Indio Estate Planning Lawyers

Gina B Leguria
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Gina B Leguria
Modesto, CA Estate Planning Attorney with 25 years of experience
(209) 416-0353 1315 K Street
Modesto, CA 95354
Free ConsultationEstate Planning, Elder and Probate
McGeorge School of Law Univ of the Pacific
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...
Wayne Kenneth David McIntosh
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Wayne Kenneth David McIntosh
San Rafael, CA Estate Planning Lawyer with 33 years of experience
(415) 454-2361 4040 Civic Center Drive
Suite 200
San Rafael, CA 94903
Estate Planning, Arbitration & Mediation, Family and Probate
Foreign Law School
Business and International Experience
Wayne started in Auckland New Zealand, graduating after completing a challenging combined Bachelor of Commerce and Bachelor of Laws in just 4 years, achieving top marks at his law school at Auckland University made up of 11,000 students where he was elected Student President in a landslide victory in his last year. Then recruited by a leading Merchant Bank, MARAC Corporation, Wayne moved to Citibank before becoming the founding Company Secretary for New Zealand's first publicly listed Investment Bank, founding Company Secretary for NZ’s first publicly listed Venture Capital company and a Director of a...
Donna Naomi Shioya
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Donna Naomi Shioya
Sacramento, CA Estate Planning Lawyer with 27 years of experience
(916) 231-0688 225 30th St
Suite 300
Sacramento, CA 95816
Free ConsultationEstate Planning and Probate
University of California, Davis, School of Law
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.
Raphael Moore
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Raphael Moore
Davis, CA Estate Planning Lawyer with 31 years of experience
(530) 758-8317 413 F St
Davis, CA 95616
Estate Planning, Business, International and Probate
University of the Pacific, McGeorge School of Law and University of the Pacific, McGeorge School of Law
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.
Mark Tad Malachowski
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Mark Tad Malachowski
Sausalito, CA Estate Planning Attorney with 19 years of experience
(415) 983-0717 1001 Bridgeway
Suite B3
Sausalito, CA 94965
Free ConsultationEstate Planning
Northwestern Cal Univ of Law
Trust Litigation Attorney The Law Office of Malachowski and Associates provides trust dispute litigation services to clients in California Superior Courts and the United States District Court for the Northern District of California. Mark Malachowski is a member of the Supreme Court of the United States Bar. We recognize that lives and fortunes hang in the balance when a client seeks our legal services, and we work closely with you to develop an individually designed action plan to achieve your goals. Mark Malachowski has a Juris Doctorate in Law and Master’s and Bachelor's Degrees in Science. Mark Malachowski...
Gary D. Sparks
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Gary D. Sparks
Fairfield, CA Estate Planning Attorney with 19 years of experience
(707) 207-4500 1125 Missouri Street
Suite 207
Fairfield, CA 94533
Estate Planning, Divorce, Family and Probate
John F Kennedy Univ School of Law
Attorney Gary D. Sparks is an accomplished lawyer who has successfully provided legal services and representation to families, husbands, wives, parents, military service members, and same sex partners for nearly two decades. Gary was a regular guest for several years on the former Ronn Owens Program on KGO-AM 810 in San Francisco, and has been interviewed by local and national publications in addition to publishing several of his own legal guides.

Gary graduated first in his class from John F. Kennedy University School of Law, where he was awarded magna cum laude honors for excellence in academic achievement and received...
Kristina Porcar
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Kristina Porcar
Sacramento, CA Estate Planning Lawyer
(916) 570-7227 2450 Venture Oaks Way
Suite 200
Sacramento, CA 95833
Free ConsultationEstate Planning, Business and Probate
University of the Pacific, McGeorge School of Law
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...
Anthony Franceschi
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Anthony Franceschi
San Francisco, CA Estate Planning Lawyer with 16 years of experience
(415) 888-9110 77 Geary St 5th Floor Suite 13
San Francisco, CA 94108
Free ConsultationEstate Planning and Probate
Lincoln Law School of Sacramento
Anthony Franceschi is California estate planning attorney who focuses his practice on assisting seniors and their families prepare for the future. Including empowering seniors with strategic estate plans and drafting customized wills that honor clients’ final wishes, During law school, Tony was an intern for the Sacramento County District Attorney’s office, where he handled misdemeanors, traffic, and juvenile detention hearings. Before coming to MacFarlane Legal, Tony represented clients with Social Security Disability/SSI and personal injury cases.
Maxwell Charles Livingston
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Maxwell Charles Livingston
Albany, CA Estate Planning Lawyer with 14 years of experience
(510) 860-5919 1050 Kains Ave. #A1
Albany, CA 94706
Free ConsultationEstate Planning, Business, Divorce and Elder
Marquette University Law School and Marquette University Law School
Gloria P Martinez-Senftner
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Gloria P Martinez-Senftner
Sacramento, CA Estate Planning Attorney with 32 years of experience
(833) 424-9032 1600 SACRAMENTO INN WAY SUITE 116
Sacramento, CA 95815
Estate Planning, Criminal Defense, Immigration and Personal Injury
The University of Chicago Law School
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...
Kamala Maddipoti
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Kamala Maddipoti
San Jose, CA Estate Planning Lawyer with 14 years of experience
(408) 752-5436 2670 S. White Rd Ste 105
San Jose, CA 95148
Estate Planning and Immigration
Attorney Kamala Maddipoti is the Founder and President of Kamala Law Corporation. Attorney Kamala completed her Master of Laws (LLM) from Golden Gate University in San Francisco, California. She focuses on Estate Planning & Immigration laws and helps her clients on both employment as well as family based immigration matters & estate planning needs. In addition to Immigration & Estate Planning work, she guides and counsels employers on compliance and corporate transactional matters. In her free time she offers pro bono services and gives back to the community for the greater good. Ms. Kamala is a member of State...
Grant A. Toeppen
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Grant A. Toeppen
Dublin, CA Estate Planning Lawyer with 13 years of experience
(925) 336-3632 11501 Dublin Blvd
Suite 200
Dublin, CA 94568
Free ConsultationEstate Planning and Probate
University of the Pacific, McGeorge School of Law
At Advance Planning, A Law Corporation, in Dublin and Berkeley, California, we focus solely on helping individuals protect themselves and their assets for the future while creating a lasting legacy for their heirs and loved ones. Serving clients throughout the San Francisco Bay Area and Central Valley, with a focus on Alameda, Contra Costa, Santa Clara, San Mateo, San Francisco, San Joaquin, and Stanislaus counties, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those...
John Dudley Laughton
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John Dudley Laughton
Monterey, CA Estate Planning Lawyer with 47 years of experience
(831) 649-1122 215 W. Franklin St., Suite 411
Monterey, CA 93940
Free ConsultationEstate Planning, Business, Elder and Real Estate
University of California, Hastings College of the Law
John is committed to providing personalized estate planning services in a highly ethical, professional, solution oriented, and cost effective manner. In addition to providing timely and high quality legal services, he is committed to educating the community about important estate planning issues through public seminars. Mr. Laughton also has a legal background in business and real estate matters and was appointed to the City of Del Rey Oaks Planning Commission and served between 1985 and 1992. He served in the U.S. Army, including a tour of Vietnam in 1971-1972. Mr. Laughton was born in Carmel, CA and raised on...
Kevin John Kensik
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Kevin John Kensik
Rolling Hills Estates, CA Estate Planning Lawyer with 30 years of experience
(310) 891-2300 609 Deep Valley Drive,
Suite 310
Rolling Hills Estates, CA 90274
Estate Planning, Divorce, Family and Probate
Southwestern University School of Law
I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.
Joseph Novel
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Joseph Novel
Los Angeles, CA Estate Planning Attorney with 8 years of experience
(855) 529-7371 1801 Century Park East suite 2100
Los Angeles, CA 90067
Free ConsultationEstate Planning, Bankruptcy and Probate
Southwestern Law School
My main focus is to bring the knowledge and know-how when it comes to estate planning and corporate law. From providing strategies that will allow a smooth transfer of assets of one's estate to representing in probate proceedings of inidivudals who did not do any planning prior to passing away. I was born in Long Island, New York and raised in Los Angeles, California. Before attending law school, I attended the University of California at Los Angeles (UCLA), and completed a bachelor's degree in History. I then attended Southwestern Law School in Los Angeles where I received my juris doctor....
Elizabeth G. Acevedo
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Elizabeth G. Acevedo
Los Angeles, CA Estate Planning Attorney with 15 years of experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
State University of New York - Buffalo
Beth Acevedo applies a broad background in estate planning, estate and trust administration and tax law to develop customized, multi-generational estate plans for high net worth individuals and families. Through the careful crafting of trusts, wills, powers of attorney and health care directives, Beth identifies and addresses potential conflicts before they occur while maintaining the clients' interpersonal and wealth transfer goals. Beth's compassionate and detailed approach to estate and trust administration matters brings beneficiaries and fiduciaries peace of mind during what can be an emotionally stressful time.

Beth has an Executive LL.M. in Taxation from New York University. While in law...
Neil Solarz
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Neil Solarz
Los Angeles, CA Estate Planning Lawyer with 48 years of experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of San Francisco School of Law
Ranvir S Sandhu
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Ranvir S Sandhu
Culver City, CA Estate Planning Attorney with 15 years of experience
(510) 516-2889 10100 Venice Blvd.
Culver City, CA 90232
Free ConsultationEstate Planning and Business
Lincoln University
Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...
Eric Jerome Gold
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Eric Jerome Gold
Burbank, CA Estate Planning Lawyer with 25 years of experience
(818) 784-1500 3900 West Alameda Avenue, 12th Floor
Burbank, CA 91505
Free ConsultationEstate Planning, Business, Collections and Probate
University of La Verne College of Law
California Attorney Eric J. Gold has practiced law in California since 1999. As a solo practitioner at the Law Offices of Eric J. Gold, APC, he personally handles each matter and uses current technology to provide value and comprehensive services to his clients. In addition to his specialized knowledge in commercial transportation, Mr. Gold has also worked for a not-for-profit outdoor advocacy organization that promotes mountain bicycling and he remains an avid cyclist today
Kimberly Beach Napolitano
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Kimberly Beach Napolitano
Los Angeles, CA Estate Planning Attorney with 21 years of experience
(310) 410-4014 5777 W Century Blvd Ste 1580
Los Angeles, CA 90045
Estate Planning and Probate
Loyola Law School
Entering her 15th year of practice, Kimberly specializes in estate planning, probate, and trust administration and corporate law. Kimberly’s experience in assisting aging seniors, middle-aged couples and young families in trusts and estates issues is an asset to her clients. This experience allows her to provide highly customized estate plans for her clients’ unique family needs.

Kimberly compassionately and efficiently addresses the affairs of the deceased, including probate and trust administration therefore she is able to represent trustees, executors and beneficiaries in many different and often difficult situations. Additionally, Kimberly offers legal counsel to closely-held businesses at each stage...
Christina Marie Wickers
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Christina Marie Wickers
Torrance, CA Estate Planning Attorney with 12 years of experience
(310) 540-2520 Skypark Atrium
2790 Skypark Drive, Suite 209
Torrance, CA 90505
Free ConsultationEstate Planning, Divorce, Elder and Probate
Western State University College of Law
Practice Areas: Estates & Trusts, Trust and Estate Litigation, Elder Abuse, Conservatorships, Real Property, Business Litigation, Family, Divorce, Custody, Support Ms. Wickers handles clients legal needs including representing clients in trial, and appeals. In 2020, Christina Wickers obtained a Top Attorney Avvo Rating of 10/10 and was selected by Super Lawyers, Rising Stars List, for Southern California, in both 2020 and 2022 – a top rated Trusts and Estates Attorney in Southern California. No more than 2.5% of attorneys in the State of California are named to the Super Lawyers, Rising Star List. Similarly, she has...
Yasha Bronshteyn
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Yasha Bronshteyn
Los Angeles, CA Estate Planning Attorney with 25 years of experience
(310) 914-3222 11755 Wilshire Blvd
#1250
Los Angeles, CA 90025
Estate Planning, Divorce, Domestic Violence and Probate
Loyola Law School, Los Angeles
Yasha Bronshteyn is a Partner at Ginzburg & Bronshteyn, LLP. With nearly 20 years of experience, he provides skilled and knowledgeable advocacy. Mr. Bronshteyn represents clients in a wide array of Family, Divorce, Domestic Violence, Estate Planning, Probate and Real Estate Law matters. He is dedicated to achieving clients' goals efficiently, effectively, and affordably, while bringing them peace of mind.

Mr. Bronshteyn has received an AV Preeminent Rating, the highest possible from Martindale-Hubbell. Additionally he has been honored as a Super Lawyer in 2017, 2018, and 2019.

Mr. Bronshteyn received his B.S. with honors in Political Science from the University of California,...
Jeremy Scott Hyndman
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Jeremy Scott Hyndman
Los Angeles, CA Estate Planning Attorney with 17 years of experience
(800) 487-4660 Union Bank Plaza
445 S. Figueroa St., Suite 2700
Los Angeles, CA 90071
Free ConsultationEstate Planning, Real Estate, Securities and Stockbroker Fraud
Emory University School of Law
My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California.
RoseAnn Frazee
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RoseAnn Frazee
Los Angeles, CA Estate Planning Lawyer
(323) 274-4287 5133 Eagle Rock Blvd.
Los Angeles, CA 90041
Free ConsultationEstate Planning, Business, Personal Injury and Workers' Comp
RoseAnn began working in the legal field when she was 18 years old and worked for some of the largest law firms in the Los Angeles area as a legal secretary and paralegal before she became an attorney. Using document-search programming, she worked on many complex, high-profile litigation cases and cases with voluminous e-discovery requirements. RoseAnn attended UCLA in high honors classes and graduated magna cum laude in 1994, and then worked another ten years to take care of her four grandsons as a litigation paralegal in many trials before attending law school. She attended Abraham Lincoln Law School to continue...
William K. Hayes
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William K. Hayes
South Pasadena, CA Estate Planning Attorney with 51 years of experience
(626) 403-2292 729 Mission Street, Suite 300
South Pasadena, CA 91030
Free ConsultationEstate Planning, Elder and Probate
University of California - Los Angeles
ATTORNEY
As an attorney in private practice in Los Angeles County, California William Hayes provides extensive estate and tax planning services to individuals and businesses in Los Angeles, Pasadena, Glendale, Burbank and surrounding communities. Attorney Hayes’ primary focus is to help clients avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He believes in giving each client the time needed to explain his or her needs and wishes and then dedicates his efforts toward making the client’s desires clear in their final estate plan.

Clients of The Hayes Law Firm have often...
Sean David Ethington
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Sean David Ethington
Pasadena, CA Estate Planning Lawyer with 24 years of experience
(800) 852-1239 225 S. Lake Avenue
3rd Floor
Pasadena, CA 91101
Free ConsultationEstate Planning and Elder
Southwestern Law School
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.
John S. Morris
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John S. Morris
Arcadia, CA Estate Planning Attorney with 30 years of experience
(626) 294-0880 150 N Santa Anita Ave
Suite 300
Arcadia, CA 91006
Free ConsultationEstate Planning, Elder, Family and Probate
Loyola Law School, Los Angeles
The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...
Robert Lawrence Cohen
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Robert Lawrence Cohen
Buena Park, CA Estate Planning Lawyer with 35 years of experience
(714) 522-8880 8081 Orangethorpe Ave
Buena Park, CA 90621
Estate Planning, Bankruptcy, Probate and Real Estate
Loyola Law School
I completed my undergraduate schooling at Boston University, but don’t worry; I don’t talk funny. At Boston University, I achieved a Bachelor of Science in Business Administration with an accounting concentration and graduated with magna cum laude honors. That just means you’ve got a smart guy on your side. After Boston, I returned back to Los Angeles and attended Loyola Law School in Los Angeles, graduating and receiving my Juris Doctorate, my law degree. It is while I was at Loyola Law School that I was an assistant clerk for the honorable Judge Alan Ahart, Judge for the Central District...
James D. Miller
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James D. Miller
Fresno, CA Estate Planning Attorney with 25 years of experience
(559) 432-3000 7110 N. Marks Avenue
Suite 104
Fresno, CA 93711
Estate Planning, Bankruptcy, Employment and Probate
University of San Diego School of Law
James D. Miller focuses on bankruptcy, employment and business litigation as well as small business formations and start-ups. Mr. Miller earned a B.A. in Political Science from the University of California, San Diego, and his law degree from the University of San Diego School of Law. Mr. Miller served as a San Diego Law Review member ranking in the top 2% of his class. Directly after graduating, Mr. Miller worked with a prominent, national law firm representing large corporations and high profile tech companies in both venture capital and IPO financing, as well as defending employment class...
Jamie K. Ogden
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Jamie K. Ogden
Los Angeles, CA Estate Planning Attorney with 14 years of experience
(310) 201-3510 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law, University of California, Berkeley School of Law and University of Washington School of Law
Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...
David A. Shapiro
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David A. Shapiro
Los Angeles, CA Estate Planning Lawyer with 24 years of experience
(310) 853-1554 5757 Wilshire Blvd
Penthouse 3
Los Angeles, CA 90036
Free ConsultationEstate Planning and Probate
University of California College of the Law, San Francisco
The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...
Meshi Chitrit
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Meshi Chitrit
Encino, CA Estate Planning Attorney
(323) 609-8992 15760 Ventura Blvd
Encino, CA 91335
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Southwestern Law School
I am a first-generation American family law attorney. Contact MCB Law TODAY for a FREE Initial Consultation: Tel: 323-609-8992 Email: meshi@meshilegal.com Web: meshilegal.com
Michael J Maloney
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Michael J Maloney
Ventura, CA Estate Planning Attorney with 45 years of experience
(805) 804-5393 5450 Telegraph Road
Suite 252
Ventura, CA 93003
Estate Planning, Business, Probate and Real Estate
Stanford University
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...
Mr. Stephen Mark Stern
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Mr. Stephen Mark Stern
Templeton, CA Estate Planning Attorney with 27 years of experience
(805) 543-5297 1331 Plum Orchard Lane
Templeton, CA 93465
Free ConsultationEstate Planning and Bankruptcy
Washburn University School of Law
Expertise, Experience and Affordability are factors that set The Stephen Stern Law Firm apart. * 30 PLUS 5 STAR GOOGLE RATINGS * AV-PREEMINENT by Martingale Hubbell -- Peer Rated for Highest Level of Professional Experience * 5,000 plus cases and 24 years experience * Highest Quality Client Communications * Adjunct University Professor - Business Law Practice Areas: * Bankruptcy * Estate Planning * Trademarks * Business Law
KC Marie Knox
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KC Marie Knox
Woodland Hills, CA Estate Planning Attorney with 21 years of experience
(818) 501-5800 21333 Oxnard Street
First Floor
Woodland Hills, CA 91367
Free ConsultationEstate Planning, Business and Probate
Univ of San Diego School of Law
I am an attorney at the Los Angeles Estate Planning Law Firm Anker, Hymes & Schreiber, LLP.
Elisabeth Ann Lambert
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Elisabeth Ann Lambert
Paso Robles, CA Estate Planning Lawyer with 20 years of experience
(805) 610-9200 148 Flag Way
Paso Robles, CA 93446
Free ConsultationEstate Planning and Elder
University of California College of the Law, San Francisco
Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support. Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions. She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration. Reach out to Lisa today through her website for a complimentary consultation. Lisa's...
Klaus Gottlieb
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Klaus Gottlieb
San Luis Obispo, CA Estate Planning Attorney
(805) 703-2282 956 Walnut St. #200
San Luis Obispo, CA 93401
Free ConsultationEstate Planning
Klaus Gottlieb, Estate Planning Attorney California | (805) 703-2282 | WealthCareLawyer.com Offices in San Luis Obispo and Cayucos Legal Accomplishments: Klaus Gottlieb's legal journey is marked by noteworthy achievements. After nurturing a long-held dream of studying law, he turned it into reality by graduating from Northwestern California University School of Law in Sacramento in April 2021. His dedication and aptitude were evident when he passed the July 2021 California Bar Exam on his first attempt, a feat in a state with a 53% pass rate. His legal expertise is in Trust and Estates, where he uniquely combines deep legal knowledge, counseling skills honed as...
Robert E Traylor
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Robert E Traylor
Lompoc, CA Estate Planning Lawyer with 9 years of experience
(805) 364-2778 3839 Constellation Road
Suite C
Lompoc, CA 93436
Free ConsultationEstate Planning, Business, Elder and Real Estate
Santa Barbara College of Law
The process of choosing an attorney is an important one and can be confusing. You simply want to know if you can trust me to handle your legal issue. You want to know if you’ll make a personal connection and not feel like another face in the crowd; whether I can meet you where you are and truly understand your needs. Some attorneys go directly from high school to college, on to law school, then into practice. There isn’t necessarily anything wrong with that; it’s been a successful route for more than a few. However, that overlooks the value of...
Reed H Olmstead
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Reed H Olmstead
Santa Barbara, CA Estate Planning Lawyer with 15 years of experience
(805) 963-9111 5142 Hollister Avenue # 171
Santa Barbara, CA 93111
Free ConsultationEstate Planning and Bankruptcy
Santa Barbara College of Law and University of California - Santa Barbara
Reed H. Olmstead focuses his practice on helping individuals and families across California plan for the future and achieve peace of mind. He works closely with clients to create clear, comprehensive estate plans — including wills, trusts, powers of attorney, and health care directives — that protect loved ones and preserve assets. He also assists clients facing financial challenges, guiding them through the bankruptcy process to obtain relief from overwhelming debt. With over fifteen years of experience, Reed has represented individuals, families, businesses, creditors, and trustees in bankruptcy matters. Today, his practice is centered on estate planning and efficient bankruptcy filings,...
Homer Gordon Sheffield Jr
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Homer Gordon Sheffield Jr
Santa Barbara, CA Estate Planning Lawyer with 59 years of experience
(805) 963-9721 427 E Carrillo St
Santa Barbara, CA 93101
Estate Planning, Business and Tax
Duke Univ School of Law
Mr. Sheffield is one of the top estate planning, tax, and trusts and estates attorneys on the Central Coast. His practice focuses on advising individuals and families regarding tax, estate planning, probate, trust and business succession matters, and advising corporations, partnerships and limited liability companies regarding business and tax matters.

Mr. Sheffield is a Certified Tax Specialist. He has been awarded a Martindale-Hubbell rating of AV Preeminent, signifying the highest level of ethical standards and legal ability, for 28 consecutive years. He has also been recognized as a Southern California Super Lawyer.

Mr. Sheffield is a past Chairman of the...
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