Lockwood Estate Planning Lawyers

Law Office of Tung & Company, Inc. has represented a combination of high net worth individuals and businesses since 1994. We have earned a reputation for providing superior services throughout Southern California. A reputation we believe that stems largely from the Firm's rigorous standards. In addition to Juris Doctor (J.D.), our attorney hold advanced credentials such as the Master of Laws (LL.M. - Taxation) from one of the finest law schools in the country. The principal of the Firm, Mr. Derek C. Tung, is also a California Licensed Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER professional.

Because of our...

Michael Perdue is an attorney licensed to practice law in the State of California since 1982. He received his bachelor's degree in Economics (with an emphasis in business) from Brigham Young University. He is a graduate of The University of San Diego School of Law and speaks Japanese (although not as well as he once did). Upon graduation from law school, Mike was admitted to practice law before all the courts of the State of California including The California Superior, State Courts of Appeals and the State Supreme Court, as well as The United States District Court, and The...

Dana L. Green is an Estate Planning and Elder Law attorney in North County, San Diego serving all of California. She was born in New York and was raised bi-coastally in New York and California. She received her B.A. in Finance and Business Economics with an emphasis in Spanish and French from Goucher College and her J.D. from the Benjamin N. Cardozo School of Law. Dana is admitted to the bar in three states: California, New York and Connecticut.

She has practiced in various fields of law over the years including Insurance Defense Litigation, Family Law and Real Estate Law before...

Mr. Duncan has over 20 years experience following areas: Immigration Law, Estate Planning and Probate, Bankruptcy/Debt Relief, and Family Law Gregory S. Duncan earned his law degree from the University of San Diego and was admitted to the State Bar of California in 2000.

Lawrence M. Daugherty is retired and his office is closed.

Former clients wishing to have their files retrieved from storage and transferred to another attorney may contact the office by phone or by mail.

Due to the Covid-19 pandemic, there may be a considerable delay in any files being retrieved from storage.

Jennifer Dean has worked for many years in Estate Planning, Trust Administration, and Probate. She particularly has a passion for ensuring wishes for end-of-life decisions are respected and enforceable with the appropriate directive. Jennifer grew up in Oklahoma and then moved to California in 2010, after earning her Bachelor of Arts Degree in History from Lee University in Cleveland, Tennessee, where she graduated Magna Cum Laude. While working with a family law attorney in Santa Barbara, California, Jennifer began attending the paralegal program at U.C. Santa Barbara, and fell in love with the estate planning field, and earned her Paralegal Certificate...

Jeremiah Raxter, is the founder and principal attorney of RAXTER LAW, P.A. Admitted to both the California State Bar and the United States District Court of the Central and Southern Districts, and a Certified Veterans Attorney with the Veterans Administration. Prior to entering law practice, Jeremiah was a National Sales Specialist with a large electronics company and a Law Enforcement Officer in Southern California. Currently, his practice is focused on Probate, Estate Planning, and Business Law. He represents businesses of all sizes everything from hair salons to governmental agencies. Jeremiah is one of the few attorneys that practices in all...

General practitioner who personally provides exemplary consultation and representation for families and businesses in Minnesota (Eagan) and California (Orange.) Business attorney who provides superior legal leadership for established companies, as well as startup endeavors. Institutes policies and procedures to ensure compliance with municipal, state and federal laws and regulations. Clients include medical service providers, security firms, restaurants, local organizations (not for profit,) home improvement contractors, etc. I pride myself on understanding a business’ needs and responding promptly, efficiently and effectively. Family attorney who provides compassionate legal guidance for empty nesters, as well as young couples. Focuses on ensuring a benevolent future...

I have worked in a dozen fields of law over my career of 44 years. Mostly I was a business trial lawyer, but now I only advise and handle transactions: no trials. I am semiretired but come to the office most days.

I have been a Senior Trial Attorney for the Monterey County (California) District Attorneys Office, and a General Civil Litigator for over 30 years.
I am a trained Mediator in the areas of Real Estate, Business, Estate Planning, Probate, and Conservatorships. My practice includes transactional law in all of those areas, and I continue to accept litigation matters as well.
My primary focus on Real Estate cases includes all areas of entity creation, development, planning, construction contracts and disputes, regulatory permits and compliance, land use, leases, purchase agreements, condominium creation and administration, and landlord-tenant matters.

Tisha Morris, Esq. is the founder of Legacy Arts Law PC, dedicated to helping artists and creatives build and protect their legacies in entertainment and publishing. Tisha is a bestselling nonfiction author and the host of The Entertainment Business Podcast, where the creative life meets the business of entertainment, turning dreams into reality. As a Nashville, Tennessee native, Tisha began her legal career with two federal judicial clerkships before practicing law for over two decades. She also earned a fine arts degree in interior design and built a successful feng shui design practice, which led her to Los Angeles as a...

Straight talk is good business. I will explain your options, then you decide what to do. My job is to anticipate potential problems and suggest strategies for accomplishing your goals.

Kathleen "Katie" Siemont grew up in the San Francisco Bay Area, attending CSU Chico and George Washington University National Law Center in Washington D.C. She was one of the first graduates of the Joint J.D./M.P.H programs at George Washington Medical Center in D.C., earning a law degree and a Master's Degree in Pubic Health in three years.

Katie worked for over a decade as a Worker's Compensation Defense attorney...

I am an attorney with a focus on Social Security Disability and Supplemental Security Income, boasting a career that spans over 30 years in Social Security Law. My professional journey includes 17 years at the Disability Determination Service and 13 years at the Social Security Hearings Office, with a transition to solo practice since January 2023. During my tenure at the Hearings Office, I gained exposure to Special Needs Trusts in relation to entitlements. Since moving to private practice, I have dedicated my efforts to drafting these trusts for clients, ensuring they protect their assets without compromising their disability entitlements. I...

My firm focuses on three areas: business, real estate and estate planning. As the head of the business law practice area I counsel clients on available courses of action concerning entity formation and other business matters as well as the drafting and review of contracts and other agreements. As a small business owner myself, I understand the concerns faced every day by owners and operators of businesses. In the area of real estate I have litigated matters such as landlord/tenant disputes and property management issues. In my estate planning practice I focus mainly on the preparation...

A member of the American Society of Special Needs Planners, Aaron Feldman has the expertise to help you secure your special needs child’s future with a Special Needs Estate Plan and ensure your child’s special education by advocating for him or her.

Aaron Feldman of The Feldman Law Group is an attorney who has devoted his practice to helping others. Since obtaining his Bachelor of Arts degree in Political Science from University of California, Santa Barbara in 1978, then his law degree (JD) in 1982 from the Southwestern University School of Law, Aaron Feldman went on to serve his clients as...

I help families, professionals, and business owners protect what they’ve built and plan for what’s ahead. Whether it’s creating an estate plan, guiding you through probate, or advising on your business, my goal is to make the legal process clear, straightforward, and aligned with your values. With a background in finance, business, and technology, I offer practical strategies to help you preserve your legacy, care for the people you love, and make confident decisions about the future.

I am a California native originally from the San Joaquin Valley. I graduated from the University of California at Santa Barbara in 1970 where I studied Political Science. In 1975, after 3 years of world travel I formed an import clothing business. It included a Santa Barbara retail store and for 25 years operated as a national wholesale outlet. I took part in the management of the business and the design and distribution of the products. My duties included national and international travel, meeting with customers and vendors, as well as dealing with international banking and import/export requirements. The company...

With 17 years of experience, Attorney Jennifer Miller combines legal knowledge with a caring and compassionate approach. When you need valuable legal advice and counsel, Attorney Miller provides a client-centered practice where your concerns are heard and your legal issues are resolved.

Mr. Repka earned a BBA in finance from Pace University in 1993, a J.D. from Rutgers School of Law-Newark in 1999 and an LLM in Taxation from New York University in 2001. Shortly after obtaining his first law degree, Mr. Repka joined a New Jersey-based law firm that specialized in Estate Planning, Real Estate and Franchise law. Through this experience, Michael learned the importance of proper tax structuring in a multitude of legal services. Consequently, Mr. Repka decided to pursue a Masters of Laws degree in Taxation. Since graduating from NYU School of Law in 2001, Mr. Repka...