Newport Beach Estate Planning Lawyers

Joshua A. Smisko was born in Valencia, California. He attended the University of California, Irvine, graduating with a Bachelor of Arts. Mr. Smisko received his Juris Doctorate degree from Whittier Law School where he was a member of the Entertainment and Sports Law Society and a contributor to their quarterly newsletter and he also obtained a certificate in Intellectual Property. Mr. Smisko previously worked for a National Law Firm representing Banks, Mortgage Loan Lenders, Mortgage Loan Servicers and Foreclosure Trustees dealing with Wrongful Foreclosure claims, Fair Credit Reporting Act claims, Fair Debt Collection Practices Act claims, Evictions, and Bankruptcy...

Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...

Brian Neil Burg, Attorney at Law, has been a licensed California attorney in good standing with the State Bar of California continuously since December 1984. Brian earned his Juris Doctor degree in 1983 from Western State University, College of Law, and a Bachelor of Arts degree in the field of psychology in 1970 from the University of Southern California. Brian specializes in estate planning for individuals and middle class families. He has also practiced in the areas of family law and immigration since 1985, but has restricted his practice primarily to estate planning since 2003. Brian holds a Certificate...

The Law Offices of Edward S. Wallace is a litigation and estate planning firm located in Laguna Niguel (South Orange County), California providing high quality, cost effective litigation and estate planning services. Practice areas include estate planning, personal injury, wrongful death, automobile and trucking accidents, premises liability and construction industry legal services. Mr. Wallace has successfully prosecuted and defended high value cases and has obtained excellent results to the satisfaction of his clients. Specialties: Estate Planning; Personal Injury; Wrongful Death, Automobile and Trucking Accidents, Premises Liability, Insurance Coverage Disputes, Insurance Defense, Collections and Construction Industry Legal Services.

Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...

James is a husband of 20+ years and a father to a son who is now a lawyer after passing the October 2020 bar. James happens to be an in-demand lecturer on estate, retirement and business protection. James is licensed as an attorney and practices estate planning, asset protection, tax, real estate and corporate transactions. He has completed several M&A transactions in the $2 to $20 million range. He is author of several books including the widely acclaimed financial book, The 3 Secret Pillars of Wealth. He is Principal of The Burns Firm. James served honorably in the United States...

Aaron Gregg is a highly experienced estate planning lawyer located in Fullerton, CA. For the past 3 decades he has helped families and individuals create customized wealth protection strategies to ensure the easy transfer of assets after their passing. Our services include: will preparation, trust administration, probate and all other areas of estate planning. By contact a estate planning attorney you help your beneficiaries bypass the probate process, saving a large amount in taxes and avoiding a process that takes many months, if not years. If it is too late to enact a estate plan and the process has already...

Willie has three passions in life: family (including his dogs), following his favorite sports teams, and helping his clients. He practices QDRO law (retirement division) from coast to coast, in his seven licensed states. He's a recognized authority in the area, teaching other lawyers about QDROs and legal practice at state bar conferences and via online education platforms.

Gregory W. Cabo practices in the areas of: FAMILY LAW Family Law, including divorce, legal separation, nullity, dissolution of a domestic partnership, paternity, child custody and child visitation, guardianships, child support and spousal support, property division, prenuptial agreements, pre-divorce planning, enforcement of court orders, modification of court orders and modification of judgments, Department of Child Support Services cases, and restraining orders related to harassment and abuse under the Domestic Violence Prevention Act. PROBATE Probate, including estate and trust administration, probate litigation, trust litigation, wills and trusts challenges and related property law, corporations law and contract law issues. ESTATE PLANNING Estate Planning, including wills, trusts, special needs...

Tax Attorney Estate Planner

General practitioner who provides exemplary consultation and representation for families and businesses in Minnesota and California. Unbundled legal services available. Business attorney who provides superior legal leadership for established companies, as well as startup endeavors. Institutes policies and procedures to ensure compliance with municipal, state and federal laws and regulations. Clients include medical service providers, security firms, restaurants, local organizations (not for profit,) home improvement contractors, etc. I pride myself on understanding a business’ needs and responding promptly, efficiently and effectively. Family attorney who provides compassionate legal guidance for empty nesters, as well as young couples. Focuses on ensuring a benevolent...

Estate Planning Attorney Natalie Rotstein understands how important it is to prepare for the unexpected. Attorney Rotstein has a deep understanding of estate planning law and her main goal is to assist her clients achieve their objectives. When you call the Law Office of Natalie Rotstein, you will be able to speak directly to Attorney Rotstein. At The Law Office of Natalie R. Rotstein, estate planning is our sole focus. We are dedicated to helping our clients protect their assets, minimize taxes, and ensure their wishes are reflected in their estate planning documents.

Located in Anaheim Hills and serving the surrounding areas of Orange County, Los Angeles County, and San Diego County as well. The Kirkpatrick Legal Group, APC will serve a variety of your legal needs including: Asset Protection and Legacy Planning, Estate Planning, Real Estate and Business, Trial and Litigation, and Personal Injury Cases.

The Kirkpatrick Legal Group, APC is a full service Asset Protection, Legacy Planning and Civil Practice Firm dedicated to client communication, professional services and results. Experience spanning over 35 years in the Greater Los Angeles Area insures knowledge and attention for what needs to be accomplished for your...

Thomas McIntosh has practiced for more than 30 years trying well over 100 jury and bench trials. He graduated from Occidental College receiving a Bachelor of Arts degree and then American College of Law graduating with honors while receiving his Juris Doctorate. He was admitted to the California bar in 1988, and the Federal bar in 1989.