Santa Margarita Estate Planning Lawyers

Mr. Duncan has over 20 years experience following areas: Immigration Law, Estate Planning and Probate, Bankruptcy/Debt Relief, and Family Law Gregory S. Duncan earned his law degree from the University of San Diego and was admitted to the State Bar of California in 2000.

I have worked in a dozen fields of law over my career of 44 years. Mostly I was a business trial lawyer, but now I only advise and handle transactions: no trials. I am semiretired but come to the office most days.

I am an attorney with a focus on Social Security Disability and Supplemental Security Income, boasting a career that spans over 30 years in Social Security Law. My professional journey includes 17 years at the Disability Determination Service and 13 years at the Social Security Hearings Office, with a transition to solo practice since January 2023. During my tenure at the Hearings Office, I gained exposure to Special Needs Trusts in relation to entitlements. Since moving to private practice, I have dedicated my efforts to drafting these trusts for clients, ensuring they protect their assets without compromising their disability entitlements. I...

Lawrence M. Daugherty is retired and his office is closed.

Former clients wishing to have their files retrieved from storage and transferred to another attorney may contact the office by phone or by mail.

Due to the Covid-19 pandemic, there may be a considerable delay in any files being retrieved from storage.

Jennifer Dean has worked for many years in Estate Planning, Trust Administration, and Probate. She particularly has a passion for ensuring wishes for end-of-life decisions are respected and enforceable with the appropriate directive. Jennifer grew up in Oklahoma and then moved to California in 2010, after earning her Bachelor of Arts Degree in History from Lee University in Cleveland, Tennessee, where she graduated Magna Cum Laude. While working with a family law attorney in Santa Barbara, California, Jennifer began attending the paralegal program at U.C. Santa Barbara, and fell in love with the estate planning field, and earned her Paralegal Certificate...

Jeremiah Raxter, is the founder and principal attorney of RAXTER LAW, P.A. Admitted to both the California State Bar and the United States District Court of the Central and Southern Districts, and a Certified Veterans Attorney with the Veterans Administration. Prior to entering law practice, Jeremiah was a National Sales Specialist with a large electronics company and a Law Enforcement Officer in Southern California. Currently, his practice is focused on Probate, Estate Planning, and Business Law. He represents businesses of all sizes everything from hair salons to governmental agencies. Jeremiah is one of the few attorneys that practices in all...

Mr. Repka earned a BBA in finance from Pace University in 1993, a J.D. from Rutgers School of Law-Newark in 1999 and an LLM in Taxation from New York University in 2001. Shortly after obtaining his first law degree, Mr. Repka joined a New Jersey-based law firm that specialized in Estate Planning, Real Estate and Franchise law. Through this experience, Michael learned the importance of proper tax structuring in a multitude of legal services. Consequently, Mr. Repka decided to pursue a Masters of Laws degree in Taxation. Since graduating from NYU School of Law in 2001, Mr. Repka...

Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization

Rated AV Preeminent for over 30 years (1986-current) - Professional excellence earned through a strenuous Peer Review Rating process that is managed and monitored by Martindale-Hubbell

Selected to Northern California Super Lawyers

Straight talk is good business. I will explain your options, then you decide what to do. My job is to anticipate potential problems and suggest strategies for accomplishing your goals.

Kathleen "Katie" Siemont grew up in the San Francisco Bay Area, attending CSU Chico and George Washington University National Law Center in Washington D.C. She was one of the first graduates of the Joint J.D./M.P.H programs at George Washington Medical Center in D.C., earning a law degree and a Master's Degree in Pubic Health in three years.

Katie worked for over a decade as a Worker's Compensation Defense attorney...

Lori Bolander is the owner and principal attorney of Bolander Law Group. A graduate of the University of California at San Diego and California Western School of Law, Lori was admitted to the bar in 2005. Prior to that, she worked for a trusts and estates attorney for five years. Shortly after graduation, Lori began practicing in trusts and estates and opened Bolander Law Group in 2006.

Law Office of Jackson Morris, Belmont, California Experienced Attorney since 1976 in San Francisco Bay Area. Bankruptcy, Trust, Estates & Probate, Business Creation and Litigation, Counseling and Advice. San Mateo, Santa Clara. Alameda and San Francisco Counties. If you need an Estate Plan with a Living Trust, Wills, DPAs, Health Care Directives, and associated forms and deeds call Jack Morris. . National Association of Consumer Bankruptcy Attorneys Debt Relief Agency. Call (650) 863-9731 to discuss your legal matter at no charge. Email: morrisja00@yahoo.com Experience Counts. Payment Plans Available

Arthur Nielsen has represented both families and businesses, in large and small law firms, for 26 years. His early legal experience was as a corporate attorney at major law firms in New York City, Minneapolis, and Silicon Valley, representing institutional clients with corporate financing and securities transactions. The first four years of Arthur’s legal career were on the legal side of the sort of mortgage-backed securities Michael Lewis describes in his books “Liar’s Poker” and “The Big Short.” He has no regrets about not sticking with it.

As more of a small-town attorney since 2002, Arthur represents families and small businesses...

Kris began her legal career in Southern California in 1994, working for large law firms doing insurance bad faith litigation. Due to her knowledge of insurance bad faith law, Kris then moved in house to do research and coverage opinion letters for a well known insurance company. She was introduced to an Estate Planning attorney and began working for her part-time in 2004. Kris then opened her own Estate Planning - Wills & Trusts law firm in 2006. She has loved helping individuals and families create their Estate Plans ever since. Kris moved to Northern California in 2013 and has built her...

I consider it an honor and privilege to represent clients through the estate planning process. I will listen carefully to all of your concerns and planning goals, including spiritual desires.

Laura Strasser has worked in the legal field for over 30 years starting her career as a paralegal, which gave her the foundation and motivation to become a well-rounded attorney. After graduating top of her class at Lincoln Law School of Sacramento, she founded a business, Legal Concepts, which provided legal research and writing on complex legal issues for many law firms practicing in the Sacramento region. She also used her skills to teach legal courses to paralegals at MTI College, including Advanced Civil Litigation, Employment Law, Personal Injury, Family Law and other general litigation matters. In...

Matt founded MDSLaw Ohio in 2011. He and his team focus entirely on helping families and business owners to plan their futures. Working in close collaboration with a trusted network of financial advisers, accountants, bankers and real estate professionals, Matt delivers high-quality legal services in a no-nonsense fashion. He has prepared well over 2,000 estate plans, from simple to complex, for clients located throughout California and Ohio. Prior to law school, Matt received a Bachelor of Music degree with emphasis in Vocal Performance at Brigham Young University. He has sung in multiple countries and in a dozen languages, including an appearance...

Laura practices almost exclusively in the field of estate planning, trust and probate law. She counsels individuals and families in establishing estate plans geared toward each unique situation, working with her clients to customize each family’s plan. She also handles routine trust and probate administrations, walking families through the complex realm of estate administration after a loved one’s death. Laura regularly handles litigated trust and estate matters, including will contests, claims against fiduciaries, and property ownership disputes. She also represents injured individuals in personal injury matters.

Laura is dedicated to earning the trust and confidence of her...

The Law Offices of Edward Misleh, APC represents clients involved in family law matters to include: divorce, legal separation, annulment, child custody, child support, spousal support, alimony, palimony, marital property, community property, pensions, business assets, cohabitation rights, estate planning, wills, trusts, conservatorships, guardianships, name changes, domestic violence and elder abuse.
When you need help with a legal matter, you can count on our skilled and licensed attorney to explain your rights and to spell out your options. Our legal staff is friendly, courteous, and informative. We will handle your legal matter with a focus on achieving the best...

Frederic "Eric" Giersch is a probate and trust administration attorney at Huber Fox, P.C.

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm that truly cared about their clients. A decade later and he knows it was the right thing to do as LLG has helped so many people and businesses over the years. Joe has been married for 33 years to the same wonderful lady and they have 2 children. Joe has coached at the youth level in several sports for 20+ years, and enjoys volunteering for charities such as the wonderful Challenged Athletes Foundation (based...

I am a founding parter at Shorb & Connor and make it a point to get to know every client that walks through our firms doors. We are a small firm and offer small firm personal service but have the technology and team attorney approach of the larger firms. Ms. Connor and I keep up to date on every case, even thoughs handled by associates. Our goal is to help our clients, and what better way than to provide them with our entire firm's knowledge, not just their single attorney. I began my career at the San Diego Public...

John Masnica is President and founder of Tailored Legal. He formed the law firm to deliver legal services to San Diego’s business owners and families in a different way. John recognized that San Diego’s small business owners and families are in need of quality legal services delivered by an attorney they can understand, relate to, and trust, and for a fixed price within their business and family budgets. Tailored Legal was born out of that recognition and strives to help San Diego’s businesses and families plan for the future by using legal tools to start and operate...