Top best Estate Planning Lawyers in ZIP 93101 | 45 available

We provide creative and comprehensive representation in all areas of private client services, including personal tax-driven estate planning, business succession and charitable planning, probate, complex estate and trust administration, estate and trust litigation, pre-residency planning, and charitable organization representation.. We prepare wills and trusts that help clients avoid probate, appoint guardians for their minor children, protect assets from creditors, manage wealth for beneficiaries to ensure that children and grandchildren inherit property in a manner that is consistent with the clients' wishes, and minimize the taxes incurred when transferring wealth to successive generations.

Virginia focuses on supporting individuals, families, and small business owners through financial and legal decisions (including employment decisions). My mission is to empower clients to reach their goals by using the best legal strategies available. My core competencies include estate planning, small business, employment law, human resources management, workplace investigations, sexual harassment and more. As part of my practice, I dedicate much of my time towards educating the community on issues related to family asset protection, Kids Protection Planning, “LIFT” (Legal, Insurance, Financial and Tax) issues related to running a small business, and creating and preserving a lasting Legacy that includes more than just money.

Tim Buynak combines an extensive legal and business background to provide his clients with sound yet innovative strategies that help them succeed. He is a trusted advisor to a wide range of clients, including individuals, partnerships, corporations, limited liability companies, associations, foreign entities, and non-profit organizations. Utilizing practical business and litigation experience, Mr. Buynak is able to analyze complex situations and offer efficient, economical resolutions or strategies consistent with a client’s business or project objectives. His litigation background produces significant advantages in negotiations, business strategies, and resolutions.

Mr. David is one of the top tax and estate planning attorneys on the Central Coast. He also has substantial experience and expertise advising U.S. clients on wealth preservation, trust and estate administration and real estate, finance and business transactions, and advising foreign clients on structuring inbound purchases and investments and U.S. estate and gift tax planning.Mr. David is well versed in all aspects of advanced estate and gift tax planning. The primary focus of his estate planning practice, however, is advising clients on personal family issues, including assisting with clients' philanthropic goals, helping to educate heirs about legal and financial matters, establishing trusts to create incentives for heirs to be self-sufficient, protecting family assets from heirs' creditors (including potential future ex-spouses) and providing tools to trustees to deal with substance abuse issues.. Before moving to Santa Barbara from Los Angeles in 1999, Mr. David's practice included representing clients in real estate and corporate equity and debt financings. As a result of his knowledge of finance and capital markets, Mr. David has a unique ability to work with clients' money managers to ensure that financial risk is being adequately assessed and addressed.Mr. David's career accomplishments include acting as California counsel for the Commercial Lending Division of Bank of New York, and, in 2006, requiring changes to the standard escrow terms under the Master Derivatives Agreement then used by investment banks in diversification transactions involving concentrated stock positions. These changes avoided the risk of losing over $70 million of a client’s stock from investment bank bankruptcies during the 2008-2009 financial crisis.. Mr. David received his B.A. with High Honors and a Master’s Degree in Environmental Science from the University of Virginia. He went on to receive his law degree in 1983 from the University of California, Berkeley School of Law (Boalt Hall). He started practicing law as a tax attorney in the Tax Department of the international law firm of Loeb and Loeb, which was at the time one of the preeminent Tax Departments in the country.

Mr. Dana F. Longo graduated from U.C. Santa Cruz in 1993 with degrees in biology and legal studies, and earned his law degree from California Western School of Law in 1997. Initially employed with the Office of the District Attorney for the County of San Diego, Bureau of Child Support Enforcement, Mr. Longo joined the firm in 1998. His practice now focuses on Wills, Trusts, and other aspects of Estate Planning, Trust Administration, Trust Litigation, Real Estate Transactional and Litigation Matters, and the formation of Corporations, Limited Liability Companies and other business entities.. Mr. Longo has been an active member of the local legal community. He served on the Board of Directors of the Barrister’s Club from 1998 through 2000, acting as President for the year 2000. He was also active in the Santa Barbara Inns of Court from 1999 through 2001, serving on the Board of Directors in 2001. Further, he served on the Board of Directors of the Santa Barbara County Bar Association from 2001 through 2006, and remains active with the Bar Association. Mr. Longo also serves on the executive committee of the Board of Directors of the Santa Barbara Semana Nautica Association, as well as being a founding member, Director, and Legal Counsel for the Channel Islands Park Foundation, a 501(c)(3) organization formed to benefit the Channel Islands National Park. Mr. Longo is also fluent in Spanish and regularly represents Spanish speaking clients.

Julianna Malis is a nationally recognized estate planning and elder law attorney focusing on traditional estate planning, special needs planning and estate administration. As the founder of Santa Barbara Estate Planning Law Group, she brings a family-centered approach to planning, with a focus on practical solutions for those going through life transitions. She is also a Certified Dementia Practitioner and a frequent speaker to  groups on issues of estate planning, elder law, and special needs planning.. Julianna earned her law degree from University of the Pacific, McGeorge School of Law and has an advanced law degree (LL.M) in Taxation and Estate Planning.  She was selected to Super Lawyers for 2021 as a Top Rated Elder Law Attorney. This peer designation is awarded only to a select number of accomplished attorneys in each state.

Braden R. Leck focuses on advising individuals and businesses on real estate and business transactions, intellectual property matters, estate planning and trust administration.. Prior to joining Rogers, Sheffield & Campbell, LLP, Mr. Leck was a partner at the Santa Barbara law firm of Seed Mackall LLP. Mr. Leck began his legal career in Los Angeles at the international law firm of Latham & Watkins LLP. Mr. Leck received his undergraduate degree from the University of California at Santa Barbara and his law degree from the University of California at Los Angeles School of Law.. Real Estate. Mr. Leck routinely counsels clients with respect to the acquisition, financing, leasing and disposition of residential and commercial real estate, real estate syndications, property tax issues, easements, and co-ownership arrangements.. Business and Corporate Transactions. He frequently works on business entity selection and formation matters, including corporations, limited liability companies, limited partnerships and general partnerships, in addition to advising clients with respect to financings, mergers, sales and acquisitions of businesses.. Estate Planning and Trust and Estate Administration. Mr. Leck also assists clients with the preparation of wills, trusts and related estate planning documents, and with the administration of trusts.

Experienced Estate Planning attorney serving clients in Santa Barbara and surrounding areas.

Experienced Estate Planning attorney serving clients in Santa Barbara and surrounding areas.

Experienced Estate Planning attorney serving clients in Santa Barbara and surrounding areas.

Experienced Estate Planning attorney serving clients in Santa Barbara and surrounding areas.

Experienced Estate Planning attorney serving clients in Santa Barbara and surrounding areas.

Experienced Estate Planning attorney serving clients in Santa Barbara and surrounding areas.