California Estate Planning Lawyers

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...

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...

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...

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...

Mitchell A. Port is an attorney in Los Angeles who represents individuals, families, and businesses offering services in probate, trust administration, estate planning and IRS tax controversies.

In addition to administering a decedent's estate as well as identifying and distributing assets to beneficiaries, Mitch also offers services for other issues that may require the attention of a probate court, including the following:

Lost wills

Will contests

The removal of executors and trustees

Petitions for probate

Trust administration

Probate litigation

Other legal matters that must go through the California
probate court, including conservatorships
(a court proceeding for incapacitated and incompetent adults)
and guardianships (a court proceeding for...

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...

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...

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...

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...

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.

Spiller Law is a business, estate planning and entertainment law firm located in San Francisco, California. Business: We serve small to medium-sized businesses in the areas of contracts, business planning, mergers and acquisitions, partnership agreements, corporate formation and dispute resolution. We have advised businesses in involved in aviation, finance, health care, insurance, manufacturing, real estate, music, film, and television. Estate Planning: We work with individuals and couples to create simple to sophisticated estate plans, depending on their needs. Entertainment Law: We advise film/TV, new media, and music clients as to business planning, business formation, contract negotiation, and licensing

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...

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...

My approach to practicing law is to make it as stress-free as possible for my clients. That means that I have created an environment where working with my firm is understandable, approachable and pleasant. I have been practicing law for approximately 15 years and my area of specialization is estate planning, which includes the drafting of wills, trusts and also handling probate matters. As mentioned previously, taking care of my clients is my top priority, and as such, I charge a flat fee for nearly all of the clients that I work with. We do not...

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...

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....

I am a Federal & State criminal trial lawyer. I do not handle anything beside criminal defense matters in Federal + State court. I cut my teeth as a prosecutor in the third largest city in the U.S., handling narcotics and major felony cases. I rose to the level of Chief Prosecutor and then I left and took that trial experience with me. I switched sides to become a defense lawyer to protect my clients' constitutional rights that get trampled everyday. Based out of New York City, I am the Managing Partner in both New York + Los Angeles...

Ben has been practicing Estate Planning, Probate, and Elder Law since 2005. Prior to that, he was the Operations Manager and In-House Counsel for Arbitration Works, Inc., a leading provider of construction industry alternative dispute resolution services working closely with the California Contractor’s State License Board. Ben has also taught 1st-year Contracts Law and Wills & Trusts. Ben is a veteran of the U.S. Air Force Reserves, an Avionics Technician who served active duty during Operation Desert Storm. Honorably discharged as a Technical Sergeant, he was recognized several times for his excellent Mishap Prevention Program as the Squadron Safety NCO.

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...

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...

Ramon is a Spanish-speaking attorney with the firm of Jakle, Alexander & Patton, LLP in Santa Monica. He practices in the areas of Estate Planning, Trust Administration, Trust Settlement, Legal Entities, Probate, and Conservatorships. In 2011, Ramon graduated cum laude from the University of La Verne College of Law. He earned his B.A. from the University of Southern California in Spanish and Political Science. He is a graduate of Loyola High School, Los Angeles. Ramon is member of the Santa Monica Bar Association, the Los Angeles County Bar Association (Trusts & Estates Law Section), State Bar of California (Trusts & Estates Law...

What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

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.

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...

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...

RMO LLP resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. We represents heirs, beneficiaries, trustees and executors, utilizing our experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation. Driven by a commitment to provide relief to people grieving the loss of a loved one, RMO collaborates closely with clients. We pursue and defend claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. Our advice and counsel...

"I love my work. I get to make a real difference to help people maintain their businesses and livelihoods. A file is more than just paper, it is my client's hard work and often a significant portion of their lives. I enjoy working with my clients to empower them to take control of their tax, estate planning and business issues." Frank Huerta Jr. Esq. Frank Huerta Jr. has 19 years of experience as an attorney and law clerk working in government and tax law issues. He has a successful record of representing taxpayers before the IRS, Franchise Tax Board, Board Of...

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. ...

T.L. Brown Law Firm was awarded an A+ by the Better Business Bureau. Filing over 300 cases each year, Attorney Tristan Brown remains a leading bankruptcy attorney in San Diego and the Southern California area. Additionally, T.L. Brown’s estate planning and immigration law practices continue to grow. Attorney Tristan Brown obtained his Juris Doctor degree from UCLA School of Law and quickly earned recognition as a leader in bankruptcy law. He was awarded "Rising Star" by Super Lawyers in 2021, 2022, 2023 and 2024.

James Cai founded SAC Attorneys, LLP after serving as in-house legal counsel for Yahoo! Inc. His practice focuses on corporate law, immigration, employment and estate planning. Mr. Cai believes in relationship lawyering and has a client-driven practice. He practices law the old fashioned way - giving each client this full attention with prompt responses, thorough research and analysis, aggressive representation and careful attention to details, in both transactional and litigation matters. As a result, most of his clients are repeat and long term clients, including individuals, small businesses, non-profit organizations and public companies. Before founding SAC Attorneys, LLP,...

Calvin A. Slater has been a lawyer since 1981, with over 30 years of experience with helping clients, such as entrepreneurs, physicians, business owners and real estate investors. His legal expertise includes real estate matters, tax-deferred exchanges, trusts, estate planning, asset protection, as well as business matters such as formation, planning, and succession. He emphasizes a personal connection with each client to understand their needs and provide effective solutions. He encourages a team approach by collaborating with a client’s other professionals such as accountants and investment advisors. Mr. Slater is a certified specialist in Estate Planning, Trust & Probate Law by...

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...

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...

Daniel T. Quane manages Doyle Quane's Trusts and Estates practice. Dan is a Certified Legal Specialist in Estate Planning, Trusts and Probate Law. He has advanced legal degrees in Taxation (LL.M.) and Estate Planning, Trust & Probate Law (LL.M.) and he was named Super Lawyer’s Rising Star in 2015 and 2016. He works with a diverse range of clients, from those of average means to wealthy families requiring complex advanced estate tax planning strategies. Dan has experience guiding families through the complex legal process required upon death in the most efficient manner possible, whether it’s through trust administration or...

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...

JEFFREY L. CONDON, ESQ Jeffrey L. Condon is an attorney who has practiced in the field of trusts and estates since 1987. He received his Bachelor of Arts in English Literature at UCLA (Class of 83) and his law degree from Whittier of College School of Law in 1987. He presently practices at the Law Offices of Condon & Condon in Santa Monica, California. With his late father, Gerald M. Condon, Jeffrey is the co-author of Beyond The Grave: The Right Way and Wrong Way of Leaving Money to Your Children (and Others). Published in 1996 and revised in 2001, the Wall...