Yermo Estate Planning Lawyers

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...

I am an associate in Jeffer Mangels Butler & Mitchell LLP's Taxation, Trusts & Estates Department, where I focus my practice on estate planning. During my time in law school, I had the privilege of serving as a judicial extern for the Hon. Kim M. Wardlaw on the US Court of Appeals for the Ninth Circuit and for the Hon. Rozella A. Oliver of the Central District of California. I was actively involved in academic publishing as a staff editor for the UCI Law Journal of International, Transnational, and Comparative Law. Additionally, I held the position of Vice President of Outlaw,...

Professional Experience • J.D. Glendale University College of Law (Graduated in 1996) • Pepperdine School of Law- Mediating the Litigated Case Program • 28+ years of practicing experience as an attorney • 30+ years as a real estate investor • Practice areas: Estate planning, Business Planning, and Asset Protection • Drafting Last Testament, Financial Power of Attorney, Assignment of Personal Property, Advanced Health Care Directive, Medical Power of Attorney, HIPAA consent, Living Will, Certificate of Trust, Revocable and Irrevocable Trust, Dynasty Trust, Intentionally Defective Grantor’s Trust, Irrevocable Life Insurance Trust, Charitable Remainder Trust, Family Foundation, Equity Stripping, Friendly Liens, California Private Retirement Trust • Member of California State Bar • General...