Clio Estate Planning Lawyers

KIMBERLY D. NEILSON, is a 2001 graduate of the University of San Diego School of Law. She graduated with honors and received a B.A. in Psychology from the University of Tulsa in 1998. She is a member of the State Bar of California since 2001 and has been admitted to practice before all District Courts in the state and the Ninth Circuit Court of Appeals. Super Lawyers named Ms. Neilson a 2015 San Diego Rising Star and a Super Lawyer for the years 2022-2025. Ms. Neilson has successfully litigated matters throughout California, including financial elder abuse, contested probate conservatorships and guardianships,...

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.

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...

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...

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...

Ms. Williams is a 2006 UCLA School of Law graduate and Superlawyer Rising Star from 2015-2019. Ms. Williams has also attended the University of San Diego LLM program, and will obtain her LLM in May 2019. Ms. Williams began her legal career in complex litigation, with an emphasis corporate matters. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used helping people and businesses plan for the future.

Ms. Williams provides formation, restructuring, and general counsel services to small- and mid-sized businesses. Through her time in litigation, Ms....

J.M. Preston is an attorney with Preston Estate Planning. He graduated from Brigham Young University and obtained his law degree from California Western School of Law. When he’s not answering clients’ questions and creating trust documents, he enjoys spending his free time with his wife and four children. Because of J.M.’s extensive knowledge and years of experience drafting thousands of estate plans, he is able to properly address and solve each client’s unique situation. If you are looking for a California law firm that specializes in estate planning and elder law, Preston Estate Planning is the right choice. We have been practicing...

John M. Preston is the founder and principal of Preston Estate Planning, a firm dedicated exclusively to the practice of estate planning. He is certified by the California State Bar as a Specialist in Estate Planning, Trust, and Probate Law. Mr. Preston has been practicing law for over 35 years and has developed a revolutionary process called the Life Plan™, which provides protection beyond the scope of a typical estate plan. The program represents one of the most comprehensive systems for planning an estate, keeping documents current, and ensuring that clients are informed and educated. You deserve the peace of mind...

Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters. Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...

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

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...

I help clients create an individualized estate plan for themselves and their loved ones. I also help individuals who have lost a loved one and are navigating the process of settling an estate or trust.

My vision for creating the Divorce Mediation service was in recognition of the excessive costs and ordeal clients are forced to put up with in the traditional divorce scenario in Court. Everything accumulated by a family can be consumed in the divorce process because there is no insurance policy to cover the legal expense, no business that has a budget for litigation expenses and no government help, so the community estate must bear the costs for both sides. Needless to say, a typical contested divorce can easily exceed $100,000 and what does a family have to show for it?...

First of all, thank you for visiting my website and taking the time to learn about me and what I do to help my clients. When you get to know me, you will find that I am all about integrity, trust and doing the right thing to help my clients solve their problems.

I have over thirty five years of experience in law, business, real estate, government and politics. I have settled in the Palm Springs area because I love the weather, the people and the lifestyle. (I’ve given up wearing ties except when I am in court or at a...

I’m Matrona, founder of Family Legacy Planning Firm, where I believe estate planning is about more than just paperwork—it’s about shaping the future for those you care about most. With a personalized approach, I work closely with my clients to ensure their values, wishes, and legacy are properly protected. I focus on building lasting relationships and providing clear guidance tailored to each family’s unique needs, so they can move forward with confidence, knowing they’ve planned wisely. My own family experienced conflict over my grandparents' estate when I was a small child, and that has deeply shaped how I serve families—helping...

Chris is the Founder and Principal of Heritage Legal, PC, with offices in Palm Springs. Heritage Legal, PC offers legal services in the general areas of Estate Planning (Wills and Trusts), Trust Administration, Trustee and Executor services, Probate, Family Law, and Bankruptcy. Chris has focused an important part of his practice on the unique estate and relationship planning needs of the LGBT community and other non-traditional families. Chris earned his B.A. in Russian Area Studies from the University of Maryland, and his Juris Doctorate from The American University, Washington College of Law, in Washington, D.C.

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...

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.

My law firm specializes in all aspects of tax planning and tax controversy, trust and estate planning and litigation, business formation and bankruptcy (primarily relating to business/tax debts). I have over 30 years of experience as a tax specialist.

Attorney Keith F. Carr has over 30 years experience in Bankruptcy and Divorce. The Law Offices of Keith F. Carr has served the Northern California community since 1988. Since the business was established, we have helped clients save their homes and businesses and get their finances back on track through bankruptcy. The Law Offices of Keith F. Carr has helped spouses get through the emotional pain of divorce and has advised and represented them in all family law and divorce proceedings. Attorney Keith F. Carr will take the time to listen to your concerns and work diligently to champion your...

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board. Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...

Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...

Anthony’s practice focuses on trust & estates, real estate transactions, business transactions and civil and probate litigation. Anthony brings a well-balanced and multifaceted perspective to all of his work, and is an attorney with proven experience. Anthony has represented clients in all phases of civil and probate litigation, and has provided legal advice and services for trust & estates planning and business transactions. Anthony has negotiated, drafted, and reviewed a wide range of transactions, as well as prosecuted and defended civil claims of all kinds. While at Temple University Beasley School of Law, Anthony was awarded outstanding achievement in negotiations in...

Deborah Azar is an estate planning attorney serving the Bay Area. Whether you need a trust, a will or guardianship to protect your family and your assets, Deborah Azar has the expertise and experience to help you and guide you through the process.

The law Offices of Deborah Azar, P.C. focuses on helping people like you navigate estate planning, trust administration and probate.

Deborah Azar habla español y puede explicarle el porceso para hacer su plan en español .

Make an appointment at http://trustsandllc.com/make-an-appointment/