Phelan Estate Planning Lawyers

I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.

Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...

Christopher J.D. Gipe is the attorney behind his eponymous law firm in Mission Viejo, California. He offers compassionate estate planning services to families throughout Southern California. With the heart of his practice being located in Orange County, including San Clemente, Dana Point, Rancho Mission Viejo, Ladera Ranch, San Juan Capistrano and Laguna Niguel. Mr. Gipe understands the importance of an estate plan and makes sure everything his clients have worked for is taken care of. He ensures their wishes are clearly stated and treated the way they want it, even when they are unable to do so. He helps with the...

As a founding partner at the firm of Davis Wojcik Duarte, APLC, Riverside County attorney Robert A. Davis works on both criminal and civil cases. He has over 22 years of experience in the legal field. Mr. Davis has been involved with the boards of the Hemet Hospital Foundation, the Exchange Club, and the Education Foundation. He is a member of the California Society of Healthcare Attorneys, American Health Lawyers’ Association and Riverside County Bar Association. He received his Juris Doctor from Brigham Young University, where he was Editor-in-Chief of the Journal of Law and Education. Contact his firm for...

Beth Acevedo applies a broad background in estate planning, estate and trust administration and tax law to develop customized, multi-generational estate plans for high net worth individuals and families. Through the careful crafting of trusts, wills, powers of attorney and health care directives, Beth identifies and addresses potential conflicts before they occur while maintaining the clients' interpersonal and wealth transfer goals. Beth's compassionate and detailed approach to estate and trust administration matters brings beneficiaries and fiduciaries peace of mind during what can be an emotionally stressful time.

Beth has an Executive LL.M. in Taxation from New York University. While in law...

Yasha Bronshteyn is a Partner at Ginzburg & Bronshteyn, LLP. With nearly 20 years of experience, he provides skilled and knowledgeable advocacy. Mr. Bronshteyn represents clients in a wide array of Family, Divorce, Domestic Violence, Estate Planning, Probate and Real Estate Law matters. He is dedicated to achieving clients' goals efficiently, effectively, and affordably, while bringing them peace of mind.

Mr. Bronshteyn has received an AV Preeminent Rating, the highest possible from Martindale-Hubbell. Additionally he has been honored as a Super Lawyer in 2017, 2018, and 2019.

Mr. Bronshteyn received his B.S. with honors in Political Science from the University of California,...

The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...

California Attorney Eric J. Gold has practiced law in California since 1999. As a solo practitioner at the Law Offices of Eric J. Gold, APC, he personally handles each matter and uses current technology to provide value and comprehensive services to his clients. In addition to his specialized knowledge in commercial transportation, Mr. Gold has also worked for a not-for-profit outdoor advocacy organization that promotes mountain bicycling and he remains an avid cyclist today

My main focus is to bring the knowledge and know-how when it comes to estate planning and corporate law. From providing strategies that will allow a smooth transfer of assets of one's estate to representing in probate proceedings of inidivudals who did not do any planning prior to passing away. I was born in Long Island, New York and raised in Los Angeles, California. Before attending law school, I attended the University of California at Los Angeles (UCLA), and completed a bachelor's degree in History. I then attended Southwestern Law School in Los Angeles where I received my juris doctor....

Sean D. Muntz serves as Managing Partner of RMO LLP. Sean is an experienced trial and appellate lawyer, with litigation experience spanning a broad range of subject matters, including banking, general commercial, employment, probate, real estate, securities, intellectual property, maritime and environmental disputes. Sean has litigated matters in state and federal courts throughout California, and in alternative dispute resolution forums, including AAA and JAMS, and before the NASD/FINRA and Pacific Stock Exchange. Sean’s practice focuses on representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation. Sean previously was a partner at an...

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...

Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...

I am a first-generation American family law attorney. Contact MCB Law TODAY for a FREE Initial Consultation: Tel: 323-609-8992 Email: meshi@meshilegal.com Web: meshilegal.com

Saunders & Associates, APC is your California Foreclosure Defense Lawyers. We guide our clients through difficult issues, bringing our insight and judgment to each situation. Our innovative approaches create original solutions to our clients' most complex matters and disputes. Saunders & Associates, APC provides aggressive cost-effective and result-oriented representation to our clients. At Saunders & Associates, APC you get an experienced legal team and support staff who will know your case, the law, best practices, courses of action, and yes, you as a person in need of guidance, direction, and experienced legal representation. The current rise in the cost of living...

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...

Entering her 15th year of practice, Kimberly specializes in estate planning, probate, and trust administration and corporate law. Kimberly’s experience in assisting aging seniors, middle-aged couples and young families in trusts and estates issues is an asset to her clients. This experience allows her to provide highly customized estate plans for her clients’ unique family needs.

Kimberly compassionately and efficiently addresses the affairs of the deceased, including probate and trust administration therefore she is able to represent trustees, executors and beneficiaries in many different and often difficult situations. Additionally, Kimberly offers legal counsel to closely-held businesses at each stage...

Mara Allard has a proven track record of success advancing claims for clients in probate courts throughout the state. At Allard Smith A Professional Law Corporation, she represents executors, heirs, trustees, trust beneficiaries and family members in probate petitions, will contests, breach of trust, financial elder abuse claims, breach of fiduciary duty claims, quiet title actions, real property disputes and contested actions related to guardianships, conservatorships and powers of attorney.

BRENT LANCE, LL.M. (Tax-NYU), has 43+ years of experience in California, Cross-border and International Tax matters. His experience includes seven years practicing international and California tax law at Baker & McKenzie, the world’s largest international law firm and five years leading an international tax consulting group as a partner of KPMG, the world’s largest international accounting and consulting firm. The balance of Mr. Lance’s 43+ years of cross-border tax and legal experience was earned by advising “snowbirds,” “expats,” international business owners, international investors and others with cross-border lifestyles in the boutique law firm he founded in Palm Desert 28 years...

Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...

Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.

Matt holds a Bachelor of Arts in...

Since 1974, The Gibbs Law Firm, APC has provided unparalleled service in a variety of legal matters throughout Southern California. Prospective clients can expect the same resources as many large firms, without sacrificing the personalized focus and attention that comes with a modest-sized staff. The Gibbs Law Firm, APC has forged many alliances across its long history, and will use all the tools at its disposal to obtain the results you seek. Whether you have residential, commercial or manufactured housing real estate problems, seek advice on any aspect of business operation, require representation in Bankruptcy proceedings or need assistance with...

Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...

Our firm focuses on divorce and civil litigation matters. I have 30 years of experience in state and federal courts. I have been awarded the highest possible rating for legal skill and ethical conduct by Martindale Hubbell, the oldest attorney rating company in the United States and a 10/10 Superb rating by avvo.com. I am a member of the Multi-Million Dollar Advocates Forum. Membership is limited to attorneys who have won million and multi-million dollar verdicts and settlements. Less than 1 percent of litigation attorneys are members. The three most important characteristics of our firm are accessibility of the attorney,...

I am an experienced Estate Planning and Probate attorney. I counsel clients throughout the Palm Desert area.

I approach each case with great care, attention to detail and dedication. I am passionate about providing exceptional service and representation to meet the unique needs of my clients.

Outside of work, I enjoy time with my husband Chuck and our two golden retrievers, Belle and Pepper, in our Cathedral City home. In addition, I am an auto racing enthusiast, having served as a Steward for the Sports Car Club of America.

Aisha is a native San Diegan, graduating from San Diego State University with a Bachelor of Arts in International Business (with an emphasis in Spanish and a Distinction in the Major) and a minor in Portuguese. She began an 18-year career at Qualcomm, Inc., a global leader in wireless communications technology, as a Marketing Intern while attending SDSU. Her desire to do meaningful and fulfilling work drove her back to school, and as someone who isn't afraid of a challenge, she attended the University of San Diego School of Law under scholarship, while continuing to work full-time. Aisha earned her...

Bruce R. Durkee is licensed both as an attorney and as a Certified Public Accountant (CPA). Bruce is also a Certified Legal Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. ?Bruce graduated magna cum laude with a Juris Doctor (J.D.) from Whittier Law School -- finishing in the top 10% of his class. He also holds a Bachelor of Arts (B.A.) degree in Accounting from Vanguard University of Southern California, graduating cum laude. Prior to becoming an attorney, Bruce owned a CPA firm...

A lawyer who understands the concerns you have and the situations you are going through, may be hard to find. As someone who has been through a divorce and heavily involved in the criminal justice system, attorney Heath L. Baker may understand your concerns regarding your family law, criminal law, and personal injury cases, more than you would expect. Mr. Baker understands what it is like to face emotionally difficult situations, which go beyond “winning” a case. Mr. Baker retired from the Riverside Police Department after obtaining years of experience with the courts, investigations, and the judicial process, seeing both sides of...

My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...

The Vista, California, Law Office of Paul Campo has provided trusted legal counsel in the North San Diego County region for more than 35 years. Paul is committed to providing personalized, knowledgeable, and efficient legal representation for all types of trust, probate, and estate planning matters, including trust and probate litigation. Paul is an experienced, responsive & affordable attorney.

Paul is a native of Vista. After graduating from Vista High School, he attended Stanford University and received his B.A. in 1981. He then attended the UCLA School of Law, and graduated with a J.D. in 1984. While in law school...

Senior partner at Borg Norris Life Long California resident serving the north San Diego area for 50 years Graduate of Lynwood SDA Academy Vietnam Veteran -- Gasoline Truck Driver Former Realtor in California Business owner, Real Estate Redeveloper ,and General Counsel to the Health Care Industry including hospitals and off site clinics. prosecuted and defended numerous malpractice cases. Current practice dedicated to estate plannng. Real Rstate challenges preferred Currently General Counsel to Spinergy Inc a carbon fiber wheel manufacturer Professional Affiliations with Brig. Gen. David M. Brahms USMC Ret . A significant percentage of clients are professionals...

Experienced attorney with office located in Rancho Bernardo, San Diego. In practice in San Diego County for 15 years. Appeared in Los Angeles County, Riverside County and Orange County courts. My practice is limited to those counties.

Experience in Estate Planning arose from the connection that exists between the two areas of law practiced in my firm. Divorce causes change in estate plans, wills, asset allocation, beneficiary and Powers of Attorney designations. The two areas of law naturally go together. And even if they do not in your case, we have the skill and experience to assist you with your specific...

Kevin Forrester has more than 20 years experience as a trust and fiduciary lawyer, arbitrator, and mediator of civil, securities, and real estate disputes; and more than 30 years real estate practice experience as a Realtor® and licensed real estate broker.