Ladera Ranch Estate Planning Lawyers

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.

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.

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

Dennis Sandoval, paralyzed in a 1992 car accident, turns personal adversity into advocacy in Riverside and San Bernardino Counties. California's sole attorney certified in estate planning, elder law, and taxation, Dennis earned distinctions like Certified Elder Law Attorney (CELA) and Accredited Estate Planner® (AEP). His financial expertise, including Enrolled Agent, CFP, and RFC designations, enriches his estate planning, elder law, and tax controversy practice. For seventeen years, Dennis directed education for the American Academy of Estate Planning Attorneys (AAEPA), contributing to NAELA and the National Elder Law Foundation. In 2014, he became a Fellow of the National Academy of Elder Law...

Attorney Maureen Lyons focuses on Elder Law and Estate Planning including Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from the University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from the University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys...

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...

What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...

Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.

A Southern California native, C L Farrell, enjoys practicing probate and trust litigation for nearly four decades across Southern California. She assists small businesses, families, and individuals with estate planning and their probate and trust administration and litigation needs. She guides clients through the process of probate administration and trust administration and assists in the preparation of Court required estate accountings. As a trial attorney, she represents clients in disputes concerning the validity of wills or trusts, entitlement to inherit decedent estates, competing petitions for fiduciary appointments as estate administrators or trustees, breaches of fiduciary duties, and cases involving financial...

“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...

Moten & Associates is a premier legal practice dedicated to providing expert counsel in trusts and estates and wage and hour law. With a team of seasoned attorneys, we offer personalized solutions to protect assets, ensure seamless wealth transfer, and advocate for employees and employers navigating complex wage regulations. Trusts & Estates Our firm helps individuals and families secure their legacies through comprehensive estate planning, including wills, trusts, probate administration, trust litigation and asset protection strategies. We tailor solutions to meet each client's unique needs, ensuring financial security for future generations while minimizing tax burdens and legal complications. Wage & Hour Law We...

Linda L. McLarnan-Dugan, Esq. has over 29 years of experience in the legal field following her admission to the California State Bar. She handles all types of cases which deal with the family. Her practice include all areas of Family Law; Probate; Conservatorships; Guardianships; and Estate Planning. She regularly is appointed a Minor’s Counsel in Family Court and CAC Attorney in Probate Court. She is a member of the State Bar of California; Pasadena Bar Association, 2019 President of the Pasadena Bar Association, Chair 2011-2014 Pasadena Family Law Bar; Pasadena Tournament of Roses; and ...

Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 30 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times.

Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics.

Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.

Daniel is a South Bay native and veteran of the United States Marine Corps. As a Marine, Daniel served four years active duty in the infantry (3d Battalion, 3d Marines and 3d Battalion, 4th Marines), and was recognized for his service by two separate commanding officers, receiving commendations and awards. Daniel also served as acting platoon sergeant, leading a platoon of marines while stationed at Marine Corps Air Ground Combat Center in Twenty-Nine Palms, California. After his service, Daniel attended the University of California, Berkeley where he graduated with a B.A. in Political Science. He earned his Juris Doctor at...

Attorney Stoker is the principal attorney of Stoker Law Firm. He is the second youngest out of five children with three brothers and a sister which led him to thrive on competition. His mother often reminds him of when he was in elementary school telling her he wanted to be a lawyer.

While attending Suffolk, Attorney Stoker served as a fellow in the Marshall-Brennan Constitutional Literacy Project, studied international law at Lund University in Sweden, and earned a concentration in Business Law and Financial Services.

Attorney Stoker's legal career began with an internship his senior year at Merrimack with Gomez & Palumbo,...

Arellanez Legal is a respected San Bernardino personal injury law firm dedicated to providing legal services to clients who have been injured due to the fault of another party. Arellanez Legal was founded by Michael Arellanez who has prosecuted and defended personal injury cases throughout California. At Arellanez Legal the client's needs and expectations are of the utmost importance. Michael works with each client to make sure they understand their case and the steps that will be taken to achieve results.

Joe Wojcik is a partner in Davis & Wojcik, APLC. Mr. Wojcik has over 25 years of litigation experience in state, federal and bankruptcy courts, and represents prominent corporate clients and executives in prosecuting and defending complex business litigation and transactional matters throughout Riverside County. He represents health care providers, real estate developers, and agricultural companies in a wide range of matters, including commercial, employment, real estate, and compliance claims. He also represents over 2,000 clients in preparing their wills, trusts, power of attorneys, and other matters for their estate planning needs.

If your situation requires experienced and knowledgeable representation from...

I am a State Bar of California Certified Specialist in Estate Planning, Trust & Probate law. I have over 30 years of experience as a trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I have offices in Northern and Southern California and can assist you regardless of your location. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts at www.adamsandrafferty.com to find out more information about...

I have served in the State of California since 1988, handling Social Security Disability, Workers’ Compensation Law, Criminal Law, and Personal Injury matters. At the Law Offices of Norman J. Homen, our goal is to provide injured clients with the best results in a timely and cost-effective manner. For over 30 years, our outstanding litigation team has remained dedicated to the rights and welfare of the injured and disabled throughout Southern California. The cornerstone of my success is the quality of relationships that I maintain with clients. Clients are treated with integrity and respect for their needs, goals, and objectives. We...

Michael Avanesian, the group’s president and managing partner, has developed a reputation for being an assertive lawyer who is fearless and committed to winning. Michael represents the face of Avian Law Group and never hesitates in accepting the challenge of defending his client’s rights. Michael’s leadership is founded on the principles of ethics and justice. In his tenure as a lawyer, Michael Avanesian has taken heavy responsibility by handling challenging cases of real estate fraud, contested probate, partnership disputes, and trust disputes. With his skillful negotiation skills and grasp of the system, he has achieved the best results for some of...

Richard's practice spans estates and businesses of all sizes, both profit and nonprofit. He specializes in estate planning for single and married individuals, with a focus on aiding business owners and family enterprises. His expertise extends to healthcare professionals, representing physicians, osteopaths, dentists, and more. Richard also navigates entity concerns, having represented hospitals, medical groups, home healthcare agencies, and various businesses from construction to technology. While predominantly transactional, Richard has litigated medical employment contracts, physician rights, anti-trust cases, and more. Prior to law, he worked in hospital administration and public relations. Richard's civic engagement includes anti-bullying training, and he has served on various...

Jeffrey Gaffney is a 30 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting. An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then,...

For 35 years, Howard Borenstein has provided trusted legal counsel for clients with Estate Planning, Probate and Tax Law needs. He is dedicated to resolving legal matters for individuals and businesses throughout Southern California.

Demonstrating his knowledge and skill, Howard has been Certified as a Taxation Law Specialist by The State Bar of California. He is committed to finding solutions for legal issues in an efficient and effective manner.

Outside of work, Howard is an active participant in the local community. In addition to working with the San Antonio Community Hospital and Harold W. Harris Foundation Trust, he is involved with the...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

Business & Real Estate Attorney Robert Spitz brings 45 years of experience to individuals and small businesses throughout the Inland Empire. A dedicated sole practitioner since 1975, Attorney Robert Spitz will personally handle all aspects of your case – you will never be passed off to an associate. Some business and real estate cases are taken on a contingency fee basis. Ontario Real Estate Lawyer and Business Attorney Robert J. Spitz takes a proactive and practical approach. He will carefully review all of the details of your legal situation, identify potential problems and propose effective solutions to help you...

Attorney Milda Goeriz is skilled with all estate planning matters and experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. In reaching the best results, Attorney Milda Goeriz applies modern methods and an honest approach to law. She employs creative strategies when forming revocable and irrevocable trusts and handling other estate planning matters. Ms. Goeriz has a unique ability to explain the complex planning devices in a simple fashion and is valued by her clients for effective asset protection. A multilingual tax lawyer with a background in international business transactions, Ms....

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.

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...

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...

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...

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.

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...

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.

The Law Offices of Fernando J. Bernheim is committed to providing professional legal services and aggressive representation backed by extensive knowledge and experience in matters of law. We understand the impact that your legal issue has upon your life and we are dedicated to assuring you every remedy within the scope of the law.


For more than ten years, Attorney F. J. Bernheim has represented clients on a range of issues relating to:

Family Law
Criminal Law
Personal Injury/Civil
Bankruptcy
Real Estate
Immigration
Wills And Trusts.

I am David Hamilton, a Certified Specialist in Estate Planning, Trust, and Probate Law by The State Bar of California. I serve as an attorney with the Sandoval Legacy Group, a division of Holstrom, Block & Parke, APLC. I pursued my legal education at the University of La Verne College of Law, where I graduated second in my class and earned the distinction of magna cum laude. During my time in law school, I held the position of Editor-in-Chief for Volume 36 of the University of La Verne Law Review and for Volume 20 of the Journal of Law, Business &...

I am the founder and managing attorney of Ortiz Law. I received my law degree from the Sandra Day O’Connor College of Law at Arizona State University. During law school I interned with the Honorable Terry J. Hatter, Jr. in the Central District of California and the Honorable Mary. H. Murguia in the Ninth Circuit Court of Appeals. I am a UC Riverside graduate and served in the United States Marine Corps, Reserves, earning the non-commissioned officer rank of Corporal and receiving a Certificate of Commendation before completing my active service in 2012. I am the Past-President of the Riverside...

Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...

Priscilla Madrid a civil litigation attorney, both plaintff and defense, an estate planning and elder law attorney who is located in Anaheim Hills, California. Her practice includes personal injury and business litigation, both plaintiff and defense, estate planning for businesses and individuals, probate, trust, estate and elder abuse litigation, conservatorships, trust administration and consulting. She has extensive experience in drafting and interpreting trusts, contracts and other legal documents along with an extensive civil litigation background spanning over 25 years of practice in both state and federal courts. She has successfully tried over 25 jury trials to verdict, is...

Ryan has worked nearly exclusively with church and other nonprofit organizations, including charter schools, in either locating or in making their location’s availability to other groups on shared/exclusive basis. Including with those services provided, he has assistance in site evaluations, building permits, code and land variances, zoning matters including entitlements and violations, and Conditional, Special and Administrative Use Permits, and the always unpleasant Unlawful Detainer action.

On the legal side, Ryan has negotiated, authored, and reviewed numerous contracts regarding the sale, rental, leasing or licensing of facilities (often in today’s economy on a shared basis), including cell towers, property tax assessments/exemptions,...