San Jacinto Estate Planning Lawyers

My primary focus is to help the average homeowner save their house, get a fresh start on their finances, educate them on how to meaningfully budget and save money, and then help direct future investments for their future financial needs. No one sat down and explained any of this to me. I had to go out and find the information. Now I want to share it with you. Bankruptcy is not the end of the world. We will work with you to come up with a affordable legal strategy that is within your budget. ...

My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California.

Practice Areas: Estates & Trusts, Trust and Estate Litigation, Elder Abuse, Conservatorships, Real Property, Business Litigation, Family, Divorce, Custody, Support Ms. Wickers handles clients legal needs including representing clients in trial, and appeals. In 2020, Christina Wickers obtained a Top Attorney Avvo Rating of 10/10 and was selected by Super Lawyers, Rising Stars List, for Southern California, in both 2020 and 2022 – a top rated Trusts and Estates Attorney in Southern California. No more than 2.5% of attorneys in the State of California are named to the Super Lawyers, Rising Star List. Similarly, she has...

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.

RoseAnn began working in the legal field when she was 18 years old and worked for some of the largest law firms in the Los Angeles area as a legal secretary and paralegal before she became an attorney. Using document-search programming, she worked on many complex, high-profile litigation cases and cases with voluminous e-discovery requirements. RoseAnn attended UCLA in high honors classes and graduated magna cum laude in 1994, and then worked another ten years to take care of her four grandsons as a litigation paralegal in many trials before attending law school. She attended Abraham Lincoln Law School to continue...

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...

San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...

Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...

Attorney at Law Offices 1820 West Orangewood Avenue, Suite 104a, Orange, CA 92868 Office: +1 (714) 634-4838.

With more than a 1000 small business owners as clients, Andy Gale clearly knows his way around the legal ramifications of small business law. He has been practicing law at Gale & Vallance since 1987.

Andy started his career as a trial attorney for the Office of the District Attorney in Orange County, California working there from 1980 through 1987.

He has served in his community as the Director for the Foundation for Personal Financial Education from May 2009 to January 2011.

He has received many...

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...

I have been an estate planning lawyer since 1998. I have a Juris Doctorate degree from Pepperdine University School of Law and a post doctorate degree (LL.M. in Estate Planning) from the University of Miami School of Law. I am a California State Bar certified specialist in Estate Planning, Trust and Probate Law. In addition, I taught estate planning (Wills and Trusts), estate administration and probate law as an adjunct professor at Cerritos Community College.

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...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

I completed my undergraduate schooling at Boston University, but don’t worry; I don’t talk funny. At Boston University, I achieved a Bachelor of Science in Business Administration with an accounting concentration and graduated with magna cum laude honors. That just means you’ve got a smart guy on your side. After Boston, I returned back to Los Angeles and attended Loyola Law School in Los Angeles, graduating and receiving my Juris Doctorate, my law degree. It is while I was at Loyola Law School that I was an assistant clerk for the honorable Judge Alan Ahart, Judge for the Central District...

Attorney Milda Goeriz is skilled with all estate planning matters and experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. In reaching the best results, Attorney Milda Goeriz applies modern methods and an honest approach to law. She employs creative strategies when forming revocable and irrevocable trusts and handling other estate planning matters. Ms. Goeriz has a unique ability to explain the complex planning devices in a simple fashion and is valued by her clients for effective asset protection. A multilingual tax lawyer with a background in international business transactions, Ms....

The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...

Kevan P. McLaughlin is an award-winning San Diego tax attorney whose practice focuses on civil and criminal tax litigation and controversies. Kevan defends taxpayers and resolves all types of tax disputes with the IRS, FTB, EDD, U.S. Tax Court, CUIAB, and Department of Justice. In 2009, Kevan formed a boutique law firm with special emphasis on civil and criminal tax preparation. The firm has since grown, adding estate planning, tax planning, trust administration, and tax preparer and CPA defense practice areas. The firm is dedicated to representing taxpayer in these concentrated practice areas, and today helps individuals and businesses with...

I am an experienced Employment and Consumer Law attorney. I fight for employee, consumer, and investor rights throughout San Diego County.

I provide comprehensive and effective legal advocacy. For over 15 years, I have dedicated myself to aggressively protecting my clients' rights and interests. Having recovered millions of dollars, my focus is always on achieving the best possible results.

Contact me for a free consultation to see how I can help you.

Our firm specializes in Elder Law with particular emphasis in California Medi-Cal eligibility planning, Medi-Cal estate recovery minimization planning, estate planning and trust administration. We work closely with our clients to ensure that their assets are protected and preserved according to their individual circumstances and goals.

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...

ATTORNEY
As an attorney in private practice in Los Angeles County, California William Hayes provides extensive estate and tax planning services to individuals and businesses in Los Angeles, Pasadena, Glendale, Burbank and surrounding communities. Attorney Hayes’ primary focus is to help clients avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He believes in giving each client the time needed to explain his or her needs and wishes and then dedicates his efforts toward making the client’s desires clear in their final estate plan.

Clients of The Hayes Law Firm have often...

Lindsay Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a more direct and positive impact on individuals. After stepping away from insurance defense, Lindsay worked for a non-profit organization in Washington D.C. that advocated for women and girls with disabilities directly to different factions of the federal government and the various relevant bodies of the United Nations. Although this fulfilled Lindsay’s background in Peace Studies and International...

Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....

Daniel Sallus is a partner of Stone & Sallus, LLP focusing on business litigation, business and real estate transactions, estate planning, entity formations, and real estate litigation. Born and raised in the Los Angeles area, Daniel obtained his B.S. in Management from the Eller School of Business and a minor in Spanish at the University of Arizona. Previously he worked at a large bank where he interacted with businesses and obtained a deeper understanding of their needs. While in college, Daniel started investing in real estate where he was able to manage and rent the property to pay for his undergraduate...

Giovanni A. Correa is an estate planning, trusts, and probate attorney with more than 10 years of legal experience, including 8+ years as a California licensed attorney. Giovanni has extensive experience in estate planning and probate administration. His passion for his profession is evident in his commitment to providing exceptional customer service while always keeping costs at the forefront.

Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.

Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation. ?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...

Ms. Solomon began her legal career working at a mid-size law firm in downtown San Diego, where she had the opportunity to work as part of a sophisticated team of business lawyers. Ms. Solomon is a member of the Probate Attorneys of San Diego and currently serves on the Probate Handbook Committee. Passionate about efficiency in all things, Ms. Solomon co-founded Broaden Law LLP so she could combine her entrepreneurial spirit with the law business. Ms. Solomon is dedicated to identifying a variety of strategies based on the client’s situation and unique goals to ensure her clients are involved in the...

Jack Chammas is the Managing Attorney at the Chammas Law Office, APLC. Practicing since 1996, his experience ranges from Business and Transactional Law, Real Estate Law and Civil Litigation. Two years into his practice, he joined a California Based Corporation as its in-house General Counsel. What started out as a small business venture eventually became the experience of his lifetime. Within ten years, the company grew exponentially to a multi-million dollar institution operating in 50 States. As General Counsel, Jack handled all aspects of running a multi-state multi-million dollar operation including working with law firms nationwide, participated in litigation at...

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

Andrew Smith applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. He works closely with fiduciaries, beneficiaries and institutions, effectively guiding them through all stages of litigation, including discovery, mediation and trial. Andrew fervently protects the best of his clients, actively pursuing all avenues of resolution.

Before joining Weinstock Manion, Andrew began his career as an associate in the Litigation Department at Winston & Strawn LLP, where he represented corporations engaged in various types of complex commercial litigation, including trade secret, product liability, trademark and maritime disputes. He joined Weinstock Manion to specialize in estate...

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,...

Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...

Edlin Martin is a founding partner of MacKay & Martin, LLP. Her practice focuses on family law and estate planning. Prior to founding her own practice, Ms. Martin was a senior family law associate attorney, where she specialized in litigation of high-conflict family law issues such as domestic violence restraining orders, move-away cases, and child custody and visitation arrangements.

Ms. Martin has devoted much of her career to helping children and other victims of violence in family law and related immigration matters. Ms. Martin is particularly proud of her contribution to the drafting of California bill AB-1678, which was signed...

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.

Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.

In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.

Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years. Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...

Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...