Firm: Gray & Barba LLP
Practice Areas: Estate Planning
Married to my law school sweetheart, I live with my husband and our three delightful daughters in Ventura County. When not consulting with clients or home schooling my daughters, you can find me doting on my two beautiful standard poodles or volunteering with my entire family at a Christian Legal Aid clinic.. I began my legal career as a business litigator, representing large corporate clients after graduating from the UCLA School of Law in 1999. Motherhood, as well as my heart for families and our diverse community inspired me, however, to transition my practice to estate planning. I now devote myself to providing clear and compassionate legal counsel, in both English and Spanish, to clients desiring to protect their legacies for the sake of their loved ones.. An estate plan not only provides for the disposition of one’s assets upon passing, but perhaps more importantly, also nominates guardians for one’s minor children in the event of an untimely death. Advanced health care directives, powers of attorney, and revocable trusts also protect one and one’s family in the event of incapacity.. Do not allow a court to make deeply personal, life-altering decisions for your loved ones through blind enforcement of intestacy laws, unintended guardianship decrees, and costly probate proceedings. Though you may have passed on, your spouse, children and heirs could be left behind with significant costs, burdens, and court orders that you never intended for them.. If you need to prepare your estate plan or to update your current estate plan, I encourage you to wait no longer. Please call me. I would love to help protect your legacy.
Contact: Not Available
Firm: Kelley & Farren LLP
Practice Areas: Estate Planning
Contact: Not Available
Firm: Law Offices of Connie Yi
Practice Areas: Estate Planning
Contact: Not Available
Firm: Vogt Resnick Sherak LLP
Practice Areas: Estate Planning
Conner is a Certified Specialist in Estate Planning, Trust, and Probate Law with a Master's Degree in Taxation Law at Empirical Wealth Management in Newport Beach, California.. Conner is well-versed in estate tax avoidance strategies and Proposition 13 reassessment mitigation strategies. Conner uses a variety of planning tools, including Grantor Trusts, Life Insurance Trusts, Business Entities, and Charitable Trusts.. Focus: Estate planning (wills/trusts), estate administration (trust/probate), tax, and wealth planning. Trusts and 401(k)s, IRAs, and other retirement vehicles.. Licensed in California and Washington State.
Contact: Not Available
Firm: Albrecht and Barney
Practice Areas: Estate Planning
Contact: 949-263-1040
Firm: Law Office of Colette T. Davis, PLLC
Practice Areas: Estate Planning
Colette T. Davis obtained her Juris Doctor degree from Southwestern University, School of Law, cum laude, in Los Angeles, California and Bachelors of Arts from California State University, Los Angeles. Ms. Davis is licensed to practice law in North Carolina and California, including the United States District Court in California and North Carolina.. During Ms. Davis’ 23 years of practice, she has spent 20 years as an entrepreneur managing a private practice. Ms. Davis’ firm focuses on Probate, Estate Planning, Guardianship and Conservatorship law. The firm handles cases in both California and North Carolina, administering probate estates, advising clients on building and maintaining estates, tailoring estate plans to meet client’s specific needs, while educating client on how to pass wealth and build a future for their loved one. Ms. Davis also works extensively with caregivers and the individuals who find themselves in need of care. While working as an advocate for seniors, disable persons and incapacitated individuals in her private practice, Ms. Davis spent 10 years protecting the financial, personal and civil rights of minors, seniors and disabled individuals in guardianship and conservatorship proceedings through Court appointments.. Whether counseling small business owners on succession planning so the business will not die with the founder, or advising a bankruptcy client how to recover and thrive after bankruptcy, Ms. Davis has spent her legal career assisting families in building and preserving legacies for generations to come, while focusing on family care and providing for loved ones that are currently in need of assistance.. In addition to her practice, Ms. Davis has taught Wills, Trusts and Estates and Bankruptcy for the National Bar Association Paralegal program at CPCC. She also lectures and participates in workshops on elder and disabled care planning, starting and maintaining a small business, preserving and transferring family wealth and consumer bankruptcy relief in person and through several radio and television programs.. Ms. Davis is currently managing the Law Office of Colette T. Davis, PLLC where she continues her focus on maintaining and preserving family wealth through estate planning, seniors’ rights, small business matters and bankruptcy relief. In addition to managing her practice, she spends time giving back to her community by volunteering with the Mecklenburg Bar through various committees and with Crossroads Charter School as a Board member. She is a former Board member of Girl Talk Foundation and currently serves on a committee for Girl Talk Foundation. Ms. Davis also volunteered with Hospice Palliative Care, Charlotte Region for 5 years, previously served on the Executive Committee of the Probate Division of the Los Angeles County Bar Association, and Judicial Committee with Black Women Lawyers of Los Angeles. In addition to her membership in the North Carolina and California State Bars, Ms. Davis is a member and participates in a number of other bar association in North Carolina and California.
Contact: Not Available
Firm: Law Office of Clinton M. Crosser
Practice Areas: Estate Planning
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.
Contact: Not Available
Firm: NEWELL & HAVENS
Practice Areas: Estate Planning
Graduated summa cum laude from University of Redlands with a B.S. in Business Administration and Management. Was a merit scholarship student at Western State University College of Law, earning a Juris Doctor with an emphasis in Taxation cum laude in 1997. Currently teaches Business Law as well as a graduate course in Negotiation at . Serves as Chair of the Advisory Committee of the Foundation of Citrus Valley Health Partners: .. Because of his extensive experience in teaching simultaneously with practicing law, Havens has a communications style which allows him to express complex legal terms into easy language for his clients to understand. After a consultation with him, clients feel a level of trust and comfort that their problems will be competently seen through to their completion. Patience and particular attention with elderly clients and those requiring special needs trusts are a hallmark of his practice.. Havens is involved in woodworking and teaching fifth and sixth grade children's church at his church. He enjoys riding his motorcycle to work when the weather permits.
Contact: Not Available
Firm: Hanson Bridgett LLP
Practice Areas: Estate Planning
Contact: Not Available
Firm: Col. B. F. Ellis
Practice Areas: Estate Planning
Contact: (209) 722-8349
Firm: Lepant Law Office PC Llo
Practice Areas: Estate Planning
Contact: Not Available
Firm: Courtney Flannery & Associates
Practice Areas: Estate Planning
Contact: Not Available
Firm: Law Office of Claudia S. Bowley
Practice Areas: Estate Planning
Contact: Not Available
Firm: Unemployment Insurance Appeals Board
Practice Areas: Estate Planning
Contact: Not Available
Firm: Andersen, Conley W.
Practice Areas: Estate Planning
Contact: (805) 466-4257
Firm: Clifford H. Clark
Practice Areas: Estate Planning
Contact: (805) 489-4221
Practice Areas: Estate Planning
Contact: Not Available
Firm: Wilson & Wilson
Practice Areas: Estate Planning
Contact: Not Available
Firm: Law Office of Connor C. Cote
Practice Areas: Estate Planning
Contact: Not Available
Firm: The Demiris Law Firm
Practice Areas: Estate Planning
Contact: Not Available