Estate Planning lawyers in California Blake Grossman to Brandon Zapf

Firm: Zapf Estate Planners, APC

701 Palomar Airport Rd. #300 , Carlsbad , California 92011 Zip code: 92011

Practice Areas: Estate Planning

I began my career working for large law firms, moving paper, billing large sums over a lot of hours, moving money from one rich entity to another, dealing with politics, bureaucracy, and unhappy clients. Obviously, all of this made me extremely unhappy. This was not what I imagined when I went to law school. I just wanted to help people and make a difference in their lives.. One day, a friend of my mother asked me to update her living trust. The trust was almost 15 years old and there wasn't much to it. It didn't reflect the current law and it didn't reflect her current life needs. Further, she told me that her attorney never even explained to her what was in the trust. So she was learning everything from me 15 years after the fact! Worst of all, none of her assets were even titled in the name of the trust. This meant that all the time, trouble, and money she spent was a waste, since her family would still have to deal with probate after her death.. Because of my own problems in setting up an estate plan, and because I wanted to help my mom's friend (and others like her, I decided to start my own firm).. I figured I could make my law firm much better than most by just doing the opposite of what my mom's friend's lawyer did. This is how she described her encounter 15 years ago and how the process went: 1) She provided some limited information to the attorney; 2) The attorney did not ask many questions; 3) The attorney hastily prepared some documents; and 4) She signed the documents, put them away, and never looked at them again.. It's not a stretch to know that this isn't the kind of relationship that most people want. Thus, I sought to bring back the long-term, trusted relationship between attorneys and clients. So I came up with a new process and model.. The Zapf Estate Planners Model. Almost everything we do is based on a flat fee. No one likes to get billed for a quick email or phone call to an attorney. And I definitely do not like to send those bills and keep track of my time in six-minute increments. So I did away with that old, tired way of doing law. Feel free to contact me as you wish.. We want your trust to work for you. Too often people fail to change the ownership of their assets into the name of the trust. Too often attorneys fail to help their clients with this difficult process. No longer. It is our responsibility to supervise you funding your trust.. No longer will estate planning be a one-time transaction. When you hire us, that is when our relationship begins…for life. We offer free reviews of your plan every three years at no additional charge. We also offer a membership program (that nearly all of our clients participate in), which includes a yearly plan review and unlimited changes to your , please understand that estate planning isn’t really about you.  After all, you will be gone when your plan takes effect. It’s about creating a plan of action that’s going to take care of those you love most.

Firm: Spivack Law, A Professional Corporation

1470 Maria Lane , Walnut Creek , California 94596 Zip code: 94596

Practice Areas: Estate Planning

Brandon Lee Spivack began his legal career in California in 2013 after receiving his LL.M. from the nationally recognized Heckerling Graduate Program in Estate Planning and Tax. As an associate attorney at Gresham Savage Nolan &Tilden, Brandon had many opportunities to learn and expand his expertise beyond estate planning because of the support of his colleagues. Brandon learned the intricacies of proper business planning from his experienced colleagues in the business and tax departments. Other attorneys and staff in the real estate department taught Brandon how to confront challenging title issues that can arise during a probate or trust administration. His mentor and boss in the estate planning department demonstrated to Brandon how to pragmatically approach common and uncommon planning issues. Before leaving Gresham Savage, Brandon gained the knowledge and confidence to become a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar, Board of Legal Specialization.. In 2018, Brandon moved his family to Walnut Creek to pursue an opportunity with one of California’s most reputable estate planning firms, Hartog Baer & Hand. As an associate in the planning department, Brandon spent most of his time handling tax issues for clients with significant wealth. He worked with clients to prepare Private Letter Ruling requests; devise and execute estate freezes; draft and file IRS Forms 706, 709, and 1041; and review business structures for tax planning opportunities. Brandon strengthened his skills as a tax attorney through the unique opportunities he received at HBH.. In both Northern California and Southern California, Brandon has had the privilege of working with charitable organizations and philanthropic clients to facilitate lifetime and testamentary gifting. He has worked closely with various Community Foundations to create Donor Advised Funds; draft charitable trusts; review pledge agreements, and establish charitable organizations. Brandon advises clients on entity governance, including mandatory reporting and compliance procedures to ensure charitable organizations maintain their good standing and tax-exempt status with the state and the federal government.. In 2019 and 2020, Brandon was recognized by his peers as a Rising Star. This award is given to 2.5 percent of attorneys below the age of 40 in California.

Firm: Richardson, Jones, & Esraelian

2660 W Shaw Ln Ste 100 , Fresno , California 93711 Zip code: 93711

Practice Areas: Estate Planning

Firm: Rogers Sheffield & Campbell

427 E Carrillo St , Santa Barbara , California 93101 Zip code: 93101

Practice Areas: Estate Planning

Firm: Law Ofc Bonnie K Bishop

1760 Solano Ave Ste 305 , Berkeley , California 94707 Zip code: 94707

Practice Areas: Estate Planning

Bonnie K. Bishop, J.D., M.A and B.A., has represented clients with regard to their estate planning, trust, and probate matters since 1988. Her office at 1760 Solano Avenue in Berkeley, California, is conveniently located to her many clients in Berkeley, Albany, El Cerrito, Kensington and Oakland. Bonnie enjoys representing clients from all walks of life–individuals, couples, and families of every shape and size.

Firm: Law Offices of Savin & Bursk

10663 Yarmouth Ave , Granada Hills , California 91344 Zip code: 91344

Practice Areas: Estate Planning

Family is a top priority for me.   I have been in practice with my husband since 1983, and three of our four children are attorneys in our office. My mother and my son-in-law also work with our office.  .    Our employees are also considered to be part of our family,  and even some of their relatives work for us.    Since family is so important to  me, I want to help my estate planning clients protect and provide fo their families.. Community involvement and being a volunteer are also important to me.  I am on the GRANADA HILLS IMPROVEMENT ASSOCIATION,   GRANADA HILLS SOUTH NEIGHBORHOOD COUNCIL,  and a past pesident of the GRANADA HILLS CHAMBER OF COMMERCE.. i am lucky to practice  in an area of law, and a location, that I love.

2539 E 7th St , Long Beach , California 90804 Zip code: 90804

Practice Areas: Estate Planning

Firm: Allied Public Adjusters, Inc.

701 N Brand Blvd Ste 800 , Glendale , California 91203 Zip code: 91203

Practice Areas: Estate Planning

3435 E Thousand Oaks Blvd # 6553 , Thousand Oaks , California 91362 Zip code: 91362

Practice Areas: Estate Planning

Firm: Katten Muchin Rosenman LLP

2029 Century Park East Suite 2600 , Los Angeles , California 90067 Zip code: 90067

Practice Areas: Estate Planning

Firm: Stanford University

485 Broadway St Fl 5 , Redwood City , California 94063 Zip code: 94063

Practice Areas: Estate Planning

35 Mark Ter , Bel Tiburon , California 94920 Zip code: 94920

Practice Areas: Estate Planning

Firm: The Law Office of Bo Ram Park, PC

Po Box 9073 , Glendale , California 91226 Zip code: 91226

Practice Areas: Estate Planning

Firm: Gordon & Braiker-Gordon

5308 Alhama Dr , Woodland Hills , California 91364 Zip code: 91364

Practice Areas: Estate Planning

17210 Parthenia St , Sherwood Forest , California 91325 Zip code: 91325

Practice Areas: Estate Planning

Firm: Olivarez Madruga Law Organization

500 S Grand Ave # 12 , Los Angeles , California 90071 Zip code: 90071

Practice Areas: Estate Planning

18087 S 3rd St , Fountain Vly , California 92708 Zip code: 92708

Practice Areas: Estate Planning

Firm: Law Offices of Connie Yi PC

323 Ray St , Pleasanton , California 94566 Zip code: 94566

Practice Areas: Estate Planning

3821 Hillcrest Ln , Sacramento , California 95821 Zip code: 95821

Practice Areas: Estate Planning

Firm: Law Offices of Hollander and Hollander

411 30th St , Oakland , California 94609 Zip code: 94609

Practice Areas: Estate Planning