San Marcos Estate Planning Lawyers

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.

Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory Law, a boutique wills, trusts, estate planning and probate law firm based out of Newport Beach, Orange County and Tahoe City, Placer County. With over 25 years of experience working with clients throughout California as a estate planning attorney handling special needs trusts, long-term care planning, elder law, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us. I look forward to learning how we can serve you and your family. Contact us today...

Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County. Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association. Darlynn...

Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...

Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso. Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...

Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...

Leah Larkin has been practicing law since 2004. She practices in the area of Estate Planning, Probate, Trust Administration and Business Law. Leah Larkin is a Certified Specialist in the area of Estate Planning, Probate and Trust Administration, by the State Bar of California Legal Board of Specialization.

Leah grew up in the Pass Area. She is a graduate of Beaumont High School and University of Redlands. Leah attended University of La Verne College of Law on a full tuition scholarship, graduating top of her class as Valedictorian and passing the bar on the first time in 2004. Leah is...

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...

An eye for detail. Ms. Ho is a Partner at Core Law Group. She is that rare breed of individual that has the analytical skills and patience to find the most intricate details about her cases. Whether it’s an opposing party’s retirement plan or a motion the opposing attorney filed with the court, Ms. Ho is known for being able to spot the weakness in the other side’s case and taking the tactical steps necessary to take advantage of that weakness. Ms. Ho has extensive experience clients in both Federal and State courts. Her...

Ms. Katje earned her Juris Doctorate at California Western School of Law, San Diego, California, graduated Cum Laude and was a Dean's Honor List recipient. She was also a recipient of the American Jurisprudence Award in Contracts I and Contracts II. Ms. Katje was a member of the Law Review and International Law Journal at California Western School Law, where she was an Associate Editor.

Ms. Katje was admitted to the California State Bar in 2003 and is a Member of the American Bar Association and San Diego County Bar Association. Ms. Katje is licensed to practice in all courts in...

Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...

My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...

William Ha is a dedicated and passionate attorney and was born in Los Angeles, and raised in the South Bay. Background and Education William Ha's journey as a legal professional began with a strong commitment to serving the local community. He earned his Juris Doctorate from California Western School of Law in 2008. He has been licensed to practice in California the same year, and is also admitted the to state bar of New Mexico. Practice Areas William Ha is a seasoned attorney specializing in two crucial practice areas: Estate Planning and Bankruptcy. He is passionate about these areas of the law because they...

Ms. Macedo practices civil litigation, estate planning, provides general counsel services, and is a consultant working on policy issues. Her interests include supporting local municipalities, small businesses, and community nonprofits. She is also a career development coach focusing on women of color. Previously she was an Associate at a Central Valley plaintiff’s law firm working on catastrophic personal injury cases and an Equal Justice Works Legal Fellow focusing on providing free legal assistance to low-income communities in the Central Valley.

Attorney Amanda Johnson has an extensive background in law, graduating from Trinity Law School in Santa Ana, California. While attending law school she worked with the Orange County Rescue Mission providing legal services to members of society who might not otherwise have access to legal aid. She was also a member of Asian Pacific American Law Student Association, the Public Relations Director for the Student Bar Association, and she attended an International Human Rights Program in France. Before moving to California for law school, she attended the University of Wisconsin La Crosse where she obtained a Bachelors in Science and...

Rebecca Sommer is licensed with the California state bar and has been practicing law since 2015. She has numerous scholastic achievements, including ranking top 10% of her graduating law school class and earning several scholarships for extracurricular activities. Additionally, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School. She combines her general finance training with specialized legal knowledge to offer practical legal solutions for managing your assets. Work with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid...

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...

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.

High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...

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...

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...

Next Level Legal aims to reimagine the legal experience by disrupting the way that law firms have traditionally delivered services. We believe that everyone should be able to access an attorney when they need it and continue to establish solutions to make that access possible, including the utilization of technology, transparent pricing, flexible payment options, legal subscription memberships, and options for virtual representation.

We are a full service law firm located in Hesperia CA. We provide a broad range of high quality legal services to a wide range of clients, including both businesses and individuals, throughout the greater San Bernardino and Riverside County areas. If you need a business lawyer for the formation of a new corporation, estate planning, or filing a personal or business chapter 7 bankruptcy, we will act on your behalf, aggressively and competently, to get you the results you need for future financial security and success.

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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...

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...

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...

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...

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.).

Law practice focusing on the communities of Imperial County. I am very accessible, give my office a call.

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.

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...

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...

My name is Tatiana, and I am the founder of Pavlova-Coleman Law. My professional background spans over 20 years in finance and wealth management in Los Angeles, which paved the way for my current focus on Estate Planning. As a first-generation immigrant from Bulgaria, I have invested years into understanding and mastering the financial landscape of the United States. I firmly believe that everyone, regardless of their financial status or background, deserves access to estate planning education and guidance. My passion lies in imparting my knowledge, and my practice aims to help individuals from diverse backgrounds protect their assets and secure...

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...

The Law Offices of Saman Behnam, is a full services law firm; providing its clientele with high quality, cost effective, and responsive legal services throughout the State of California. Our office provides affordable, cost effective legal services with the care and attention you require. SAMAN BEHNAM, has a practice emphasis in Civil litigation Real Estate Litigation and related Transaction, Bankruptcy litigation, Family Law, CH/DV-TRO, Family Law, Probate and Trust Litigation, Corporations Shareholder Dispute Resolution and litigation, Estate Planning, Business Succession Planning, Asset Protection, Commercial and Residential Evictions, transactions concerning Limited Partnerships, Limited Liability Company, Corporations. He is a...