Mira Monte Estate Planning Lawyers

Kevin G. Staker, the principal attorney in the firm, received his Juris Doctor degree from the University of Utah College of Law, and his Master of Laws (LL.M.) in Taxation degree from New York University School of Law. Kevin is the founder of the Planned Giving Council of Ventura County. Kevin has three times been a member of the Board of the Ventura County Bar Association, and was the chair of its annual dinner committee 14 of 15 years. Kevin Staker is a member of the Board, and was President for 2016 and the latter part of 2022, of Ventura...

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.

I am a Federal & State criminal trial lawyer. I do not handle anything beside criminal defense matters in Federal + State court. I cut my teeth as a prosecutor in the third largest city in the U.S., handling narcotics and major felony cases. I rose to the level of Chief Prosecutor and then I left and took that trial experience with me. I switched sides to become a defense lawyer to protect my clients' constitutional rights that get trampled everyday. Based out of New York City, I am the Managing Partner in both New York + Los Angeles...

Free Phone Consultation: https://www.treeoflife.legal Hi, Edmund here. I help homeowners, professionals and business owners design a meaningful future for their families and leave a legacy of love. My mission is to care for parents and their children as Jesus would — to give peace and hope — one estate plan at a time. Because of my dedication to our 500+ clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney in California and recognition as one of the top 2.5% estate planning attorneys for 7 straight years. If you want an attorney who listens and explains things clearly, then I...

Sacramento Based Firm 15+ Years I have been helping Sacramento area residents reduce their debt and protect their home ownership goals since 2008. Outstanding Results Our firm has solved many types of debt problems. We have helped thousands of people struggling with all types of debt. We use bankruptcy as a tool to rebuild a stronger financial future. Debt Resolution Focused We are specially positioned to help our clients with all types of bankruptcy, including chapter 13 and chapter 7. We also offer alternatives to bankruptcy, such as debt settlement. Our clients want effective results to reduce their debt, while...

Christina Weed understands the complex life demands and goals of her clients. Christina also understands that most of the time it is not possible to completely separate family life from business. Clients need an integrated plan that covers all of their family, business, tax, and estate planning concerns. Christina has dedicated the past thirteen years to the study and practice of law, taxation, business, accounting, and estate planning and uses this knowledge to consult with her clients in business, tax and estate planning matters. Christina is a licensed attorney with an LL.M. in Taxation from the...

I have been practicing estate and probate law since 1994. My practice is 100% focused on California probate court cases only. I pride myself on efficiency and answering my client's questions within minutes rather than days. I am a Certified Specialist in Estate Planning, Trust and Probate Law. I have highest ratings on numerous websites including Martindale Hubbell "AV" rated, AVVO "10.0" rated, and am a "Superlawyer." I also am a past Sacramento Bee estate and probate "expert." I speak on estate and probate law to professional groups and have been quoted in numerous articles on the...

Konstantine "Kosta" Demiris is a partner at the law firm of Demiris & Moore, located in the heart of downtown Walnut Creek, in the center of Contra Costa County. His practice focuses on litigation involving elder abuse (financial and physical), will and trust litigation, conservatorships, guardianships, HOA's, and appeals. Kosta is actively involved in the Contra Costa County legal community. He is a member of the Board of Directors of the Contra Costa County Bar Association's Elder Law Section. He serves as court-appointed counsel in Conservatorship cases in Contra Costa County. Kosta is dedicated to helping...

Ben has been practicing Estate Planning, Probate, and Elder Law since 2005. Prior to that, he was the Operations Manager and In-House Counsel for Arbitration Works, Inc., a leading provider of construction industry alternative dispute resolution services working closely with the California Contractor’s State License Board. Ben has also taught 1st-year Contracts Law and Wills & Trusts. Ben is a veteran of the U.S. Air Force Reserves, an Avionics Technician who served active duty during Operation Desert Storm. Honorably discharged as a Technical Sergeant, he was recognized several times for his excellent Mishap Prevention Program as the Squadron Safety NCO.

Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).

Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.

Mr....

What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.

Attorney Maureen Lyons focuses on Elder Law and Estate Planning including Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from the University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from the University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys...

Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...

CPA AND TAX ATTORNEY ON YOUR SIDE Jayson Aquino "Atty Jay" can do both. There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy. As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters. Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...

Founder and Attorney & Counselor at Law at Rose Law Firm of Napa Valley, Inc. Trevor J. Rose specializes in Estate Planning and Administration, Business, and Real Estate/Title Transactions. He currently sits on the board of directors for the Napa County Hispanic Chamber of Commerce as Vice-President and the Young Lawyers Division of the Napa County Bar Association as Past President. Trevor was born and raised in Napa, CA and became fully bilingual after spending a year studying Spanish Language, Linguistics and Literature at the University of Barcelona in Spain. He graduated Phi Beta Kappa with high honors from...

Dennis Sandoval, paralyzed in a 1992 car accident, turns personal adversity into advocacy in Riverside and San Bernardino Counties. California's sole attorney certified in estate planning, elder law, and taxation, Dennis earned distinctions like Certified Elder Law Attorney (CELA) and Accredited Estate Planner® (AEP). His financial expertise, including Enrolled Agent, CFP, and RFC designations, enriches his estate planning, elder law, and tax controversy practice. For seventeen years, Dennis directed education for the American Academy of Estate Planning Attorneys (AAEPA), contributing to NAELA and the National Elder Law Foundation. In 2014, he became a Fellow of the National Academy of Elder Law...

Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...

Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...

I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.

Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities. Beyond his professional...

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...

California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.

As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...

Attorney since 1987, passed the bar in 4 states, graduated from a law school certified by the American Bar Association, broad range of legal experience. Specializing in bankruptcy, tax, estates and trusts, and workers compensation.

Tina has dissolved Gehres Law Group to focus on building a NFP organization, YesHope.org. She is no longer taking clients. Thank you for your patronage.

Julie S. Levy and Zachary A. Carroll have practiced law since 2008 in solo practices. In 2009, they began sharing an office and collaborating on certain cases. This duo has turned their collaboration into Levy Carroll Law and as strong litigators, they provide a strong and determined focus for fair outcomes in their client's cases. Choose Levy Carroll Law for their strong, honest, caring representation for bankruptcy, divorce, custody, guardianship, or personal injury. Look no further as you have found a team that has your best interests at heart

I have devoted my career to assisting individuals and families in navigating the intricacies of estate planning, trust and probate administration, and wealth preservation. As the founder of Desert Law Group in Indian Wells, California, I have cultivated a reputation for my warm, client-focused approach. I hold the belief that every person deserves to protect their assets and ensure a smooth transition of their legacy. I find deep satisfaction in aiding clients to avoid the pitfalls of probate, reduce tax burdens, and maintain family harmony.

Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...

As a former business owner myself, my goal is to help other business owners and entrepreneurs with their legal issues. It's important to have someone in your corner who understands what it's like to be in your shoes. Advice is only helpful if it makes sense in the real world, and my prior experience allows me to see the real world implications. Before law school, I opened a small coffee shop that I grew into a full-fledged restaurant within four years. In the beginning, I was able to use marketing to help grow the business over 200% from year to...

Ruth Ryan-Cruz is an attorney in San Diego, California with Ryan-Cruz Law, APC. Attorney Ruth Ryan-Cruz practices in the areas of business and corporate law, intellectual property, estate planning, wills, trusts, copyrights, trademarks and more. Contact San Diego Attorney Ruth Ryan-Cruz for a consultation. Ruth is a fluent Spanish-speaking attorney providing counseling and transactional services in Spanish in the areas listed above. Ruth earned her Juris Doctor Degree from California Western School of Law and received a Bachelors of Science degree in Business Administration with an emphasis in High Tech Management from California State...

Nicole D'Ambrogi is a distinguished attorney based in San Diego. A “Rising Star” with just over four years of experience, Ms. D'Ambrogi has already built a name for herself in estate planning and probate law and has garnered a reputation as a staunch advocate for veterans. A former member of the U.S. Navy, her practice focuses on comprehensive estate planning, veteran benefits, and asset protection services. Among numerous other honors, Ms. D'Ambrogi has received the Women Resiliency Award by the U.S. Department of Veteran Affairs in 2015 and the Trailblazer Award from the California Department of Veteran Affairs in 2016.

As the founder of The Law Office of Mark Gullotta, San Mateo County lawyer Mark Gullotta provides legal services in a wide variety of estate planning issues and matters of probate. He has been practicing as an attorney for more than 18 years. Prior to deciding to establish his firm, Attorney Gullotta worked at another firm and as a CPA. In 2012 and 2013, he was the chair of the Trust and Estates Section of the San Mateo County Bar Association. His firm is happy to offer complimentary consultations—contact them today to get yours.

Jason practices in the areas of Real Estate, Business, and Estate Planning. The State Bar of California has recognized Jason with the “Public Service Distinction” award for his work on behalf of public interest organizations and their clients. Jason provides representation to middle market, emerging growth, and individual clients in the core areas of business, litigation, and real estate transactions.

Human / Civil Rights Attorney working with clients in the public and private spheres for over 25 years in over 75 countries. Significant experience serving non-profits in the public health and international development spheres assisting refugees, asylum seekers, and those suffering from various forms of trauma. Particular focus on LGBTQ and non-binary clients with legal / personal concerns related to gender expression and its effects and helping spearhead international initiatives addressing the same.

Current Director of the Gamelan Council - Asia-Pacific Public Health, Microfinance, and Development Center. Previous experience includes working as a primary care clinician / rural health officer for...

Lynn Sherrell is in solo-practice in Berkeley California, following a dozen years in San Francisco law firms practicing personal injury, products' liability and worker's compensation law. Lynn has achieved a Specialization in Estate Planning, Trust and Probate Law of the State Bar of California Department of Legal Specialization. Lynn is client oriented and serves individuals, families, small businesses and small owner investors in many aspects of civil law and litigation. When you need an advocate on your side, get a woman on your case. Lynn is a graduate of Golden Gate University Law School with an emphasis in public interest...

My journey as an estate planning attorney was driven by my desire to assist families. The complexities and intimidation of the legal system can be overwhelming, but I firmly believe it doesn't have to be that way. My approach involves communicating in plain English, ensuring that you fully comprehend your options, and aiding you in making informed and astute decisions. Through effective planning, we can circumvent future headaches and expenses while securing a lasting legacy for your family's well-being, even beyond your lifetime. My commitment lies in providing personalized attention to each client, offering one-on-one counseling, and maintaining open and responsive...

Cindy Nguyen is the managing partner at Amity Law Group and has had extensive experience in estate planning, probate, employment law and business litigation. Ms. Nguyen loves to work with families to help them create an estate plan that will avoid taxes and protect them against probate.

Ms. Nguyen also provides preventive counseling to employers regarding claims of discrimination, harassment, disability accommodation, wage and hour violations, ADA violations, misclassification, and other alleged claims of employer misconduct. She represents employers in state and federal courts, and before administrative agencies such as the California Division of Labor Standards Enforcement and the U.S....

James practices in the areas of employment law for management, personal injury, estate planning, and real estate. James graduated from Arizona State University, in Tempe, Arizona, where he earned a Bachelor of Arts degree in Psychology. He went on to earn his J.D. from the University of the Pacific, McGeorge School of Law, Sacramento, where he graduated fifth in his class, With Great Distinction, and Order of the Coif. While at McGeorge, James completed a judicial externship with the Honorable Justice George Nicholson, at the California Court of Appeal, Third Appellate District, in Sacramento. ...