California Estate Planning Lawyers

We are a law firm with offices in San Diego and the San Francisco Bay Area. Our practice is focused on providing sophisticated asset protection legal services for clients throughout the country. When helpful, we can arrange personal meetings with our clients in Los Angeles and most areas in California.

We structure our clients personal and business holdings to protect against risk of loss from sources of potential liability. This structuring is based upon the correct choice of business entity and the proper asset protection strategies for holding investment assets and accumulated wealth. Our expertise is in both...

Mark T. Koo’s work includes Corporate Compliance and Governance, Estate Planning, Family Law, Non-Profit Formation and setting up the 501c3 Non-profit designation. Mark also helps companies file incorporation as well as other corporate legal assistance. Prior to becoming an attorney, Mark T. Koo has been involved with Silicon Valley’s technologies such as data warehousing, wireless software and hardware technologies, and internet technologies. Mark is a graduate of McGeorge Law School and is a member of the California Bar. Mark received his bachelors of science degree in electrical engineering and masters of science degree in materials science from University of California,...

Philip I. Moncharsh has been a litigation and trial lawyer since his admission to practice law in 1973. Mr. Moncharsh has successfully argued hundreds of cases to verdict in state and federal courts throughout California, and has also appeared before the California Supreme Court. Mr. Moncharsh's practice is focused on complex business and corporate disputes, insurance litigation and coverage issues, trust and estate litigation, real estate litigation, representation and counseling of public agencies and nonprofit organizations, personal injury, product liability, and professional negligence matters. He handles both civil trials and appeals.

Mr. Moncharsh serves as a court-appointed arbitrator for...

Amy Laughlin has been achieving exceptional results for clients since 1992. After graduating with honors from The University of Michigan Law School, Amy joined the San Francisco office of Orrick, Herrington & Sutcliffe, LLP. While there, she counseled individuals and corporations in a wide range of complex financial matters. In 2013, Amy opened her own practice where she focuses primarily on divorce, business and entertainment law.

Rodolfo strives to serve the community with integrity and honesty. He began his legal career as an associate attorney with a small immigration firm followed by a non-profit immigration firm where he oversaw immigration matters including: asylum, deportation defense before immigration court, naturalization, adjustment of status, consular processing, family petitions, and U visa cases. He represents clients throughout the United States and internationally.

Rodolfo is the son of immigrants and an advocate for immigrant rights. During his time in law school, he participated in the Southwestern Law School Immigration Clinic helping underrepresented immigrants. He also was a Summer Law Clerk at...

Beau Mayfield has been providing his clients with efficient and practical legal advice since 2010. Beau believes in three pillars of practicing law; ethical advice, practical legal counsel, and passionate advocacy. At the Law Office of Beau Mayfield, clients can rest assured that Attorney Beau Mayfield will provide sound legal advice in an efficient manner. Call today for a free consultation.

Mr. Mayfield began his career as a judicial law clerk in the First Circuit-State of Hawai'i for the Honorable Judge Rhonda A. Nishimura and Honorable Judge Edward H. Kubo Jr. Mr. Mayfield participated as a law clerk in over...

Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...

For over ten years, I have practiced law exclusively in the field of estate planning, probate and trusts. I prepare and administer highly tailored and customized estate plans for individuals and couples with estates in excess of $2,000,000. I am one of 817 Certified Specialists in Estate Planning, Trust and Probate Law, by the State Bar of California Board of Legal Specialization, and that is out of over 221,000 lawyers in California.

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

Mr. Tomlinson's experience in tax planning, tax audits and appeals and international business transactions is unmatched on California’s Central Coast. Mr. Tomlinson's practice also focuses on estate planning, trust and estate administrations, business formations and mergers and acquisitions.

Mr. Tomlinson received J.D. degree from Northwestern University. He began his law career as an attorney with the IRS Chief Counsel's Office. He rose to senior trial attorney with the IRS and served for a period as acting IRS Assistant Regional Counsel.

After leaving the IRS, Mr. Tomlinson served as in house counsel for several Fortune 500 corporations over a span of 18 years,...

Mr. Erickson's practice areas include business and commercial contract negotiations, entity formations and transactions, real estate acquisitions, sales, construction, land use planning and development, estate planning, employment law and internet law. Mr. Erickson serves domestic and international clients with respect to their interests throughout California. He enjoys long lasting relationships with many of his clients.

Mr. Erickson has developed a unique expertise in representing buyers and sellers of large estates, and advising on all aspects of the construction and management of such estates. A career accomplishment was partnering with an insurance underwriter to develop a unique course-of-construction insurance policy for large...

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...

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 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...

Kerry P. O'Brien is an established, well known and respected plaintiffs personal injury and workers' compensation lawyer. He is the founder and managing Partner of the Law Office of Kerry P. O'Brien. Mr. O'Brien formed his law practice to help represent families, loved ones, workers, and consumers who have been seriously injured due to the negligence and willful misconduct of others. Our firm represents consumers who have been injured in car accidents, motorcycle accidents, bicycle accidents, truck and bus accidents, dog bits as well as work injury claims which include claims for orthopedic injuries, neurological, internal, stress,...

Cagla received her law degree from Southwestern Law School and her bachelor’s degree from California State University, Long Beach, where she majored in Political Science. Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. Cagla represents a clientele that includes corporations, small to medium sized businesses as well as individuals and families. Cagla strives to become a trusted advisor and source for her clients through the complex and often confusing financial and legal decisions to create plans that protect their estates and businesses. Cagla’s office is located in Huntington Beach, where she calls home. Prior...

Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...

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...

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...

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...

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.

A compassionate attorney with real life-experiences (I had successful careers before becoming an attorney) that prepared me to relate with most of my clients. We are not your typical lawyer who has great lawyering skills but unable to relate to average clients. We try to simplify the process so you won't feel left out. We vigorously fight for your right but excellent in negotiating a WIN-WIN result that won't escalate the case or the cost of prosecuting your case. We strive to be part of the solution to your problem:not become part of your problem. Call us and experience the...

I was raised in inner city Washington, DC and I truly understand the challenges that working class people face. I was lucky to attend a Jesuit college prep high school that prepared me for college. I attended the United States Air Force Academy, served 20 years and now I am a retired Air Force military officer. While serving, I attended evening law school and passed the California State Bar in 1992.

During my time in the Air Force, and post retirement, I have been a commander and directed the paths of many individuals. I have also worked in the business...

Brian Sterzer has been practicing solely in the area of estate planning law for over 15 years. He received his undergraduate degree from California State University, Long Beach and went on to receive his Juris Doctor from Western State University in Colorado. Mr. Sterzer graduated at the top of his class and passed the bar exam on his first attempt! He then went on to open his own firm, Sterzer & Associates, A Law Corporation. His firm is committed to assisting clients in making effective estate plans that protect their financial assets and physical well-being. Attorney Sterzer has been certified...

Fred F. Mashian is the founder and Principal of the Law Offices of Fred F. Mashian, APC. Mr. Mashian founded the firm in 1993. He has over 20 years of experience providing complex estate planning and probate services for his clients. Mr. Mashian’s scope of practice includes Estate Planning, Estate Administration, Probate, Business Formation and Succession Planning, Asset Protection, and Charitable Planning. Mr. Mashian’s extensive knowledge in these areas allow to him to properly guide and counsel his clients on various wealth preservation strategies. Education: Boston University School of Law – LL.M., Masters of Law, Tax Law Southwestern Law...

Moten & Associates is a premier legal practice dedicated to providing expert counsel in trusts and estates and wage and hour law. With a team of seasoned attorneys, we offer personalized solutions to protect assets, ensure seamless wealth transfer, and advocate for employees and employers navigating complex wage regulations. Trusts & Estates Our firm helps individuals and families secure their legacies through comprehensive estate planning, including wills, trusts, probate administration, trust litigation and asset protection strategies. We tailor solutions to meet each client's unique needs, ensuring financial security for future generations while minimizing tax burdens and legal complications. Wage & Hour Law We...