Echo Lake Estate Planning Lawyers

Brian completed his law degree from Whittier Law School. He has been serving the Coachella Valley with his legal services for over 35 years. Brian primarily handles cases involving personal injury, workers’ compensation, Social Security Disability benefits, and estate planning. He loves being a lawyer because the best part of his job is being able to help clients recover the benefits and compensation they truly need. Providing each client with his undivided attention, respect, and experience is his goal and has come to define his legal approach. Brian is known by his colleagues and clients as a dedicated advocate.

Luke Carlson always had an interest in business, real estate, and the protection of wealth. During his collegiate career, he realized law was the best way to immerse himself in these verticals. Today, as owner of LS Carlson Law, he and his team of attorneys service clients with their business, real estate, and estate planning needs. By nature, he is a strategist and loves analyzing a situation to determine the best solution to a client’s issue. Carlson understands that the practice of law provides endless opportunities to engage in strategic thinking. Whether it be against an opponent in litigation, which...

I help individuals, families, and business owners transfer their hard-earned property to their loved ones using innovative estate planning techniques. As an estate planning attorney, I am privileged to assist my clients in taking essential steps to protect their assets and ensure they are passed on to the next generation. I also concentrate on protecting minor and special needs children and help clients create legacies that can support their families for generations to come.

Since 1992 Mr. Rudolph has been providing legal advice, counsel and services to businesses and individuals alike. He operates a full service law firm serving such diverse client needs as: - Fulfilling peoples needs for affordable Living Trusts & Wills packages, - Business Matters (both day-to-day transactional matters and litigation), - Employment & Labor Matters, and - Mediation, Arbitration and Litigation when issues cannot be resolved amicably.

Todd Gallinger is the founder and principal of Gallinger Law. He is licensed to practice law in California, New York, and all Federal District Courts in California. Mr. Gallinger’s practice focuses on the needs of small businesses and their owners, as well as non-profit law. For his education, Mr. Gallinger attended the University of California at Santa Barbara, where he earned a Bachelor’s degree cum laude in Religious Studies, and the George Washington University Law School in Washington, DC, where he earned his Juris Doctorate cum laude. Mr. Gallinger writes frequently on numerous legal and political topics, including acting as a regular...

I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around estate planning, trust and estate administration, and probate matters. I provide guidance to clients on advanced estate planning strategies aimed at reducing estate and gift tax liabilities and facilitating the seamless transfer of wealth across generations. I develop comprehensive estate plans for a diverse range of clients, from those with modest estates to high-net-worth individuals, including those requiring special planning considerations. Additionally, I represent professional fiduciaries and beneficiaries in trust administration and have experience in managing both...

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth transfer process.

With an extensive and broad-based legal background, Kara understands the unique needs of clients whose complex planning requirements intersect several areas of law and involve generations of families. Clients appreciate her ability to innately understand emotional undercurrents that affect business decisions and planning at this level, and to navigate them diplomatically.

Prior to joining Weinstock Manion, Kara represented entrepreneurs in mergers and acquisitions, real estate developers in negotiating commercial loan...

Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).

Barilari & Williams, LLP is a law firm in Pasadena, California experience in estate planning and probate. Attorney Anthony S. “Tony” Barilari has been practicing law since 2008 and is a member of the Pasadena and Los Angeles County Bar Associations. He earned his Bachelor of Arts degree in English with High Honors from the University of California, Berkeley before earning his Juris Doctor from the University of California, Hastings College of the Law. Since turning to estate planning and probate in 2015, Tony has helped countless clients create wills, trusts, and other legal documents to protect their families and...

Mark T. Koo’s work includes Corporate Compliance and Governance, Estate Planning, Family Law, Non-Profit Formation and setting up the 501c3 Non-profit designation. Mark also helps companies file incorporation as well as other corporate legal assistance. Prior to becoming an attorney, Mark T. Koo has been involved with Silicon Valley’s technologies such as data warehousing, wireless software and hardware technologies, and internet technologies. Mark is a graduate of McGeorge Law School and is a member of the California Bar. Mark received his bachelors of science degree in electrical engineering and masters of science degree in materials science from University of California,...

Shane R. Kennedy was born and raised in San Luis Obispo. He graduated from San Luis Obispo High School in 2009, and California Polytechnic State University (Cal Poly), San Luis Obispo in 2014. He earned his law degree from Western State College of Law in Irvine, California, graduating magna cum laude in 2019. While in law school, Shane was elected as the ABA Media Alerts Editor of the Law Review, served as Vice-President of the Business Law Association, interned with a general counsel of an international corporation, and studied international intellectual property law at University College Dublin in Ireland during...

Bruce A. Pence III has practiced exclusively in the arena of Estate Planning, Wills and Trusts, Conservatorships and Elder Law since obtaining his Juris Doctorate from McGeorge School of Law and passing the California bar in 2015. In early 2023, Bruce A. Pence III began his own practice, Bruce Pence Law APC, focusing on Estate Planning, Wills and Trusts, Conservatorships and Elder Law based in Los Osos, California serving the Counties of San Luis Obispo and Santa Barbara. Bruce Pence Law APC offers flat fee estate planning packages as well as trust administration services, probate services and conservatorship services. Bruce Pence...

I founded Punches Law APC to bring clear, efficient, and approachable legal services to Californians navigating life’s big transitions. Based in Paso Robles, I serve clients throughout San Luis Obispo County and beyond in two focused areas: estate planning and landlord representation. I believe in solutions that are honest, strategic, and tailored — because every client’s story is unique. Whether you’re protecting your legacy or managing your rental property, my goal is to provide legal support that respects your time, your values, and your vision.

Mr. Maddox is a Corporate Attorney who handles anything from business formation, contracts, trademarking, licensing, and employment matters. As the founder of Maddox Law, P.C., Jonathon strives to take care of his clients and puts integrity above all else. Mr. Maddox graduated from Oak Brook College of Law in 2017 and is licensed in California. Prior to law school, Jonathon was an experienced entrepreneur and managed several businesses internationally as well as in the States. He has a heart for nonprofits and has served on various Boards for the past 12 years, as well as handled...

Amy Laughlin has been achieving exceptional results for clients since 1992. After graduating with honors from The University of Michigan Law School, Amy joined the San Francisco office of Orrick, Herrington & Sutcliffe, LLP. While there, she counseled individuals and corporations in a wide range of complex financial matters. In 2013, Amy opened her own practice where she focuses primarily on divorce, business and entertainment law.

Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...

I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around corporate and tax matters, including entity formation, corporate governance, mergers and acquisitions, and tax planning. I provide guidance to individuals, closely held businesses, and corporate clients on business structuring and transactional matters, aiming to minimize tax liability and support long-term strategic growth. I am recognized for my practical, thorough, and responsive approach to client service, assisting clients in navigating complex tax rules with clarity and confidence. My professional journey began with a focus on accounting and finance, and...

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.

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

As a parent, spouse, child from a blended family, and a family business owner, my background gives me perspective on what many of my clients' concerns are. I've also experienced the loss of a loved one who had no estate plan in place, and the added stress and confusion that caused. These and other events in my life have given me the compassion and motivation to help others through the estate planning process. I provide answers and information in a caring and straightforward manner, making sure you are comfortable with the process. After graduating from law school, I passed...

Jeffrey B. Pape is AV® PreeminentTMPeer Review Rated by Martindale-Hubbell® . He is a certified specialist by the State Bar of California Board of Legal Specialization in Taxation Law.

Born in Sioux City, IA, Jeff has practiced law for 35 years. He has extensive legal experience in civil litigation, trust litigation and probate litigation, in addition to business transactions and estate planning. He has also successfully handled a wide range of business litigation matters, which has enhanced his ability to counsel his business clients.

Jeff was named as a Super Lawyer in 2005 and 2009. He has a well-deserved reputation for professionalism...

Hi! I'm the Managing Attorney at Lawvex - a multi-attorney California business, real estate, and trusts/estates firm. Our firm has the deep expertise to handle complicated matters but our heart is to provide innovative service offerings and small engagements to those of you who have never used a lawyer before. We operate with a modern and lean business model that keeps our costs down, which allows us to efficiently handle the big projects while still being available and affordable for the small ones. Give us a try and thanks for supporting our efforts to promote speed, efficiency and...

I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...

Hannah Sargent received her undergraduate degree from University of California Los Angeles and graduated from University of California, Berkeley, School of Law. While in school, she spent time clerking for the U.S. Attorney’s Office in San Jose. She is a former military officer, company commander, two-time Iraq war veteran and decorated AH-64D Apache Helicopter pilot. She is currently the principal attorney at Sargent Law Office, where she practices litigation, business and commercial law, and estate planning, and she lives in Castro Valley with her family. Between her time working and being with her family, she enjoys...

Like many attorneys, before opening her own law firm, Ms. Lungu was a highly accomplished businesswoman, in various areas of management and areas of specialty. Additionally, she has a mediation and conciliation practice spanning almost two decades in California. Her unique abilities to make high level communication a safe and comfortable experience facilitated the transition to law and a career in mediation and dispute resolution. Part of her strength is in her keen awareness of the importance of each individual's particular needs and the need for individualized solutions. She provides individually tailored estate and business plans to all clients after...

In my early years as a financial planner, I realized that estate planning was an often-overlooked area of planning not only by clients but by their financial advisors. The reason I became an attorney was to help people make sure that their wishes are carried out during incapacity and after death. I had seen too many people impacted by the lack of estate planning or poor estate planning. I did not want to see the government or the courts take control of a person's property in a way that was not consistent with the person's wishes and intent. I am passionate...

OLIVER GREENWOOD is the principal of the Law Offices of Oliver Greenwood in Pleasant Hill. He is the author of chapters 1, 4, 12, 16, and 17 in the CEB Guardianship Handbook. Mr. Greenwood received his B.A. degree from the University of California, Berkeley, and his J.D. from Golden Gate University in San Francisco. A frequent speaker regarding probate matters and a member of the Judicial Council's Probate & Mental Health Advisory Committee. Mr. Greenwood is also a contributing author to CEB's conservatorship and powers of attorney and health care directives books. Mr. Greenwood's areas of practice include conservatorships, guardianships,...

Jenny Tiu received her B.S. degree in Physiological Science from UCLA. During her undergraduate studies, she was a research assistant at UCLA for both spinal cord injury and atherosclerosis research. Ms. Tiu then earned her J.D. degree at Golden Gate University School of Law with an emphasis in Public Interest Law. During law school, she interned for the San Francisco City Attorney's Office in the Juvenile Dependency Unit. She then went on to intern for the Solano County Alternate Public Defender's Office in the Juvenile Dependency Unit and later in the Misdemeanor Unit. After being...

Neil A. Harris is the senior partner of the Center and is recognized as an expert in long term care and Medi-Cal planning throughout California. Mr. Harris has practiced Elder Law for over 25 years and is one of less than 100 attorneys in California certified as an Elder Law Attorney by the Elder Law Foundation. He is among an even smaller group of attorneys in the country to be named as an Elder Law Fellow by the National Academy of Elder Law Attorneys (NAELA). He is recognized as an outstanding Elder Law Attorney by his peers in both Martindale...

I have more than 35 years of experience navigating legal issues for individuals, business owners, professionals and institutions involving: trusts and estate planning involving beneficiaries, heirs, trustees and other individuals, probate administration & litigation, business and commercial law, including business formation, corporate maintenance, mergers and dissolutions, business and civil litigation cases, including contract disputes, partnership disputes, and construction litigation, real estate law, including eminent domain, land use and zoning matters, title issues, easement disputes, real estate litigation, purchase and lease agreements.

I have offices in Bakersfield and Mammoth Lakes and service clients throughout the state of California.

Cathyana Jean-Baptiste is a partner at The Law Offices of CJ Baptiste, where she leads the private wealth practice with a dedication to building legacies. Her services for individuals include securing future generations by drafting wills, revocable trusts, power of attorneys, and advance health care directives, as well as maximizing benefits for loved ones by scrutinizing state and federal tax concerns. She also handles IRS and state tax collection matters, which include penalty reductions and settlement negotiations. In addition, Cathyana has expertise in forming business entities such as Close Wyoming LLCs, partnerships, and sole proprietorships. Cathyana assists businesses with tax planning...