Helm Estate Planning Lawyers

Our firm specializes in Elder Law with particular emphasis in California Medi-Cal eligibility planning, Medi-Cal estate recovery minimization planning, estate planning and trust administration. We work closely with our clients to ensure that their assets are protected and preserved according to their individual circumstances and goals.

Moore & Moore provides General Counsel services to private and public companies, including both domestic and multinational enterprises. The firm handles a vast array of business needs ranging from simple formation, to complex financings, to M&A events. The firm handles clients’ labor and employment issues, as well as both personal and business immigration needs. We provide an aggressive and modern service comparable to that of larger law firm, but with the speed, efficiency, and flexibility that only a personal practice can offer.

Kristina Porcar is the owner/attorney of Porcar Law. She founded her firm to develop personal, collaborative relationships w/ clients, offering legal counsel that supports them both personally & professionally. Kristina practices exclusively in the areas of Estate & Business Planning, Trust Administration, & Probate. Kristina began her law career more than 17 years ago as an administrative professional at an AmLaw 200 California-born firm. Over the years, she has honed her skills in her areas of expertise, progressing from a paralegal to a law clerk, and eventually to an attorney. At UC Davis, Kristina focused on philosophy courses in logic, & art...

Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...

Gloria Martinez-Senftner heads up the Martinez Law Group, a bilingual Professional Law Corporation. with main offices at 1600 Sacramento Inn Way, Suite 116, Sacramento, CA 95815. The law firm engages in general practice, including trial and appellate work in State and Federal courts with a concentration in the areas of Immigration, Criminal Law, Personal Injury, Corporate, and Commercial Law.

Law School: University of Chicago Law School, JD
College: University of Texas-El Paso, BA.

Professional Memberships: State Bars of California, New York, Texas, Massachusetts, Iowa, and South Dakota; Member American Immigration Lawyers Association (AILA) and the Immigrant Legal Research...

I began my legal career in general civil litigation in Sacramento focusing on real estate, business and employment law. I shifted focus to the areas of estate planning, trust and probate administration, opening LifePath Law in late 2006. My practice evolved to include litigation regarding trusts and estates, such as will contests, financial elder abuse, care custodian issues, and trustee fiduciary duties.

We are a firm that listens; understands your business and industry; keeps you informed; provides clear, direct and practical legal advice; asks appropriate questions; clearly explains the relevant aspects of your case; checks egos at the door; empathizes and respects your business, professional and personal situation; maintains a laser focus on your unique legal needs; and practices law with a passion.

Michael's practice areas include: business organizations, corporations, land-use regulation, real estate transactions, estate planning, government regulation, family law, and civil litigation. He has major law firm and in-house counsel experience. He is also a real estate broker...

Nancy E. Miller has been an attorney in California since 2015. Nancy practices law in the areas of Probate, Trusts, Wills, and Estate Planning. Nancy serves clients at her office in Sacramento County as well as virtually throughout Northern California. After graduating in 1991 with her Bachelor of Arts in French, Nancy spent several years teaching elementary school in Northern California and Oregon. In 1996, Nancy began her second career in Human Resources and Payroll when she was hired at Paychex, Inc. Even though she was also a busy single mom during her 14-year course of employment...

An eye for detail. Ms. Ho is a Partner at Core Law Group. She is that rare breed of individual that has the analytical skills and patience to find the most intricate details about her cases. Whether it’s an opposing party’s retirement plan or a motion the opposing attorney filed with the court, Ms. Ho is known for being able to spot the weakness in the other side’s case and taking the tactical steps necessary to take advantage of that weakness. Ms. Ho has extensive experience clients in both Federal and State courts. Her...

Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...

Attorney Amanda Johnson has an extensive background in law, graduating from Trinity Law School in Santa Ana, California. While attending law school she worked with the Orange County Rescue Mission providing legal services to members of society who might not otherwise have access to legal aid. She was also a member of Asian Pacific American Law Student Association, the Public Relations Director for the Student Bar Association, and she attended an International Human Rights Program in France. Before moving to California for law school, she attended the University of Wisconsin La Crosse where she obtained a Bachelors in Science and...

Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...

Rebecca Sommer is licensed with the California state bar and has been practicing law since 2015. She has numerous scholastic achievements, including ranking top 10% of her graduating law school class and earning several scholarships for extracurricular activities. Additionally, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School. She combines her general finance training with specialized legal knowledge to offer practical legal solutions for managing your assets. Work with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid...

Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County. Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association. Darlynn...

Ms. Katje earned her Juris Doctorate at California Western School of Law, San Diego, California, graduated Cum Laude and was a Dean's Honor List recipient. She was also a recipient of the American Jurisprudence Award in Contracts I and Contracts II. Ms. Katje was a member of the Law Review and International Law Journal at California Western School Law, where she was an Associate Editor.

Ms. Katje was admitted to the California State Bar in 2003 and is a Member of the American Bar Association and San Diego County Bar Association. Ms. Katje is licensed to practice in all courts in...

Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso. Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...

Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...

Jonathan was born and raised in Idaho. He earned his juris doctor from the University of Idaho College of Law and then completed a judicial clerkship in Honolulu, Hawaii. In 2005, he moved to California and began his law career as a civil litigator and then General Counsel (corporate attorney) for a health insurance company. Motivated by a desire to start a law firm that would make an important contribution to his clients’ lives, Jonathan launched his estate planning practice. Jonathan helps individuals, families, and business owners pass their hard-earned property to their loved ones using innovative estate planning techniques. As an...

My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...

Ms. Macedo practices civil litigation, estate planning, provides general counsel services, and is a consultant working on policy issues. Her interests include supporting local municipalities, small businesses, and community nonprofits. She is also a career development coach focusing on women of color. Previously she was an Associate at a Central Valley plaintiff’s law firm working on catastrophic personal injury cases and an Equal Justice Works Legal Fellow focusing on providing free legal assistance to low-income communities in the Central Valley.

Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.

Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.

In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.

William Ha is a dedicated and passionate attorney and was born in Los Angeles, and raised in the South Bay. Background and Education William Ha's journey as a legal professional began with a strong commitment to serving the local community. He earned his Juris Doctorate from California Western School of Law in 2008. He has been licensed to practice in California the same year, and is also admitted the to state bar of New Mexico. Practice Areas William Ha is a seasoned attorney specializing in two crucial practice areas: Estate Planning and Bankruptcy. He is passionate about these areas of the law because they...

Lindsay Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a more direct and positive impact on individuals. After stepping away from insurance defense, Lindsay worked for a non-profit organization in Washington D.C. that advocated for women and girls with disabilities directly to different factions of the federal government and the various relevant bodies of the United Nations. Although this fulfilled Lindsay’s background in Peace Studies and International...

Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation. ?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...

Daniel Sallus is a partner of Stone & Sallus, LLP focusing on business litigation, business and real estate transactions, estate planning, entity formations, and real estate litigation. Born and raised in the Los Angeles area, Daniel obtained his B.S. in Management from the Eller School of Business and a minor in Spanish at the University of Arizona. Previously he worked at a large bank where he interacted with businesses and obtained a deeper understanding of their needs. While in college, Daniel started investing in real estate where he was able to manage and rent the property to pay for his undergraduate...

As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.

Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.

Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. Mr. Driskell earned his juris doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer...

I have devoted my legal practice to provide affordable and fixed cost legal services to small businesses and individuals in Northern California. The services I provide are aimed keeping my clients out of court. The potential cost savings, peace of mind, and confidence you earn when consulting with a knowledgeable lawyer while forming a business, entering into a contract, or planning for future needs, cannot be measured.

At The Law Offices of Gabriel Lenhart, our focus is on our clients’ well being and protection, rather than the fees they pay us. That is why we focus on protecting and preserving our clients’ assets using the latest Estate Planning practices. Our unique planning methodology combines Estate Planning, VA Benefits Planning, and Medicaid asset preservation planning techniques and strategies. These strategies, combined with our values based approach, enable us to work seamlessly with families to create an Estate Plan that our clients’ can truly rely upon. At The Law Offices of Gabriel Lenhart,...

Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years. Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...

Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

Deborah is a an Orange County, CA estate planning attorney who genuinely cares about each and every one of her clients. She has a special sensitivity for seniors and works diligently to ensure that their estate planning wishes are met. Deborah is the mother to two beautiful children and understands the desire of families to ensure that their hard earned assets are passed down to the next generation. She started her firm to make sure that her clients and their children are cared for should anything happen to them. Deborah is responsive, responsible, and committed to the needs of her...

Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.

Ashley L. Dudley is the owner, president and lead counsel at the Law Offices of Ashley L. Dudley, APC. Her law practice focuses on family law and estate planning. Her family law practice focuses primarily on high conflict child custody cases, child and spousal support, domestic violence restraining orders, high value asset division. Her goal is to provide quality legal services not only to those who can afford it, but to all those who need an advocate to navigate the legal system on their behalf. Her first and foremost priority is to figure out the best avenue for helping her...

Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.

Matt holds a Bachelor of Arts in...

Kevin Forrester has more than 20 years experience as a trust and fiduciary lawyer, arbitrator, and mediator of civil, securities, and real estate disputes; and more than 30 years real estate practice experience as a Realtor® and licensed real estate broker.

Ms. Solomon began her legal career working at a mid-size law firm in downtown San Diego, where she had the opportunity to work as part of a sophisticated team of business lawyers. Ms. Solomon is a member of the Probate Attorneys of San Diego and currently serves on the Probate Handbook Committee. Passionate about efficiency in all things, Ms. Solomon co-founded Broaden Law LLP so she could combine her entrepreneurial spirit with the law business. Ms. Solomon is dedicated to identifying a variety of strategies based on the client’s situation and unique goals to ensure her clients are involved in the...

Giovanni A. Correa is an estate planning, trusts, and probate attorney with more than 10 years of legal experience, including 8+ years as a California licensed attorney. Giovanni has extensive experience in estate planning and probate administration. His passion for his profession is evident in his commitment to providing exceptional customer service while always keeping costs at the forefront.