Little Lake Estate Planning Lawyers

Ms. Loeffler’s practice includes tax and estate planning, trust administration, charitable planning, and business formation, transfers and management. She provides tax planning to minimize a variety of taxes for her clients, including property, income, gift, estate and generation skipping taxes. She also works with small business owners, forming and maintaining real estate and other entities, and advising them on tax issues. Ms. Loeffler is a member of the following professional organizations: Tax and Trusts & Estates Sections of the State Bar of California; Taxation, Trust & Estates, Real Estate and Elder Law Sections of the San Diego...

Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board. Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.

Carol is a lawyer who is certified as a Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She is a member of the Trusts and Estates Section of the Silicon Valley Bar Association, and a former Editor of its newsletter, the Scrivener. Carol has received an "AV® Preeminent" rating from Martindale.com and has been named a Super Lawyer (2012 - 2023) Rising Star (2011) in Northern California. Carol is a former...

Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...

Jennifer Duren is an estate planning attorney in La Mesa, California, serving clients throughout San Diego County.

She received her B.A. from Willamette University in Salem, Oregon, then received her Juris Doctorate with a Child, Family, & Elder Law Concentration, with Honors, from California Western School of Law.

During her time at California Western School of Law, Jennifer was inducted into the Pro Bono Honor Society, was a Student of Distinction, and served as the Community Outreach Director on the Student Bar Association.

Previously, Jennifer worked for various family law firms as a family law litigation attorney. Jennifer sought a new environment that...

Ms. Williams is a 2006 UCLA School of Law graduate and Superlawyer Rising Star from 2015-2019. Ms. Williams has also attended the University of San Diego LLM program, and will obtain her LLM in May 2019. Ms. Williams began her legal career in complex litigation, with an emphasis corporate matters. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used helping people and businesses plan for the future.

Ms. Williams provides formation, restructuring, and general counsel services to small- and mid-sized businesses. Through her time in litigation, Ms....

Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters. Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...

J.M. Preston is an attorney with Preston Estate Planning. He graduated from Brigham Young University and obtained his law degree from California Western School of Law. When he’s not answering clients’ questions and creating trust documents, he enjoys spending his free time with his wife and four children. Because of J.M.’s extensive knowledge and years of experience drafting thousands of estate plans, he is able to properly address and solve each client’s unique situation. If you are looking for a California law firm that specializes in estate planning and elder law, Preston Estate Planning is the right choice. We have been practicing...

John M. Preston is the founder and principal of Preston Estate Planning, a firm dedicated exclusively to the practice of estate planning. He is certified by the California State Bar as a Specialist in Estate Planning, Trust, and Probate Law. Mr. Preston has been practicing law for over 35 years and has developed a revolutionary process called the Life Plan™, which provides protection beyond the scope of a typical estate plan. The program represents one of the most comprehensive systems for planning an estate, keeping documents current, and ensuring that clients are informed and educated. You deserve the peace of mind...

Education
Georgetown University BSBA Int Business and Economics 1967 Cum Laude Distinction
Emory University JD Taxation and Estate Planning 1974 Magna Cum Laude
University of Miami LLM Maritime and International Law 1974 SJD Thesis Two Hundred Mile Exclusive Economic Zone under UNCLOS III 1974 Summa CumLaude

Employment
US Navy Viet Nam veteran 1967-78 LCDR USNR TS SCI Clearance
Maritime and International Counsel US House of Representatives 1977-87
Maritime and International Attorney Adviser California State Senate 1987-98
Lawrence G Mallon & Associates 1987-Present

Admitted to Practice
Georgia 1973
District of Columbia 1978
New York 1987
California 1987
US Supreme Court 1978
Maritime Law Association Proctor in Admiralty 1978

Assly Sayyar is an attorney practicing with Assly Sayyar, Attorney at Law, Inc. which maintains offices in Las Vegas, Nevada and San Diego County, California. She is a skilled and diligent attorney who has been practicing as a trial attorney since 2004. Originally born in England, Assly’s family immigrated to the U.S. when she was a child. She received her Bachelor of Arts in English Rhetoric from the University of Alaska Anchorage in 2000. Assly moved to Las Vegas where she attended the William S. Boyd School of Law. After graduating from law school Cum Laude in 2004, Assly...

I help clients create an individualized estate plan for themselves and their loved ones. I also help individuals who have lost a loved one and are navigating the process of settling an estate or trust.

We provide dedicated representation designed to produce results. Our primary focus is real estate, construction, landlord tenant and business law.

Eric Despotes became the newest attorney at Lonich & Patton, LLP in February 2010 and assists in all areas of the firm's practice, Family Law, Estate Planning, and Business Law Eric grew up in the Bay Area and attended college at California State University, Long Beach, earning a degree in Poltical Science with an emphasis in International Relations. He then returned to the Bay Area to attend law school. Eric graduated cum laude from Santa Clara University School of Law in 2009. He received the Witkin Award for Academic Excellence in Constitutional Law and the CALI Excellence for the Future Award...

My law firm specializes in all aspects of tax planning and tax controversy, trust and estate planning and litigation, business formation and bankruptcy (primarily relating to business/tax debts). I have over 30 years of experience as a tax specialist.

Deborah Azar is an estate planning attorney serving the Bay Area. Whether you need a trust, a will or guardianship to protect your family and your assets, Deborah Azar has the expertise and experience to help you and guide you through the process.

The law Offices of Deborah Azar, P.C. focuses on helping people like you navigate estate planning, trust administration and probate.

Deborah Azar habla español y puede explicarle el porceso para hacer su plan en español .

Make an appointment at http://trustsandllc.com/make-an-appointment/

At Gullotta Law Group, Attorney Gullotta assists clients through their probate and estate planning matters. Mr. Gullotta is a native to Sonoma County, and began his career as a Certified Public Accountant. He then went on to get his Master’s degree in Taxation, and then his law degree from Empire College. With this background, Attorney Gullotta has the ability to pick up on tax issues that other estate planning lawyers do not. The firm is a supporter of Prestwood School PTO, Sonoma Valley Education Foundation, Sonoma Valley Little League, and an organization called Becoming Independent, where Attorney Gullotta sits on...

Michelle holds a Juris Doctor with distinction from the prestigious University of the Pacific McGeorge School of Law, and a B.A. in Government with a focus on International Relations from Sacramento State University. She has served as court-appointed counsel and Guardian Ad Litem in Sacramento County for probates, contested trust matters, and conservatorship matters. Additionally, she has contributed her expertise to the Lincoln Community Foundation’s board and chaired the Probate and Estate Planning Section of the Placer County Bar Association.

Jason S. Buckingham is a California licensed attorney who helps people with estate planning (living trusts, trust administration) and real estate (practice limited to real property partition) issues. Mr. Buckingham graduated from John F. Kennedy University School of Law, Cum Laude, in December 2004, and was admitted to practice law in the State of California in May 2005, and to the U.S. District Courts for the Eastern District of California in February 2009 and the Northern District of California in March 2009. Mr. Buckingham is also a licensed real estate broker. Mr. Buckingham is a member of the California...

Ms. Kulkarni began her employment career in Human Resources (HR) after obtaining her Master’s degree in Labor and Industrial Relations from the University of Illinois at Urbana-Champaign. She is also certified as a Senior Professional of Human Resources (SPHR). Ms. Kulkarni spent more than a decade performing a variety of HR functions for various size companies, before deciding to go to law school. She obtained her law degree with distinction from the McGeorge School of Law, University of Pacific where she was a member of the Roger J. Traynor Honors Society.

At Kulkarni Legal Services, Ms. Kulkarni...

I grew up in the San Francisco bay area. At age 18, I joined the US Army infantry and I was was trained as a paratrooper. I have also been a real estate agent and broker, owned retail businesses, and I owned several small apartment buildings. I finally went to law school because I saw that there are (obviously) many problems with our legal system and I want to be part of solutions and reform of that system or, at least, help some people avoid these problems. I received a Juris Doctorate from Northwestern California School...

I have extensive experience in all phases of litigation and trial. Before going into private practice, I have served as Deputy Attorney General in California. I've worked with individuals in major class actions and other cases with state and nationwide ramifications. I've also successfully handled a wide range of civil rights matters, especially cases involving police misconduct and employment issues.

As an estate planning and litigating attorney my job is to help my clients gain clarity and an sense of peace by providing them with asset protection now and in the future. I work with clients to tailor plans that accomplish their goals and leave nothing to chance. Protecting their assets and your children’s inheritance from lawsuits and predators is only the beginning. Where there’s an inheritance, there will be predators. More than half of my practice is litigation, protecting heirs whose benefactors neglected to properly plan and protect their estates and their loved ones from...

I am a mediator, counselor and advocate promoting strong and sustainable relationships for my clients. Whether working to resolve a breakdown between existing partners or structuring a new venture, ultimately my work is about understanding goals and overcoming the obstacles that hinder success. I work best with people who are ready to tackle big challenges and persevere to the finish line. I counsel closely held companies, investors and individuals, including wineries and wine industry businesses, vineyard consultants, manufacturers, contractors, professionals, and retail businesses. I have been representing clients throughout the Napa Valley and North Bay for over 23 years....

My job begins when the crisis hits. As your Attorney, I make sure that your family does not self-destruct at the passing or disability of a loved one. My family is my whole world and everything revolves around them and I want to ensure that if anything were to happen to me that their financial and emotional needs would be taken care of. I believe that most people think that way. For that reason I decided to dedicate my career to helping families not only plan their future but actually having a resource to be there when the situation...

Attorney Colin Morrow has been practicing law based out of Mendocino County since 2013. With a goal oriented outlook, Mr. Morrow strives to craft pragmatic resolutions and measured litigation stances for his clients in a variety of civil litigation, real estate, business, probate situations.

KIMBERLY D. NEILSON, is a 2001 graduate of the University of San Diego School of Law. She graduated with honors and received a B.A. in Psychology from the University of Tulsa in 1998. She is a member of the State Bar of California since 2001 and has been admitted to practice before all District Courts in the state and the Ninth Circuit Court of Appeals. Super Lawyers named Ms. Neilson a 2015 San Diego Rising Star and a Super Lawyer for the years 2022-2025. Ms. Neilson has successfully litigated matters throughout California, including financial elder abuse, contested probate conservatorships and guardianships,...