California Estate Planning Lawyers
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Tamara Shari Benefield-Faulk
10.0 (1 Peer Review)
(310) 271-7675
9454 Wilshire Blvd, Penthouse Suite
Beverly Hills, CA 90212
Offers Video ConferencingVideo ConfBeverly Hills, CA Estate Planning Lawyer with 21 years of experience
Estate Planning and Family
Loyola Law School
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...
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Steven Lance Bynum
Bakersfield, CA Estate Planning Attorney with 7 years of experience
Offers Video ConferencingVideo ConfEstate Planning, Criminal, DUI and Juvenile
Concord Law School
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...
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Thomas Owen Rassman
10.0 (1 Peer Review)
Free ConsultationOffers Video ConferencingVideo ConfCarlsbad, CA Estate Planning Lawyer with 19 years of experience
Estate Planning and Probate
Pepperdine Univ School of Law
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...
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Robert Louis Miller
Newport Beach, CA Estate Planning Lawyer with 28 years of experience
Free ConsultationEstate Planning, Criminal, DUI and Personal Injury
Western State Univ COL
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...
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Jackie Marie Howard
10.0 (2 Peer Reviews)
Free ConsultationOffers Video ConferencingVideo ConfRoseville, CA Estate Planning Attorney with 26 years of experience
Estate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
Jackie Marie Howard, Attorney At Law, devotes her practice to trusts, wills, powers of attorney, probate and trust administration.
Jackie has over 27 years of experience in estate planning, trusts and probates. Jackie provides compassionate representation for her clients.
Jackie Marie Howard, Attorney At Law, is located in Placer County, which is where Jackie grew up. Jackie started her estate law practice in 1999 in Roseville, California.
Contact Jackie for your private, complimentary consultation today!
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Elroy Schneider
Oxnard, CA Estate Planning Lawyer with 48 years of experience
Free ConsultationEstate Planning
Loyola Law School
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...
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Amy Lauren Gostanian
10.0 (1 Peer Review)
Free ConsultationOffers Video ConferencingVideo ConfNewport Beach, CA Estate Planning Lawyer with 19 years of experience
Estate Planning and Probate
Pepperdine University School of Law
Amy L. Gostanian Esq., Attorney and Founder of The Estate Lawyers, formerly known as Gostanian Law Group, PC.
“Amy was able to take over handling my parent’s estate from another attorney and I am very grateful for all of her and her staff’s support and help. Amy is very kind and caring and helped me through some tough spots in the process. Billing was very fair and accurate. Communication was timely and greatly appreciated. I’ll be returning to have my own trust done. Thank you, Amy!”
— Lisa
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Eric Morgan Boeing
Oakland, CA Estate Planning Lawyer with 17 years of experience
Free ConsultationEstate Planning, Bankruptcy and Consumer
UC Hastings COL
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...
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Robert Lopez
Irvine, CA Estate Planning Attorney with 24 years of experience
Estate Planning, Business, Employment and Probate
University of Southern California Gould School of Law
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....
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Matthew B. Talbot
Walnut Creek, CA Estate Planning Lawyer with 17 years of experience
Estate Planning, Elder and Probate
University of San Francisco School of Law
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...
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Frank J. Prainito
Riverside, CA Estate Planning Attorney with 27 years of experience
Estate Planning, Divorce, Elder and Probate
Western State University College of Law
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: ...
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Tristan Brown
San Diego, CA Estate Planning Lawyer
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning, Bankruptcy and Immigration
UCLA School of Law
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.
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John B. Palley
10.0 (2 Peer Reviews)
2281 Lava Ridge Court
Suite 300
Roseville, CA 95661
Free ConsultationOffers Video ConferencingVideo ConfRoseville, CA Estate Planning Lawyer with 29 years of experience
Estate Planning and Probate
McGeorge School of Law, University of the Pacific
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...
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Edmund Yan
San Francisco, CA Estate Planning Lawyer with 13 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning
University of the Pacific
Free Phone Consultation: https://www.treeoflife.legal
Hi, Edmund here. I help homeowners, professionals and business owners design a meaningful future for their families and leave a legacy of love. My mission is to care for parents and their children as Jesus would — to give peace and hope — one estate plan at a time.
Because of my dedication to our 500+ clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney in California and recognition as one of the top 2.5% estate planning attorneys for 7 straight years.
If you want an attorney who listens and explains things clearly, then I...
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Mitchell A. Port
Los Angeles, CA Estate Planning Lawyer with 41 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning, Business, Probate and Tax
University of San Diego School of Law and Southwestern University School of Law
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...
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Victor J. Yoo
Los Angeles, CA Estate Planning Lawyer with 30 years of experience
Offers Video ConferencingVideo ConfEstate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
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.
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David Ostrove
Los Angeles, CA Estate Planning Attorney with 64 years of experience
(323) 939-3400
c/o Southwestern School of Law
6157 Wooster Ave
Los Angeles, CA 90056
Free ConsultationEstate Planning, Arbitration & Mediation, Legal Malpractice and Tax
Southwestern University School of Law
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.
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Alice A Salvo
10.0 (1 Peer Review)
Free ConsultationWoodland Hills, CA Estate Planning Attorney with 42 years of experience
Estate Planning, Elder, Probate and Tax
Southwestern Univ School of Law and University of Miami School of Law
Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...
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James L. Arrasmith
9.8 (4 Peer Reviews)
Offers Video ConferencingVideo ConfSacramento, CA Estate Planning Lawyer
Estate Planning, Elder, Probate and Tax
Lincoln Law School of Sacramento
Attorney James L. Arrasmith takes immense pride in his role of assisting the California legal community with its diverse legal requirements, regardless of the complexity or difficulty posed by each case. He practices in all California Counties. Mr. Arrasmith's unwavering pursuit of excellence underscores his approach. He ensures that cases are handled in a professional and timely manner, characterized by meticulous care and precision.
When seeking a reputable attorney in California, Mr. Arrasmith's law firm stands out as the optimal choice. Renowned for his commitment to clients on both personal and professional fronts, Mr. Arrasmith has earned prominence in the legal...
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Delton R Henderson
Santa Monica, CA Estate Planning Attorney with 4 years of experience
Estate Planning, Arbitration & Mediation, Business and Entertainment & Sports
Benjamin N. Cardozo School of Law
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...
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Zaher Fallahi
Los Angeles, CA Estate Planning Attorney with 13 years of experience
Free ConsultationEstate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
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...
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Scott A. Harshman
Irvine, CA Estate Planning Lawyer with 26 years of experience
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.
A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.
Visit my website for more information, or call to set up a consultation and see how I can help you.
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Scott Edward Rahn
Los Angeles, CA Estate Planning Lawyer with 21 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning and Probate
University of San Diego School of Law
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...
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Philip Mauriello Jr.
San Diego, CA Estate Planning Attorney with 5 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning, Criminal, DUI and Probate
Thomas Jefferson School of Law
As a former business owner myself, my goal is to help other business owners and entrepreneurs with their legal issues. It's important to have someone in your corner who understands what it's like to be in your shoes. Advice is only helpful if it makes sense in the real world, and my prior experience allows me to see the real world implications.
Before law school, I opened a small coffee shop that I grew into a full-fledged restaurant within four years. In the beginning, I was able to use marketing to help grow the business over 200% from year to...
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Karn Thapar
Folsom, CA Estate Planning Attorney with 16 years of experience
101 Parkshore Drive
Suite 176
Folsom, CA 95630
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning, Elder and Probate
New York University School of Law
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...
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Benjamin Valdez Platon II
San Francisco, CA Estate Planning Attorney with 26 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning and Probate
Univ of N. Calif/Lorenzo Patino School of Law
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.
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Adele Schneidereit
Atascadero, CA Estate Planning Lawyer with 23 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning, Bankruptcy and Probate
Monterey College of Law
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...
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Julie King
Monterey, CA Estate Planning Lawyer with 36 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning and Business
Loyola Law School
With 30+ years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She is easy to speak with and talks in plain English (not legalese). Julie handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training.
Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired...
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Gary Lane
Irvine, CA Estate Planning Lawyer with 23 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning
University of San Diego School of Law, New York University School of Law, The George Washington University Law School and Harvard Law School
Four law school degrees and certificate, along with graduate degree. Long time law professor and dean. Professor. Love helping folks. Doing Living Trusts for twenty-one years!
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Frank Huerta Jr
10.0 (1 Peer Review)
Free ConsultationOffers Video ConferencingVideo ConfFresno, CA Estate Planning Lawyer with 19 years of experience
Estate Planning, Business and Tax
UC Davis School of Law King Hall
"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...
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Jonathan S. Forster
Los Angeles, CA Estate Planning Attorney with 29 years of experience
Free ConsultationEstate Planning and Tax
Loyola Law School, Los Angeles
Jonathan Forster has been an Attorney at Weinstock Manion since 2002. He creates and carries out strategies for multi-generational estate planning, business transactions such as pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. Jonathan works with corporate attorneys, investment bankers and financial planners to pursue the best possible outcomes. He is dedicated to minimizing estate taxes while achieving clients' personal, charitable and business goals.
Jonathan teaches Estate Planning at UCLA Extension. Additional speaking engagements include topics such as "Tax Planning: Passing Your Real Property Without it Being Reassessed," "Pre-Liquidity Event Estate Planning and...
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Christopher Robert Blevins
10.0 (1 Peer Review)
Free ConsultationSanta Ana, CA Estate Planning Attorney with 16 years of experience
Estate Planning and Business
University of Arizona
Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).
Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.
Mr....
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Jeffery L. Greco
10.0 (1 Peer Review)
Offers Video ConferencingVideo ConfEncino, CA Estate Planning Attorney with 19 years of experience
Estate Planning, Criminal, DUI and White Collar Crime
South Texas College of Law
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...
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Beti Tsai Bergman
Torrance, CA Estate Planning Attorney with 26 years of experience
Estate Planning and Probate
University of California - Davis
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...
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Marivel Zialcita
Claremont, CA Estate Planning Lawyer with 21 years of experience
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
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,...
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Norma Duenas
Los Angeles, CA Estate Planning Attorney with 16 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning, Bankruptcy and Probate
University of San Diego School of Law
Consumer bankruptcy and estate planning attorney representing clients in Southern California.
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Jayson Manahan Aquino
Garden Grove, CA Estate Planning Attorney with 12 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning, Business and Tax
William Howard Taft University
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...
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Annette Dawson-Davis
Camarillo, CA Estate Planning Lawyer with 33 years of experience
Free ConsultationEstate Planning and Probate
Ventura College of Law
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....
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Jack Stephens
San Diego, CA Estate Planning Lawyer with 34 years of experience
Free ConsultationEstate Planning, Elder and Tax
University of San Diego School of Law and Baylor Law School
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...
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Mona Parsa
Orange County, CA Estate Planning Attorney with 16 years of experience
Free ConsultationEstate Planning and Entertainment & Sports
Whittier Law School
Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.