Estate Planning lawyers in California Joseph Adelizzi to Kai H.

Explore California attorneys like Joseph Adelizzi, Joseph Di Monda, Joseph Geis, Joseph Hudack, Joshua Meier, Joshua Ramirez, Joshua Smisko, and Kai H. Wessels. in cities like Encinitas, Laguna Hills, Newport Beach, Mission Viejo and San Jose. These attorneys specialize in Estate Planning in Zip codes like 92024, 90266, 95126.
Avvo Rating: Rated 5.0 out of 5

Joseph Adelizzi

Firm: Joseph Adelizzi
2211 Encinitas Blvd. , Encinitas , California 92024
Practice Areas: Environmental , Estate Planning
Joseph Adelizzi is an estate planning attorney and principal of Security Planning Group, Inc. He has been in practice since 1984 and has litigated cases for some of the nations largest insurance companies. He is admitted to the following: California Supreme Court, State Bar of California; United States District Courts, Central District and Southern District of California; United States Tax Court, all 50 states. He is a certified Mediator and was on the Settlement Conference Panel of the San Diego Superior Court as a Judge Pro Tem from 1989 to 2006.  He teaches 2 MCLE courses to Lawyers on the faculty of Lawline on Tax Advantaged Retirement Planning and Structured Installment Sales.. He founded Security Planning Group, Inc., as a group of legal professionals who are constantly striving to expand the professional and public knowledge about financial self-defense plans to guard against Governmental Security, the Internal Revenue Service, Department of Health Services, Hospitals and Nursing Homes, which are just a short list of the potential threats to your family's financial security and your own personal rights.. He also assists clients by preparing documents that guarantee the right to maintain personal dignity and wishes in the event they cannot make those decisions for themselves, avoiding unnecessary governmental intrusion into their private affairs. Mr. Adelizzi takes an active roll in speaking about new legislation for elders and advocates the rights of individuals to be free to make personal choices free of governmental oversight. Besides advocating for the use of Health Care Directives and Financial Powers of Attorney, he handles Trust issues and has litigated Trust and Probate matters.. On a personal note, Mr. Adelizzi, is a native New Yorker who has been a resident of Encinitas, California since 1981. He is married to his wife, Margaret and has two grown children. In his spare time, Mr. Adelizzi enjoys a variety of activities such as golf, scuba diving, fishing, skiing and racing as a competitive7 time Ironman triathlete.
Avvo Review
“Joe helped my wife and I update our severely outdated trust. He was very thorough and brought up poi”
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Lawyers.com Review
“I endorse this lawyer for his expertise, experience and ingenuity in estate planning matters.”
Avvo Rating: Rated 3.8 out of 5

Judith Tang

Firm: Wendel, Rosen, Black & Dean LLP
1111 Broadway 24th Floor , Oakland , California 94607
Practice Areas: Estate Planning, Insurance , Probate , Trusts, Wills, Probate
Google Review
“Donated 2 million to Donald Trumps ballroom”
— Apacheta
Avvo Rating: Rated 1.0 out of 5

K. Robert Foster

Firm: Law Office of K. Robert Foster
2600 Pacific Avenue , Stockton , California 95204
Practice Areas: Drugs & Medical Devices,Environmental ,Estate Planning,Probate ,Products Liability,Toxic Substances,Trusts,Wills
Avvo Review
“I sought ther services of this attorney and would not reccomend him ever. I paid him a one thousane dollar retainer and for my money Foster drove to ...”
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Justin Shiau

Firm: Athlon Legal, APC
14 N. Fair Oaks Avenue, Suite 503 , Pasadena , California 91103
Practice Areas: Estate Planning
Justin Shiau is the founder and principal attorney of Athlon Legal, a professional law corporation.Justin graduated from the University of Chicago and USC Law School.  He is a Certified Specialist in Estate Planning, Trust and Probate Law.Justin is a member of the Pasadena Bar Association, the Asian Pacific American Bar Association, the San Gabriel Chamber of Commerce, the Monrovia Chamber of Commerce, the Alhambra Chamber of Commerce, and WealthCounsel.In his spare time, Justin enjoys golf, pickle ball and spending time with his lovely wife and daughter.  In the past, he has served on the Board of the Financial Planning Association of the San Gabriel Valley, the Taiwanese American Lawyers Association and Project by Project, Inc., a nonprofit focused on leadership development.
Lawyers.com Review
“I refer frequently clients to Justin when they have estate planning needs. He's knowledgeable and accessible, and gets his clients' matters completed promptly.”
Avvo Rating: Rated 5.0 out of 5

Juliya Spiegel

Firm: Spiegel Estate Planning PC
2019 S. Westgate , Los Angeles , California 90025
Practice Areas: Estate Planning
Spiegel Estate Planning was born from my love of family. As an attorney and a mother, I have an acute understanding of how to best protect and plan for each client's family, health, and assets.   I earnestly believe that every person needs and deserves an estate plan, whether they are a high net worth individual or someone with modest assets. Parents, couples, and single persons all need estate plans to correctly distribute assets, specify guardianship of minor children, and plan for times of incapacity or disability.. It's really simple for me: I love educating my clients, understanding the nuances of each specific individual, and crafting a personalized plan to prepare my clients for some of their most important life decisions. Armed with a legal degree from the UCLA School of Law and over 8 years of legal experience, my goal is to ensure that each client's estate plan contemplates both the legal reality and spirit of their wishes.. I specialize in developing a complete and comprehensive estate plan for every client that at a minimum includes a will, trust, powers of attorney, an advance health care directive and related documents. In working together, I make a commitment to eagerly represent my clients’ wishes with integrity, competency, and sensitivity to create a personalized estate plan. I provide an array of comprehensive estate planning solutions to help best protect my clients’ legacies and families, and distribute their most valuable assets.
Avvo Review
“planning process till the very end, Juliya left not a single ounce of doubt in our minds about our f”
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Lawyers.com Review
“Juliya is an exceptional attorney. She is thorough, knowledgeable and conscientious. She really cares about her clients and their future.”
Google Review
“Juliya is an incredibly thoughtful person and attorney. She is also very thorough and efficient, which we loved. She has the ability to distill complex problems into solvable solut…”
— Ken Otstot
Avvo Rating: Rated 4.8 out of 5

Julie King

Firm: Pierce King, P.C.
2100 Garden Road, Suite G , Monterey , California 93940
Practice Areas: Estate Planning
In both 2019 and 2020, I was voted the BEST ATTORNEY IN MONTEREY COUNTY by the readers of The Monterey Herald.  I have also been in the Top 5 attorneys in the Monterey County Weekly from 2015 - 2020.  I am honored to have received this recognition.
Avvo Review
“in this urgent situation. I was so impressed with her professionalism and also her concern and will”
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Lawyers.com Review
“Atty King is a frequent contributor on the Avvo website. Her responses are accurate, concise and best of all, practical and useful. I endorse this lawyer.”
Avvo Rating: Rated 5.0 out of 5

Julie Cardin

1015 Chestnut Ave #G2 , Carlsbad , California 92008
Practice Areas: Estate Planning
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.
Avvo Review
“s. Writing your will, health care proxy, living will and other related documents can feel scary and”
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Avvo Rating: Rated 5.0 out of 5

Julianna Makler Malis

Firm: Santa Barbara Estate Planning & Elder Law
1514 Anacapa Street , Santa Barbara , California 93101
Practice Areas: Estate Planning
Julianna Malis is a nationally recognized estate planning and elder law attorney focusing on traditional estate planning, special needs planning and estate administration. As the founder of Santa Barbara Estate Planning Law Group, she brings a family-centered approach to planning, with a focus on practical solutions for those going through life transitions. She is also a Certified Dementia Practitioner and a frequent speaker to  groups on issues of estate planning, elder law, and special needs planning.. Julianna earned her law degree from University of the Pacific, McGeorge School of Law and has an advanced law degree (LL.M) in Taxation and Estate Planning.  She was selected to Super Lawyers for 2021 as a Top Rated Elder Law Attorney. This peer designation is awarded only to a select number of accomplished attorneys in each state.
Avvo Review
“Julianna and her team helped and addressed all of my concerns. I'm definitely sticking with them an”
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Lawyers.com Review
“Julianna is a fantastic resource, lawyer and individual. After experiencing first hand what lack of planning can do, Julianna has focused her practice on protecting families. What …”
Avvo Rating: Rated 3.4 out of 5

Judy Jensen

Firm: Jensen Nielsen Vande Pol, LLP
1209 K St , Modesto , California 95354
Practice Areas: Business & Commercial, Employment & Labor , Estate Planning, Taxation - State & Federal
Avvo Review
“eone whom you can trust implicitedly. I would recommend her to anyone.”
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Avvo Rating: Rated 4.9 out of 5

Judith M. Copeland

Firm: Copeland and Tierman, LLP
1230 Columbia Street   680  921 , San Diego , California 92101
Practice Areas: Elder ,Estate Planning,Guardianship and Conservatorship,Probate
Avvo Review
“Absolutely fabulous. Very impressive. Attention to detail. Very knowledgeable in all aspects of the process. Could not imagine doing this without her.”
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Avvo Rating: Rated 5.0 out of 5

Joseph Di Monda

Firm: Angelo & DiMonda LLP
1721 N Sepulveda Blvd , Manhattan Beach , California 90266
Practice Areas: Condemnation & Eminent Domain, Constitutional , Construction , Elder , Employment & Labor , Estate Planning, Health Care & Hospitalization, Housing & Construction Defects, Land Use & Zoning, Motor Vehicle Accidents, Motor Vehicle Defects, Nursing Home Negligence, Personal Injury, Premises Liability, Products Liability, Real Estate , Toxic Substances, Wrongful Death, Personal Injury
Numerous 7 and 8 figure judgmengts and settlements on behalf of consumers, workers and injured people.
Avvo Review
“I have been grateful to have Joe as a resource on many occasions. I've been impressed by how quickly”
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Lawyers.com Review
“I endorse this lawyer. He's very smart, and one of the most knowledgeable, diligent, and relentless advocates I know.”
Google Review
“Good location”
— Aryan G
Avvo Rating: Rated 3.7 out of 5

Judd Matsunaga

21250 Hawthorne Blvd #500 , Torrance , California 90503
Practice Areas: Estate Planning
Avvo Review
“red was probably only half-true, but which turned out to be almost completely false. I'm giving them”
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Avvo Rating: Rated 5.0 out of 5

Joyce Levy

Firm: Joyce W. Levy
438 Cambridge Avenue Suite 175 , Palo Alto , California 94306
Practice Areas: Estate Planning, Probate , Trusts, Wills
Avvo Review
“Joyce has completed our living trust, as well as trusts for family members and friends”
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Google Review
“Concerned about a lawyer whose website is predominately pictures instead of content.”
— Tracy L. Crawford
Avvo Rating: Rated 5.0 out of 5

Joshwa Wang

Firm: Law Offices of Joshwa Wang
909 El Centro St. Unit C1 , South Pasadena , California 91030
Practice Areas: Estate Planning
My goal is to make estate planning simple, approachable, and transparent for families and individuals of all walks of life. After starting my career at the international law firm of Skadden, Arps, I moved to a boutique estate planning firm in Beverly Hills. I now help clients with living trusts, wills, and other estate planning related matters as well as probate and trust administration. My background includes degrees from MIT and the UCLA School of Law, but what clients value most is that I listen, explain things clearly, and provide transparency that bring peace of mind. Whether you’re starting a family, preparing for retirement, or caring for loved ones, I’ll guide you through the process with clarity and compassion.
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“.”
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Lawyers.com Review
“Josh is a caring and trustworthy estate planning attorney. If you are looking for someone who cares deeply for you and your needs, Josh is the person to call! I would recommend his…”
Avvo Rating: Rated 5.0 out of 5

Joshua Smisko

Firm: The Smisko Law Firm
26050 Acero , Mission Viejo , California 92691
Practice Areas: Estate Planning
Husband, Father, Sports fan, Foodie-in-training and Lawyer that enjoys helping others.
Avvo Review
“rated a keen intellect, sound reasoning, and objectivity along with a sense of fairness and equity.”
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Lawyers.com Review
“I endorse this lawyer.”
Avvo Rating: Rated 4.9 out of 5

Joshua Ramirez

Firm: California Estate Planning Services
170 E. Yorba Linda Blvd. #212 , Placentia , California 92870
Practice Areas: Estate Planning
Joshua D. Ramirez received his Bachelor's Degree in Political Science from Cal State Fullerton. Josh went to Loyola Law School in Los Angeles where he obtained his Juris Doctorate Degree and his LLM Degree in Taxation, which he obtained "With Distinction." He has a passion for Elder Law, as evidenced by him graduating #1 in his Elder Law class. Josh has a passion for the elderly and families mourning the loss of a loved one. Josh enjoys spending time with his wife and two children, off-roading, and spending the day at the shooting range.
Avvo Review
“. I cannot recommend Josh enough!”
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Lawyers.com Review
“Josh has a heart for elder law and works hard to protect his clients from financial exploitation. He is a great resource!”
Avvo Rating: Rated 5.0 out of 5

Joshua Meier

Firm: Meier Law Firm
450 Newport Center Dr. , Newport Beach , California 92660
Practice Areas: Estate Planning
I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams!. THE MEIER LAW FIRM DIFFERENCE Unlike traditional law firms that charge by the hour and approach business and estate planning as a one-time transaction, we provide comprehensive, flat-fee, affordable business and estate plans customized for you depending on your unique needs and budget. Our estate planning packages not only include the typical estate planning documents such as wills, trusts, powers of attorney, and health care documents, but also include: • Flat Fees • Custom Plans • Trust Funding • Kids ICE Plan • Legacy Interview • Unlimited Phone Calls and E-mails • Free review of your plan every three years • Lifelong relationship with us as your trusted advisor • Working with your trusted advisors or connecting you with new ones After working with us, you will have a custom estate plan that will Achieve Your Dreams and protect you, your assets, and your loved ones! ACHIEVE YOUR DREAMS TODAY! Schedule a session online at or call us at. Mention that you found us on Avvo and receive a FREE Achieve Your Dreams Planning Session (a $750 value). FINANCIAL ADVISORS Do you want to become the "Go To" financial advisor? Become a Power Partner:
Avvo Review
“o unassuming. I must mention Jonathan (Josh's right hand) & Bonnie Johnson, they were also extremel”
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Lawyers.com Review
“I worked alongside Josh for years. A key quality for Josh is judgment. Clients want problems solved. Josh has a keen eye for grasping exactly what the client's problem is and sketc…”
Avvo Rating: Rated 5.0 out of 5

Joseph Hudack

Firm: Hudack Law, APC
1250 Corona Pointe Court , Corona , California 92879
Practice Areas: Estate Planning, Real Estate, Business, Probate, Business, Probate, Real Estate
More than 29 years ago, Mr. Hudack started his career in residential and corporate real estate, managing transactions for companies like Fluor, Walmart, and Dial. In addition to negotiating, executing, and closing acquisitions for sales and leases, he worked as a national real estate consultant for Home Depot, Newell Rubbermaid, and Viad Corp. Most recently, he has served as corporate and litigation counsel to community associations throughout California. He earned his Juris Doctorate from Western State College of Law, magna cum laude, so he could expand his practice and use his talents to assist clients with business law, contract law, and real estate law services as well as estate planning matters.. Family comes first for Mr. Hudack. He is a dedicated family man who has enjoyed the company of his wife for almost 30 years. They have two grown children: an engineer and an aspiring lawyer who is at the top of her class. Their family also includes two Cockapoos and one Cavachon. In his spare time, he indulges in his passion for woodwork. Working with other woodworkers in the Corona area, he creates pieces for the children at the Royal Family Kids Camp. There they paint and assemble the pieces into different projects that instill in them a sense of pride when they take their completed work home.. It’s this dedication to community that drives Mr. Hudack in his law practice. You’re more than just another name to him. He understands that no two transactions are the same, so he takes the time to listen to your needs and help you accomplish your goals. You’ll never wonder what’s going on, as he keeps you informed through each step of the process and makes sure you understand each action he takes on your behalf.
Avvo Review
“ons, & he proved they were in violation of our rights & they were forced to drop all allocations aga”
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Lawyers.com Review
“I have had the opportunity to assist Joe on a number of legal matters. I am consistently impressed with Joe's work ethic. He is incredibly smart and well-versed in a variety of are…”
Avvo Rating: Rated 3.0 out of 5

Joseph Geis

Firm: Law Office of Joseph M. Geis
24031 El Toro Road Suite 301 , Laguna Hills , California 92653
Practice Areas: Estate Planning
Avvo Review
“e and to track him done about 2 weeks later to find out this news. Very unprofessional behavior. Jus”
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Lawyers.com Review
“I endorse this lawyer.”
Avvo Rating: Rated 3.5 out of 5

Kai H. Wessels

Firm: Law Offices of Kai H. Wessels
1871 The Alameda   250 , San Jose , California 95126
Practice Areas: Business ,Estate Planning,Probate ,Real Estate ,Trusts,Wills
Google Review
“I had a very positive experience with Wessels Law Firm. When I called, Mr. Wessels got on the phone right away. We discussed some issues related to my living trust. His comments we…”
— Richard Cone

Disclaimer: This content is based on aggregated public information and estimated market trends. It is provided for informational purposes only and does not constitute legal advice.