Quincy Estate Planning Lawyers

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...

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,...

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...

I have always been interested in European history and languages. I lived in France for four years before returning to the Bay Area to set up my law practice. I often work with people in the Bay Area who have family or assets in France.

David wants to help his clients solve their legal issues in the areas of wills, trusts, and probate through application of his title insurance, escrow, trust accounting, and mathematics background. David was born and raised in Yreka, a rural town near Oregon. He graduated from UC Berkeley with a double major in Mathematics and History and from UC Santa Barbara with a Master’s Degree in Mathematics. After teaching math for a few years, David returned to his hometown to take over his family’s title insurance and escrow business, which David owned and managed for 18 years. David studied...

Through my office, I have been able to practice law in a manner that best serves my clients. Being a lawyer is being able to serve people. I am in a service industry. I must be honest with my clients. This means that I will tell clients what I believe is in their best interest, regardless of my financial interest or personal bias. I do believe that people should stay out of court, if possible. Court is expensive, time consuming, and emotionally draining for clients. It is easier to fix problems prior...

Based in Elk Grove, California, the Law Offices of Quinton J. Miller has been serving the Sacramento region since 2006. We help clients prepare for the future and put the past to rest. Our office counsels individuals, couples, and businesses based on years of experience drafting, administering, and when necessary litigating trusts and wills. Quinton Miller began practicing law in 2006, after receiving his Juris Doctorate degree from Oak Brook College of Law. A job offer from a classmate led him to Elk Grove, and he opened a general practice in the Elk Grove area with a...

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...

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...

Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...

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...

Michelle Castillo is a California Estate Planning Attorney. She is based out of Granada Hills, CA and her practice focuses on helping families plan for the future. She is a trusted Spanish speaking lawyer in Granada Hills serving people all throughout Los Angeles. Her areas of practice are in Estate Planning, Living Trusts, Wills, Health Care Directives, Power of Attorney, Guardianship Nominations, Trust Administration, Probate and Asset Protection.

Attorney Castillo also has over 15 years experience in Real Estate, Mortgages and Insurance. She is the wife of a United States Marine Veteran and mother of three young girls. She understands...

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.

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 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...

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...

I have 42 years experience in tax, business, banking and estate planning law, including 3 years as an Adjunct Professor of Law at the University of Southern California Law Center. For the past 17 years, my practice has focused on Living Trusts and Estate Planning, emphasizing legal representation of individuals and families in connection with Estate Planning, Living Trusts and drafting and implementing Family Wealth Strategies (sm). I practice in a warm, comfortable environment, where my wife (Hinda) helps to provide the perspective and wisdom of a woman, mother and grandmother to the planning by my clients. ...

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.

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.

At Pederson law offices, the team is committed to providing Thousand Oaks residents with the legal representation they deserve. The firm consists of two lead attorneys, who have over 40 years of combined legal experience. Attorney Steve Pederson received his Juris Doctorate with high honors from Western State University School of Law in 1975. Before working as a lawyer, he worked as a Senior Design Engineer for General Dynamics Corporation, where he assisted in the design of numerous space vehicles. Mr. Steve Pederson then worked as an attorney in Los Angeles, where he handled civil litigation cases in the areas...

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.

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...

Prior to entering private practice, Ms. Harper served as Director of Corporate Compliance and Commercial Leasing for Kinko’s Service Corporation, Inc., now FedEx. Early in her career she worked as in house corporate counsel to one of California’s largest labor staffing corporations and civilly prosecuted perpetrators of domestic violence through a DOJ grant protecting victims of domestic violence. She has argued cases before the United States Hague Court for matters of international child abduction; California Court of Appeals and Superior Court; District Court; Delaware Court of Chancery; and before the United States Patent and Trademark Office, Trademark Trial and Appeals...

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...

I graduated from the University of Iowa in 1972. My first year out of law school, two friends from Perry and I opened a bar and music center in Iowa City called the C.O.D. Steam Laundry. After a year I moved to California where I traveled the West Coast as a craft vendor and follower of the Grateful Dead band. In 1990, I decided to settle down in Santa Barbara and joined the California State Bar, practicing family law. My interest in family law grew to the point where I wanted to become a specialist in family...

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...

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,...

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...

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...

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

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.

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...

Attorney Caitlin Rodriguez was born and raised in Ventura County and attended California State University Channel Islands (CSUCI) where she obtained a Bachelors Degree, with honors, in History. After graduating from CSUCI, Ms. Rodriguez attended California Western School of Law in San Diego, CA. During her law school career, Ms. Rodriguez was a member of the Pro Bono Honor Society, and was awarded the Academic Achievement Scholarship and the Diversity Scholarship. In addition, she interned with the San Diego County Alternate Public Defender's Office, the Community Law Project (a San Diego based organization that provides free legal advice to low-income...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

Kirk Rodby earned his Bachelor of Science degree from California State University at Northridge in 1995 and went on to graduate magna cum laude from Tulane Law School. In 2002, he received his Master of Laws (LL.M.) degree in constitutional law from the New York University School of Law.

A member of the California Bar Association since 2006, Kirk is part of our Construction, Labor & Employment and Estate Planning practices.

Kirk has a life-long love of books and writing, and comes to The Green Law Group after serving in management at Barnes & Noble. He is a contributing author...