San Juan Capistrano Probate Lawyers

Armed with impressive qualifications from big law firms and an approachable demeanor you'd expect from a small firm, Owen uniquely bridges the often intertwining areas of Trusts, Estates, and Probates. Owen holds degrees in tax (LL.M.), law (J.D.), and business (M.B.A.), making him particularly well-equipped to guide you, whether you're crafting an estate plan for your loved ones or you're a trustee or beneficiary in need of expert counsel. At Opelon, we believe in more than just offering services - we're dedicated to building enduring relationships. With Owen, you'll find an attorney who is not just qualified but also approachable. We encourage...

R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, trust administration, long-term care planning and litigation. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. He made such an impression on an author client that she based a character of a probate attorney on him, in her...

MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of Trust and Estate, Elder Law, VA Benefits, Special Needs, Conservatorship, Trust Administration and Probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section, The San Bernardino County Bar Association, Wealth Counsel and Elder Counsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita received her B.A. degree from the University of California,...

Scott Grossman graduated from Tufts University in 1987, California Western School of Law in 1994, and the University of San Diego with a Masters of Law in Taxation (LLM (Tax)) in 2005. Scott founded The Grossman Law Firm, A.P.C. in 1999. Scott is a much sought after speaker for both professional groups and the general public. He has presented continuing education seminars to hundreds of accountants, financial planners, and insurance agents. Scott presented numerous seminars to the general public on probate, trust administration, probate litigation, and trust litigation.

Scott is admitted to practice before the California Supreme Court, the United States...

MY PROMISE: My consultations are not on a time clock . . . I will personally review your case and any pleadings which you might bring. Having practiced law for more than 19 years in San Bernardino, Riverside, and Los Angeles County and knowing the majority of the judges, I can give you an honest opinion of the expected results of your particular case. I give intensive attention to crucial details of all legal issues, so you can be sure that we will not miss anything.

CONSULTATION: ...

We’re proud that our law firm is local and we offer our exceptional legal services to SoCal, Riverside, San Bernardino and Palm Springs California. With Our sensitivity coupled with Our aggressive approach to Probate matters and Our wealth of knowledge when it comes to Estate Planning, Our extensive experience with ALL Legal Tax Issues and Our first hand knowledge and real world experience as Business owners has allowed us to call southern California home for many years.

Handling the legal issues that arise after the death of a friend or loved one can be very challenging. If a family member has...

Scott Sheldon is a Civil Law Attorney serving clients in the Inland Empire. He represents individuals and small businesses with Civil and Probate disputes including but not limited to: business litigation, business transactions, trust administration disputes, elder financial abuse, estate litigation, and probate administration. Before becoming an attorney, Scott Sheldon completed a BA in Business and an MBA. He uses his business knowledge and experience to better represent his clients and their interests.

Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...

Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

Dennis Sandoval, paralyzed in a 1992 car accident, turns personal adversity into advocacy in Riverside and San Bernardino Counties. California's sole attorney certified in estate planning, elder law, and taxation, Dennis earned distinctions like Certified Elder Law Attorney (CELA) and Accredited Estate Planner® (AEP). His financial expertise, including Enrolled Agent, CFP, and RFC designations, enriches his estate planning, elder law, and tax controversy practice. For seventeen years, Dennis directed education for the American Academy of Estate Planning Attorneys (AAEPA), contributing to NAELA and the National Elder Law Foundation. In 2014, he became a Fellow of the National Academy of Elder Law...

Attorney Maureen Lyons focuses on Elder Law and Estate Planning including Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from the University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from the University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys...

Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...

Consumer bankruptcy and estate planning attorney representing clients in Southern California.

A Southern California native, C L Farrell, enjoys practicing probate and trust litigation for nearly four decades across Southern California. She assists small businesses, families, and individuals with estate planning and their probate and trust administration and litigation needs. She guides clients through the process of probate administration and trust administration and assists in the preparation of Court required estate accountings. As a trial attorney, she represents clients in disputes concerning the validity of wills or trusts, entitlement to inherit decedent estates, competing petitions for fiduciary appointments as estate administrators or trustees, breaches of fiduciary duties, and cases involving financial...

Paul Hilton is committed to the idea of “service to country” which translates into the work he does for his clients. After graduating from Thomas Jefferson School of Law, Magna Cum Laude, Paul Hilton began his practice in the San Diego area and is licensed to practice law in California’s state and federal courts.

A retired Marine, Paul finds that his law career allows him to pair his passion with his purpose within his home community. During his time in law school, he was awarded the Veterans Assistance scholarship and served as the Executive Editor of Law Review. As a lawyer,...

Linda L. McLarnan-Dugan, Esq. has over 29 years of experience in the legal field following her admission to the California State Bar. She handles all types of cases which deal with the family. Her practice include all areas of Family Law; Probate; Conservatorships; Guardianships; and Estate Planning. She regularly is appointed a Minor’s Counsel in Family Court and CAC Attorney in Probate Court. She is a member of the State Bar of California; Pasadena Bar Association, 2019 President of the Pasadena Bar Association, Chair 2011-2014 Pasadena Family Law Bar; Pasadena Tournament of Roses; and ...

Daniel is a South Bay native and veteran of the United States Marine Corps. As a Marine, Daniel served four years active duty in the infantry (3d Battalion, 3d Marines and 3d Battalion, 4th Marines), and was recognized for his service by two separate commanding officers, receiving commendations and awards. Daniel also served as acting platoon sergeant, leading a platoon of marines while stationed at Marine Corps Air Ground Combat Center in Twenty-Nine Palms, California. After his service, Daniel attended the University of California, Berkeley where he graduated with a B.A. in Political Science. He earned his Juris Doctor at...

I am a State Bar of California Certified Specialist in Estate Planning, Trust & Probate law. I have over 30 years of experience as a trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I have offices in Northern and Southern California and can assist you regardless of your location. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts at www.adamsandrafferty.com to find out more information about...

Michael Avanesian, the group’s president and managing partner, has developed a reputation for being an assertive lawyer who is fearless and committed to winning. Michael represents the face of Avian Law Group and never hesitates in accepting the challenge of defending his client’s rights. Michael’s leadership is founded on the principles of ethics and justice. In his tenure as a lawyer, Michael Avanesian has taken heavy responsibility by handling challenging cases of real estate fraud, contested probate, partnership disputes, and trust disputes. With his skillful negotiation skills and grasp of the system, he has achieved the best results for some of...

For 35 years, Howard Borenstein has provided trusted legal counsel for clients with Estate Planning, Probate and Tax Law needs. He is dedicated to resolving legal matters for individuals and businesses throughout Southern California.

Demonstrating his knowledge and skill, Howard has been Certified as a Taxation Law Specialist by The State Bar of California. He is committed to finding solutions for legal issues in an efficient and effective manner.

Outside of work, Howard is an active participant in the local community. In addition to working with the San Antonio Community Hospital and Harold W. Harris Foundation Trust, he is involved with the...

Carla Keehn has been protecting the rights of others her entire life. Initially as an army officer, then as a public defender and federal prosecutor. Now she is focused on protecting the rights of individuals and their families who have been victims of nursing home abuse and neglect. 

Carla has decades of experience as a trial attorney in the public interest and has tried scores of cases to verdict. She was awarded the United States Department of Justice Director’s Award for Superior Performance by an Assistant U.S. Attorney and the Southern District of California Leadership Award by the United States Attorney.

A...

Joe Wojcik is a partner in Davis & Wojcik, APLC. Mr. Wojcik has over 25 years of litigation experience in state, federal and bankruptcy courts, and represents prominent corporate clients and executives in prosecuting and defending complex business litigation and transactional matters throughout Riverside County. He represents health care providers, real estate developers, and agricultural companies in a wide range of matters, including commercial, employment, real estate, and compliance claims. He also represents over 2,000 clients in preparing their wills, trusts, power of attorneys, and other matters for their estate planning needs.

If your situation requires experienced and knowledgeable representation from...

The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.

Practice Areas: Estates & Trusts, Trust and Estate Litigation, Elder Abuse, Conservatorships, Real Property, Business Litigation, Family, Divorce, Custody, Support Ms. Wickers handles clients legal needs including representing clients in trial, and appeals. In 2020, Christina Wickers obtained a Top Attorney Avvo Rating of 10/10 and was selected by Super Lawyers, Rising Stars List, for Southern California, in both 2020 and 2022 – a top rated Trusts and Estates Attorney in Southern California. No more than 2.5% of attorneys in the State of California are named to the Super Lawyers, Rising Star List. Similarly, she has...

Michael Fischer is a licensed California attorney licensed to practice in both state and federal court. Mr. Fischer has handled hundreds of contested and uncontested family law matters. He is known for his ability to guide his clients through the tumultuous processes of family court in an aggressive yet compassionate manner. Mr. Fischer graduated Cum Laude from Saint Joseph’s College in Rensellaer Indiana with a degree in Business Administration and Marketing and a minor in Political Science. For twenty-two years he oversaw the growth of his photography studio and photo processing laboratory in Soldotna, Alaska as well as owning and...

Business & Real Estate Attorney Robert Spitz brings 45 years of experience to individuals and small businesses throughout the Inland Empire. A dedicated sole practitioner since 1975, Attorney Robert Spitz will personally handle all aspects of your case – you will never be passed off to an associate. Some business and real estate cases are taken on a contingency fee basis. Ontario Real Estate Lawyer and Business Attorney Robert J. Spitz takes a proactive and practical approach. He will carefully review all of the details of your legal situation, identify potential problems and propose effective solutions to help you...

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...

I am David Hamilton, a Certified Specialist in Estate Planning, Trust, and Probate Law by The State Bar of California. I serve as an attorney with the Sandoval Legacy Group, a division of Holstrom, Block & Parke, APLC. I pursued my legal education at the University of La Verne College of Law, where I graduated second in my class and earned the distinction of magna cum laude. During my time in law school, I held the position of Editor-in-Chief for Volume 36 of the University of La Verne Law Review and for Volume 20 of the Journal of Law, Business &...

I completed my undergraduate schooling at Boston University, but don’t worry; I don’t talk funny. At Boston University, I achieved a Bachelor of Science in Business Administration with an accounting concentration and graduated with magna cum laude honors. That just means you’ve got a smart guy on your side. After Boston, I returned back to Los Angeles and attended Loyola Law School in Los Angeles, graduating and receiving my Juris Doctorate, my law degree. It is while I was at Loyola Law School that I was an assistant clerk for the honorable Judge Alan Ahart, Judge for the Central District...

Attorney Nasir "Nas" Khan is the founder and Lead Attorney for the Khan Law Firm, Inc. Half Hispanic and half Middle Eastern, Attorney Khan was raised all over the United States as the son of a United States Air Force officer, an upbringing which has played an influential role in his decision to practice business, international, and immigration law. Education: After receiving a bachelor's degrees in Political Science and Classical Civilizations from UC Berkeley, Attorney Khan went on to earn a law degree from American University's Washington College of Law, where his legal studies...

I am the founder and managing attorney of Ortiz Law. I received my law degree from the Sandra Day O’Connor College of Law at Arizona State University. During law school I interned with the Honorable Terry J. Hatter, Jr. in the Central District of California and the Honorable Mary. H. Murguia in the Ninth Circuit Court of Appeals. I am a UC Riverside graduate and served in the United States Marine Corps, Reserves, earning the non-commissioned officer rank of Corporal and receiving a Certificate of Commendation before completing my active service in 2012. I am the Past-President of the Riverside...

I love what I do. I have the opportunity to work with you to make sure that everything you have worked for or will work for during your life does not end up in the hands of others or does not destroy your family. Over my 17 years of practicing law, I have discovered that there is a real need for personal and practical legal advice when creating your unique estate plan or helping you through probate after a loved one dies. I have discovered that words have meaning, interpretations differ, and memories fade. I can...

Priscilla Madrid a civil litigation attorney, both plaintff and defense, an estate planning and elder law attorney who is located in Anaheim Hills, California. Her practice includes personal injury and business litigation, both plaintiff and defense, estate planning for businesses and individuals, probate, trust, estate and elder abuse litigation, conservatorships, trust administration and consulting. She has extensive experience in drafting and interpreting trusts, contracts and other legal documents along with an extensive civil litigation background spanning over 25 years of practice in both state and federal courts. She has successfully tried over 25 jury trials to verdict, is...