Top best Estate Planning Lawyers in Los Angeles | 377 available

Why give it all to Uncle Sam?. Use an Attorney who is an experienced CPA.. Committed to providing the finest quality service.

Upon graduation from Pepperdine University School of Law, I worked as an associate attorney at one of the largest estate planning firms in Southern California.  I subsequently worked as an associate attorney at a major downtown Los Angeles firm in order to gain litigation experience.  I returned to the field of estate planning and have several years experience working as an associate attorney and currently as a sole practitioner in estate planning and probate law.

Thomas E. Beltran is a partner at Barton, Klugman & Oetting in downtown Los Angeles. His areas of practice include estate planning, disability-related estate planning, conservatorships and guardianships, will and trust litigation, public benefits litigation in administrative forums, state and federal court, defense of special needs trusts, probate, special education and regional center litigation and appellate matters. Recent published cases concern regional center services: Harbor Regional Center v. Office of Administrative Hearings, (2012) 210 293 and Samantha C. v. Department of Developmental Services, (2010) 185 Cal. App. 4th 1462. He set-up the PLAN of California Master Pooled Trust, and serves as its general counsel. Mr. In the mid-1980s, he was part of a Congressional demonstration project which lead to the codification of the SSI work incentives, Sections 1619(a) and (b) of the Social Security Act. Other experience includes ten years with the regional centers, work with the special education clinic at Pepperdine Law School, and a lecturer in the University of Judaism's graduate school of psychology, from 1998 until the program closed in 2001. He also was active in consultation with the dependency system and edited the CASA special education manual. Mr. Beltran drafted the language for SB-303 (Wright), codified as Penal Code , applying the ADA’s accessibility requirements to proceedings involving sexual abuse victims with disabilities, and he was the principal drafter of the amendments to Probate Code §§ 3600 et seq. [AB-1851 (Harmon)]. He co-authored an article with Peter Stern to explain the new law in First-Party Special Needs Trusts and Probate Code Sections 3600 et seq.—What AB 1851 (Stats. 2004, Ch. 67) Accomplished, California Trusts and Estates Quarterly, Fall 2006. His article, People with Disabilities, Age 65 and Over, Can Establish a Self-Settled Pooled Special Needs Trust That Protects Their Medicaid Benefits, was published in the Consumer Attorneys of California FORUM magazine, September/October 2009. His Article, Achieving Ability, about the ABLE Act, was a feature article for the Los Angeles County Bar Magazine’s September 2015 issue. Mr. Beltran is a past-member of the Executive Committee of the California State Bar's Trust and Estates Section.

Tax and Wealth Transfer Planning Attorney. Estate Planning and AdministrationAdvice and strategic planning for estate, gift and generation-skipping taxes to maximize preservation of the client’s wealth for future generations and minimize taxation. Review and analysis of existing estate plans and preparation of all necessary documents to implement an estate plan, including revocable trusts, wills, durable powers of attorney, advanced health care directives, community property agreements. Advanced wealth transfer planning with life insurance, family limited partnerships, GRATs, sales to IDITs, charitable trusts and private foundations. Representation and counseling throughout the estate/trust administration and probate process.Tax PlanningTax planning and advice for entrepreneurs and closely held business entities, including the choice of business entity (C or S corporations, limited liability company, general or limited partnership, sole proprietorship), compensation analysis, ownership structures, sales of business entities. Advice concerning state income, sales and use taxes and local property and documentary transfer taxes. Advise and represent clients in the planning and implementation of offshore structures and the special tax planning needs of non-resident and resident aliens.

Spiegel Estate Planning was born from my love of family. As an attorney and a mother, I have an acute understanding of how to best protect and plan for each client's family, health, and assets.   I earnestly believe that every person needs and deserves an estate plan, whether they are a high net worth individual or someone with modest assets. Parents, couples, and single persons all need estate plans to correctly distribute assets, specify guardianship of minor children, and plan for times of incapacity or disability.. It's really simple for me: I love educating my clients, understanding the nuances of each specific individual, and crafting a personalized plan to prepare my clients for some of their most important life decisions. Armed with a legal degree from the UCLA School of Law and over 8 years of legal experience, my goal is to ensure that each client's estate plan contemplates both the legal reality and spirit of their wishes.. I specialize in developing a complete and comprehensive estate plan for every client that at a minimum includes a will, trust, powers of attorney, an advance health care directive and related documents. In working together, I make a commitment to eagerly represent my clients’ wishes with integrity, competency, and sensitivity to create a personalized estate plan. I provide an array of comprehensive estate planning solutions to help best protect my clients’ legacies and families, and distribute their most valuable assets.

Sheila Bayne has been licensed as an active member of the California State Bar for over 25 years, and has also litigated in the areas of personal injury, copyright, insurance coverage, and medical malpractice. She is dedicated to finding solutions and solving problems.

Sarah S. Broomer is a partner with Ruttenberg Cutler Broomer, LLP. Sarah S. Broomer’s practice includes all aspects of complex conservatorship, fiduciary, trust and estate litigation, as well as the mediation of disputes. Sarah also handles all aspects of estate planning, family succession planning, charitable giving and insurance trusts, as well as the handling of property tax and reassessment matters.

Pawel helps families create effective plans to protect family, property, and money. Trusts, Wills, Power of Attorney, Healthcare Directives, and other strategies to protect your family, and everything you have accomplished.. A native of Poland, Pawel is fluent in Polish. Pawel holds a Juris Doctorate degree from Loyola Law School Los Angeles and business and music degrees from the University of Southern California and can be often found strumming the guitar or writing a script for relaxation.Specialties: Estate Planning

Our practice is:. (i)     40% estate tax planning;. (ii)    40% asset protection planning; and. (iii)   20% income tax planning.. Estate tax planning is different than "estate planning": estate planning determines "who gets what".  By contrast, estate TAX planning determines the value of what is passed to your heirs.  In estate tax planning we use the tools Congress has provided - family limited partnerships, GRATs (grantor retained annuity trusts), private annuities, SCINs (self-canceling installment notes), qualified personal residence trusts, etc - to pass value on to the heirs at reduced value.. In income tax planning we use the tools which Congress has provided - retirement plans and charitable structures - to reduce income taxes, provide for retirement and support worthy causes.. Note that the same structures used for tax planning also have creditor protection benefits. For example, a qualified personal residence trust reduces the value of the principal residence for estate tax purposes; it also reduces the attractiveness of the equity in your home to a future creditor.. Our practice is primarily based on referrals from CPAs, secondarily from other lawyers, financial planners and clients.

Mr. Putnam is managing partner at Monteleone & McCrory, LLP, where he heads the corporate, tax, and estate planning division of the firm.  As both an attorney and Certified Public Accountant, Mr. Putnam specializes in corporate and business law matters, taxation, real estate, estate planning, and asset protection.. Since joining the firm in 1980, Mr. Putnam's expertise in the fields of business and tax law has grown to include matters such as corporate governance, business formation and operation (including corporations, partnerships, LLC's, and LLP's), joint ventures, mergers, acquisitions, business dissolutions (an area in which he has one of the leading published cases in California), unfair competition/trade secrets, complex business and real estate transactions, construction (with an emphasis on sports stadiums and arenas, including ADA issues), and  tax, financial, and asset protection planning.. Mr. Putnam is admitted to practice in all state and federal courts in California, as well as the United States Tax Court and United States Court of Federal Claims.  Mr. Putnam serves as a settlement officer at the United States Tax Court, and also serves as a Judge Pro Tem in the Los Angeles County Superior Court.  The quality of his work is reflected by the fact that he is “AV” rated by Martindale-Hubbell Law Directory (its  highest rating).. Mr. Putnam is past president of the Wilshire Bar Association and has served on its Board of Governors for many years.  He has served on various committees of the Los Angeles County Bar Association (including the State Appellate Judicial Evaluations Committee), the American Bar Association, the American Institute of Certified Public Accountants, and is a member of the Illinois C.P.A. Society.. Active in numerous civic and charitable organizations, Mr. Putnam served on the South Pasadena City Council for 9 years (including two terms as Mayor and three terms as Mayor Pro Tem), the USC Athletic Department Board of Counselors, is a member of the Pasadena Tournament of Roses Association (where he has served as a Vice Chair), the USC Law Leaders Society, as well as numerous other community organizations.. Mr. Putnam obtained his undergraduate degree (with honors) in accounting from the University of Southern California in 1977.  He went on to earn his law degree in 1980 from USC.  While at USC, Mr. Putnam received numerous honors and awards in both law and accounting.  He has been a frequent lecturer for accountants, lawyers, financial advisors, and others in the areas of business, taxation, and estate and asset protection planning.

Mr. Citron is an attorney and entrepreneur specializing in business law, real estate, and succession planning.  With over 40 years of experience in practicing law, Mr. Citron has contributed to the success stories of hundreds of companies, utilizing his experience and the synergy of a carefully nurtured network of professionals.  Mr. Citron's support and counsel have fostered positive business relationships, and created a loyal client base for the boutique law firm of Citron & Deutsch. He continues to share his knowledge and experience through guest seminars on raising capital, succession planning, communications, technology and law.. Teaching Experience:. Mr. Citron has been an Assistant Professor of Business Statistics, Marketing and Business Law at California State University, Northridge (1968-1973) and an Instructor of Corporations at Western State University (1970-1973).

Megan A. Moghtaderi is a skilled estates and trusts attorney based in Offit Kurman's Los Angeles office, serving clients throughout Southern California. She provides a wide range of legal services in areas such as estates and trusts, wealth management and asset protection, estate administration, estates and trusts litigation, elder law and advocacy, and guardianships. A Certified Specialist by the State Bar of California in Trusts, Estates, & Probates, Megan focuses on advising high-net-worth individuals, entrepreneurs, corporate institutions, professional athletes, and entertainers on estate planning strategies designed to protect and preserve generational wealth while minimizing litigation risks.. As a principal attorney in the firm's trusts and estates practice group, Megan is recognized for her advocacy in trust litigation involving significant assets, managing cases exceeding $100 million. She adeptly represents clients in fiduciary disputes, including issues related to probate, conservatorships, guardianships, and the planning and administration of digital assets. By developing strategies for managing digital assets, Megan helps clients in the technology sector seamlessly integrate these important assets into their estate plans.. Megan believes in a client-centered approach, prioritizing clear communication and personalized service. By taking the time to understand each client's unique goals, concerns, and family dynamics, she ensures that their estate plans reflect their values and intentions. Her empathetic demeanor fosters strong relationships, making clients feel supported and informed throughout the legal process.. With substantial experience in probate and trust litigation, fiduciary representation, and complex estate planning, Megan has drafted a wide range of estate planning documents and provided guidance to high-net-worth clients on tax implications and corporate formation matters.. Her dedication to public service and commitment to legal excellence have earned her numerous recognitions, including the AV Preeminent® rating from Martindale-Hubbell, recognition as a Southern California Rising Star® from Super Lawyers, and inclusion in Best Lawyers: Ones to Watch.. Megan is a board member of the Orange County Bar Association Trusts and Estates Section and the Social Committe Chair. She is also a member of the Professional Fiduciary Association of California (PFAC) and St. Thomas More Society. She is also the proud Chair, Legacy Planning Society for Able ARTS Work, a non-profit that provides lifelong learning, community service and vocational opportunities through the creative arts for people of all abilities and all ages in an environment of warmth, encouragement and inclusion.. She graduated Summa Cum Laude from Biola University and the Torrey Honors Institute and was recognized as the top percent of her graduating class. After receiving her undergraduate degree, she went onto Chapman University Fowler School of Law, earning her J.D. During law school, she worked as a Judicial Law Extern for the Honorable Kim. R. Hubbard in Probate at the Orange County Superior Court.

Kenneth S. Wolf possesses more than forty years of experience in the areas of estate planning, trust and estate administration, litigation and dispute resolution.  Mr. Wolf is also an experienced mediator of trust and estate litigation matters, having handled more than 100 mediations with a 95% success rate.. Mr. Wolf has qualified and testified as an expert witness in several Los Angeles County Superior Court cases involving probate and trust issues.  He has been appointed by the Los Angeles County Probate Court as PVP counsel or guardian ad litem in at least ten cases over the past thirty years, and on two occasions has been appointed as a special master to render written reports to the Court on probate-related matters.. Mr. Wolf has routinely presented before various local bar associations, professional groups, and conferences in the areas of estate planning as well as trust and estate administration and litigation.. Mr. Wolf has been awarded an AV Preeminent® Rating by Martindale-Hubbell® Peer Review, the highest rating in legal ability and ethical standards. Since 1995, he has been consistently selected by his peers for inclusion in The Best Lawyers in America® editions. He has been named to the Southern California Super Lawyers list for fourteen consecutive years (2004-2017).

Jerad Beltz focuses his practice in the areas of estate planning, trust administration, wealth preservation, philanthropic planning and succession planning for high-net-worth individuals and privately held businesses.  Mr. Beltz also advises clients in a wide range of corporate and business matters.  Many clients look to him as their outside general counsel, and he enjoys the variety and familiarity of serving as a trusted legal advisor in that capacity.  In each case, Mr. Beltz strives to understand the unique goals and motivations of each client and to develop long-term strategies and solutions that will serve generations to come.. In addition to his law practice, Mr. Beltz has served as an Adjunct Professor at Trinity Law School in Santa Ana, California.

JACOB K. GEORGE has succeeded in obtaining impressive recoveries for his clients, resulting in multimillion-dollar results in complex legal actions. Jacob's intelligent and committed approach to the law has earned him recognition and respect among his peers in the legal community. As a trial lawyer, he has obtained seven figure results. He represents plaintiffs in such areas as business litigation, products liability, personal injury and wrongful death. Jacob has successfully handled a wide variety of complex cases, ranging from corporate fraud to defective products causing life-altering injuries. He also succeeded on behalf of victims in an amusement park lawsuit. Plaintiffs, who were treated improperly on the basis of their race, were awarded $5.7 million in a settlement before trial.. Jacob is an active member of the Consumer Attorneys Association of Los Angeles. Jacob has played a leadership role in the Consumer Attorneys Association of Los Angeles (CAALA), a statewide organization dedicated to maintaining high standards and practices in the field of trial work and the representation of plaintiffs.. Jacob is a graduate of the University of California at Los Angeles, (B.A., 1993) and the University of California at Berkeley, (M.A., 1996). Jacob received his law degree from Loyola Law School (1999) and was a member of the Loyola Law School Moot Court Competition Teams. Jacob began his legal career at Greene Broillet Taylor Wheeler & Panish, a plaintiff's trial law firm representing people seriously injured in an accident or by a business relationship in California and across the United States. With this experience at GBTWP Jacob has continued in his commitment to maximizing compensation for people who have been hurt by defective products, unsafe cars, tires and drugs, dangerous workplaces and business fraud. His experience covers a full range of personal injury, business torts and litigation matter including class action lawsuits.. Jacob is actively involved in youth sports and community basketball programs. He is a member of the Los Angeles Orthodox Church, where he has sat a member of the committee for the Church and has been instrumental in fund raising to help charitable causes locally and internationally. He and his wife Dr. Sajini George support a variety of community causes including music, the arts and a Cancer fund for the destitute in rural India.

In 1991 Attorney David A. Schechet established his private practice, the Law Office of David Schechet. Located in Los Angeles, CA, Attorney Schechet has more than 30 years of legal experience. Knowledgeable in many areas of law, Attorney Schechet offers legal help and representation in a wide variety of matters, including estate planning and probate, estate administration, business disputes, mediation and arbitration, and real estate transactions. Representing individuals, families, and businesses throughout the state of California, Attorney David A. Schechet offers potential clients a free consultation. To speak with Attorney Schechet, visit his website or call .

I started my law practice as an immigration lawyer, partnering with an old-timer who was an immigration specialist. Since most clients were new to the US, they needed advice on various legal issues. Consequently, I had to learn and practice business, civil, family, and estate planning laws and procedures in order to accomodate my clients' needs. Multi-area practice is definitely more demanding, but at the same time, more interesting.

I specialize in estate and trust planning, with an emphasis on tax planning for strategic wealth transfers. In addition, I provide legal and tax advice to owners of small businesses and rental properties who would benefit for transferrring their interests into limited liability business entities in a manner that will protect their personal assets and avoid triggering an increase in their property taxes. I take great personal satisfaction from earning the trust of each and every one of my clients.

I am a Los Angeles based real estate attorney who leads a team of real estate lawyers. I represent many types of clients ranging from businesses to high net worth individuals, landlords, tenants, real estate investors, developers, and more.  I enjoy litigating real estate disputes all throughout Southern California.  Some of my recent accomplishments include:. ·      $4.618 million fraud judgment against a real estate developer, attorney and construction company;. ·      A jury verdict resulting in $2.5 million payment to my client;. ·      A successful resolution of a specific performance case without settlement or trial while recovering all of my client's attorneys' fees;. ·      A jury verdict in favor all five of my clients in a multiparty real estate litigation;. ·      Successfully defeating a judgment debtor's attempt to dispose of a judgment through bankruptcy;. ·      A complete defense verdict (12-0) on all claims after a lengthy jury trial involving the sale of an airplane;. ·      An arbitration award in favor of my clients being sued for alleged failure to disclosure in connection with real property with no money awarded to the claimant; and. ·      Numerous large settlements for my clients.

Having effectively represented hundreds of probate, trusts, and estate matters, Shawn S. Kerendian went on to become the founder and Principal of Keystone Law Group, P.C., a multi-attorney law firm focused exclusively in probate, trust and estate law. Having litigated cases from inception to completion by either settlement or trial, Shawn knows what it takes to obtain the results his clients need. Having demonstrated his experience, knowledge and education in this field of law, the State Bar of California, Board of Legal Specialization, certified Shawn as a specialist in "Estate Planning, Trust & Probate Law." Shawn is a member of the Trusts & Estates and Litigation sections of the State Bar of California and the Los Angeles County Bar Association. When he is not working, Shawn spends his free time playing basketball and hanging out with his wife and pets.

Geraldine A. Wyle’s practice focuses on the areas of complex litigation and dispute resolution concerning trusts and estates, conservatorships and guardianships, often involving fiduciary and inter-generational family controversies, as well as appellate law.. Ms. Wyle is responsible for significant California Supreme Court and Court of Appeal victories, including the seminal case of Estate of Goulet (1995) 10 Cal. 4th 1074, establishing that a trustee has standing to appeal an order concerning implementation of a trust’s no contest clause.  She has been the lead attorney in numerous  multi-faceted matters.  Ms. Wyle often heads a team of tax, administrative and transactional specialists, frequently resolving the disputes by settlement, employing creative solutions with tax-efficient strategies.. Ms. Wyle was recognized by Best Lawyers as the 2017 Litigation – Trusts and Estates “Lawyer of the Year” award winner in Los Angeles.  Since 2010, she has been selected by her peers every year for inclusion in the Best Lawyers in America editions.  Ms. Wyle has been awarded an AV Preeminent® Rating by Martindale-Hubbell® Peer Review, the highest rating in legal ability and ethical standards, and consistently named to the Southern California Super Lawyers list for more than 15 years.. Ms. Wyle has lectured for many professional groups, including the Continuing Education of the Bar of California, ACTEC, USC Probate and Trust Conference, the Los Angeles County Bar Association, the Beverly Hills Bar Association, the San Fernando Valley Bar Association and the San Fernando Valley Estate Planning Council.. •    Los Angeles County Bar Association | Litigation Section •    Beverly Hills Bar Association | Trusts and Estate Section | Chair, Executive Committee |1998-1999, 2000-2001 | Distinguished Service Award | 2002•    Beverly Hills Bar Foundation | Board of Directors and Past President | 2008-2010•    American College of Trust and Estate Counsel | Fellow

Garen is an Associate at Hoffman, Sabban & Watenmaker, APC. His practice is focused in all phases of probate law and litigation, including trusts, probate estates and conservatorships.

Fred F. Mashian is the founder and Principal of The Law Offices of Fred F. Mashian. Mr. Mashian founded the firm in 1993. He has over 20 years of experience providing complex estate planning and probate services for his clients. Mr. Mashian’s scope of practice includes Estate Planning, Estate Administration, Probate, Business Formation and Succession Planning, Asset Protection, and Charitable Planning. Mr. Mashian’s extensive knowledge in these areas allow to him to properly guide and counsel his clients on various wealth preservation strategies.. Education:. Boston University School of Law – LL.M., Masters of Law, Tax Law. Southwestern Law School – Juris Doctor. Pepperdine University – Bachelor of Arts. Professional Associations and Memberships:. Admitted to State Bar of California in 1993 (Member, Trusts and Estates Section and Taxation Section). Beverly Hills Bar Association (Member, Estate Planning and Probate Section). Beverly Hills Estate Planning Council. Mr. Mashian is fluent in both English and Farsi.

For 32 years, I've represented entrepreneurs, business owners and companies of all sizes in a variety of employment, business litigation, corporate transactional work, and estate planning. When the economy ebbs and flows, I counsel individuals and companies on how to resrtructure or eliminate debt.. CORPORATE/TRANSACTION: I help during the start-up phase to incorporate and set best practices in place on corporate governance, labor and employee issues (hiring to firing, employee manuals and compliant policies, and by updating business owners and franchisees on changing requirements in Labor, ADA and other laws), during growth phases as shareholders negotiate agreements and expand stock offering rights, and then when owners prepare for retirement and turn over management and holdings to other shareholders or family members.. EMPLOYMENT LAW: We defend companies, executives, and management in all facets of employment law, ranging from compliance with state and federal statutes to internal investigations and administrative agency complaints through pre-litigation negotiations, trial and appeal.. ESTATE PLANNING: with over 23 years of designing comprehensive and efficient estate plans for individuals and couples, we've developed a Revocable Trust Package offered at a flat fee, so that the process is easy, understandable, and quick to establish.  See link to video presentation "Wills & Trusts: Estate Planning" from May 2020, below).. BANKRUPTCY: Whether you seek to eliminate or restructure your debt, the process can be confusing and intimidating. Worse yet, if you try to navigate the process on your own, you will likely find out that you won't meet requirements and deadlines on time, your assets might be taken, and a defective filing may be dismissed and you barred from refling. Having represented so many clients when they have family, business, income and debt concerns driving them crazy, I help to chart a path through debt elimination to financial recovery and stability.. SEMINARS, PRESENTATIONS AND TRAINING: My partner Azim Khanmohamed and I have traveled throughout Californina for our franchisee clients to present seminars of 45 minutes or more (see list of presenations below), and are available to me with you companies, managers and franchisees.  Since March 2020, we continue to do so through video conferencing technology on both estate planning, Legislative Updates (FFCRA and CARES and PPP application procedures and qualifications).

Do you wonder if you need a Trust or a Will? How a Power of Attorney and a Health Care Directive work?What’s the best way for the deed to your house to show title?. Deborah's practice is based on explaining in simple and clear terms how Estate Planning documents work andwhy each of the components of Estate Planning is important. I provide efficient, affordable legal services.Deborah's clients know that she is easy to reach to discuss questions and their legal matter, and thatshe gives personal attention to each client.. Deborah believes in the importance of educating her clients about the purposes and goals of estate planning, as well asproviding tools for the best way to accomplish those goals. Deborah’s thoughtfulness and sensitivity, combined with herlegal experience, form the basis of trust that she develops with her clients, who feel comfortable and taken care of duringthe estate planning process.. Deborah believes in providing affordable legal services to those who need it and encourages anyone who is thinking about howto structure gifts after death to call and schedule an appointment. Learn how to distribute your assets to the beneficiaries you choose,and how your heirs can avoid unnecessary legal proceedings.. Deborah provides legal services in the area of recovering surplus funds after a foreclosure sale, an area of law in which Deborahhas extensive experience.