Top Estate Planning Lawyers Near Me in Newport Beach Area

Zealous Advocate for You!   We are not a traffic mill, we are a defense firm.  We consult with our clients personnally and review every ticket for the best possible outcome.  Contact us directly at.. Voted Top 10 Traffic Attorney by AVVO since 2010.  My Peers consider me one of the Best Traffic Attorneys in So. Cal.   We offer a 15 min. free telephonic consultation.. Local Newport Beach attorney who knows the ins and outs of the Vehicle Code and knows how to use the Evidence Code to your best advantage!. It used to be if you got a ticket it wasn't a big deal, not so much any more.  Pleading guilty to a traffic infraction can have serious consequences on your license and insurance even if it isn't a point.    The penalty assessments attached to the fines are outrageous and one ticket for the wrong violation on your record can cause substantial financial damage, loss of license, jail time and in some cases cost you your job.   Don't let that happen to you.. Commercial drivers need zealous professional representation by a well versed, well respected traffic ticket attorney, so please call me for your free consultation.. I fight traffic tickets for a living, not because I want bad drivers on the road, but because I believe in the Constitution and hate to see people plead guilty to save a few bucks which allows our government to take advantage of the drivers of this state by operating the traffic court as a cash register.   I founded the California Traffic Defense Bar Association (CTDBA) a statewide traffic defense bar association for attorneys across the state who focus on traffic defense.  We fight for a united voice for all the drivers in the State not just those who get tickets.. If you get a ticket, give me a call,.  My staff and are here to defend you!   Check out my Reviews!

Thank you for visiting my profile and I look forward to meeting you. In case you are wondering about the “R” it actually stands for “Romelia,” which was my grandmother’s name. While some find it hard to believe, I am actually Cuban/American. My dad immigrated from Cuba, and my mom is from the mid west and a bit of German/Irish. So, DeDe, which most people know me by is actually my nickname! So now a bit about my background. I established the Soto Law Group so I could dedicate myself to the needs of families and business owners, either through the Estate Planning process by protecting families or via Probate, Special Needs Trust, Conservatorships and even Trust Disputes.  I have a broad background of legal experience, from early on where I started practicing in family law and business litigation, and later when I developed an extensive real estate expertise. Here at the Soto Law Group, we serve the entire community of Estate Planning. From establishing a Trust, Will, Power of Attorney for families and to those families that find themselves in Probate, when a love one has passed.  We also guide family members that find themselves in a dispute over a Trust as a Trustee or beneficary. Incorporating my business knowledge and real estate expertise with my passion for coaching and teaching I wanted to make a difference in the lives I touched, and bring invaluable services to my clients. I had always believed that traditional estate planning, which implies, and often focuses only on, financial wealth and taxation was too limited and short-sighted. I believe it’s not only about passing on financial wealth, but also intellectual, spiritual and human wealth. With the establishment of my own firm, I can provide a framework for a more holistic approach to family wealth planning. “We can actually pass on the clients’ stories, insights and wisdom to their children, grandchildren and other loved ones so that they don’t get lost when the clients pass away.” Through the Child Protection Plan, clients can rest assure, knowing that if something unexpected or unthinkable happens to mom and dad, the kids won’t have to spend time in Child Protective Services/foster care until their permanent guardians can arrive on the scene. Additionally, I can protect the children’s inheritance from later creditors and predators. On a personal note, I have a Chihuahua, named “Noodle” and I am  dedicated to assisting and protecting families and enjoy volunteering at the church I attend in Irvine. I have an undergraduate degree from California State University, Fullerton, with a major in Psychology and my Juris Doctor from Western State University School of Law. I have done continuing education at Chapman Law School and U.C. Irvine.

Taylor Holstrom achieved his Juris Doctor accolade from Western State College of Law with distinguished cum laude recognition. Prior to his legal education, he excelled at Pennsylvania State University under a Division-I ice hockey scholarship, even garnering a nomination for the esteemed Hobey Baker Award. His academic journey at Penn State culminated in the attainment of two Bachelor of Science degrees: one in Economics, and the other in Energy, Business, and Finance.. Taylor's legal lineage boasts a family deeply rooted in the realm of distinguished family law practitioners. His father, Dayn Holstrom, stands as the pioneering partner of Holstrom, Block + Parke (HBP), the overarching law institution encompassing the Sandoval Legacy Group. Adding to the family's legal eminence, Taylor's sister, Kristen Holstrom, serves as a Certified Family Law Specialist, Super Lawyer, and partner, contributing her expertise from the Corona branch of HBP.. Within his legal practice, Taylor's focal point resides in crafting comprehensive estate strategies, encompassing trusts and wills, facilitating probate proceedings for deceased individuals' estates, orchestrating spousal property petitions, leading Heggstad petitions, administering trusts, and engendering comprehensive inheritance plans. Taylor's representation extends across our offices in Newport Beach, Riverside, Corona, and San Diego.. Beyond his professional pursuits, Taylor relishes quality moments with his wife, engages in hockey matches, enjoys rounds of golf, and embarks on hikes. His exploratory spirit extends to seeking novel destinations and embarking on adventures with his loyal canine companion, Archie.

In August 2010, I opened the doors of my own firm.  Prior to this, I was a senior associate at Quinlivan Wexler LLP where I had been a member of the Estate Planning and Probate department since joining the firm in 2001.  I am dedicated to personalized service for each and every client. My approach is educational and proactive – I first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their wishes.

I focus on the areas of estate planning, long-term trust design & implementation, asset protection – both domestic and international – and strategic international tax planning, and I have an extensive clientele of . individuals, professional athletes, and other individuals and families with extensive international interests. I am a frequent author and national speaker, past Adjunct Faculty at the Chapman University Fowler School of Law, and Past Chair of STEP-Orange County.. He is a member of the California Bar Association, the Society of Trust & Estate Practitioners, WealthCounsel, and ElderCounsel.. When I'm not assisting clients and colleagues, I enjoy spending time with my wife and two daughters, and I am an avid cyclist (I've ridden the infamous Tour de France mountains of Alpe d'Huez, Mt. Ventoux, the Col du Galibier, and the Col du Tourmalet, among others).

I am an Orange County criminal defense attorney focusing on women in trouble with the law.  I always seek the best for my clients.  I do all I can for them and believe in keeping an open line of communication so that they are always aware of what is happening in their case.. I started my law career as a Deputy District Attorney in San Bernardino County, but found I enjoyed helping people more than putting them in jail.  I have over 14 years of experience and have been lead counsel in over 30 jury trials.  Not only that, but I enjoy listening to people and being there for them during legal challenges.  During my career I have successfully represented hundreds of women and look forward to helping even more.. I enjoy family time, reading, the beach, public speaking, writing and traveling.

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams!. THE MEIER LAW FIRM DIFFERENCE Unlike traditional law firms that charge by the hour and approach business and estate planning as a one-time transaction, we provide comprehensive, flat-fee, affordable business and estate plans customized for you depending on your unique needs and budget. Our estate planning packages not only include the typical estate planning documents such as wills, trusts, powers of attorney, and health care documents, but also include: • Flat Fees • Custom Plans • Trust Funding • Kids ICE Plan • Legacy Interview • Unlimited Phone Calls and E-mails • Free review of your plan every three years • Lifelong relationship with us as your trusted advisor • Working with your trusted advisors or connecting you with new ones After working with us, you will have a custom estate plan that will Achieve Your Dreams and protect you, your assets, and your loved ones! ACHIEVE YOUR DREAMS TODAY! Schedule a session online at or call us at. Mention that you found us on Avvo and receive a FREE Achieve Your Dreams Planning Session (a $750 value). FINANCIAL ADVISORS Do you want to become the "Go To" financial advisor? Become a Power Partner:

Hello - I am glad that you are here. Welcome.. ---. Kelly is founder in Zinser Law Group, PC.  Kelly enjoys assisting her entrepreneurial clients in forming entities, strategic alliances or negotiating deals.  She helps her clients achieve cost effective and practical asset protection.  In addition to her 18 years of legal experience, Kelly has the real world experience of negotiating short sales with lenders.  As a real estate broker, Kelly has assisted numerous families in need.  Kelly’s real estate experience inspired her to start this law firm, so that she could offer a different approach to legal advice.  As a mom, Kelly knows that people need to do what is best for their families and she is there to help them.  She also brings a parent's perspective to estate planning by not only focussing on the money aspect of estate planning but also focussing on the needs of the children.. Want to know more?  Kelly is the member of two state bars:  California and Missouri.  Kelly graduated with honors from Tulane Law School and her undergrad, Washington University in St. Louis.  At Tulane Law School, she was the Articles Editor of the Tulane Law Review.  Kelly also knows what judges look for from an attorney as she externed with the Honorable Morey L. Sear, Chief Judge of the Eastern District of Louisiana.  She has also published legal articles in Journal of Taxation and Regulation of Financial Institutions and Review of Securities and Commodities Regulation.. Kelly also has her own blog  and she can be found on LinkedIn.

Founder of Balanced Legal Planning, Kristin L. Yokomoto, Esq., is dedicated to helping people with their Estate Planning and Business Planning needs and opportunities.  She works with clients and their financial team to plan and protect their estates for their loved ones.  She also guides clients through the start-up, funding, growth, and sale of their businesses.. Balanced Legal Planning For Your Peace of Mind (TM)

Darlynn Morgan founded Morgan Law Group in July, 2005 because she saw a need; and she saw that her unique story and talents could be used to make a difference in the lives of her clients.. Darlynn graduated in the top 15% in her law school class from Loyola Law School in Los Angeles, California in 1996.  While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review and was awarded the American Jurisprudence Award for Community Property and Family Law.  After graduation, Darlynn served as a judicial law clerk to the Honorable John E. Ryan, a federal judge in the 9th Circuit from 1996 - 1997.  She subsequently practiced at a premier business litigation firm in Orange County.. In 2001 Darlynn became a founding member of the Board of Directors of Mission Valley Bank, a community business bank in Los Angeles. She is also a member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys and other legal, tax and business professionals who maintain the highest level of knowledge and expertise through collaboration and continuing their education on advanced planning topics.. Darlynn is frequently quoted and published in various publications including the Daily Journal.  In 2007 Southern California Lawyer named Darlynn a Super Lawyer, which is awarded to the top 5% of lawyers in southern California.. She is happily married to Gary and is the proud mother to her son Britton.. To read more about what our clients have to say go to: Law Group1500 Quail St, #540, Newport Beach, CA 92660

Conner is a Certified Specialist in Estate Planning, Trust, and Probate Law with a Master's Degree in Taxation Law at Empirical Wealth Management in Newport Beach, California.. Conner is well-versed in estate tax avoidance strategies and Proposition 13 reassessment mitigation strategies. Conner uses a variety of planning tools, including Grantor Trusts, Life Insurance Trusts, Business Entities, and Charitable Trusts.. Focus: Estate planning (wills/trusts), estate administration (trust/probate), tax, and wealth planning. Trusts and 401(k)s, IRAs, and other retirement vehicles.. Licensed in California and Washington State.

As a top-rated family trust attorney serving families in Newport Beach and surrounding areas, I have dedicated my career to helping families prepare for and navigate major life events with compassion and care.. in addition to founding and operating the Meier Law Firm, I am also the author of The Family Nest Egg (Penguin Random House), Guided by Grace – A Catholic Journey Through Wills, Trusts, and Estate Planning, and Good Parents Worry, Great Parents Plan. I am also a public speaker and television news personality.. In 2010, I founded the Meier Law Firm, an estate planning law firm in Newport Beach, California, after leaving the big law firm life to make a meaningful difference in the lives of families. Today, our firm proudly serves the local Orange County community and families across the state with a team of 18 dedicated members. I am very proud that we have received the highest online ratings possible on platforms like Google and Yelp by families who trust us and appreciated our services.. At the Meier Law Firm, we believe in forming lifelong relationships with our clients, offering custom flat-fee estate planning packages that include:. WillsTrustsFinancial Durable Power of AttorneyHealth Care DirectivesLife and Financial PlansComplete Trust FundingKids Emergency PlansLegacy Preservation (so that parents can pass down their values, morals, and dreams to their kids)Unlimited free phone calls and emailsFree three-year reviews of your family estate planAnd a family lawyer for life!. We also support families through life-changing events requiring probate, trust administration, high-net worth estate planning strategies, tax planning, special needs planning, limited conservatorships, asset protection, Catholic faith-based estate planning, and all non-contested estate planning.. If you're looking to secure your family's future, please consider us. You can give us a call or visit us online to schedule a planning session today. We are really looking forward to meeting you!. Practice Areas:. Estate Planning. Estate Planning for Families. Estate Planning for Minor Children. Estate Planning for Business Owners. Estate Planning with Attorneys. Estate Planning with Financial Advisors. Estate Planning with Life Insurance Professionals. Estate Planning to Protect Assets. Wills & Trusts. Asset Protection. Special Needs Trusts & Conservatorships. Probate & Trust Administration. Faith-Based Estate Planning for Catholics