Top Estate Planning Lawyers Near Me in Westlake Village Area

Your family, your business, your legacy matters. I am a Certified Specialist in Estate Planning, Trust and Probate Law. I work with my clients to ensure their legacy provides, protects and prospers. I have extensive experience in. ·         Estate Planning. ·         Sophisticated Wealth Transfer. ·         Asset Protection. ·         Business Succession Planning. ·         Personal Privacy Planning. ·         Family and Charitable Gift Planning. ·         Marital and Domestic Partnership. ·         Probate and Trust Administration. Guardianship and Special Needs. ·         Estate and Gift Tax Representation. ·         Mediation and Nonjudicial Binding Agreements. Estate Planning I work with clients to create custom estate plans that are right for their needs across all aspects of planning including trusts, wills, durable powers of attorney, advance health care directives, government filings and related documents and trustee selection and management. I advise clients on options to avoid court-supervised probates or conservatorships and minimize estate taxes. I counsel parents on appointing guardians and trustees for minor children and the creation of trusts for adult children to provide asset protection in the event of divorce, bankruptcy or legal judgment. I continue to work beyond the plan on all the details that make the plan work, trustee management, beneficiary advising, financial and taxation issues.. Sophisticated Wealth Transfer, Asset Protection and Business Succession and IPO Planning I counsel high net worth individuals including, business and property owners, entrepreneurs, and investors on sophisticated planning strategies designed to minimize gift and estate taxes and preserve and protect business and personal assets now and for future generations.. Personal Privacy Planning I work with public figures and other clients requiring privacy to create and implement planning to limit risk or necessity of public disclosure including title holding and fictious name trust and qualified blind trusts for buying, selling and holding assets.. Family and Charitable Gift Planning I counsel clients on tax efficient methods of making lifetime gifts to children, grandchildren, charities, alma maters, etc., including preparation of qualified personal residence trusts (QPRTs), irrevocable Crummey trusts or 2503(c)(3) trusts, grantor retained annuity trusts (GRATs) and irrevocable life insurance trusts (ILITs).  I assist clients with making substantial gifts to charity, including establishment of private foundations and creation of charitable remainder trusts.. Probate and Trust Administration I represent clients in all aspects of probate and trust administration, including assisting executors, administrators and trustees in fulfilling their legal and administrative obligations. Counsel beneficiaries regarding their interests in trusts or estates. I prepare federal gift and estate tax returns and am authorized to practice before the IRS.

The team at Pederson Law Offices has over 40 years of combined experience in practicing law, specifically in the fields of Estate Planning, Trust, and Probate Law. The firm is led by Attorney Grant Pederson, who took over the practice from his father, Steve Pederson, upon his retirement. The firm now consists of three additional attorneys, Todd Vigneux, Camille Aceituno, and Russell Jokela. Each of us strive to provide our valued clients with personalized attention and high-quality representation. To find out how an attorney from Pederson Law Offices may be able to guide you through estate planning, trust, or probate matters, please contact us.. Grant Pederson is a Certified Specialist in Estate Planning, Trust, and Probate Law with the State Bar of California Board of Legal Specialization. Grant is a member of and past attorney chairman of the Conejo Valley Estate Planning Council. He is also a member of the Ventura County Bar Association, California State Bar – Trusts and Estates Section. Grant Pederson received his Bachelor’s degree in Mechanical Engineering from the University of California, Santa Barbara in 1999. In 2006, he received his Juris Doctorate from the Ventura College of Law. Before joining his father at Pederson Law Offices in 2003, Attorney Grant Pederson worked as a Solutions Engineer for Accenture, Ltd., a global consulting firm where he helped design and implement strategic business systems for Fortune 500 companies. He is honored to carry on the legacy of his father’s law practice and serve the community in which he was born and raised.. Todd Vigneux received his Bachelor's degree in Accounting in 1985 from CSUN and his Juris Doctorate with honors from the Ventura College of Law in 2006. Todd also has a Graduated Certificate in Estate Planning from the Golden Gate University. Prior to joining Pederson Law Offices in 2013, Todd was the Chief Financial Officer of a local manufacturing company. Todd is a member of the Ventura County Bar Association, California State Bar - Trusts and Estates Section, California State Bar – Taxation Section, and CPA/Law Society of Ventura County.. Camille Aceituno received two Bachelor's degrees, one in Politics and one in Philosophy, from UC Santa Cruz in 2006 and her Juris Doctor from the University of San Diego in 2011. Prior to joining Pederson Law Offices at the beginning of 2020, Camille worked in a variety of practice areas, but most recently worked in the areas of estate planning, trust administration, and probate in San Diego then Chico. Camille is a Certified Specialist in Estate Planning, Trust, and Probate Law by The State Bar of California Board of Legal Specialization. She is also a member of the Ventura County Bar Association and the California State Bar - Trusts and Estates Section. Russell Jokela earned his Juris Doctorate degree with highest honors from the Ventura College of Law in 2022, where he was first in his class. He has been with the firm since 2013, gathering extensive estate planning experience and working in various capacities before becoming a licensed attorney. He is a member of the Ventura County Bar Association and the California State Bar - Trusts and Estates Section. Russell is passionate about helping his clients achieve their estate planning goals with confidence and peace of mind.. Steve Pederson (Retired) received his degree in Aeronautical Engineering from the University of Minnesota in 1966, his Master’s degree in Aerospace Engineering from San Diego State University in 1964, and his Juris Doctorate from Western State University School of Law in 1975. Attorney Steve Pederson worked as a Senior Design Engineer for General Dynamics Corporation from 1966 to 1975, where he assisted in the design of numerous aerospace vehicles, including the Space Shuttle and Cruise Missile. He then worked as a Los Angeles attorney from 1975 to 1981, where he handled civil litigation cases in the areas of aviation, product liability, medical malpractice, and vehicular accidents. In 1982, Attorney Steve Pederson founded his Thousand Oaks firm, Pederson Law Offices, with a focus on estate and business planning.

Our lawyer, Joe Engle, is here to lead you through the estate planning process with ease and knowledge. He will sit down with you personally to discuss what you are looking for and how it can be accomplished. Whether you need a will, a trust or other documents, Mr. Engle will assist you where ever you need and will answer any questions you may have.. Creating an estate plan should be easy. If you are feeling overwhelmed or uncomfortable about planning for the future, we can help ease your misgivings. With candid advice, compassionate service and a dedicated attorney, you will leave our office knowing you have made the right choice. Everyone's life is easier when an estate plan is in place, and the Law Offices of Joe Engle makes it easy to do just that.

Nikki assists hers clients through the sensitive and often misunderstood field of Estate Planning law, where she helps families establish their Trusts, Wills, Powers of Attorney, and Health Care Directives.. When a loved one is incapacitated, or passes away, Nikki assists Successor Trustees, Administrators, and Executors to administer a trust estate, or to represent them in Probate proceedings.. In an effort to serve her community, Nikki serves on the Board of Directors of a local Charter Elementary School, as well as the Women Lawyers of Ventura County.. Admissions:. State Bar of California. United States District Court: Central District of California. Central District of California Bankruptcy Attorneys Association. Interactive Legal Academy - Estate Planning Member. Wealth Counsel - Estate Planning. Women Lawyers of Ventura County. California Lawyers Association

I work very hard for my clients and care for them like family. I have always put the client ahead of the money in this business but bring both together well by partnering with clients on hourly and percentage basis on good business or estate and trust cases to make it affordable to get justice. My full resume and details of my results are set forth in my website. I have record verdicts I am proud of including in 2007 I won the largest dental medical malpractice case in the world at that time. I have a great educational back ground at a top midwest ABA law school and continue to get education in my fields300-400% in excess of what is required. My extensive media coverage and writing are all set out in my website. You are getting one of the best in the country when you get J. Grant Kennedy. And I will guarantee my fees are less than any attorney with comparable background.

I am a life crisis specialist.  I help clients in times of personal legal crisis, such as when they cannot pay their bills or their relationships fall apart.  I have over 25 years of experience helping clients in bankruptcy and family law cases, making thousands of court appearances and helping thousands of clients.  I would like to help you!. I file bankruptcies for people and small businesses so they can be relieved of mountains of debt, stop wage garnishments, avoid taxes, and keep their homes, cars and businesses.. I represent people in family law cases including divorce, custody and support cases.  I am a Certified Family Law Specialist, certified by the State Bar of California.  I love being in court, but understand that most of my clients do not.  Therefore, I work to help reach reasonable solutions, which sometimes involve court and othertimes involve mediation and always involve negotiations.. I am licensed in both California and Texas.  I give a free, 30 minute consultation, so let's talk!

Hi, my name is J. Dan Lang and I specialize in Estate and Tax Planning. I am an Attorney and CPA and the owner of J. D. Lang & Associates. I love working with passionate people and sharing what I've learned with them.. Since 1987, I have been helping clients plan for their future, making sure that their estate planning is properly documented so their wishes will be carried out. I have also assisted them with their tax planning and preparation, along with representation when one of the tax agencies challenges what has been reported. As a Tax Attorney and a CPA I feel I am well qualified to be of assistance.

For over 45 years, the Law Offices of Geoffrey S. Sindon has been committed to assisting individuals, families, and businesses throughout California in meeting their personal and business needs, desires and goals by creating and implementing comprehensive, personalized estate and business plans. The firm’s practice is focused and concentrated on the following areas (click the links below for more information):. Basic Estate Planning. Advanced Estate Planning. Trust Administration. Probate Administration. Contested Litigation. Business Entity Planning. Business Succession Planning

Do you want to protect and preserve for yourself and your loved ones the substantial estate you have worked so hard to build? Are you a trustee of a trust or executor of a will who needs legal representation? Do you have a loved one who needs custodial or skilled care and you need to know your options while getting your questions answered in plain English? Do you want to provide for a companion animal in the event of your death or incapacity? Only an experienced estate planning lawyer like those at Panitz & Kossoff, LLP can provide you with the advice and guidance that you need.. At Panitz & Kossoff, LLP, our attorneys provide estate planning and probate representation to clients throughout Southern California, including Thousand Oaks, Malibu and Westlake Village. Founding partner Kenneth W. Kossoff has been practicing law for more than three decades and devotes his practice exclusively to matters surrounding estate planning, including trustee representation and Long-Term and Life Care Planning. He provides his clients with a common sense, holistic and personal approach to their legal matters.. Contact Our Thousand Oaks Attorney For Help With High Net Worth Estate Planning. Call  today or contact us online to discuss your case with an experienced Thousand Oaks attorney.

Bob's purpose as an estate planning attorney is to provide his clients with "Legal" Peace of Mind.. Bob is a native Ventura County resident and founded this law firm in 1984, based on the core belief that EVERYONE deserves the PEACE OF MIND that comes from knowing that if they become incapacitated or die, their family is legally protected against:. Bob also co-founded "Moving Senior's Forward" Community Resource Group which is a group of dedicated professionals who provide options and solutions to the various issues and challenges we experience as we age.. Bob is a frequent speaker and has given presentations to such organizations as the California Lutheran University Alumni, American Express, Pepperdine University, Ventura County Women's Bankers Association, MENSA, and Parkinsons Support Groups.

As a mother, sister, daughter, wife, community educator and fierce protector of my clients and their families, I am here in both the good and challenging times.  While running my estate, elder, and special needs planning practice, I am also a board member for several nonprofits that support aging community members and parents of children with special needs.. Join my Trust Family!