Clio Estate Planning Lawyers

Philip I. Moncharsh has been a litigation and trial lawyer since his admission to practice law in 1973. Mr. Moncharsh has successfully argued hundreds of cases to verdict in state and federal courts throughout California, and has also appeared before the California Supreme Court. Mr. Moncharsh's practice is focused on complex business and corporate disputes, insurance litigation and coverage issues, trust and estate litigation, real estate litigation, representation and counseling of public agencies and nonprofit organizations, personal injury, product liability, and professional negligence matters. He handles both civil trials and appeals.

Mr. Moncharsh serves as a court-appointed arbitrator for...

I graduated from the University of Iowa in 1972. My first year out of law school, two friends from Perry and I opened a bar and music center in Iowa City called the C.O.D. Steam Laundry. After a year I moved to California where I traveled the West Coast as a craft vendor and follower of the Grateful Dead band. In 1990, I decided to settle down in Santa Barbara and joined the California State Bar, practicing family law. My interest in family law grew to the point where I wanted to become a specialist in family...

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.

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

Attorney Caitlin Rodriguez was born and raised in Ventura County and attended California State University Channel Islands (CSUCI) where she obtained a Bachelors Degree, with honors, in History. After graduating from CSUCI, Ms. Rodriguez attended California Western School of Law in San Diego, CA. During her law school career, Ms. Rodriguez was a member of the Pro Bono Honor Society, and was awarded the Academic Achievement Scholarship and the Diversity Scholarship. In addition, she interned with the San Diego County Alternate Public Defender's Office, the Community Law Project (a San Diego based organization that provides free legal advice to low-income...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

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...

Courtney Writer joined Price Law Firm, APC as an associate attorney in early 2017. With experience in civil litigation and real estate matters, Courtney began her legal career in 2015 as a paralegal and later, an associate attorney at various law firms in Los Angeles and the Inland Empire.

Courtney prides herself on excellent customer relations. At Price Law Firm, Courtney represents clients in legal matters involving civil litigation, probate, real estate, trust administration, and estate planning.

A member of the San Bernardino County Bar Association, Riverside County Bar Association, and Los Angeles County Bar Association, she is very involved in the...

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...

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...

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...

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.

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...

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...

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...

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 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...

Sibylle Grebe is the managing partner in the law firm of Conover & Grebe, LLP which practices extensively in the fields of probate, conservatorships, estate planning, trust administration, guardianships and elder law. While successfully and competently representing the needs of clients, Ms. Grebe has enlisted her leadership skills and experience in the service of many professional and community organizations. She has served numerous years on the Probate Volunteer Panel of attorneys for the Los Angeles Superior Court. She is a past chairman of the Elder Law Committee, a past co-chair and current committee member of the...

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...

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.

A compassionate attorney with real life-experiences (I had successful careers before becoming an attorney) that prepared me to relate with most of my clients. We are not your typical lawyer who has great lawyering skills but unable to relate to average clients. We try to simplify the process so you won't feel left out. We vigorously fight for your right but excellent in negotiating a WIN-WIN result that won't escalate the case or the cost of prosecuting your case. We strive to be part of the solution to your problem:not become part of your problem. Call us and experience the...

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.

Neil R. Hedtke is licensed to practice law in both California and Arizona. Mr. Hedtke received his Bachelor of Science at the United States Military Academy at West Point, New York in 1992. After graduating, he served five years in the United States Army and is a graduate of the Airborne and Ranger schools.
Mr. Hedtke attended the University of La Verne College of Law, where he received his Juris Doctor degree.
Prior to opening his own practice, Mr. Hedtke practiced law with several local law firms as an Associate. Over the past several...

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...

Edgar Rodriguez decided to open up his own law practice due to his passion for helping others in their time of need. Mr. Rodriguez is dedicated to ensuring his clients are well-represented in any stage of their legal matter. Mr. Rodriguez attended Warner Pacific College in Portland, Oregon where he obtained his Bachelor's of Science in Business Administration in April of 2017. Afterwards, Mr. Rodriguez decided to pursue his legal career by attending Trinity Law School in Santa Ana, California, where he obtained his Juris Doctorate degree in May of 2021. There is nothing more that Mr. Rodriguez...

Tamiel S. Holloway is a native Californian and the fourth attorney in her immediate family. She has lived in Mexico and Spain, and is fluent in Spanish.

She attended the University of Southern California for International Relations. Later, she attended Boston University School of Law.

She is licensed to practice in California, Massachusetts, Washington and New Mexico. She practices Estate Planning, Probate law and Special Education Law.

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...

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.

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...