Mission Viejo Estate Planning Lawyers

Jan has been a lawyer for more than thirty years. She founded her own firm in 1993, built it into a profitable law practice with a sterling reputation, and successfully sold her business at the beginning of 2010. She then started working as a Certified Practice Advisor for Atticus, Inc., coaching successful lawyers who want to make more money and take more time off. However, after coaching lawyers for two years, Jan realized that she missed working with her clients as a lawyer and resumed practicing law at the beginning of 2013. She is now the principal of...

Biography – Jeffrey C. Nickerson Jeff Nickerson is an experienced Estate Planning attorney, practicing in all areas of Estate Planning; Wills, Trusts, Special Needs Trusts, Conservatorship & Elder Law. Jeff is a long time resident of Murrieta. He has a professional, conveniently located office in Murrieta that serves all of Riverside County and beyond. Jeff has a passion for helping families with a disabled family member and specializes in the preparation of Special Needs Trusts. Jeff and his wife Mary have a disabled son and are actively involved with Special Olympics and are...

Mark Lobb founded the firm on November 3, 1993, and is the current Managing Partner. His clients consist of domestic and foreign corporations and the owners of such corporations.

Professional Experience • J.D. Glendale University College of Law (Graduated in 1996) • Pepperdine School of Law- Mediating the Litigated Case Program • 28+ years of practicing experience as an attorney • 30+ years as a real estate investor • Practice areas: Estate planning, Business Planning, and Asset Protection • Drafting Last Testament, Financial Power of Attorney, Assignment of Personal Property, Advanced Health Care Directive, Medical Power of Attorney, HIPAA consent, Living Will, Certificate of Trust, Revocable and Irrevocable Trust, Dynasty Trust, Intentionally Defective Grantor’s Trust, Irrevocable Life Insurance Trust, Charitable Remainder Trust, Family Foundation, Equity Stripping, Friendly Liens, California Private Retirement Trust • Member of California State Bar • General...