Estate Planning lawyers in California Pauline Isidro to Priscilla Madrid

5650 El Camino Real Ste 123 , Carlsbad , California 92008

Practice Areas: Estate Planning

Pauline is an Associate at KOZA LAW GROUP, a transactional law firm, specializing in estate planning and business law, based in San Diego, California.  She is a tried-and-true Southern California girl, who grew up in Los Angeles, where she earned a BA in English, Creative Writing from the University of Southern California (Fight on!).. After graduation, Pauline entered the public relations industry, where she provided strategic publicity and product placement for clients at a boutique firm in Hollywood.  She then decided to take her talents to law school and moved to San Diego to pursue a juris doctorate at Thomas Jefferson School of Law.. Pauline is a member of the State Bar of California and the San Diego County Bar Association.  She is also a member of the Trusts and Estates Section of the State Bar of California.. In addition to being an attorney, Pauline is a trained mediator with experience in contracts, personal injury, and probate mediation.. Outside of practicing law, Pauline enjoys taste-testing local restaurants, cheering on the Los Angeles Lakers, and traveling to far-off places.  Her happy place is a sunny island beach.

Firm: McMillan & Shureen LLP

50 Santa Rosa Avenue 5th Floor , Santa Rosa , California 95404

Practice Areas: Business, Estate Planning

Firm: Wood Legal Group, LLP

555 W. 5th Street , Los Angeles , California 90013

Practice Areas: Estate Planning

As the Founding Partner of the Los Angeles law firm, Wood Legal Group, LLP.,  Portia oversees a practice devoted to providing clients with the best in estate planning.. Portia M. Wood has spent over 10 years combining her keen business sense with an unparalleled understanding of marketing, litigation, dispute resolution, financial matters and client relations.. Her ardent desire and deep commitment to helping families drove her to co-found Wood Legal Group, LLP. Portia is committed to helping people preserve their estate and protect their families. She helps clients avoid probate, save on taxes, protect their hard-earned savings and preserve wealth at the generational transfer.   She concentrates in the areas of Legacy Wealth Planning and asset protection planning.. Today, Portia serves as Founding Partner of Wood Legal Group, LLP. and is constantly seeking better and more effective ways to serve her clients.  She is committed to making a real difference the lives of her community.. Professional Experience. Portia is a member of the California State Bar; the Maryland State Bar; the American Bar Association; the California Association of Black Lawyers and the American Academy of Estate Planning Attorneys. She is a speaker at legacy wealth planning seminars and in 2017 and 2018, she was named the National Black Lawyers Association Top 40 Under 40.. Education. Portia earned her Juris Doctor degree from the University of Maryland in 2011, where she served as president of her class. Portia also earned a Master of Law and Letters from the Pepperdine University School of Law.  She was awarded a bachelor’s degree in Journalism and Pan African Studies from California State University, Northridge.. Personal Profile. Portia grew up in Maryland and California.  She is a three-time Women's singles tennis champion in Baltimore City. Portia spends her free time volunteering with the Gamble House as a Docent and the Links, Inc. supporting the youth in Los Angeles.   Further, she enjoys golf, yoga, hiking, and raising her son Emerson James. The family lives in Los Angeles, CA.

PO BOX 665 , Morro Bay , California 93443

Practice Areas: Business, Family, Criminal Defense, Estate Planning, Trusts

Everybody needs legal help now and then. Unfortunately, most lawyers charge by the hour so you never really know WHAT YOU OWE!. At Phillip D. Wheeler, most of our services are one straight fee and NEVER MORE! Don't be fooled into paying outrageous hourly fee's. Come to Phillip D. Wheeler for all your legal needs.. Legal Services. Attorney At Law. California Law. Federal Law. Business Law. Corporations and LLCs. Deeds. Family and Divorce. Living Trusts. Loans and Collections. Wills. Powers of Attorney. Estate Planning. DUI/DWI. Criminal Law. Name Change. We are based on the beautiful Central Coast of California in San Luis Obispo County, Morro Bay but have clients throughout the Country of the U.S. and primarily California.

Firm: Lakin Spears, LLP

2400 Geng Road , Palo Alto , California 94303

Practice Areas: Estate Planning

I am an associate attorney with Lakin Spears, LLP.  I earned my J.D. in 2011 from Santa Clara University School of Law, where I graduated in the top 30% of my class.  I am a member of the State Bar of California’s Trust and Estate section, and was a former Co-Chair of the Silicon Valley Bar Association’s New Attorneys Round Table.  In my free time, I enjoy spending time with my wife, playing soccer and tennis, reading, hiking, and watching sports.

Firm: Monteleone & McCrory

725 S Figueroa St Ste 3200 , Los Angeles , California 90017

Practice Areas: Business & Commercial, Construction , Employment & Labor , Estate Planning, Taxation - State & Federal, Estate Planning

Mr. Putnam is managing partner at Monteleone & McCrory, LLP, where he heads the corporate, tax, and estate planning division of the firm.  As both an attorney and Certified Public Accountant, Mr. Putnam specializes in corporate and business law matters, taxation, real estate, estate planning, and asset protection.. Since joining the firm in 1980, Mr. Putnam's expertise in the fields of business and tax law has grown to include matters such as corporate governance, business formation and operation (including corporations, partnerships, LLC's, and LLP's), joint ventures, mergers, acquisitions, business dissolutions (an area in which he has one of the leading published cases in California), unfair competition/trade secrets, complex business and real estate transactions, construction (with an emphasis on sports stadiums and arenas, including ADA issues), and  tax, financial, and asset protection planning.. Mr. Putnam is admitted to practice in all state and federal courts in California, as well as the United States Tax Court and United States Court of Federal Claims.  Mr. Putnam serves as a settlement officer at the United States Tax Court, and also serves as a Judge Pro Tem in the Los Angeles County Superior Court.  The quality of his work is reflected by the fact that he is “AV” rated by Martindale-Hubbell Law Directory (its  highest rating).. Mr. Putnam is past president of the Wilshire Bar Association and has served on its Board of Governors for many years.  He has served on various committees of the Los Angeles County Bar Association (including the State Appellate Judicial Evaluations Committee), the American Bar Association, the American Institute of Certified Public Accountants, and is a member of the Illinois C.P.A. Society.. Active in numerous civic and charitable organizations, Mr. Putnam served on the South Pasadena City Council for 9 years (including two terms as Mayor and three terms as Mayor Pro Tem), the USC Athletic Department Board of Counselors, is a member of the Pasadena Tournament of Roses Association (where he has served as a Vice Chair), the USC Law Leaders Society, as well as numerous other community organizations.. Mr. Putnam obtained his undergraduate degree (with honors) in accounting from the University of Southern California in 1977.  He went on to earn his law degree in 1980 from USC.  While at USC, Mr. Putnam received numerous honors and awards in both law and accounting.  He has been a frequent lecturer for accountants, lawyers, financial advisors, and others in the areas of business, taxation, and estate and asset protection planning.

Firm: Kavesh, Minor & Otis, Inc.

990 West 190th , Torrance , California 90502

Practice Areas: Estate Planning, Trusts, Trusts

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.. Phil has earned significant recognition and accolades during his over 35 years of practice as an estate planning attorney. Phil holds a Master Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “Trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is currently a member of WealthCounsel and ElderCounsel.. Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcast on local Los Angeles TV for over six years.. Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, “21st Century Wealth”, and “The Questions You Should Ask When Choosing Your Estate Planner”.. Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.  He co-wrote and co-presented the “Marketing Boot Camp for Estate Planning Attorneys”, which was the precursor of the American Academy.  He also co-wrote and co-presented the “Million Dollar Producer Boot Camp” for financial planners, with Tom Gau.  Most recently, Phil has trained and helped numerous estate planning attorneys and financial planners throughout the country through his company, The Ultimate Estate Planner, Inc.. In summary, Phil Kavesh’s commitment and contribution to the welfare of his clients, the consumer public, and his profession are truly unique.

Firm: Law Ofc Philip M Flanigan

4082 N Cedar Ave Ste 104 , Fresno , California 93726

Practice Areas: Estate Planning, Elder Law, Probate

Philip M. Flanigan holds a B.S. degree from California State University-Fresno and a J.D. degree from Pepperdine University School of Law, having graduated cum laude. Mr. Flanigan is a member of the California State Bar Association, the Trusts and Estates Section of the State Bar, the Fresno County Bar Association, the National Academy of Elder Law Attorneys, a member of California Advocates for Nursing Home Reform, and WealthCounsel, LLC. Mr. Flanigan holds an AV Preeminent rating from Martindale-Hubbell.Mr. Flanigan devotes his practice exclusively to the counseling and representation of clients in the areas of estate planning, wills and trusts, Medi-Cal planning and probate and estate administration and has helped hundreds of families just like yours protect their assets and provide for their loved ones.In addition to his busy practice, Mr. Flanigan is a frequent speaker on estate and Medi-Cal planning topics, regularly presenting educational seminars for public as well as private groups.

Firm: Barbaro, Chinen, Pitzer & Duke, LLP

301 E Colorado Blvd Ste 700 , Pasadena , California 91101

Practice Areas: Estate Planning

Firm: Vlautin Peter P III Attorney At Law

3907 Park Drive , El Dorado Hills , California 95762

Practice Areas: Estate Planning

4900 Hopyard Rd Ste 100 , Pleasanton , California 94588

Practice Areas: Estate Planning

Firm: Peter Shelton Law

2041 Bancroft Way Ste 206 , Berkeley , California 94704

Practice Areas: Estate Planning

Firm: Law Offices of Peter R. Cabrera

82632 B Highway 111   3 , Indio , California 92201

Practice Areas: Business & Commercial,Civil Rights,Consumer Protection,Criminal Defense ,Elder ,Estate Planning,Health Care & Hospitalization,Insurance ,Medical Malpractice,Personal Injury,Products Liability,Professional Malpractice

Firm: Fox Rothschild, LLP Attorneys At Law

345 California Street , San Francisco , California 94104

Practice Areas: Estate Planning, Securities , Taxation - State & Federal, Trusts

I live in Oakland and work in San Francisco.  I also travel throughout the Bay Area if required to meet with someone with mobility or transportation issues.. I have three children, one of whom is in college, one at Bishop O'Dowd and one at Corpus Christi School.  I will be practicing for many years!

Firm: Funsten and Franzen

9595 Wilshire Boulevard   305   , Beverly Hills , California 90212

Practice Areas: Business & Commercial,Entertainment & Sports ,Estate Planning,Taxation - State & Federal

Firm: Kavesh Minor & Otis, Inc.

990 W. 190th Street , Torrance , California 90502

Practice Areas: Estate Planning

Peter has been with our firm since 2003. Mr. Keon received hisadvanced (Masters) degree in Tax Law, as well as his Juris DoctorateDegree from Temple University School of Law. Mr. Keon also holdsthe Certified Public Accountant designation and previously practicedas a CPA before entering law. He earned his Bachelors Degree fromFranklin & Marshall College.. Mr. Keon’s specialty areas include the IRA Inheritance Trust®and the Flexible Irrevocable (Insurance) Trust. In 2013, Mr. Keonwas awarded his Certification as a California State Bar Specialist inEstate Planning, Trust and Probate Law.. Mr. Keon is an avid professional baseball fan and resides in Mar Vista.

12411 Euclid St , Garden Grove , California 92840

Practice Areas: Tax, Business, Estate Planning, General Practice

Firm: ASHOURI DERAKHSHAN & ASSOCIATES

10850 Wilshire Blvd Ste 580 , Los Angeles , California 90024

Practice Areas: Estate Planning

11870 Santa Monica Blvd , Los Angeles , California 90025

Practice Areas: Estate Planning

Pawel helps families create effective plans to protect family, property, and money. Trusts, Wills, Power of Attorney, Healthcare Directives, and other strategies to protect your family, and everything you have accomplished.. A native of Poland, Pawel is fluent in Polish. Pawel holds a Juris Doctorate degree from Loyola Law School Los Angeles and business and music degrees from the University of Southern California and can be often found strumming the guitar or writing a script for relaxation.Specialties: Estate Planning

Firm: Madrid Law Group

155 N Riverview Dr Ste 211 , Anaheim , California 92808

Practice Areas: Estate Planning, Elder Law, Probate, Litigation