Coachella Estate Planning Lawyers

James practices in the areas of employment law for management, personal injury, estate planning, and real estate. James graduated from Arizona State University, in Tempe, Arizona, where he earned a Bachelor of Arts degree in Psychology. He went on to earn his J.D. from the University of the Pacific, McGeorge School of Law, Sacramento, where he graduated fifth in his class, With Great Distinction, and Order of the Coif. While at McGeorge, James completed a judicial externship with the Honorable Justice George Nicholson, at the California Court of Appeal, Third Appellate District, in Sacramento. ...

With 30+ years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She is easy to speak with and talks in plain English (not legalese). Julie handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training. Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired...

I believe that you, the client, first need to UNDERSTAND all your options. My first job is to educate you so you can make your own informed intelligent decisions. My law practice is based on this fundamental principle.

"I love my work. I get to make a real difference to help people maintain their businesses and livelihoods. A file is more than just paper, it is my client's hard work and often a significant portion of their lives. I enjoy working with my clients to empower them to take control of their tax, estate planning and business issues." Frank Huerta Jr. Esq. Frank Huerta Jr. has 19 years of experience as an attorney and law clerk working in government and tax law issues. He has a successful record of representing taxpayers before the IRS, Franchise Tax Board, Board Of...

Jason practices in the areas of Real Estate, Business, and Estate Planning. The State Bar of California has recognized Jason with the “Public Service Distinction” award for his work on behalf of public interest organizations and their clients. Jason provides representation to middle market, emerging growth, and individual clients in the core areas of business, litigation, and real estate transactions.

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

CPA AND TAX ATTORNEY ON YOUR SIDE Jayson Aquino "Atty Jay" can do both. There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy. As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters. Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...

As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.

L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

Calvin A. Slater has been a lawyer since 1981, with over 30 years of experience with helping clients, such as entrepreneurs, physicians, business owners and real estate investors. His legal expertise includes real estate matters, tax-deferred exchanges, trusts, estate planning, asset protection, as well as business matters such as formation, planning, and succession. He emphasizes a personal connection with each client to understand their needs and provide effective solutions. He encourages a team approach by collaborating with a client’s other professionals such as accountants and investment advisors. Mr. Slater is a certified specialist in Estate Planning, Trust & Probate Law by...

Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...

An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...

Margaret A. Sedy is an attorney at Law Office of Margaret A. Sedy and represents clients in Business Litigation, Business Disputes, Corporate Formation, Contract Drafting and Negotiation, Technology, Internet and Privacy Law, and Regulatory Compliance Margaret Sedy also counsels and represents businesses regarding Employment Litigation, Employment and Labor Law compliance, including wage and hour, wrongful termination and discrimination claims. Margaret Sedy was awarded the Rising Stars designation in 2021, 2022 and 2023 by Super Lawyers, a distinction only awarded to 2.5 percent of top-rated practicing attorneys selected through extensive evaluation. Margaret Sedy graduated in the Top 10% of her class...

Jeffrey Geida is an accomplished California attorney. He represents clients with legal matters such as Estate Planning, Wealth Transfer and Business Succession Planning. Additionally, he has experience in Estate and Trust Administration for beneficiaries and fiduciaries. Jeff is dedicated to providing an interactive approach and creative solutions to assist you in achieving the best possible outcomes.

Jeff received his J.D. from Pepperdine University School of Law and LL.M. in Taxation from New York University School of Law. The State Bar of California Board of Legal Specialization has recognized him as a Certified Specialist in Estate Planning, Trust, and Probate Law....

Jonathan Forster has been an Attorney at Weinstock Manion since 2002. He creates and carries out strategies for multi-generational estate planning, business transactions such as pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. Jonathan works with corporate attorneys, investment bankers and financial planners to pursue the best possible outcomes. He is dedicated to minimizing estate taxes while achieving clients' personal, charitable and business goals.

Jonathan teaches Estate Planning at UCLA Extension. Additional speaking engagements include topics such as "Tax Planning: Passing Your Real Property Without it Being Reassessed," "Pre-Liquidity Event Estate Planning and...

I am dedicated to outstanding representation for Tax, Business, and Trusts & Estate Planning law matters. My jurisdictions include the State of California, U.S. Court of Appeals Ninth Circuit, U.S. Court of Federal Claims and the U.S. Tax Court.

A Certified Specialist in Taxation Law, I have extensive experience and expertise providing legal advocacy for a wide range of issues. I am committed to helping clients accomplish their goals efficiently and effectively.

I have been recognized by numerous organizations, including Best Lawyers in America, Super Lawyers, Martindale-Hubbell, and Los Angeles times Magazine. Additionally, JMBM has been honored among the 2020 Best Law...

JEFFREY L. CONDON, ESQ Jeffrey L. Condon is an attorney who has practiced in the field of trusts and estates since 1987. He received his Bachelor of Arts in English Literature at UCLA (Class of 83) and his law degree from Whittier of College School of Law in 1987. He presently practices at the Law Offices of Condon & Condon in Santa Monica, California. With his late father, Gerald M. Condon, Jeffrey is the co-author of Beyond The Grave: The Right Way and Wrong Way of Leaving Money to Your Children (and Others). Published in 1996 and revised in 2001, the Wall...

Ramon is a Spanish-speaking attorney with the firm of Jakle, Alexander & Patton, LLP in Santa Monica. He practices in the areas of Estate Planning, Trust Administration, Trust Settlement, Legal Entities, Probate, and Conservatorships. In 2011, Ramon graduated cum laude from the University of La Verne College of Law. He earned his B.A. from the University of Southern California in Spanish and Political Science. He is a graduate of Loyola High School, Los Angeles. Ramon is member of the Santa Monica Bar Association, the Los Angeles County Bar Association (Trusts & Estates Law Section), State Bar of California (Trusts & Estates Law...

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...

Trusts and Estate Planning Offices in Pleasanton and Mendocino. California estate planning attorney Debra DeCarli has been a lawyer since 1994. She received both her J.D. and Master of Public Affairs degrees from the University of Texas. Debra's unique background led to her professional commitment to estate planning for all types of families. Debra enjoys the estate planning complexities unique to non-traditional or blended families, families with young children, older couples and individuals who do not have children, and folks interested in charitable giving. Virtual meetings and flexible scheduling are available. Call Debra DeCarli at Pleasanton office: 925-568-2350 Mendocino office: 707-937-2701 Or use our...

Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...

Colby Dean LaVelle II proudly manages LaVelle Law Offices with the personal attention of a boutique law firm but with the resources of larger law firms. An honored graduate of Santa Clara University of Law, Mr. LaVelle has dedicated his career to the pursuit of justice. He began his legal career working for the San Francisco District Attorney's Office. Following his success litigating criminal matters, Mr. LaVelle started the LaVelle Law Offices. Now with eight locations across California, The LaVelle Law Offices is an incarnation of Mr. LaVelle's desire to serve the public, as he...

Janet L. Brewer is the principal of the Law Office of Janet L. Brewer, which has its headquarters in Los Altos, California. Janet serves clients throughout the Bay Area and Silicon Valley. She is certified by the California State Bar Board of Legal Specialization as an estate planning and probate specialist – one of fewer than 100 practicing in Santa Clara County and fewer than 1,100 practicing in California (out of over 250,000 lawyers statewide). Janet has deep experience with complex estate planning situations. In her international estate planning practice, she helps non-resident aliens, visa holders, “green card” holders and other international...

Gina focuses her legal practice on estate planning, probate, and trust administration. She is dedicated to helping families from the devastating legal effects of disability and death. With proper planning, individuals and families can avoid unnecessary court proceedings, protect their assets, continue their legacies through strategic charitable giving, and provide for the security of loved ones. Gina learned firsthand the effects of failing to plan when her rancher father was killed in a vehicle accident without any planning documents in place requiring her to probate her father’s extensive estate, including business and cattle operations. As a result, she...

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...

Oxnard estate planning attorney Eric Ridley loves helping families and small businesses in Oxnard, Ventura, Camarillo and Santa Barbara counties protect their assets through estate planning, Family Asset Protection & Medi-Cal planning. I help seniors preserve their self-determination and their dignity, along with their assets. Attorney Eric Ridley always gives free consultations, and answers his own phone. Agressive and compassionate, Eric Ridley serves clients in Ventura, Santa Clarita, Port Hueneme and all points in between. https://www.ridleylawoffices.com

Mr. Pearl is a dedicated third generation Bakersfield Attorney. He is experienced and effective advocating for clients in a broad array of Consumer Bankruptcy matters. Mr. Pearl also provides skilled representation for complex legal issues in Estate Planning, Elder Law, Medi-Cal Planning, Probate and Trust Administration. In addition, he is experienced in areas such as Taxation, Corporate Law, Real Estate, Intellectual Property and Secured Transactions. Mr. Pearl is committed to exceptional service and legal representation for his clients.

In 2000, Mr. Pearl earned a B.A. in Business and Economics from UC Santa Barbara, where he received a five year golf scholarship....

As a litigation attorney, Mr. Loew’s primary areas of practice include trust and estate litigation (including will and trust contests), fiduciary litigation, and financial elder abuse actions.

Mr. Loew is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California, and by only about three percent of estate planning attorneys.

In addition to the areas described above, Mr. Loew is the founding President of the San Mateo County Law Library Foundation, helping provide access to...

You’ve spent your life building your wealth. And no matter how large or how modest – protecting your assets matters. Ivette Santaella understands that estate planning may seem daunting. You might feel uncomfortable talking about what happens after death. Or maybe you’re worried that you don’t understand the laws well enough. Santaella Law Group, APC is here to guide you through your concerns and make estate planning easy. Ivette has more than 30 years of experience talking her clients through their goals, translating and helping them navigate the law, and working with them to come up with a solid plan for...

I am passionate about providing estate planning services to parents with minor children.

f you don't have an estate plan, please contact me on LinkedIn or through my website for a complimentary call about your estate planning goals. In my relationship-based approach, we will work together to create a plan based on your values and tailored to protect and provide for your loved ones. By the end of our process, I want you to feel confident and prepared.

I consistently work with trusted professionals in insurance, personal finance, mortgage, and real estate, as well as family, intellectual property and corporate formation...

The autobiography can be accessed at this link: https://ajcalaw.com/attorney/andrei-jingan/

As the founder of Travis G. Black & Associates, Folsom attorney Travis G. Black provides legal guidance to injury victims and those looking to create estate planning documents. Mr. Black has been licensed to practice law in California since 1992. He is a member of the Board of Directors of the Capital City Trial Lawyers Association and a former member of the Board of Directors of the Gerry Spence Trial Lawyers College. Attorney Black received his Juris Doctor from the Western State University College of Law. For a free consultation, contact his firm today.

Sheri Hoffman attended UC Davis from 1987 to 1991, where she graduated with a Bachelor of Arts in Political Science. She then attended Golden Gate University School of Law in San Francisco from 1991-1994, where she graduated Law School as a member of the Golden Gate University School of Law’s Dean’s List. Sheri passed the bar on her first attempt.

After marrying Joseph in 1996, they formed the Law Offices of Hoffman & Hoffman. Sheri is a Certified Estate Planning Specialist and a member of Wealth Counsel. Sheri’s practice includes all elements necessary to draft a comprehensive estate plan, regardless of...

I want to be your attorney. My philosophy is that people have problems and my office is here to help them. We all have been there, in need of some kind of help and it really does not matter how you ended up needing help, the main thing is helping with your problem. I graduated with Honors from Golden Gate University with a BS in Accounting and Graduated 10th in my class at Lincoln Law School. Prior to going to Law School, I started working for a landscaping company in high school, and a roofing company after graduation. I joined...

Michael A. Hackard. Michael A. Hackard is the principal attorney of Hackard Law Corporation - a Sacramento, California firm which represents wealthy families with extensive business interests as well as clients impoverished by the wrongdoing of others. Michael and his attorneys are dedicated to clients.

Hackard Law attorneys focus on trust and estate litigation, fiduciary litigation, will contests, trust contests, elder financial abuse, trust decanting, trust beneficiary rights, trustee removal, special needs trusts, supplemental needs trusts, title to assets, family business trusts, dynasty trusts, domestic asset preservation trusts and asset protection.

Shawn Dhillon is an experienced real estate attorney and the founder of Real Estate Law Corporation™. Shawn specializes in both real estate litigation and real estate transactional matters.

He has drafted and negotiated over $500 million in commercial real estate transactions all over California. His work includes complex real estate purchase and sale transactions, new developments, ground leases, and commercial leases with local, regional, and national companies, including several Fortune 500 Companies. Shawn regularly counsels owners of retail shopping centers, shopping malls, office buildings, industrial buildings, apartment complexes, self-storage facilities, hotels, gasoline service stations, as well as...

Kiran Dhillon specializes in transactional business law, real estate law and estate planning legal matters. She has several years of experience counseling individuals, small business owners and large corporations. Kiran has drafted thousands of agreements such as leases, timeshare agreements, asset purchase agreements, bill of sale agreements, promissory notes, security agreements, employment agreements, and professional services agreements, etc. During law school Kiran graduated ranked 2nd as Salutatorian of her 2013 law school class at Western State College of Law, where she was the recipient of a merit-based 100% Outstanding Academic Achievement Scholarship, and the recipient of 4 Witkin Awards for Academic...