Top Best Estate Lawyers | 18160 Available

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.

Dianna Wilke  is a Specialist in Estate Planning, Trust and Probate Law, certified by the  State Bar of California Board of Legal Specialization.  As such, she has strong academic and professional qualifications, but an even stronger conviction for planning with the client's values as the centerpiece.  "I believe I give clients a voice when they are no longer here" she says, "it is my passion." Dianna holds a Bachelor's Degree in history, with a minor in political science from Arizona State University, where she was also active in the Alpha Gamma Delta International Women's Fraternity. She earned her Juris Doctor from Southwestern University School of Law, where she was named to the Dean's List and awarded the American Jurisprudence Award in Wills and Trusts. While attending law school, Dianna also founded and served as President of Southwestern University School of Law's chapter of the Native American Law Student Association (NALSA). She holds a Master of Laws in Estate Planning from the prestigious program at the University of Miami School of Law, where she was a Heckerling Scholarship Recipient.  While attending the University of Miami, Dianna published an article entitled "Crummey Right to Withdraw, Is it Safe for Contingent Remaindermen?" in the 1999 University of Miami Tax Law Chronicle, which analyzed a popular technique in family gifting.. Dianna also holds a Masters of Law in Taxation from the University of Alabama where she graduated Magna Cum Laude. Dianna's experience includes private practice at some of the state's most respected firms and management of a trust and investment business line for a major financial institution. This depth of experience allows her to analyze a client's plan from both a theoretical and practical application.  Dianna is a frequent lecturer on various estate planning subjects for legal and charitable associations, including the California State Bar and the Ventura County Community Foundation. She served as Chair of the California State Bar Exempt Organization Committee.  She is also a member of the Trusts and Estates Section of the California State Bar.

Donald P. Madsen was born and raised in Northern California, and Southern Oregon. He absolutley loves serving his clients Estate Planning, Probate, and Conservatorship needs. He especially loves working with his Spanish speaking clients.  He has been a speaker in the past few years at the Fiesta Educativa, a non-profit educational program put on each year for Spanish Speaking parents that have children with disabilities.  He conducts his presentation on Conservatorships in Spanish.  He lived in Guatemala, Central America, for two years where he learned to speak Spanish (se habla Español).. In 1989 he attended Brigham Young University where he played baseball before deciding to dedicate himself to the study of Sociology and Law.  He graduated with a Bachelor’s in science in Sociology in 1994.. Don attended McGeorge School of Law, University of the Pacific, while working as a law clerk for local attorneys.  He graduated in 1999 where he was recognized by the Sacramento County Estate Planning Council for his achievements.. In 2002 Don began his sole proprietor firm.  His focus then, as it is now, is on Estate Planning, including Wills, Trusts, Trust Administration, Conservatorships, and Probate. He is a member of the California Bar Association and the Sacramento County Bar Association.  He recently joined long time friend and college Richard Sopp to form WHEATLEY, SOPP AND MADSEN, LLP.. Don’s passions outside of the office include coaching his four children in youth sports. He has coached youth basketball, baseball and football for several years.  When he finds time for himself, he enjoys spending time with his family, playing Golf, and Tennis.  You can often find Don and family hiking or mountain biking in the mountains of Northern California or Arizona where his dad lives.  Don also currently plays Tennis on various USTA teams, and golfs when time permits.

Having cared for elderly family members herself, attorney Carol Fauerbach understands firsthand the difficult issues that her clients face when dealing with the declining health, memory care, and end of life issues of loved ones. This personal experience helps Carol empathize with her clients and work toward creative solutions to their individual needs. The Law Office of Carol A. Fauerbach assists clients with estate planning, probate administration and trust administration.. FLEXIBLE APPOINTMENT SCHEDULING. Zoom and phone appointments available. Limited evening and weekend appointments available.. The Law Office of Carol A. Fauerbach assists clients with estate planning, probate, and trust administration.. Call for a free initial phone consultation or to schedule an appointment.

Thank you for visiting my profile. I am a Certified Specialist in Estate Planning, Trust Administration and Probate law from the State Bar of California.  Less than 1% of all attorneys in California earn this specialist designation.  The greatest blessing in my career is helping people plan for their families and businesses.. I am a graduate of the University of California at Irvine and McGeorge School of Law (Concentration in Taxation). I was a tax senior in the legal department of Deloitte and Touche, LLP, before relocating back to Sacramento over 20 years ago. At Deloitte and Touche, I earned the Client Service Matrix Award for national acceptance of a creative tax strategy to be used nationwide for individual and corporate clients.. After returning to Sacramento, I worked as an attorney at McDonough, Holland and Allen, the second largest law firm in Sacramento at the time, before opening my own law office. I absolutely love having my own practice, which has grown over the years from referrals from satisfied clients. In addition to my own practice, I was an adjunct professor at McGeorge School of Law for four years. I am also an adjunct professor at MTI College in Sacramento, where I have taught Probate law and Administrative law.I am involved in the community as an active volunteer for the Sacramento Voluntary Services Program, Ronald McDonald House Charities of Northern California. I am a former board member of: the Boys Team Charity of Granite Bay, Miracles Through Music and the Riverlake Community Association. I am a Board Member for the Sierra College Foundation and the Chair of their Planned Giving Committee.  I am on the advisory board for the Sacramento Bee SacMomsClub, and I am the past president of the Granite Bay Moms Club and a past member of the Sacramento Estate Planning Council.. I am currently a member of the California Bar Association, and a former board member of the Probate and Estate Planning section of the Placer County Bar Assocation.. I look forward to having the opportunity to speak with you. Thank you for your consideration.

Mr. Schirmer acquired his law degree from the University of the Pacific, McGeorge School of Law. He was admitted to practice in 1990 and has been with the firm for over 30 years. Dean Schirmer is an associate of Hiroshima Daggett and specializes in Estate Planning.  He provides extensive experience and knowledge in his specialty including the drafting of Wills, Trusts and Probate Matters, Estate Planning, Conservatorships, Guardianships, and Elder Care.