Claimed Lawyer ProfileSocial Media
Lisa J. Frisella
San Diego, CA Estate Planning Lawyer with 23 years of experience
Estate Planning and Probate
Saint Louis University School of Law
Lisa Frisella has been dedicated to working with clients, trustees, beneficiaries, conservators, guardians, and heirs, assisting with estate planning, litigating trust-related matters, handling heirship petitions and will contests, advising on trust administration, and pursuing financial elder abuse claims. Before founding Frisella Neilson, APC, she focused on civil litigation, including antitrust, consumer protection, and complex commercial cases, with a San Diego boutique law firm. She also has experience in estate planning, having worked with a firm that offered capital management, accounting, and real estate services.
Ms. Frisella is a 2000 graduate of the Saint Louis University School of Law, where she also...
Claimed Lawyer ProfileSocial Media
Jack Klosek
Sacramento, CA Estate Planning Lawyer with 11 years of experience
Free ConsultationEstate Planning, Business and Probate
University of California, Davis, School of Law
Here at Klosek Law Offices in Sacramento, California, we want to help you protect yourself and your assets for the future by creating comprehensive estate plans that will help you preserve and pass on your wealth to your heirs and loved ones.
Serving clients throughout Sacramento County and all the surrounding areas of Northern California, our law firm is one of the area's premier estate planning practices, and since this is our sole area of focus, we can provide you with a level of representation and support other law firms simply cannot match with regard to any of the following:
1.) Basic...
Claimed Lawyer ProfileSocial Media
Daniel Hunt
Sacramento, CA Estate Planning Lawyer with 15 years of experience
Free ConsultationEstate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
A graduate of McGeorge School of Law, Daniel A. Hunt is lead attorney and owner of the Law Offices of Daniel A. Hunt. As a State Bar of California Certified Legal Specialist in Estate Planning, Trust & Probate Law, he has been named Best of the Bar by the Sacramento Business Journal and a Super Lawyer by Super Lawyers.
Mr. Hunt is a member of the National Academy of Elder Law Attorneys and the Sacramento Estate Planning Council. He has served as President, Vice President, and Secretary of the Probate and Estates Section of the Sacramento County Bar Association. He has...
Claimed Lawyer ProfileSocial Media
Joel Steven Weissler
San Diego, CA Estate Planning Attorney with 35 years of experience
Estate Planning, Elder, Probate and Tax
University of San Diego School of Law and California Western School of Law
San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...
Claimed Lawyer ProfileSocial Media
Henry Daniel Lively
Newport Beach, CA Estate Planning Lawyer with 27 years of experience
Free ConsultationEstate Planning and Tax
Chapman University Fowler School of Law and Western State College of Law at Argosy University
Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law.
Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...
Claimed Lawyer ProfileSocial Media
Grant A. Toeppen
Dublin, CA Estate Planning Lawyer with 13 years of experience
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...
Claimed Lawyer ProfileSocial Media
Gordon A. Schaller
Irvine, CA Estate Planning Lawyer
Estate Planning, Business and Tax
University of Minnesota Law School
Claimed Lawyer ProfileBlawg SearchSocial Media
Douglas Keith Schreiber
Woodland Hills, CA Estate Planning Attorney with 47 years of experience
Estate Planning, Business, Entertainment & Sports and Real Estate
Loyola Law School
Douglas K. Schreiber (Member) born Los Angeles, California, September 16, 1953; admitted to bar, 1978, California; 1979, U.S. District Court, Central and Southern Districts of California and U.S. Court of Appeals, Ninth Circuit. Education: University of Southern California (B.S., cum laude, 1975); Loyola University of Los Angeles (J.D., cum laude, 1978). Recipient: American Jurisprudence Award for Remedies. Member: State Bar of California. Reported Cases: Waisbren v. Peppercorn Productions Inc., (1995) 41 Cal.App.4th 246 48 Cal. Rptr. 2d 437; Lenane vs. Franchise Tax Board (1994) 9 Cal.4th 263, 36 Cal. Rptr.2d 563 Amicus Curiae.
Claimed Lawyer ProfileSocial Media
Elizabeth G. Acevedo
Los Angeles, CA Estate Planning Attorney with 15 years of experience
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...
Claimed Lawyer ProfileSocial Media
Michael J Maloney
Ventura, CA Estate Planning Attorney with 45 years of experience
Free ConsultationEstate Planning, Business, Construction 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...
Claimed Lawyer ProfileResponsive Law
Joseph Novel
Los Angeles, CA Estate Planning Attorney with 7 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....
Claimed Lawyer Profile
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.
Claimed Lawyer ProfileSocial Media
David A. Shapiro
Los Angeles, CA Estate Planning Lawyer with 23 years of experience
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...
Claimed Lawyer Profile
Robert J. Spitz
Ontario, CA Estate Planning Attorney with 49 years of experience
Estate Planning, Probate, Real Estate and Tax
University of Southern California
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...
Claimed Lawyer ProfileQ&ASocial Media
Jennifer Fu
Rosemead, CA Estate Planning Attorney with 20 years of experience
Free ConsultationEstate Planning, Employment, Immigration and Probate
Golden Gate Univ School of Law
Jennifer Fu is the Managing Partner and Founder of Amity Law Group. Ms. Fu focuses her practice in the areas of estate planning, probate, employment law and immigration. Ms. Fu counsels her clients on matters involving trust administration, preparation of an estate plan in order to maximize estate and gift tax exemptions including the drafting of living trusts and irrevocable living trusts. Ms. Fu is also experienced with defending employers in a variety of labor law matters along with employment-based immigrant and non-immigrant petitions. Ms. Fu is fluent in English, Mandarin, Cantonese and Taiwanese.
Ms. Fu received her...
Claimed Lawyer ProfileSocial Media
Fernando Bernheim
Upland, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Divorce
Univ of LaVerne COL
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.
Claimed Lawyer ProfileSocial Media
Eric Jerome Gold
Burbank, CA Estate Planning Lawyer with 25 years of experience
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
Claimed Lawyer ProfileSocial Media
Dennis Paul Fuire
Calabasas, CA Estate Planning Attorney with 27 years of experience
Free ConsultationEstate Planning and Family
Southwestern Univ School of Law
Dennis P. Fuire is graduate of The University of California at Berkeley where he earned a Bachelor of Arts degree in Psychology. He graduated with a Juris Doctorate from Southwestern University School of Law, where he was a member of Law Review. Mr. Fuire is a member of the California Bar and the Los Angeles County Bar. He is authorized to practice before the California Supreme Court, the U.S. District Court for the Central District of California, and the U.S. District Court for the Northern District of California. Prior to practicing law, Mr. Fuire served as a federal...
Claimed Lawyer ProfileQ&ASocial Media
William K. Hayes
So. Pasadena, CA Estate Planning Attorney with 50 years of experience
729 Mission St., Suite 300
So. 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...
Claimed Lawyer ProfileSocial Media
Larry Stephen Hymes
Woodland Hills, CA Estate Planning Attorney with 48 years of experience
Estate Planning, Business and Real Estate
Univ of San Diego School of Law
Anker, Reed, Hymes, Schreiber, & Cohen, A Law Corporation, utilizes a unique team approach designed to achieve optimal outcomes. For example, when a client's case presents complex legal issues, we bring the presiding partners together in order to fully assess the situation and to determine the most direct, efficient, and effective strategy. Our firm always aims to create innovative and positive solutions via the comprehensive legal knowledge of our attorneys.
Claimed Lawyer ProfileSocial Media
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,...
Claimed Lawyer ProfileBlawg SearchSocial Media
KC Marie Knox
Woodland Hills, CA Estate Planning Attorney with 20 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.
Claimed Lawyer ProfileSocial Media
Rebecca Goldfarb
Tarzana, CA Estate Planning Lawyer with 20 years of experience
Free ConsultationEstate Planning and Elder
Lewis & Clark Coll Northwestern School of Law
As a partner at Goldfarb & Luu, PC, Tarzana lawyer Rebecca Goldfarb provides sensitive and careful legal services on estate planning concerns. Attorney Goldfarb was recognized as a Trusted Advisor by the San Fernando Valley Business Journal in 2013. Additionally, she is the recipient of Comerica Bank and the Los Angeles Lakers’ Women’s Business Award. Ms. Goldfarb is a member of the Los Angeles County Bar Association’s Estate Planning section, WealthCounsel and the San Fernando Valley Bar Association’s Probate and Estate Planning Section. Her firm is happy to offer zero-charge case evaluations—contact them today to obtain one.
Claimed Lawyer ProfileSocial Media
RoseAnn Frazee
Los Angeles, CA Estate Planning Lawyer
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...
Claimed Lawyer ProfileSocial MediaResponsive Law
John S. Morris
Arcadia, CA Estate Planning Attorney with 30 years of experience
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...
Claimed Lawyer Profile
Samuel B. Ledwitz J.D., LL.M.
Pasadena, CA Estate Planning Attorney with 26 years of experience
Free ConsultationEstate Planning and Elder
University of Miami School of Law, Pepperdine University School of Law and California State University - California State Polytechnic University, Pomona
I have been an estate planning lawyer since 1998. I have a Juris Doctorate degree from Pepperdine University School of Law and a post doctorate degree (LL.M. in Estate Planning) from the University of Miami School of Law. I am a California State Bar certified specialist in Estate Planning, Trust and Probate Law. In addition, I taught estate planning (Wills and Trusts), estate administration and probate law as an adjunct professor at Cerritos Community College.
Claimed Lawyer ProfileSocial Media
Adrienne Kay Miller
SIMI VALLEY, CA Estate Planning Attorney with 27 years of experience
Estate Planning, Business, Probate and Real Estate
Southwestern Univ School of Law
I live and work in Simi Valley and have practiced here since 1999.
I love practicing law in Simi Valley and providing my community with personal and experienced legal services, with integrity and attention.
In 2006 I started my own practice, and now serve Ventura County and Los Angeles County. I have an extensive probate and estate planning practice (trusts, wills, powers of attorneys, health care directives, etc.) My practice also includes guardianships, real estate and business transactional law.
Prior to law school, I worked in the public service sector from 1987 to 1994, first in a U.S. Congressional office, and thereafter...
Claimed Lawyer ProfileSocial Media
Mahbod Khalilpour
Simi Valley, CA Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning, Business, Construction and Real Estate
Georgetown University Law Center and Chapman University Fowler School of Law
Mike joined the State Bar of California in 2009 and has been admitted to practice before all Courts in the State of California and in the Central District of California’s federal court.
Mike has represented and assisted numerous businesses with identifying and implementing strategies to manage risk, protect against exposure, ensure regulatory compliance, and protect company assets. As a business litigator, Mike has been first chair in numerous trials, arbitrations, and mediations. His case work involves complex business disputes, real estate and development disputes, securities fraud defense, protecting intellectual property, commercial debt collection, and judgment recovery.
In 2004, Mike graduated from...
Claimed Lawyer ProfileQ&ASocial Media
R. Grace Rodriguez
Chatsworth, CA Estate Planning Lawyer with 27 years of experience
Free ConsultationEstate Planning, Bankruptcy, Probate and Tax
Western State College of Law at Argosy University
My primary focus is to help the average homeowner save their house, get a fresh start on their finances, educate them on how to meaningfully budget and save money, and then help direct future investments for their future financial needs. No one sat down and explained any of this to me. I had to go out and find the information. Now I want to share it with you. Bankruptcy is not the end of the world. We will work with you to come up with a affordable legal strategy that is within your budget. ...
Claimed Lawyer Profile
Randall Kaiden
Valencia, CA Estate Planning Lawyer with 28 years of experience
Estate Planning and Elder
University of San Diego School of Law and Southwestern University School of Law
Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...
Claimed Lawyer ProfileQ&A
Sean David Ethington
Valencia , CA Estate Planning Lawyer with 24 years of experience
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.
Claimed Lawyer ProfileSocial Media
Sean David Muntz
Costa Mesa, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning
University of Southern California Gould School of Law
Sean D. Muntz serves as Managing Partner of RMO LLP. Sean is an experienced trial and appellate lawyer, with litigation experience spanning a broad range of subject matters, including banking, general commercial, employment, probate, real estate, securities, intellectual property, maritime and environmental disputes. Sean has litigated matters in state and federal courts throughout California, and in alternative dispute resolution forums, including AAA and JAMS, and before the NASD/FINRA and Pacific Stock Exchange.
Sean’s practice focuses on representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation.
Sean previously was a partner at an...
Claimed Lawyer ProfileSocial Media
Neil Solarz
Los Angeles, CA Estate Planning Lawyer with 48 years of experience
Estate Planning, Business and Tax
University of San Francisco School of Law
Claimed Lawyer ProfileSocial Media
Meshi Chitrit
Encino, CA Estate Planning Attorney
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
Claimed Lawyer ProfileBlawg SearchSocial Media
Yasha Bronshteyn
Los Angeles, CA Estate Planning Attorney with 25 years of experience
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,...
Claimed Lawyer ProfileSocial Media
Andrew Gilliland
Riverside, CA Estate Planning Lawyer with 24 years of experience
Free ConsultationEstate Planning and Probate
The University of Utah S.J. Quinney College of Law
I love what I do. I have the opportunity to work with you to make sure that everything you have worked for or will work for during your life does not end up in the hands of others or does not destroy your family. Over my 17 years of practicing law, I have discovered that there is a real need for personal and practical legal advice when creating your unique estate plan or helping you through probate after a loved one dies. I have discovered that words have meaning, interpretations differ, and memories fade. I can...
Claimed Lawyer ProfileSocial MediaResponsive Law
Jason G. Pink
Sonora, CA Estate Planning Attorney with 10 years of experience
Free ConsultationEstate Planning and Business
Concord Law School
Jay Pink is an attorney who works with businesses and families on estate planning, and business law matters. Having his CPA license, and working in multiple family businesses over his career has positioned him to provide valuable insight on successful business operations. He has formed many entities - LLC's, Corps Partnerships and non-profit organizations.
Claimed Lawyer ProfileQ&ASocial Media
Elisabeth Ann Lambert
Paso Robles, CA Estate Planning Lawyer with 19 years of experience
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...
Claimed Lawyer ProfileSocial Media
Robert E Traylor
Lompoc, CA Estate Planning Lawyer with 8 years of experience
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...
Claimed Lawyer ProfileSocial Media
Suzanne Marie Rehmani
Tustin, CA Estate Planning Attorney with 33 years of experience
Free ConsultationEstate Planning, Elder and Probate
Western State Univ COL
SUZANNE M. REHMANI, ESQ.
Suzanne M. Rehmani has been an attorney since 1992. She has more than twenty five years of experience practicing law including litigating cases and has also handled numerous cases at the appellate level. She has an LLM in Taxation and is a licensed notary. Ms. Rehmani has extensive experience in litigation, with an emphasis on trust, probate, financial elder abuse, conservatorships, business and general civil and business litigation. She also has extensive experience in the area of basic and complex estate planning drafting, including wills, trusts, probate, trust and estate administration matters, life insurance trusts, special needs...