Tranquillity Estate Planning Lawyers

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children. Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family. Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.

Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem. Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...

Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo. Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011. Prior to attending law school, Shannon began her legal career as a law...

Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003. Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...

Law practice focused primarily on two areas: (1) helping Bay Area residents buy or sell a home without a realtor, and (2) drafting living trusts for married couples.

Dedicated to providing practical, cost-effective, solutions to workplace challenges. Attorney Elisabeth DeBartolo is your best choice for an employment and labor attorney who offers personalized assistance with your case. She may be the most seasoned employment attorney you will find in our area. Attorney Elisabeth DeBartolo is a Monterey Employment Attorney who worked for many years in executive level Human Resources prior to attending law school. Her experience is unique. She doesn't just have book smarts, she has the day-to-day, on-the-job, in-the-trenches experience needed to identify workplace challenges and resolve them. Ms. DeBartolo can quickly...

Shane R. Kennedy was born and raised in San Luis Obispo. He graduated from San Luis Obispo High School in 2009, and California Polytechnic State University (Cal Poly), San Luis Obispo in 2014. He earned his law degree from Western State College of Law in Irvine, California, graduating magna cum laude in 2019. While in law school, Shane was elected as the ABA Media Alerts Editor of the Law Review, served as Vice-President of the Business Law Association, interned with a general counsel of an international corporation, and studied international intellectual property law at University College Dublin in Ireland during...

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...

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...

I have more than 35 years of experience navigating legal issues for individuals, business owners, professionals and institutions involving: trusts and estate planning involving beneficiaries, heirs, trustees and other individuals, probate administration & litigation, business and commercial law, including business formation, corporate maintenance, mergers and dissolutions, business and civil litigation cases, including contract disputes, partnership disputes, and construction litigation, real estate law, including eminent domain, land use and zoning matters, title issues, easement disputes, real estate litigation, purchase and lease agreements.

I have offices in Bakersfield and Mammoth Lakes and service clients throughout the state of California.

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board. Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...

Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...

Anthony’s practice focuses on trust & estates, real estate transactions, business transactions and civil and probate litigation. Anthony brings a well-balanced and multifaceted perspective to all of his work, and is an attorney with proven experience. Anthony has represented clients in all phases of civil and probate litigation, and has provided legal advice and services for trust & estates planning and business transactions. Anthony has negotiated, drafted, and reviewed a wide range of transactions, as well as prosecuted and defended civil claims of all kinds. While at Temple University Beasley School of Law, Anthony was awarded outstanding achievement in negotiations in...

We want to help you in the best & fastest way possible. Our goal is to tailor your legal representation to meet your individual needs. We have a hands-on, personal approach and will contact you after every court appearance or movement on your case. We will make availability for meetings/consultations regarding your legal matter and will go the extra mile to guide you through this difficult time.

We accept payments. Call about our flexible payment plans!

Se Habla Espanol.

Kathleen has been practicing law since 1994, concentrating in the areas of estate planning, trust administration and business transaction law. Kathleen's estate planning client base ranges from young couples just starting out to those clients with multi-million dollar estates in need of tax, gift, and charitable planning, as well as a basic estate plan. Additionally, Kathleen enjoys working with clients in the later stages of life to address those matters that can make the transitions that are inevitable proceed more smoothly, and as the client best intends. Kathleen's business practice focuses on smaller businesses in need of...

A Business Lawyer with Experience in Business. The Anastasi Law Firm is managed by Pascal Anastasi. He is a graduate of UOP, McGeorge School of Law in Sacramento, California. He was privileged to have been taught Constitutional Law by Justice Anthony M. Kennedy, Chief Justice of the Supreme Court for the United States of America. His comfortable style, developed skills and dedication to small business owners was built upon his association with entrepreneurs and his undergraduate work at, CSU, Chico, where he earned a Bachelor of Science Degree from the School of Business, and Minor from...

I have been practicing law full time since 1977, and I have maintained a solo practice in Santa Cruz County since 1980. I have a general practice, with emphasis on personal injury cases, aviation accidents, and most other types of accidents. I also help individuals prepare estate plans, and eventually represent the heirs in probate proceedings. If you don't know how to describe your case, please call me, and I will let you know whether I can assist you, or else point you in the right direction.

http://duringer.us

Michael Barsi is admitted to practice in both the California and the Federal District Court's in the State of California and has practiced law for over 30 years. Mike Barsi received his Bachelor's Degree from the University of California at Berkeley with honors in December 1986 and his law degree from Santa Clara University School of Law in December 1991. Mr. Barsi practices in the areas of estate planning, Wills and Trusts as well as Probate Administration. Michael has represented clients in both California state courts and the United States Federal District Courts for over 30 years...

Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.

Roxanne is the founding attorney of Fine Point Law, Inc., a firm bet in downtown Santa Cruz. Roxanne’s background in estate planning, business law, family law, and real property law gives her clients unique access to cross-disciplinary insight. Law is divided into disciplines, but life is not. If you are married, you need your estate plan to be drafted in a way that takes community property law into consideration. If you are selling your home or your business, you need an attorney who will alert you when decisions you make affect your family agreements or your living trust. Roxanne is...

Attorney Matthew Triet Vo is a caring and confident attorney. He provides a wide range of legal services, specifically in Estate Planning, Probate and Personal Injury.

Matthew considers himself to be “the people's lawyer” and is passionate in being an advocate for his clients when defending their rights.

Matthew is currently admitted to practice law before the courts of the State of California, the Federal District Court of the Northern District of California and the Ninth Circuit Court of Appeals.

Jeanne is actively licensed to practice law in California and Hawaii, and holds an inactive license in Massachusetts with over 30 years of experience practicing law. She also holds a real estate Broker's license in California. Jeanne has been a mediator, arbitrator, and was formerly a per diem judge for the State of Hawaii Third Circuit District and Family Court. The Law Offices of Jeanne L. O'Brien emphasizes estate planning and administration, wills, trusts, and real estate transactions.

As an Estate Planning attorney, Mr. Tagre has extensive experience helping families plan for their growth as well as the inevitable transfer of assets from one generation to the next. He helps families pass on not only their financial wealth, but also a families intangible assets that other estate planning lawyers ignore. In founding the Tagre Law Office, Mr. Tagre drew from years of experience working as an attorney at prominent California law firms in order to provide his clients the quality of service they would expect at an overhead-intensive firm. Prior to becoming an attorney, Mr. Tagre worked for the...

Steven M. Gordon is a 1975 graduate of the University of California at Berkeley, receiveing a bachelor's degree in Business Administration, with an emphasis in Accounting. In 1980 Mr. Gordon graduated from Monterey College of Law, was admitted to the the State Bar of California, and began the practice of law in Salinas. Mr. Gordon has practiced law in Salinas since 1980. The firm aggressively represents its clients in the fields of civil litigation, real estate law, business law, estate planning, and trust administration.

My areas of practice include estate planning, trust administration, probate, business law, and real estate law. Being raised in the Central Valley I learned the value of hard work and honest dealings. After graduating from Mt. Whitney High School in 1989, I attended the University of Southern California where I was a member of the Men's Water Polo team and a member of the Lambda Chi Alpha fraternity, serving as its President during my Junior and Senior years. In 1993, I graduated from USC with a Bachelor's of Science Degree from the Marshall School of Business with...