Live Oak Estate Planning Lawyers

Melissa Fox, Founder and Senior Attorney of The Melissa Fox Law Firm, is an experienced civil litigator who has practiced law in Orange County for 20 years. A graduate of Brandeis University and Tulane University School of Law, Melissa is a member of the Bars of the State of California and the United States Tax Court. She also holds a California Real Estate Broker License. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession.

Melissa is also a dedicated community leader. Melissa currently serves on the...

Antonio Gastélum is a partner at MEG International Counsel, PC, and until recently, the principal of an independent Registered Investment Adviser (RIA), exclusively dedicated to international estate, business, and financial planning. Antonio is a law graduate of the Universidad de Monterrey, in Monterrey, Nuevo Leon, Mexico. He obtained his master's degree in Comparative Law and Business Planning from the University of San Diego School of Law, as well as his Chartered Life Underwriter designation from the American College of Financial Services.

Antonio Gastélum is a licensed attorney in Mexico and Texas, but not in California. In Texas, he leads the firm’s...

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

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

Law practice focusing on the communities of Imperial County. I am very accessible, give my office a call.

Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Carolyn was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June...

I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.

Our operation is focused on providing cost effective solutions and expert customer service to all our clients. In addition to real estate, the firm represents clients in business litigation, construction defect problems, estate planning, arbitrations and mediations. We want our clients to fully understand the legal process and what will be involved in finding a constructive result to their legal issue. I am very active in the legal and real estate community. I continue to educate myself on the most up to date information within my field. I maintain active memberships with both local and national groups in the industry....

I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.

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...

San Diego Esquire was founded by Ms. Kymeshia Morris in 2012. She has built a law practice that focuses on providing personal attention and candid legal advice to clients. San Diego Esquire is established on the belief that each and every client deserves the best legal representation possible. If you are looking for a lawyer that is hard working, professional, and honest, then you have come to the right place. We represent a diverse clientele in family, estate planning, personal injury & contract law.

See professional experience below.

Hi... My name is Ralph Charles Busch. Please call me Chad. I have been providing state & local (SALT) corporate income/franchise and capital tax technical consulting and controversy assistance for the past two decades.

?I obtained my Bachelor of Science degree in Finance from Arizona State University in 1989 and my Juris Doctor (J.D.) from Western State University School of Law (now Thomas Jefferson School of Law) in 1993. After a short period running a sole practice, I attended University of San Diego School of Law and obtained an LL.M. in taxation in 1999.

?For the past 16 years I have provided...

Encinitas Probate Attorney Services Mr. Cornell has spent over 25 years emphasising trust administration and probate with the goal of producing value and providing a personal touch for each client. Areas of Practice Estate Planning Incapacity Planning Guardianship? Conservatorship? Trust Administration and Probate? ?Special Needs Planning Richard Cornell After spending his childhood in Oceanside and graduating from Oceanside High School, Richard Cornell went on to attend Loyola Marymount University graduating Cum Laude and then recieved his Juris Doctorate from the University of...

Merwyn J. Miller is an estate planning attorney with an active law office in Encinitas, San Diego County, California. (Encinitas is located in the north coastal area of San Diego County, half way between Del Mar and Oceanside. It is adjacent to the following communities: Cardiff, Carlsbad, Del Mar, La Costa, Leucadia, Oceanside, Rancho Santa Fe, San Marcos, Solana Beach, and Vista. (Click here for a map showing the location of Encinitas.)

He was admitted to the State Bar of California in 1974 and has been certified by that organization’s Board of Legal Specialization as a specialist in Estate Planning, Trust,...

At the Law Office of Matthew & Julia Kaemerle, L.L.P., we provide our clients with the personalized, experienced, and committed legal counsel that they deserve when facing a challenging legal matter. Our Carlsbad Family Law Attorneys have handled a wide variety of issues related to complex, high-asset divorces, contested custody and visitation cases, pre-nuptial and post-nuptial agreements, as well as non-traditional family formation and dissolution. Our team will work with you to find the right strategy for your situation and will come up with solutions that address your goals and needs.

Additionally, we offer legal assistance in the areas of...

For over ten years, Carrie N. Heieck has represented individual and business clients on a myriad of legal matters – always with the goal of protecting her clients from and defending them against the inevitable pitfalls they face in our increasingly litigious and complex world. Ms. Heieck feels strongly that the most important service she can provide her clients is to assist them in avoiding legal problems in the first place. With a carefully devised “life” plan in place, Carrie’s clients feel at ease knowing they are protected.

Andrew A. Sexton began his career with a heavy focus in Consumer Bankruptcy Law.  While attending law school at San Diego's California Western School of Law, he was published for articles on Student Loans in Bankruptcy and also worked heavily with the U.S. Trustee Program, a department of the United States Department of Justice.  This component of the Department of Justice was responsible for overseeing the Bankruptcy process and enforcing the Bankruptcy Code to promote the integrity of the system and protect debtors and creditors from abuse. After graduating law school magna cum laude, he began working at The Sexton Law Firm...

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

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

Well known by his peers and the courts for his high integrity, strong negotiation skills and trial competence. Clients know him for positive results, sound advice and fair dealing. He is an excellent and experienced lawyer whose practice specializes in family and divorce litigation. His firm is respected and known as tough negotiators and competent trial attorneys. The firm is dedicated and committed to the strong representation of their clients’ rights with high integrity, in depth knowledge and years of experience in FAMILY LAW. Staff members are professional, experienced, responsive and understanding of your needs....

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

As a founding partner of Chiao & Wu, LLP, Sandy T. Wu is an experienced litigator, representing clients ranging from individuals to small businesses to Fortune 500 companies. Ms. Wu also has experience in representing public entities, including the County of Los Angeles, City of Los Angeles, Los Angeles Unified School District, Manhattan Beach Unified School District and Montebello Unified School District. Ms. Wu has litigated construction delay cases as well as wrongful termination, labor and wage issues for public entities. Finally, Ms. Wu has experience in representing insurance companies, litigating extra-contractual and bad faith cases and...

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

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

Mr. Tomlinson's experience in tax planning, tax audits and appeals and international business transactions is unmatched on California’s Central Coast. Mr. Tomlinson's practice also focuses on estate planning, trust and estate administrations, business formations and mergers and acquisitions.

Mr. Tomlinson received J.D. degree from Northwestern University. He began his law career as an attorney with the IRS Chief Counsel's Office. He rose to senior trial attorney with the IRS and served for a period as acting IRS Assistant Regional Counsel.

After leaving the IRS, Mr. Tomlinson served as in house counsel for several Fortune 500 corporations over a span of 18 years,...

Rodolfo strives to serve the community with integrity and honesty. He began his legal career as an associate attorney with a small immigration firm followed by a non-profit immigration firm where he oversaw immigration matters including: asylum, deportation defense before immigration court, naturalization, adjustment of status, consular processing, family petitions, and U visa cases. He represents clients throughout the United States and internationally.

Rodolfo is the son of immigrants and an advocate for immigrant rights. During his time in law school, he participated in the Southwestern Law School Immigration Clinic helping underrepresented immigrants. He also was a Summer Law Clerk at...

Christopher E. Botti, co-founder of Botti & Morison Estate Planning Attorneys, Ltd., specializes in all aspects of estate planning. Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the...

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

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

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

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

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