California Estate Planning Lawyers

Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.

Adele graduated from Monterey College of Law with a Juris Doctor while raising two children with her husband, architect Jeff Schneidereit.

Ms. Schneidereit has founded Adele Schneidereit Law Offices and practices there as the Principal Attorney.

Before she became a lawyer, Adele worked in Silicon Valley as a software consultant at CGI Technologies and Solutions Inc. Later Adele worked as part of a small team which designed the Online Medical Record System which is the charting system for inpatients used by the vast array of Kaiser Permanente hospitals and physicians.

Adele founded Inspire The World Foundation, which promotes awareness about...

Christina Weed understands the complex life demands and goals of her clients. Christina also understands that most of the time it is not possible to completely separate family life from business. Clients need an integrated plan that covers all of their family, business, tax, and estate planning concerns. Christina has dedicated the past thirteen years to the study and practice of law, taxation, business, accounting, and estate planning and uses this knowledge to consult with her clients in business, tax and estate planning matters. Christina is a licensed attorney with an LL.M. in Taxation from the...

Attorney Robert Miller has a 10.0 Avvo rating, and has been designated a “Client’s Choice DUI Attorney.”

He was named by clients as a top Orange County DUI Lawyer on Yelp, receiving Yelp’s highest rating award, based on reviews.

Mr. Miller has 23 years practicing law in Orange County, including at other criminal defense and DUI firms and practices with his own firm.

Robert Miller has been the author or co-author of three books on DUI defense and has appeared on television and radio as a legal commentator.

He has successfully handled thousands of cases and has many positive...

Tamara Shari Benefield is a top-notch family law litigator for over 20 years handling high asset divorces, contested custody proceedings, as well as providing aggressive and compassionate representation for all things family law from child support and spousal support hearings as well as international and interstate child abduction cases. Ms. Benefield is a highly skilled cross examiner and exceptionally gifted trial attorney. She knows the rules and laws regarding evidence and knows how to successfully raise objections and keep out certain evidence. She is a former professor at West Los Angeles College of Law and taught Civil Procedure to prepare students...

Are you a small business owner? or thinking about starting a business? Or do you have an existing business that now has a business, contract or employment issue?

With business disputes, we first try to keep a dispute from become a lawsuit. If we can find a way that protects our client and serves their best interest, then we always try that first. If, however, you are already in a lawsuit, then we immediately go to protect our client, keeping in mind what is best for you.

With starting a company, we look at what our client ultimately wants to accomplish....

Engish Spoken! - manueljuarez.com El Abogado Manuel A. Juarez representa a inquilinos con problemas de viviendas inhabitables o mal mantenidas. Manuel A. Juarez es el Abogado de Derechos de Inquilinos con problemas de plomería, desagüe, aguas estancadas, incendios, invasion de ratas, chinches, cucarachas y de viviendas sin calentón en el este de San Francisco. El Abogado Manuel Juarez también litiga lesiones causadas por la caída de techos húmedos y defectuosos. Si Ud. tiene lesiones causadas por pedazos de su techo, o ha sufrido una caida en el piso de su ducha o su vivienda esta infestada con...

Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...

I have been practicing estate and probate law since 1994. My practice is 100% focused on California probate court cases only. I pride myself on efficiency and answering my client's questions within minutes rather than days. I am a Certified Specialist in Estate Planning, Trust and Probate Law. I have highest ratings on numerous websites including Martindale Hubbell "AV" rated, AVVO "10.0" rated, and am a "Superlawyer." I also am a past Sacramento Bee estate and probate "expert." I speak on estate and probate law to professional groups and have been quoted in numerous articles on the...

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...

Shadi Shaffer focuses her practice on Estate Planning, Trusts, Probate and Trust Administration. Prior to her legal career, Attorney Shaffer had an extensive and diverse work history, which helped her gain skills that have proven invaluable to her legal practice.

Attorney Shaffer opened her own firm so she could protect families, children, and businesses from the CA Probate system and serve as an advocate to prevent clients from the court system. She started the Asset Protection & Elder Law Center over 15 years ago with her best friend (25 years and counting!) Patrick P. Phancao. We wanted to build a...

Alexander Kugelman is an attorney concentrating on tax controversies, domestic and international tax compliance, and tax collection defense. Mr. Kugelman counsels and represents individuals, small businesses, and estates.

His experience includes four years of federal government court experience at the U.S. Tax Court and a U.S. District Court. That background blends substantive tax law knowledge with administrative and litigation experience. This unique combination differs from that of an accountant or a general practitioner attorney.

Kugelman Law was created as an alternative to overpriced law firms and disreputable tax resolution companies.

Alexander was motivated to start his firm while working at the U.S. Tax...

Over the span of two decades, Attorney Delton Henderson has served as a mediator with Los Angeles Superior Court - Civil Division and as an arbitrator with American Arbitration Association; adjunct professor at New York University School of Continuing Education and with the Art Institute of California - Los Angeles; associate consultant with PricewaterhouseCooopers and Tour Manager with the Atlantic Arts Foundation in various countries around the world. Attorney Henderson also served as executive director with an artist-owned media and independent record company. His practice areas include transactional entertainment law, estate planning, and nonprofit law. Immediately prior to establishing a...

A large portion of my practice is devoted to the division of retirement accounts requiring Qualified Domestic Relations Orders or QDRO’s. In this unique area of law, I can bring a sense of calm and order by reviewing and offering advice as to the division of most deferred compensation plans.

I bring a diverse background with plenty of life experience to the table for my clients. Before taking the plunge into law school and the practice of law, I worked in the Kern County District Attorney’s Office, Bureau of Investigation, Kern County Employees’ Retirement Association (KCERA) and ran a successful termite...

The Law Office of Matthew J. Tuller is a boutique estate planning and trust settlement law firm that serves Marin County and the greater San Francisco Bay Area by providing a diverse clientele with highly customized planning & settlement solutions. Founding Partner Matthew J. Tuller, Esq. focuses on developing substantive, meaningful relationships with each client. We believe that there is no higher compliment than when an existing client or allied professional refers someone they care for to our firm. Going above and beyond to provide services that people want and need produces happy clients, which gives us both satisfaction and...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

I believe that the Bankruptcy Court is one of the few places in out legal system where ordinary people can go for real relief. I am dedicated to helping people throughout the Bay Area access that relief. I earned my undergraduate degree at the University of Illinois in Urbana-Champaign, and I earned my law degree at the University of California, Hastings College of the Law in San Francisco. While in law school, I was Articles Editor at the Hastings International and Comparative Law Review, and I graduated in 2006. I spent my first two years practicing antitrust/consumer...

Kevin G. Staker, the principal attorney in the firm, received his Juris Doctor degree from the University of Utah College of Law, and his Master of Laws (LL.M.) in Taxation degree from New York University School of Law. Kevin is the founder of the Planned Giving Council of Ventura County. Kevin has three times been a member of the Board of the Ventura County Bar Association, and was the chair of its annual dinner committee 14 of 15 years. Kevin Staker is a member of the Board, and was President for 2016 and the latter part of 2022, of Ventura...

CPA AND TAX ATTORNEY ON YOUR SIDE Jayson Aquino "Atty Jay" can do both. There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy. As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters. Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...

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).

Margaret A. Sedy is an attorney at Law Office of Margaret A. Sedy and represents clients in Business Litigation, Business Disputes, Corporate Formation, Contract Drafting and Negotiation, Technology, Internet and Privacy Law, and Regulatory Compliance Margaret Sedy also counsels and represents businesses regarding Employment Litigation, Employment and Labor Law compliance, including wage and hour, wrongful termination and discrimination claims. Margaret Sedy was awarded the Rising Stars designation in 2021, 2022 and 2023 by Super Lawyers, a distinction only awarded to 2.5 percent of top-rated practicing attorneys selected through extensive evaluation. Margaret Sedy graduated in the Top 10% of her class...

Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...

Konstantine "Kosta" Demiris is a partner at the law firm of Demiris & Moore, located in the heart of downtown Walnut Creek, in the center of Contra Costa County. His practice focuses on litigation involving elder abuse (financial and physical), will and trust litigation, conservatorships, guardianships, HOA's, and appeals. Kosta is actively involved in the Contra Costa County legal community. He is a member of the Board of Directors of the Contra Costa County Bar Association's Elder Law Section. He serves as court-appointed counsel in Conservatorship cases in Contra Costa County. Kosta is dedicated to helping...

James practices in the areas of employment law for management, personal injury, estate planning, and real estate. James graduated from Arizona State University, in Tempe, Arizona, where he earned a Bachelor of Arts degree in Psychology. He went on to earn his J.D. from the University of the Pacific, McGeorge School of Law, Sacramento, where he graduated fifth in his class, With Great Distinction, and Order of the Coif. While at McGeorge, James completed a judicial externship with the Honorable Justice George Nicholson, at the California Court of Appeal, Third Appellate District, in Sacramento. ...

Jason practices in the areas of Real Estate, Business, and Estate Planning. The State Bar of California has recognized Jason with the “Public Service Distinction” award for his work on behalf of public interest organizations and their clients. Jason provides representation to middle market, emerging growth, and individual clients in the core areas of business, litigation, and real estate transactions.

Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...

My journey as an estate planning attorney was driven by my desire to assist families. The complexities and intimidation of the legal system can be overwhelming, but I firmly believe it doesn't have to be that way. My approach involves communicating in plain English, ensuring that you fully comprehend your options, and aiding you in making informed and astute decisions. Through effective planning, we can circumvent future headaches and expenses while securing a lasting legacy for your family's well-being, even beyond your lifetime. My commitment lies in providing personalized attention to each client, offering one-on-one counseling, and maintaining open and responsive...

Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.

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,...

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...

Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...

I am a dedicated and skilled estate planning and tax law attorney with more than 40 years of experience. My firm delivers expert advice to clients in the Southern California area.

My areas of practice include estate planning, wills, probate, trusts, estates, guardianships, conservatorships, and tax law.

Whatever your estate planning or tax issue is, I will work tirelessly and help you through every step of your case.

Principal Owner
Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the...

Human / Civil Rights Attorney working with clients in the public and private spheres for over 25 years in over 75 countries. Significant experience serving non-profits in the public health and international development spheres assisting refugees, asylum seekers, and those suffering from various forms of trauma. Particular focus on LGBTQ and non-binary clients with legal / personal concerns related to gender expression and its effects and helping spearhead international initiatives addressing the same.

Current Director of the Gamelan Council - Asia-Pacific Public Health, Microfinance, and Development Center. Previous experience includes working as a primary care clinician / rural health officer for...

Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...

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...

Matthew focuses on elder law, estate planning, and related practice areas. He began his career in the field of trusts and estates, and expanded into elder and probate law. He quickly realized that he enjoyed the personal nature of working in estate and elder law, and chose to continue by opening his own firm. He is passionate about taking care of his clients, and treats each of them as if they were family. Matthew was admitted to the California bar in 2006 and has practiced law in Contra Costa Country since 2006. He earned his J.D. at...