Loomis Estate Planning Lawyers

Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo. Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011. Prior to attending law school, Shannon began her legal career as a law...

Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003. Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...

Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem. Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...

Since 1992, Richard Hemb has focused his legal practice on the areas of estate planning and business formation. When representing clients facing these types of issues, Mr. Hemb takes the time necessary to evaluate the facts of the case and offer practical solutions, regardless of the complexity of the matter. Mr. Hemb is a skilled legal advocate who offers his clients the personal attention and dedication they deserve to get the job done. Mr. Hemb’s bottom line is to make his clients feel comfortable and confident that their interests are being safeguarded throughout the entire process.

Dedicated to providing practical, cost-effective, solutions to workplace challenges. Attorney Elisabeth DeBartolo is your best choice for an employment and labor attorney who offers personalized assistance with your case. She may be the most seasoned employment attorney you will find in our area. Attorney Elisabeth DeBartolo is a Monterey Employment Attorney who worked for many years in executive level Human Resources prior to attending law school. Her experience is unique. She doesn't just have book smarts, she has the day-to-day, on-the-job, in-the-trenches experience needed to identify workplace challenges and resolve them. Ms. DeBartolo can quickly...

I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administrating the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard. I am proud to be the owner of a law office that values our clients’ peace of...

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children. Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family. Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...

Braden R. Leck focuses on advising individuals and businesses on real estate and business transactions, intellectual property matters, estate planning and trust administration.

Prior to joining Rogers, Sheffield & Campbell, LLP, Mr. Leck was a partner at the Santa Barbara law firm of Seed Mackall LLP. Mr. Leck began his legal career in Los Angeles at the international law firm of Latham & Watkins LLP. Mr. Leck received his undergraduate degree from the University of California at Santa Barbara and his law degree from the University of California at Los Angeles School of Law.

Real Estate. Mr. Leck routinely counsels clients with...

Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.

I am a Certified Specialist in Estate Planning, Trust Administration and Probate Law. Based in Mountain View, I offer Flat Fee pricing for your legal needs.

I am committed to empowering my clients to create an estate plan or settle an estate in a convenient, efficient, and pleasant manner. With over 20 years of experience, I love helping clients protect loved ones and attain peace of mind.

A mother of two children, my practice is dedicated to making a positive difference for families and children.

Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.

Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District and on the Monte Sereno City Council.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts and other documents that provide the maximum flexibility. Mr. Ellahie can draft wills and trusts that meet the requirements of the Islamic...

Analisa Pratt is the Founder of Pratt Law, which specializes in estate and trust planning and estate administration. Analisa has been practicing law for over 10 years and is licensed in California and Arizona. Before launching Pratt Law, Analisa practiced law with Wilson Sonsini Goodrich & Rosati and K&L Gates. She also served as a judicial law clerk in the United States District Court for the District of Arizona and as a legal research attorney with the Superior Court of California. Analisa has received a number of awards for her pro bono contributions...

Hi, I am Megan Gooing, Attorney and Counselor at Law, and my practice is primarily focused on estate planning, probate, and trust administration. I work for a boutique law firm that caters to each individual client's specific needs, rather than providing a one size fits all solution to issues. I look forward to learning how I can serve you and your family.

Coastside attorney specializing in estate planning and real estate law. Call 650-762-9090 for a free 30-minute consultation in my Pacifica office or in your home. Happy to visit assisted living facilities as well....I love seniors!

After practicing for a successful San Francisco financial district law firm for ten years, Ronald started his own practice in 1988. His primary practice areas include business representation, business formations, conversions, acquisitions, sales and mergers, real estate and transportation law, and estate planning. He specializes in representing small to medium sized entities in various industries, including real estate, transportation and logistics, and start-up technology and commercial enterprises. Estate planning services are provided for business owners and their families.

Somita Basu is a Founding Principal of Norton Basu LLP. Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce.

Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite....

Mr. Wansor is an accomplished civil litigator. His practice is focused on personal injury, real estate, land use, hospitality, products liability, business torts, construction, and will and trust contests.

Mr. Wansor's analytical strengths allow for the accurate assessment of potential exposure and liability and the creation and implementation of sophisticated litigation strategies. Mr. Wansor's strategic sense and writing abilities lead to successful results, whether by keen negotiation or motions leading to the disposition of cases.

Prior to joining Rogers, Sheffield & Campbell, Mr. Wansor worked as a litigation partner at Lewis Brisbois Bisgaard & Smith, LLP, where he defended Fortune 500...

Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....

Charles "Chip" Oxton is a Santa Barbara attorney representing clients in all aspects of family law and civil litigation. Chip is a highly-skilled and respected legal advisor and litigator with nearly 40 years' experience practicing law in Santa Barbara. He has represented clients in a broad range of legal matters, including divorce and custody cases, personal injury and civil disputes, conservatorships and guardianships, wills and probate administration, real estate law, and landlord-tenant law. Legal disputes are often intense, emotionally-charged experiences for the parties involved. Chip's approach to practicing law involves providing clients with calm, reasoned advice in an environment devoted...

Jack Chammas is the Managing Attorney at the Chammas Law Office, APLC. Practicing since 1996, his experience ranges from Business and Transactional Law, Real Estate Law and Civil Litigation. Two years into his practice, he joined a California Based Corporation as its in-house General Counsel. What started out as a small business venture eventually became the experience of his lifetime. Within ten years, the company grew exponentially to a multi-million dollar institution operating in 50 States. As General Counsel, Jack handled all aspects of running a multi-state multi-million dollar operation including working with law firms nationwide, participated in litigation at...

Jane McNamara, Esq. is the founder and principal attorney of the McNamara Law Firm located in the Santa Clarita Valley. The firm focuses on Estate Planning, Elder Law, Special Needs Trusts, and Trust Administration/After Death issues.

Although the Law Firm's physical office is in Santa Clarita, California, the McNamara Law Firm assists clients throughout the state of California. Zoom, Facetime, and other videoconferencing methods are routinely used. This allows clients the ability handle their legal needs from the comfort and privacy of their own home.

Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

Andrew Smith applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. He works closely with fiduciaries, beneficiaries and institutions, effectively guiding them through all stages of litigation, including discovery, mediation and trial. Andrew fervently protects the best of his clients, actively pursuing all avenues of resolution.

Before joining Weinstock Manion, Andrew began his career as an associate in the Litigation Department at Winston & Strawn LLP, where he represented corporations engaged in various types of complex commercial litigation, including trade secret, product liability, trademark and maritime disputes. He joined Weinstock Manion to specialize in estate...

Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.

Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.

In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

Edlin Martin is a founding partner of MacKay & Martin, LLP. Her practice focuses on family law and estate planning. Prior to founding her own practice, Ms. Martin was a senior family law associate attorney, where she specialized in litigation of high-conflict family law issues such as domestic violence restraining orders, move-away cases, and child custody and visitation arrangements.

Ms. Martin has devoted much of her career to helping children and other victims of violence in family law and related immigration matters. Ms. Martin is particularly proud of her contribution to the drafting of California bill AB-1678, which was signed...

Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.

Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.

A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...

The law firm of John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses across Los Angeles for over 25 years. The law firm's expertise ranges from income, income tax and accounting, to more in-depth services such as probate estate and planning. The Law Firm of John R. Ronge provides a wide range of legal, tax, and professional services to individuals, businesses in a variety of industries, trusts and estates across Los Angeles, Santa Monica and surrounding areas.

Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years. Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...

Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.

Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...

A’ja began her career in the entertainment industry with TV Guide and Lions Gate but soon found her true passion in law. She joined a leading Los Angeles litigation firm, focusing on family law, civil rights, personal injury, and criminal defense. A’ja has been a compassionate advocate for fathers' rights and has represented high-profile clients, including the Estate of Michael Jackson, Keyshawn Johnson, DMX, Keyshia Cole, Freddie Gibbs, Faith Evans, and Christopher Wallace Jr. (the late Notorious B.I.G.'s son). Her achievements include a $1 million wrongful termination verdict, multiple six-figure settlements, a not-guilty verdict in a murder trial, and successfully handling...

Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.

As a partner at Donahoe & Young LLP, Santa Clarita attorney Mark T. Young offers legal services for bankruptcy, business law, estate planning and civil litigation issues. He has more than 35 years of experience in the legal community. Mr. Young received his undergraduate degree from the University of California Los Angeles and his Juris Doctor from the University Of California Davis School Of Law. He is AV Preeminent® rated by Martindale-Hubbell®. In addition to his legal work, he serves on the board of directors of the Santa Clarita Community Development Corporation. Contact his firm today for a complimentary consultation.