Moreno Valley Estate Planning Lawyers

Cathyana Jean-Baptiste is a partner at The Law Offices of CJ Baptiste, where she leads the private wealth practice with a dedication to building legacies. Her services for individuals include securing future generations by drafting wills, revocable trusts, power of attorneys, and advance health care directives, as well as maximizing benefits for loved ones by scrutinizing state and federal tax concerns. She also handles IRS and state tax collection matters, which include penalty reductions and settlement negotiations. In addition, Cathyana has expertise in forming business entities such as Close Wyoming LLCs, partnerships, and sole proprietorships. Cathyana assists businesses with tax planning...

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth transfer process.

With an extensive and broad-based legal background, Kara understands the unique needs of clients whose complex planning requirements intersect several areas of law and involve generations of families. Clients appreciate her ability to innately understand emotional undercurrents that affect business decisions and planning at this level, and to navigate them diplomatically.

Prior to joining Weinstock Manion, Kara represented entrepreneurs in mergers and acquisitions, real estate developers in negotiating commercial loan...

High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...

Rochelle H. Schultz applies a broad background in estate planning and business litigation to develop comprehensive estate and wealth transfer plans for high-net-worth individuals and families. With a background in litigation, Rochelle is particularly adept at identifying and addressing potential obstacles to clients' financial and personal goals. Clients appreciate Rochelle's genuine efforts to get to know them, their families, business dealings and concerns in order to better advise them during the estate planning process.

Rochelle began her career in dispute resolution and litigation, and has represented clients in commercial and entertainment contract disputes, intellectual property actions, employment actions, as well as...

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).

I am the principal attorney at YG Legal Firm. I am a graduate of the University of Southern California with a Bachelors in Philosophy as well as a Minor in History and Communications and obtained my Juris Doctorate from Thomas Jefferson School of Law.

I have been a licensed California attorney since 2010 and am licensed to practice in the Central, Eastern, Northern and Southern California federal courts.

As an active member of CAALA and NACA, I partner with other attorneys that fight for the rights of every consumer to help achieve the best results possible for my clients.

I offer free...

Next Level Legal aims to reimagine the legal experience by disrupting the way that law firms have traditionally delivered services. We believe that everyone should be able to access an attorney when they need it and continue to establish solutions to make that access possible, including the utilization of technology, transparent pricing, flexible payment options, legal subscription memberships, and options for virtual representation.

Joseph McHugh is an Asset Protection Attorney in Southern California-based LA LAW CENTER, PC. Attorney Joseph McHugh and his legal team are highly knowledgeable and experienced in all aspects of Asset Protection and Tax Planning for individuals that having assets with income of $1 million to $20 million annually... or are in a business that has a high risk of lawsuits (Doctors, Landlords, Law Enforcement, Business Owners, etc.). His firm supports asset protection for high wealth individuals to middle-class families that wish to have loved ones facing nursing home care and need to move assets to qualify for Medi-Cal Long...

Shelley Rizzotti is an attorney in Burbank, devoted to the practice of real estate, probate, and estate planning. She is a member of numerous associations including the California State Bar Association, the Los Angeles County Bar Association, the San Fernando Valley Bar Association, and the National Association of Realtors®. With nearly 15 years of experience in real estate and an extensive understanding of estate planning and probate administration, Ms. Rizzotti has the resources necessary to take on even the most complex cases. To find out about working with Attorney Rizzotti, do not hesitate to contact her firm, Shelley Rizzotti, Attorney...

Jennifer Duren is an estate planning attorney in La Mesa, California, serving clients throughout San Diego County.

She received her B.A. from Willamette University in Salem, Oregon, then received her Juris Doctorate with a Child, Family, & Elder Law Concentration, with Honors, from California Western School of Law.

During her time at California Western School of Law, Jennifer was inducted into the Pro Bono Honor Society, was a Student of Distinction, and served as the Community Outreach Director on the Student Bar Association.

Previously, Jennifer worked for various family law firms as a family law litigation attorney. Jennifer sought a new environment that...

Ms. Williams is a 2006 UCLA School of Law graduate and Superlawyer Rising Star from 2015-2019. Ms. Williams has also attended the University of San Diego LLM program, and will obtain her LLM in May 2019. Ms. Williams began her legal career in complex litigation, with an emphasis corporate matters. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used helping people and businesses plan for the future.

Ms. Williams provides formation, restructuring, and general counsel services to small- and mid-sized businesses. Through her time in litigation, Ms....

Tamiel S. Holloway is a native Californian and the fourth attorney in her immediate family. She has lived in Mexico and Spain, and is fluent in Spanish.

She attended the University of Southern California for International Relations. Later, she attended Boston University School of Law.

She is licensed to practice in California, Massachusetts, Washington and New Mexico. She practices Estate Planning, Probate law and Special Education Law.

Elise Louise Lampert established her law practice in 1994. The main focus of Ms. Lampert's practice is Estate Planning and Probate. She received her Bachelor's degree from UCLA and her Juris Doctorate from the University of La Verne. She is a member of the State Bar of California and licensed to practice before all of the courts in the State of California. Ms. Lampert is a member of the AARP Legal Services Network. She is a skilled lawyer who has the ability to draft living trusts, special needs trusts, residential trusts, irrevocable trusts, durable powers of attorney for healthcare,...

I have represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Riverside Counties since 1977. On occasion, I also represent clients in the Northern District of California.

I have previously served as a Chapter 7 Trustee for the United States Bankruptcy Court for the Southern District of California and understand that filing for bankruptcy is an important decision and one that is to be considered very carefully.

Many times a bankruptcy may not be necessary, if it is possible to be avoided by debt settlement and negotiations. I am...

The Law Firm of Schaefer and Associates is located in Lancaster, CA within the Antelope Valley and serves the entire Lancaster and Palmdale areas including all of the Los Angeles County and Kern County areas within Southern California. We are a full service civil law firm with an emphasis in Business Law, Contract Law, Construction Law, Divorce and Family Law, Estate Planning, Landlord & Tenant Law, Probate and Real Estate Law. Schaefer and Associates mission is to provide the highest quality legal representation for individuals, businesses, contractors, builders, institutions, material suppliers, subcontractors and others at reasonable rates...

Ms. Loeffler’s practice includes tax and estate planning, trust administration, charitable planning, and business formation, transfers and management. She provides tax planning to minimize a variety of taxes for her clients, including property, income, gift, estate and generation skipping taxes. She also works with small business owners, forming and maintaining real estate and other entities, and advising them on tax issues. Ms. Loeffler is a member of the following professional organizations: Tax and Trusts & Estates Sections of the State Bar of California; Taxation, Trust & Estates, Real Estate and Elder Law Sections of the San Diego...

Alejandra Rodriguez attended the University of San Diego, where she earned her Bachelor of Arts degree in Business Administration and Psychology. Ms. Rodriguez attended California Western School of Law, where she was ranked in the top 10% of her class and graduated cum laude. She was a member of Law Review and her article entitled Is the War on Terrorism Compromising Civil Liberties? A Discussion of Hamdi and Padilla was published in the California Western Law Review Journal. While attending Cal Western, Ms. Rodriguez served as a legal intern in immigration law at Casa Cornelia, and later as a judicial...

California Attorney since 1977. Admitted to practice before the United States Supreme Court, Ninth Circuit Court of Appeals, and various Federal District Courts. Notary Public. Certified legal specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization. Partner in KIMBALL, TIREY & ST. JOHN, specializing in trust and probate matters and probate litigation. Additional experience in elder law and financial abuse issues, long term care planning, and Special Needs Trusts for persons receiving government assistance. Significant experience with nonprofit organizations and small businesses, including succession planning.

I am an estate planning attorney based in Los Angeles, serving clients across California. I develop comprehensive estate plans that protect families, preserve wealth, and avoid unnecessary court involvement. My practice includes revocable living trusts, wills, incapacity planning, asset protection strategies, probate avoidance, business succession planning, and guardianship provisions for minor children. My approach balances legal precision with real-world clarity—so clients not only have strong documents, but a plan that actually works when it matters most. I work best with individuals and families in California who need a living trust, will, or power of attorney—especially after major life changes like buying...

Mariam E. Hanna attended the University of Texas at El Paso and graduated Cum Laude with a B.A. in Political Science and Philosophy in May, 2008. Thereafter, she gained valuable experience working with attorneys practicing family law, bankruptcy and insurance subrogation. She started attending law school at the University of West Los Angeles School of Law in January, 2012. During her law school career, she received two Witkin’s Awards, an award given to the student who achieved the highest grade in the class. The first award she received was for Appellate Advocacy and the second was for California DUI...

Lisa Odom is a partner and co-founder of the Los Angeles County-based law firm of McDowell Odom LLP. Before joining McDowell Odom LLP, Ms. Odom's practiced at the prestigious international law firms of Kirkland & Ellis LLP and Sidley Austin LLP. Her practice focuses on counseling small and mid-sized business on all aspects of general business and corporate law, as well as employment-related matters, lease negotiations, contract drafting, annual minutes. Ms. Odom also advises clients on real estate matters including finance matters and purchase and sale transactions, as well as all aspects of estate planning including drafting revocable...

As a family law attorney I can handle your case of you are filing for divorce, have a child custody or support case, or if you need mediation. Contact our firm today to set up a consultation with me! We have evening and weekend appointments if needed.

Mr. Garner is a member of the California State Bar and a Certified Specialist in Estate Planning, Trust & Probate Law. Over the last 23 years his practice has focused on Business and Estate design and implementation. Mr. Garner is a Certified Provider and Instructor of continuing education for Life Insurance Agents and Certified Financial Planners. A popular speaker, he conducts seminars on a variety of topics in the areas of estate design and business planning.

Mr. Garner has worked with hundreds of individuals and families to formalize their personal and financial goals and provide protection for their...

J.M. Preston is an attorney with Preston Estate Planning. He graduated from Brigham Young University and obtained his law degree from California Western School of Law. When he’s not answering clients’ questions and creating trust documents, he enjoys spending his free time with his wife and four children. Because of J.M.’s extensive knowledge and years of experience drafting thousands of estate plans, he is able to properly address and solve each client’s unique situation. If you are looking for a California law firm that specializes in estate planning and elder law, Preston Estate Planning is the right choice. We have been practicing...

Brian Sterzer has been practicing solely in the area of estate planning law for over 15 years. He received his undergraduate degree from California State University, Long Beach and went on to receive his Juris Doctor from Western State University in Colorado. Mr. Sterzer graduated at the top of his class and passed the bar exam on his first attempt! He then went on to open his own firm, Sterzer & Associates, A Law Corporation. His firm is committed to assisting clients in making effective estate plans that protect their financial assets and physical well-being. Attorney Sterzer has been certified...

Kerry P. O'Brien is an established, well known and respected plaintiffs personal injury and workers' compensation lawyer. He is the founder and managing Partner of the Law Office of Kerry P. O'Brien. Mr. O'Brien formed his law practice to help represent families, loved ones, workers, and consumers who have been seriously injured due to the negligence and willful misconduct of others. Our firm represents consumers who have been injured in car accidents, motorcycle accidents, bicycle accidents, truck and bus accidents, dog bits as well as work injury claims which include claims for orthopedic injuries, neurological, internal, stress,...