Corona Del Mar Estate Planning Lawyers

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.

Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities. Beyond his professional...

I became an attorney because I wanted to help people. I want to serve my community, and I want to build lasting, meaningful relationships with my clients. I pride myself in helping people create legacies for their loved ones. We want to leave our loved ones in good hands after we are gone. As the father of two beautiful little girls, I do everything I can to provide for their care and well-being, to teach them to find happiness in life, and to prepare them for life as adults. While I hope my daughters never need to grow up without me...

James is a husband of 20+ years and a father to a son who is now a lawyer after passing the October 2020 bar. James happens to be an in-demand lecturer on estate, retirement and business protection. James is licensed as an attorney and practices estate planning, asset protection, tax, real estate and corporate transactions. He has completed several M&A transactions in the $2 to $20 million range. He is author of several books including the widely acclaimed financial book, The 3 Secret Pillars of Wealth. He is Principal of The Burns Firm. James served honorably in the United States...

Law Office of Tung & Company, Inc. has represented a combination of high net worth individuals and businesses since 1994. We have earned a reputation for providing superior services throughout Southern California. A reputation we believe that stems largely from the Firm's rigorous standards. In addition to Juris Doctor (J.D.), our attorney hold advanced credentials such as the Master of Laws (LL.M. - Taxation) from one of the finest law schools in the country. The principal of the Firm, Mr. Derek C. Tung, is also a California Licensed Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER professional.

Because of our...

Attorney John Styskal, Kinley & Styskal, Tustin, provides Estate Planning and Business Law experience. Attorney Styskal drafts contracts, represents clients in business contracts, construction defect disputes, mechanics liens and more.

Tim is a Southern California attorney who boasts over 35 years of legal experience in asset protection, estate planning, zero tax planning and business succession law. He is a true leader in his field, and is a regular speaker at industry events. Tim has helped a large spectrum of clients, from successful small business owners to companies worth over $200 million dollars create a custom wealth protection plan. He is also the developer of a financial planning software called vBlueprint.com that helps other financial professionals and estate planning professionals create a customized solution to move their assets in line with their...

John Thornton Greenway founded Guardian Litigation Group in 2018 to address the needs and interests of under-represented debtors across the country. In doing so John was able to quickly create one of the largest consumer advocacy firms in the United States. Following this success, the firm position expanded to include employment, personal injury, and estate planning services in order to provide a more holistic client experience that appealed to a larger audience. John has an aptitude for system design and controls that keeps the firm operating in an extremely efficient and effective manner despite the explosive growth. John grew up in...

Estate Planning Attorney Natalie Rotstein understands how important it is to prepare for the unexpected. Attorney Rotstein has a deep understanding of estate planning law and her main goal is to assist her clients achieve their objectives. When you call the Law Office of Natalie Rotstein, you will be able to speak directly to Attorney Rotstein. At The Law Office of Natalie R. Rotstein, estate planning is our sole focus. We are dedicated to helping our clients protect their assets, minimize taxes, and ensure their wishes are reflected in their estate planning documents.

Richard E. Masson focuses his practice in the areas of Estate Planning, Family Law and Probate. Mr. Masson’s specialized knowledge and expertise in family law, estate planning and tax provides an edge for his clients in that he is uniquely able to attack an issue from all angles which creates better opportunities and advantages for those he represents. Moreover, and more importantly, Mr. Masson understands the emotional and complex nature of his clients needs and goals in order to ensure them the best result possible.

Mr. Masson has been duly recognized for his outstanding work and numerous accomplishments as a family...

Jennifer Wilson joined Matsen Voorhees Law in 2009. She boasts nearly 3 decades of legal experience in all areas of asset protection and estate planning, including: LLC formation, California probate law, trust formation and all other related areas. Jennifer is a honors graduate of Brigham Young University's J. Reuben Clark Law School and is a active runner and philanthropist.

Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...