Vista Santa Rosa Estate Planning Lawyers

I am a Southern California attorney practicing in Taxation, Estate Planning, and Business law. With my Master of Laws in Taxation and the experience leading teams of attorneys, CPAs, and Enrolled Agents, I am able to help my clients identify key needs and provide solutions tailored to their goals. I am a full-service tax law practitioner, offering a broad range of representation, including tax audit or controversy, income tax planning, estate planning, or business representation. By combining a fundamental understanding of the big picture with the complexity of daily interactions and experiences, I provide proactive solutions to a diversity of clients,...

I have focused on Estate Planning, Living Trusts, and Business Planning for over 20 years as a solo practicing lawyer. Unlike larger firms, I work directly with my clients, which allows me to provide a more affordable, cost-effective approach to solving their planning needs. Through this approach, I understand my client's unique circumstances, and design a plan to specifically address the client's objectives. After working with me as their California estate planning attorney, clients understand the process fully and are equipped to make the best decisions for themselves and their family. My experience obtained from working with diverse clients...

Sibylle Grebe is the managing partner in the law firm of Conover & Grebe, LLP which practices extensively in the fields of probate, conservatorships, estate planning, trust administration, guardianships and elder law. While successfully and competently representing the needs of clients, Ms. Grebe has enlisted her leadership skills and experience in the service of many professional and community organizations. She has served numerous years on the Probate Volunteer Panel of attorneys for the Los Angeles Superior Court. She is a past chairman of the Elder Law Committee, a past co-chair and current committee member of the...

Jonathan Yong has had a very distinguished legal career. Starting his path as a Jurist at Trinity Law School, Jonathan always strived to become the best, and he knew that law school alone would not be enough. Not one to back away from a challenge throughout law school, he competed on the school moot court team and assisted with the publication of “The Laws of Korea”, a textbook recognized by the Ministry of Justice in South Korea which teaches Korean Law for American Jurists. Understanding the importance of the trend towards mediation and arbitration within the United States, Jonathan then...

Mr. Walker draws upon his previous extensive courtroom experience with the U.S. Air Force as a Judge Advocate and as a principal of a former California law firm and now President of The Walker Law Firm, APC, specializing in civil litigation and appeals since 1970.

JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...

Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. As both an estate planning attorney and a Certified Wealth Strategist®, Anh is in a unique position to counsel her clients on both estate planning and wealth management.

I am passionate about helping people. I love getting to know my clients and providing them with a positive experience and services that offer real value to their lives.

Your Estate plan is important to you and should fit your life and values, not just a form printed out with your name stuck in it. My estate plans are tailored to you and are of immediate use to help you organize your life with a personalized Grab-and-Go book.

My broad business career in high technology with several Fortune 500 companies gives me a unique perspective and business sense...

Alejandra Rodriguez attended the University of San Diego, where she earned her Bachelor of Arts degree in Business Administration and Psychology. Ms. Rodriguez attended California Western School of Law, where she was ranked in the top 10% of her class and graduated cum laude. She was a member of Law Review and her article entitled Is the War on Terrorism Compromising Civil Liberties? A Discussion of Hamdi and Padilla was published in the California Western Law Review Journal. While attending Cal Western, Ms. Rodriguez served as a legal intern in immigration law at Casa Cornelia, and later as a judicial...

A’ja began her career in the entertainment industry with TV Guide and Lions Gate but soon found her true passion in law. She joined a leading Los Angeles litigation firm, focusing on family law, civil rights, personal injury, and criminal defense. A’ja has been a compassionate advocate for fathers' rights and has represented high-profile clients, including the Estate of Michael Jackson, Keyshawn Johnson, DMX, Keyshia Cole, Freddie Gibbs, Faith Evans, and Christopher Wallace Jr. (the late Notorious B.I.G.'s son). Her achievements include a $1 million wrongful termination verdict, multiple six-figure settlements, a not-guilty verdict in a murder trial, and successfully handling...

I have received her law degree from California Southern University and started practicing law as attorney in California in 1996. I have represented numerous satisfied clients in in the areas of Probate, Trust & Will Contest, Elder abuse, Civil Litigation cases, including Trust Litigation; Real Estate litigation, and Ownership disputes with a high success rate and has built a large following of a very loyal and satisfied clientele. My Law Office represent clients in San Bernardino, Arcadia, Pasadena, Victorville, Hesperia, Apple Valley, Riverside, Orange and Los Angeles counties and are proud to have helped thousands of our satisfied clients with their legal...

Education
Georgetown University BSBA Int Business and Economics 1967 Cum Laude Distinction
Emory University JD Taxation and Estate Planning 1974 Magna Cum Laude
University of Miami LLM Maritime and International Law 1974 SJD Thesis Two Hundred Mile Exclusive Economic Zone under UNCLOS III 1974 Summa CumLaude

Employment
US Navy Viet Nam veteran 1967-78 LCDR USNR TS SCI Clearance
Maritime and International Counsel US House of Representatives 1977-87
Maritime and International Attorney Adviser California State Senate 1987-98
Lawrence G Mallon & Associates 1987-Present

Admitted to Practice
Georgia 1973
District of Columbia 1978
New York 1987
California 1987
US Supreme Court 1978
Maritime Law Association Proctor in Admiralty 1978

I’m Matrona, founder of Family Legacy Planning Firm, where I believe estate planning is about more than just paperwork—it’s about shaping the future for those you care about most. With a personalized approach, I work closely with my clients to ensure their values, wishes, and legacy are properly protected. I focus on building lasting relationships and providing clear guidance tailored to each family’s unique needs, so they can move forward with confidence, knowing they’ve planned wisely. My own family experienced conflict over my grandparents' estate when I was a small child, and that has deeply shaped how I serve families—helping...

Courtney Writer joined Price Law Firm, APC as an associate attorney in early 2017. With experience in civil litigation and real estate matters, Courtney began her legal career in 2015 as a paralegal and later, an associate attorney at various law firms in Los Angeles and the Inland Empire.

Courtney prides herself on excellent customer relations. At Price Law Firm, Courtney represents clients in legal matters involving civil litigation, probate, real estate, trust administration, and estate planning.

A member of the San Bernardino County Bar Association, Riverside County Bar Association, and Los Angeles County Bar Association, she is very involved in the...

Assly Sayyar is an attorney practicing with Assly Sayyar, Attorney at Law, Inc. which maintains offices in Las Vegas, Nevada and San Diego County, California. She is a skilled and diligent attorney who has been practicing as a trial attorney since 2004. Originally born in England, Assly’s family immigrated to the U.S. when she was a child. She received her Bachelor of Arts in English Rhetoric from the University of Alaska Anchorage in 2000. Assly moved to Las Vegas where she attended the William S. Boyd School of Law. After graduating from law school Cum Laude in 2004, Assly...

John M. Preston is the founder and principal of Preston Estate Planning, a firm dedicated exclusively to the practice of estate planning. He is certified by the California State Bar as a Specialist in Estate Planning, Trust, and Probate Law. Mr. Preston has been practicing law for over 35 years and has developed a revolutionary process called the Life Plan™, which provides protection beyond the scope of a typical estate plan. The program represents one of the most comprehensive systems for planning an estate, keeping documents current, and ensuring that clients are informed and educated. You deserve the peace of mind...

J.M. Preston is an attorney with Preston Estate Planning. He graduated from Brigham Young University and obtained his law degree from California Western School of Law. When he’s not answering clients’ questions and creating trust documents, he enjoys spending his free time with his wife and four children. Because of J.M.’s extensive knowledge and years of experience drafting thousands of estate plans, he is able to properly address and solve each client’s unique situation. If you are looking for a California law firm that specializes in estate planning and elder law, Preston Estate Planning is the right choice. We have been practicing...

Neil R. Hedtke is licensed to practice law in both California and Arizona. Mr. Hedtke received his Bachelor of Science at the United States Military Academy at West Point, New York in 1992. After graduating, he served five years in the United States Army and is a graduate of the Airborne and Ranger schools.
Mr. Hedtke attended the University of La Verne College of Law, where he received his Juris Doctor degree.
Prior to opening his own practice, Mr. Hedtke practiced law with several local law firms as an Associate. Over the past several...

If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.

Kyle A. Patrick is the principal of The Law Office of Kyle A. Patrick, P.C., where he practices in the areas of estate planning, conservatorships, probate administration, trust administration, trust and will litigation, business planning, real estate, and civil litigation. Kyle has represented individuals, families, private professional fiduciaries, businesses, non-profit organizations, religious groups, public entities, and governmental organizations in a variety of matters. A Hoosier by birth, Kyle moved to California at a young age. He graduated from Riverside Polytechnic High School in 1994, enlisted in the United States Army, and was assigned to the 1st Infantry...

I help clients create an individualized estate plan for themselves and their loved ones. I also help individuals who have lost a loved one and are navigating the process of settling an estate or trust.

Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters. Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...

Jennifer Duren is an estate planning attorney in La Mesa, California, serving clients throughout San Diego County.

She received her B.A. from Willamette University in Salem, Oregon, then received her Juris Doctorate with a Child, Family, & Elder Law Concentration, with Honors, from California Western School of Law.

During her time at California Western School of Law, Jennifer was inducted into the Pro Bono Honor Society, was a Student of Distinction, and served as the Community Outreach Director on the Student Bar Association.

Previously, Jennifer worked for various family law firms as a family law litigation attorney. Jennifer sought a new environment that...

Ms. Williams is a 2006 UCLA School of Law graduate and Superlawyer Rising Star from 2015-2019. Ms. Williams has also attended the University of San Diego LLM program, and will obtain her LLM in May 2019. Ms. Williams began her legal career in complex litigation, with an emphasis corporate matters. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used helping people and businesses plan for the future.

Ms. Williams provides formation, restructuring, and general counsel services to small- and mid-sized businesses. Through her time in litigation, Ms....

I have represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Riverside Counties since 1977. On occasion, I also represent clients in the Northern District of California.

I have previously served as a Chapter 7 Trustee for the United States Bankruptcy Court for the Southern District of California and understand that filing for bankruptcy is an important decision and one that is to be considered very carefully.

Many times a bankruptcy may not be necessary, if it is possible to be avoided by debt settlement and negotiations. I am...

I became an attorney because I wanted to help people. I want to serve my community, and I want to build lasting, meaningful relationships with my clients. I pride myself in helping people create legacies for their loved ones. We want to leave our loved ones in good hands after we are gone. As the father of two beautiful little girls, I do everything I can to provide for their care and well-being, to teach them to find happiness in life, and to prepare them for life as adults. While I hope my daughters never need to grow up without me...

Jason is an Upland, California native and has made his home there as well. He graduated from Trinity Christian College in Palos Heights, Illinois before completing his Juris Doctor at American College of Law in Anaheim, California. Jason started Gaudy Law with nothing more than a small office and fax machine, and a belief in America, hard work pays off like it should. Over the past 19 years, the firm has expanded, and his passion has grown from wanting to practice law in a new way to wanting to revolutionize how all law is done in Southern California. Jason enjoys spending...