that clients fully understand their legal options. Lorilee’s dedication to helping people with family-oriented legal issues stems from personal experiences. When Lorilee was growing up, she saw...

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...

Chad practices Business Law and Estate Planning. In his business practice, he represents sole proprietors, partnerships, LLCs and corporations (for-profit and nonprofit) across a broad spectrum of industries. He takes particular pride in assisting families with their estate planning needs to execute their wishes for the next generation.

Prior to joining the Perry, Johnson, anderson, Miller & Moskowitz LLP, Chad was an associate in the Washington, D.C., office of Jones Day, where he was a part of the firm's international trade and national security practice. In that role, he advised U.S. and foreign corporations on a...

David wants to help his clients solve their legal issues in the areas of wills, trusts, and probate through application of his title insurance, escrow, trust accounting, and mathematics background. David was born and raised in Yreka, a rural town near Oregon. He graduated from UC Berkeley with a double major in Mathematics and History and from UC Santa Barbara with a Master’s Degree in Mathematics. After teaching math for a few years, David returned to his hometown to take over his family’s title insurance and escrow business, which David owned and managed for 18 years. David studied...

I have always been interested in European history and languages. I lived in France for four years before returning to the Bay Area to set up my law practice. I often work with people in the Bay Area who have family or assets in France.

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....

My job begins when the crisis hits. As your Attorney, I make sure that your family does not self-destruct at the passing or disability of a loved one. My family is my whole world and everything revolves around them and I want to ensure that if anything were to happen to me that their financial and emotional needs would be taken care of. I believe that most people think that way. For that reason I decided to dedicate my career to helping families not only plan their future but actually having a resource to be there when the situation...

My past experience includes work in the Biotechnology industry and service in the United States Marine Corps as a Commissioned Officer with a combat tour in Iraq. I am local to Guerneville where my wife and I have owned a house for eleven years. I bring diverse career experiences to my Guerneville law practice and provide a private office setting on Main Street.

Laney is a University of California (Hastings) law school graduate. Before law school Laney served in the U.S. Air Force as a medic and was a small business owner. She draws on her experience as a business owner to provide her clients with realistic professional legal advice and guidance. She understands the challenges small business owners encounter and works with them to find solutions to their unique problems. Laney is also a licensed real estate broker and has extensive experience in real property legal matters. She has bought and sold many properties, including investment properties. Through this experience she has...