Top Best Estate Lawyers | 18723 Available

In his personal time, Bobby enjoys painting, golfing, playing basketball, and studying astronomy.  But more than anything, he enjoys spending time with his family.

Tara Cheever, principal attorney, formed Cheever Law, APC to fulfill her dream of serving clients in a genuine way where a relationship is formed and she becomes the trusted advisor to her clients. Rather than practicing in the broken and traditional model of focusing on “document preparation” without true counsel, she guides her clients through the often complicated and confusing course of legal decisions needed to ensure the well-being of their families and their businesses while accomplishing their family objectives and goals.. Originally from the Chicago-land area, Tara attended the University of Illinois and earned a Bachelor of Science with High Honors. She was inducted into the Beta Gamma Sigma Honor Society for scholastic excellence in achieving the top 10% of the College of Business Administration. Upon graduation, she moved to San Diego to attend Thomas Jefferson School of Law, earning a Juris Doctor and graduating Cum Laude in 2006. While at Thomas Jefferson School of Law, Tara received a Fellowship with the Center for Law, Technology and Communications for academic excellence and earned two American Jurisprudence Awards for the highest grades in Community Property and Legal Writing. Additionally, she was invited into Honors Legal Writing II and the Moot Court Society where she excelled.. While in law school, Tara served as a certified law clerk with the California Department of Justice, Attorney General’s Office where she wrote multiple appellate briefs and presented oral arguments for all three divisions of the Fourth District on behalf of the state. Tara served in the Attorney General’s Office for over one year and was the first intern to be invited to serve in that capacity beyond the standard three-month program.. After graduating Cum Laude, she immediately passed the California Bar Exam and accepted a position as a deputy city attorney with the city of Escondido, practicing with distinction for nearly three years. Having the passion to work with individuals, families and business owners in a collaborative and advisory capacity led her to launch Cheever Law, APC in 2009 where she continues to serve her clients by protecting their personal and business assets.. Tara is involved in community service, donates to charitable organizations and has volunteered with the San Diego Volunteer Lawyer Program. She is passionate about living a healthy lifestyle, and in her free time, she enjoys spending time with her rescued Maltipoo, Leo, practicing yoga and pilates, hiking and gardening. Tara is licensed to practice law in California.

State Bar of California Certified Legal Specialist in Estate Planning, Trust & Probate Law. Link to Interview on ESPN's Wealth Hour Discussing Estate Planning. ?v=quvZVZh4XzA

I am a Certified Specialist in Estate Planning, Trust & Probate Law with The State Bar of California Board of Legal Specialization. I offer a variety of legal services to help ensure the financial security for you and your family in the event of your incapacity or death. My extensive knowledge and experience in the areas of estate planning, trust administration, probate and elder law will give you peace of mind in knowing that your assets are secure and will be distributed according to your specific wishes.

First and foremost, I am Mason's mommy, and fur-mom to two adorable rescue pit bull terriers, Piglet (14) and Tyson (12).  I'm a die-hard USC Trojan (Fight on!), a perpetual wonderluster, and in my spare time you can find me on a snowboard, yoga mat, or simply just exploring the great outdoors with my fam.. On a professional note, my legal practice focusses exclusively on Estate Planning - drafting wills & trusts, trust administration, wealth preservation planning, and elder law.  I manage my own law practice, Tasch Law Firm, which is based out of Coastal Carlsbad, with offices in Sorrento Valley & Mission Valley, and satellite offices in Pacific Beach and Orange County.. I believe that every single person needs some level of Estate Planning, and it is my goal to make it easily accessable (from both a cost & convinience standpoint), and easily understandable.  I know I've done my job when a client exclaims, "Wow.  That was easy!" at the end of our meeting- it makes my day!

Clinton is an estate planning, tax and business law attorney practicing in North County San Diego.  His mission is to provide practical and affordable estate planning, tax and business law strategies to San Diego families and businesses in order to preserve their wealth, promote their values and secure their legacies.. Clinton’s estate planning practice focuses on all aspects of estate planning and trust administration including the preparation of estate planning documents, charitable trusts, special needs trusts, irrevocable gift trusts, family limited partnerships, and non-charitable split interest trusts such as grantor-retained annuity trusts and qualified personal residence trusts.  His estate plans are designed to transfer a family’s legacy, wishes and wealth to the next generation in a manner that is both tax-efficient and creditor-protected.

The Law Offices of Michael Gaddis, APC is a law firm dedicated to helping distressed homeowners save their homes.  Helping distressed homeowners was a natural progression for Michael Gaddis who is also a California NMLS licensed mortgage broker.  In 2008 Michael Gaddis was busy assisting homeowners to refinance out of 2 and 3 year adjustable loans into 30 year fixed interest rate loans when lenders stopped stated income financing and 100% LTV financing.  Since Michael Gaddis understood the ramifications of the inability for these homeowners to refinance out of interest rates that were adjusting from 6 & 7% "teaser rates" to 8 to 10% adjustable rates Michael Gaddis began to approach the legal departments of the various lenders in an attempt to find a resolution for these homeowners.  Michael Gaddis has been helping homeowners ever since and now has successfully modified well over 1,500 home loans.  What makes Michael Gaddis so unique is his amicable relationships with most lenders.  These lenders respect Michael Gaddis' knowledge and ability to speak to them in their own "language", the language of underwriting and finance.  Michael Gaddis' philosophy is simple, learn the policies, procedures and underwriting guidelines of every lender and then hold them to their own rules.  Michael Gaddis is very proud of his accomplishments and posts many of his loan modifications in his "trophy case" on his website.  Michael Gaddis also negotiates short sales and settlements on delinquent junior liens.

Serving clients throughout North County for Advance HealthCare Directives, Powers of Attorney, Wills, Trusts, and other Elder Law matters. (See: ). Founder, Board Member, and Volunteer at San Diego Christian Legal Aid ().

Born in Madison, Wisconsin and raised in Riverside, California, Julie A. Cardin, the daughter of an attorney, has been serving clients for more than fifteen years with special compassion and a rare set of skills that includes law, tax preparation and public accounting. She's proven to be an effective advocate for those who face audits by the Internal Revenue Service and the tax agencies of the State of California. Her skill and knowledge is further buttressed by her experience as a field auditor for the IRS. There, she learned to comb tax returns for anomalies, discrepancies, abnormalities, overstated expenses and understated income, learning all the while how to prepare returns for clients so as not to raise red flags in the first place. She also learned what IRS agents need in order to resolve a case and just how much room the law affords taxpayers to negotiate. She so impressed the IRS that they sent her out, at age 25, to lecture large gatherings of agents, CPAs and attorneys on the proper preparation of tax returns. Ms. Cardin earned a bachelor of science degree in accounting from the California State Polytechnic University in Pomona and went on to work for Certified Public Accountants in San Diego, Orange and Riverside counties. Finding that accounting was not enough to occupy her restless intelligence, and still holding a day job, she enrolled in law school. National University, which later was absorbed into the Jefferson School of Law in San Diego, awarded her a scholarship. On her first try, in 1990, she passed the California Bar examination. Her law school brought her back to teach courses in taxation, community property and professional skills. Attorney Cardin is a member of San Diego's North County Bar Association. A CPA in California since 1992, she also became licensed in 2005 as a Certified Public Accountant in Nevada.

• Gerry Kane is the Managing Attorney for California for INTERVIVOS and LSPN (A national firm) and is the President of his private firm -- The Law Offices of Gerald L. Kane….A Law Firm located in Encino, California, and an Attorney for LSPN. He has devoted over 29 years as an Attorney helping families achieve their goals of protecting their wealth… he has over 10,000 clients… he is a Certified Specialist in Estate Planning, Trust and Probate Law an Accredited Attorney with the Veterans Administration, and is in the top 5% of Attorneys in California as a Superlawyer for 2020 and 2021 and 2022, 2023, and 2024. • He has partnered with the LSPN a National Network of 100 Attorneys in 26 states and is the managing Attorney for California…. • As a father of a special needs child, he understands and relates to families who need to plan for a lifetime disability…and is committed to protecting and preserving assets for their care.. • He has helped Individuals and business owners to protect their assets from judgments and minimize risk…and reduce income taxes, capital gains, and income and estate taxes. Also, he has helped business owners design a succession plan—an exit plan…to ensure that the business passes to the next generation intact.. • He is devoted to Veterans…As a VA Accredited Attorney…his practice has helped countless Veterans obtain Veteran’s benefits…that help them pay for needed care and assistance…that they may not have obtained without his help.. • Gerry has served on many boards including hospital boards and the board of the Southern California National Academy of Elder Law Attorneys.. • He is an in-demand speaker for Bar Associations, for the Alzheimer’s Association, The Parkinson’s Association, and The Epilepsy Center, and appeared on the TV Show “Meet the Peetes with Holly Robinson Pete and Rodney Pete.. • He is also a licensed Life Insurance Agent in California, Idaho, Nevada, North Carolina, Oregon, Tennessee and Washington.. • He also has a Series 7 and 63 Securities licenses

My practice focuses on estate planning, probate court proceedings, trust administration, and business law.. My practice is dedicated to helping clients of all ages and family situations from traditional to blended to LGBT navigate through the difficult legal and personal issues that come with the areas of my practice.. I am happy to meet with you at my office in Encino.  I also meet with clients in the privacy of their own homes and businesses and in my affiliates’ offices that are closer to you.  For elderly clients, I can meet as well at assisted-living facilities, nursing homes, and hospitals.. I serve clients in Southern California, particularly in the counties of Los Angeles, Ventura, Orange, and Riverside. I invite you to contact me for an initial consultation, and look forward to meeting you in person.

Over more than four decades, Estate Planning Lawyer and Living Trust Lawyer Kenneth Ziskin has been the "Family Wealth Strategist"(sm).  My BIO is on my website, but my greatest honors come from the reviews I get or the hugs clients give my wife (Hinda, who works with me to provide the perspective of a wife, mother and grandmoter) and I after we complete a project.. Recently, one of my favorite strategies is one that allows clients to get a step-up in income tax basis without dying!  The income tax savings can be dramatic.. I work with individuals and families to design and implement both Living Trusts and advanced estate planning strategies. Ihelp clients understand and put in place strategies to pass family wealth and his clients' deeply held values to their desired beneficiaries. I always focus on the integration of clients' essential non-tax desires for their heirs with estate tax planning, income tax planning and appropriate asset protection planning to facilitate preservation and passing of wealth to benefit future generations.. My Estate Planning and Living Trust strategies have saved clients millions of dollars of taxes. While typical savings range from a few hundred thousand to a few million dollars, in one case alone, my strategy saved nearly $200,000,000 in taxes (mostly estate taxes, but also income taxes) for the beneficiaries of a deceased parent!. I also offer caring, personalized probate and trust administration services for those who have lost a loved one.