Top best Estate Planning Lawyers Near me in ZIP 90071

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.

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.

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.