Orcutt Estate Planning Lawyers

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...

Christian focuses his practice on estate planning and administration matters, a practice area he became interested in and gained relevant experience in while working in the securities industry. Christian worked over sixteen years in the financial services industry advising clients, as a licensed agent, for JP Morgan Chase in both Santa Barbara and San Luis Obispo Counties. As a result of that experience, he holds a deep understanding of wealth management and how it relates to sound estate planning. While working full time, Christian attended college, and ultimately earned his law degree from Oak Brook College of Law and Government Policy....

The process of choosing an attorney is an important one and can be confusing. You simply want to know if you can trust me to handle your legal issue. You want to know if you’ll make a personal connection and not feel like another face in the crowd; whether I can meet you where you are and truly understand your needs. Some attorneys go directly from high school to college, on to law school, then into practice. There isn’t necessarily anything wrong with that; it’s been a successful route for more than a few. However, that overlooks the value of...

Located in Arroyo Grande, California, Paulding Law represents clients with a variety of needs. Our practice areas include: estate planning (wills & trusts); real estate and business transactions; and land use, environmental, and construction law. Whether you are a local resident, government agency, contractor, or entrepreneur, we will not only be responsive to your needs, but we will work harder than ever to exceed your expectations. It is our combination of extensive experience, positive demeanor, and professionalism that sets us apart and allows us to customize our services to meet your individual needs and concerns.

Mike has more than 40 years of experience in Estate Planning, Trust Administration, Business Law and Medi-Cal planning. He has personally handled more than 5,500 cases, with a 100 percent perfect record for Medi-Cal applications. Mike joined his father in-law, Andrew David (1922-2008) in 1978 as a partner at the family law firm (then, Law Offices of David & Zimmerman) in Arroyo Grande.

He is a member of the California Bar Association as well as the local San Luis Obispo County Bar Association. In his more than 40 years of law practice, he has served on the board of directors of...

Adele graduated from Monterey College of Law with a Juris Doctor while raising two children with her husband, architect Jeff Schneidereit.

Ms. Schneidereit has founded Adele Schneidereit Law Offices and practices there as the Principal Attorney.

Before she became a lawyer, Adele worked in Silicon Valley as a software consultant at CGI Technologies and Solutions Inc. Later Adele worked as part of a small team which designed the Online Medical Record System which is the charting system for inpatients used by the vast array of Kaiser Permanente hospitals and physicians.

Adele founded Inspire The World Foundation, which promotes awareness about...

Representing Landlords in Eviction Cases. Assisting Interstate Household Goods Moving Companies with Tariffs and Contracts. Practicing member of the State Bar of California and the United States District Court for the Central District of California.

Expertise, Experience and Affordability are factors that set The Stephen Stern Law Firm apart. * 30 PLUS 5 STAR GOOGLE RATINGS * AV-PREEMINENT by Martingale Hubbell -- Peer Rated for Highest Level of Professional Experience * 5,000 plus cases and 24 years experience * Highest Quality Client Communications * Adjunct University Professor - Business Law Practice Areas: * Bankruptcy * Estate Planning * Trademarks * Business Law

Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo. Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011. Prior to attending law school, Shannon began her legal career as a law...

Curtis grew up in San Luis Obispo and graduated from San Luis Obispo High School. He attended Emmanuel College, in Boston, MA where he earned a B.A. in both Business Management and English Communication. Curtis earned his J.D., with a Civil Litigation Concentration from the University of San Diego School of Law in 2015, graduating magna cum laude with election to The Order of the Coif and The Order of the Barristers.

Curtis served as a judicial extern for the Honorable M. James Lorenz of the United States District Court for the Southern District of California and worked as an...

Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem. Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...

Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003. Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...

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...

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...

http://duringer.us

JD, Northwestern Univ School of Law (1978)

Klaus Gottlieb, Estate Planning Attorney California | (805) 703-2282 | WealthCareLawyer.com Offices in San Luis Obispo and Cayucos Legal Accomplishments: Klaus Gottlieb's legal journey is marked by noteworthy achievements. After nurturing a long-held dream of studying law, he turned it into reality by graduating from Northwestern California University School of Law in Sacramento in April 2021. His dedication and aptitude were evident when he passed the July 2021 California Bar Exam on his first attempt, a feat in a state with a 53% pass rate. His legal expertise is in Trust and Estates, where he uniquely combines deep legal knowledge, counseling skills honed as...

I am a California native originally from the San Joaquin Valley. I graduated from the University of California at Santa Barbara in 1970 where I studied Political Science. In 1975, after 3 years of world travel I formed an import clothing business. It included a Santa Barbara retail store and for 25 years operated as a national wholesale outlet. I took part in the management of the business and the design and distribution of the products. My duties included national and international travel, meeting with customers and vendors, as well as dealing with international banking and import/export requirements. The company...

A large portion of my practice is devoted to the division of retirement accounts requiring Qualified Domestic Relations Orders or QDRO’s. In this unique area of law, I can bring a sense of calm and order by reviewing and offering advice as to the division of most deferred compensation plans.

I bring a diverse background with plenty of life experience to the table for my clients. Before taking the plunge into law school and the practice of law, I worked in the Kern County District Attorney’s Office, Bureau of Investigation, Kern County Employees’ Retirement Association (KCERA) and ran a successful termite...

Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...

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...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

As a founding Partner, Randall Sutter is involved in the daily operations of the law firm with emphasis in the following practice areas: Bankruptcy and Consumer Advocacy: Mr. Sutter helps individuals and small businesses develop asset protection strategies and counsels various options for eliminating or restructuring debt and liabilities. Not only is Mr. Sutter knowledgeable in Chapter 7 and Chapter 13 bankruptcy cases, but he has also successfully confirmed plans for complicated Chapter 11 reorganization cases. General Business Counsel: As a business owner and entrepreneur for 25 years, Mr. Sutter brings a unique perspective to helping small...