Orange Cove Estate Planning Lawyers

CA State Bar No. 229054 CA BRE No. 01394464 CA BSIS PSO No. 6905

At the Chubb Law Firm we help modern families create customized modern estate plans. We’re passionate about our work and know how important it is to develop and implement a plan that takes care of you and your loved ones at all stages of your life. In addition to "traditional" probate avoidance trust planning, we focus our practice on the unique planning needs of persons with disabilities (beyond the Special Needs Trust) as well as helping families navigate the difficult and overwhelming emotional, familial, medical and legal realities of aging (including planning to access Medi-Cal and Veterans Administration...

Philip I. Moncharsh has been a litigation and trial lawyer since his admission to practice law in 1973. Mr. Moncharsh has successfully argued hundreds of cases to verdict in state and federal courts throughout California, and has also appeared before the California Supreme Court. Mr. Moncharsh's practice is focused on complex business and corporate disputes, insurance litigation and coverage issues, trust and estate litigation, real estate litigation, representation and counseling of public agencies and nonprofit organizations, personal injury, product liability, and professional negligence matters. He handles both civil trials and appeals.

Mr. Moncharsh serves as a court-appointed arbitrator for...

Mr. Erickson's practice areas include business and commercial contract negotiations, entity formations and transactions, real estate acquisitions, sales, construction, land use planning and development, estate planning, employment law and internet law. Mr. Erickson serves domestic and international clients with respect to their interests throughout California. He enjoys long lasting relationships with many of his clients.

Mr. Erickson has developed a unique expertise in representing buyers and sellers of large estates, and advising on all aspects of the construction and management of such estates. A career accomplishment was partnering with an insurance underwriter to develop a unique course-of-construction insurance policy for large...

Mr. Tomlinson's experience in tax planning, tax audits and appeals and international business transactions is unmatched on California’s Central Coast. Mr. Tomlinson's practice also focuses on estate planning, trust and estate administrations, business formations and mergers and acquisitions.

Mr. Tomlinson received J.D. degree from Northwestern University. He began his law career as an attorney with the IRS Chief Counsel's Office. He rose to senior trial attorney with the IRS and served for a period as acting IRS Assistant Regional Counsel.

After leaving the IRS, Mr. Tomlinson served as in house counsel for several Fortune 500 corporations over a span of 18 years,...

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

For over ten years, I have practiced law exclusively in the field of estate planning, probate and trusts. I prepare and administer highly tailored and customized estate plans for individuals and couples with estates in excess of $2,000,000. I am one of 817 Certified Specialists in Estate Planning, Trust and Probate Law, by the State Bar of California Board of Legal Specialization, and that is out of over 221,000 lawyers in California.

Rodolfo strives to serve the community with integrity and honesty. He began his legal career as an associate attorney with a small immigration firm followed by a non-profit immigration firm where he oversaw immigration matters including: asylum, deportation defense before immigration court, naturalization, adjustment of status, consular processing, family petitions, and U visa cases. He represents clients throughout the United States and internationally.

Rodolfo is the son of immigrants and an advocate for immigrant rights. During his time in law school, he participated in the Southwestern Law School Immigration Clinic helping underrepresented immigrants. He also was a Summer Law Clerk at...

Bruce A. Pence III has practiced exclusively in the arena of Estate Planning, Wills and Trusts, Conservatorships and Elder Law since obtaining his Juris Doctorate from McGeorge School of Law and passing the California bar in 2015. In early 2023, Bruce A. Pence III began his own practice, Bruce Pence Law APC, focusing on Estate Planning, Wills and Trusts, Conservatorships and Elder Law based in Los Osos, California serving the Counties of San Luis Obispo and Santa Barbara. Bruce Pence Law APC offers flat fee estate planning packages as well as trust administration services, probate services and conservatorship services. Bruce Pence...

Christopher E. Botti, co-founder of Botti & Morison Estate Planning Attorneys, Ltd., specializes in all aspects of estate planning. Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the...

Shane R. Kennedy was born and raised in San Luis Obispo. He graduated from San Luis Obispo High School in 2009, and California Polytechnic State University (Cal Poly), San Luis Obispo in 2014. He earned his law degree from Western State College of Law in Irvine, California, graduating magna cum laude in 2019. While in law school, Shane was elected as the ABA Media Alerts Editor of the Law Review, served as Vice-President of the Business Law Association, interned with a general counsel of an international corporation, and studied international intellectual property law at University College Dublin in Ireland during...

My Office is based in Westlake Village and I am available to clients in Los Angeles, Orange and Ventura Counties. My practice is concentrated in the areas of Trusts, Wills, Special Needs Trusts, Advance Health Care Directives, Financial Powers of Attorney, Trust Administration, and Probate. With 10 years of experience in this area of the law, I am highly qualified, helpful, and knowledgeable. I am also highly trusted and respected in my field, by my clients and peers. I received my Juris Doctorate degree from University of West Los Angles, and my Bachelor Degree in...

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

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...

I am an attorney practicing in intellectual property (trademarks, copyrights, licensing), as well as business and e-commerce law. This includes entity formation and dissolutions, contract drafting and other day to day events, as well as web site review for privacy and compliance issues) for individuals to small/medium size companies. I am also an estate planner, drafting Wills, Trusts and Power of Attorney documents, as well as work in probate matters.

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 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.

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...

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...

As a founding partner of Chiao & Wu, LLP, Sandy T. Wu is an experienced litigator, representing clients ranging from individuals to small businesses to Fortune 500 companies. Ms. Wu also has experience in representing public entities, including the County of Los Angeles, City of Los Angeles, Los Angeles Unified School District, Manhattan Beach Unified School District and Montebello Unified School District. Ms. Wu has litigated construction delay cases as well as wrongful termination, labor and wage issues for public entities. Finally, Ms. Wu has experience in representing insurance companies, litigating extra-contractual and bad faith cases and...

Brigit S. Barnes is the owner and principal of Brigit S. Barnes & Associates, Inc. Mrs. Barnes graduated cum laude from the University of Santa Clara in 1973 and obtained her J.D. with distinction from McGeorge School of Law in 1985. Mrs. Barnes is a recipient of the American Jurisprudence Agency, Business Associations and Contract Awards, and the Corpus Juris Secundum Legal Scholarship Award. Mrs. Barnes is a member of the Sacramento County Bar Association – Real Property Section, the State Bar of California, California Business Properties Association – Legislative Committee, and Sacramento Commercial Women in Real Estate –...

Barilari & Williams, LLP is a law firm in Pasadena, California experience in estate planning and probate. Attorney Anthony S. “Tony” Barilari has been practicing law since 2008 and is a member of the Pasadena and Los Angeles County Bar Associations. He earned his Bachelor of Arts degree in English with High Honors from the University of California, Berkeley before earning his Juris Doctor from the University of California, Hastings College of the Law. Since turning to estate planning and probate in 2015, Tony has helped countless clients create wills, trusts, and other legal documents to protect their families and...

Kent W. Meyer, MBA, PhD, JD, LLM, CIArb Dr. Meyer began his career as an Air Force Intelligence Collection Officer and served in Japan, Vietnam, Thailand, and Korea. He also served as a Missile Combat Crew Commander. He has had more than thirty years experience as a legal practitioner and educator. He has served as the Chief Financial Officer for biotech and software companies, as a partner in a large international law firm and as an owner of his own legal practice. He has extensive domestic and international experience in business and tax planning, mergers and acquisitions, contract negotiations,...

Victoria Martin (formerly Victoria Herrick) is a licensed attorney practicing law in the State of California. She graduated with her J.D. from Abraham Lincoln University School of Law in Los Angeles, California. She works in the area of Estate Planning, offering advice regarding Living Trusts, Wills, and Powers of Attorney. Proper Estate Planning will ensure that your wishes are followed in the most tax-effective, cost-effective and efficient way possible.

I graduated from the University of the Pacific, McGeorge School of Law in May of 2015 and recieved my license to practice law in California in December of 2015. I completed my undergraduate studies in Managerial Economics at UC Davis. I am currently a managing partner of Randhawa | Hundal LLP. Our firm is located in Roseville, CA and we offer representation in the following areas: estate planning, tax, business, bankruptcy, immigration, and more. Please visit our website to learn more: http://www.randhawahundal.com

Amy Laughlin has been achieving exceptional results for clients since 1992. After graduating with honors from The University of Michigan Law School, Amy joined the San Francisco office of Orrick, Herrington & Sutcliffe, LLP. While there, she counseled individuals and corporations in a wide range of complex financial matters. In 2013, Amy opened her own practice where she focuses primarily on divorce, business and entertainment law.

OLIVER GREENWOOD is the principal of the Law Offices of Oliver Greenwood in Pleasant Hill. He is the author of chapters 1, 4, 12, 16, and 17 in the CEB Guardianship Handbook. Mr. Greenwood received his B.A. degree from the University of California, Berkeley, and his J.D. from Golden Gate University in San Francisco. A frequent speaker regarding probate matters and a member of the Judicial Council's Probate & Mental Health Advisory Committee. Mr. Greenwood is also a contributing author to CEB's conservatorship and powers of attorney and health care directives books. Mr. Greenwood's areas of practice include conservatorships, guardianships,...

Jennifer Yeoh is a Founding Partner of Joe, Southard & Yeoh LLP, with over 14 years of experience, specializing in workers’ compensation law. She aggressively defends the rights of those who have been injured on the job so that they receive the financial compensation they deserve. She represents a wide variety of workers in both public and private sectors, including construction workers, caretakers, nurses, healthcare workers and airline employees. Ms. Yeoh has an in depth understanding of the intricate workers’ compensation laws and provides individualized attention to her clients to help them navigate through the complex process.

A native of Southern...

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...

In my early years as a financial planner, I realized that estate planning was an often-overlooked area of planning not only by clients but by their financial advisors. The reason I became an attorney was to help people make sure that their wishes are carried out during incapacity and after death. I had seen too many people impacted by the lack of estate planning or poor estate planning. I did not want to see the government or the courts take control of a person's property in a way that was not consistent with the person's wishes and intent. I am passionate...

Daniel J. Morse represents creative artists from his offices in the Los Angeles area. Mr. Morse excelled in his studies of contracts, intellectual property, and entertainment law at the Pepperdine University School of Law. After graduating in 2001, Mr. Morse worked as a civil litigator while assisting various visual artist clients. Upon moving to Tennessee, Mr. Morse worked with the firm of Wise & Reeves, representing a variety of individuals and business with transactional and litigation matters. Mr. Morse also represented musicians and literary authors. With licenses to practice in two of America's...

My education is rooted in the University of Southern California and culminated with a Bachelor of Science and MBA at Valley Christian University. I graduated from the University of La Verne School of Law in Woodland Hills, California. I am a hands-on, solo, general practitioner and I have been practicing law in the San Fernando Valley serving Los Angeles and Ventura counties. Since 2009 I have actively prticipated in the Judge Pro Tem for the Los Angeles County Superior Courts. This is a volunteer, non-paid public service.

Jenny Tiu received her B.S. degree in Physiological Science from UCLA. During her undergraduate studies, she was a research assistant at UCLA for both spinal cord injury and atherosclerosis research. Ms. Tiu then earned her J.D. degree at Golden Gate University School of Law with an emphasis in Public Interest Law. During law school, she interned for the San Francisco City Attorney's Office in the Juvenile Dependency Unit. She then went on to intern for the Solano County Alternate Public Defender's Office in the Juvenile Dependency Unit and later in the Misdemeanor Unit. After being...

Steven D. Kramar's practice concentrates on small businesses, the selection and formation of business entities such as partnerships, corporations and limited liability companies, the management and contract issues they encounter, including litigation, as well as matters involving the personal affairs of principals such as estate planning (trusts and wills) and probate and trust administration. Steven represents clients in regard to real estate matters from purchases and sales through disputes concerning the rights and responsibilities of adjoining property owners. Steven has a long history of personal injury practice but does not actively seek cases unless they involve substantial injuries.