Estate Planning lawyers in California Conner Clemons to Daniel H.

Firm: Vogt Resnick Sherak LLP

4400 Macarthur Blvd , Newport Beach , California 92660

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.

Firm: Law Offices of Dallas Leigh Atkins

5290 Overpass Road Suite 209 , Santa Barbara , California 93111

Practice Areas: Elder Law, Estate Planning

Dallas Atkins is an elder care and estate planning attorney.  She helps seniors and their loved ones plan for long term care, quality of life, autonomy, and asset preservation.  Her work includes Medi-Cal estate planning, Medi-Cal applications for nursing home benefits, court petitions to preserve the assets and income of couples with a spouse in a nursing home, VA pensions for Aid and Attendance benefits for home care and assisted living care, estate planning documents geared towards  long term care planning, revocable and irrevocable trusts, protection of the home without endangering public benefits, nursing home admissions and contracts, and special needs trusts.. Dallas assists seniors, elders, persons with disabilities, and their families prepare for and meet the challenges of aging, disability, and incapacity.  The focus of her practice is planning and problem solving to maximize legal and financial options for quality care at home, in the community, in assisted living facilities, and in skilled nursing facilities. Aging well in place by finding, getting, and paying for quality care is a major goal of her work.  She values ensuring quality care across the life span, not protecting wealth to the exclusion of the elder’s quality of life.. The Section Head of the Elder Law Section of the Santa Barbara County Bar Association in 2003 and 2004, Dallas is a member of the National Academy of Elder Law Attorneys (NAELA), the Academy of Special Needs Planners, and ElderCounsel.  She is a frequent contributor to professional journals and other publications. A dynamic and popular speaker, she has presented seminars before community groups, elder care organizations, UCSB, the Omega Program of SBCC Adult Education Department, the Santa Barbara County Bar Association, law firms, training conferences for tax professionals and lawyers, and other public and private organizations and events.. A graduate of Bryn Mawr College (A.B. 1970), Villanova University School of Law (J.D. 1975), and University of California, Santa Barbara (M.A. in Counseling Psychology 1988), she was admitted to the California State Bar in 1977.  She practiced as a legal aid attorney and then a private adoption attorney prior to finding elder law in 1999.  She became licensed as a Marriage and Family Therapist in 1991 and continues to enjoy the integration of psychology and law through her elder law and special needs practice.

Firm: Law Offices of Daniel E. Hanley

1091 Lincoln Ave 155 , San Jose , California 95125

Practice Areas: Elder ,Estate Planning,Health Care & Hospitalization,Landlord & Tenant

Firm: Rogers Sheffield & Campbell

427 E. Carrillo Street , Santa Barbara , California 93101

Practice Areas: Business & Commercial, Estate Planning, Probate , Real Estate , Taxation - State & Federal

Mr. David is one of the top tax and estate planning attorneys on the Central Coast. He also has substantial experience and expertise advising U.S. clients on wealth preservation, trust and estate administration and real estate, finance and business transactions, and advising foreign clients on structuring inbound purchases and investments and U.S. estate and gift tax planning.Mr. David is well versed in all aspects of advanced estate and gift tax planning. The primary focus of his estate planning practice, however, is advising clients on personal family issues, including assisting with clients' philanthropic goals, helping to educate heirs about legal and financial matters, establishing trusts to create incentives for heirs to be self-sufficient, protecting family assets from heirs' creditors (including potential future ex-spouses) and providing tools to trustees to deal with substance abuse issues.. Before moving to Santa Barbara from Los Angeles in 1999, Mr. David's practice included representing clients in real estate and corporate equity and debt financings. As a result of his knowledge of finance and capital markets, Mr. David has a unique ability to work with clients' money managers to ensure that financial risk is being adequately assessed and addressed.Mr. David's career accomplishments include acting as California counsel for the Commercial Lending Division of Bank of New York, and, in 2006, requiring changes to the standard escrow terms under the Master Derivatives Agreement then used by investment banks in diversification transactions involving concentrated stock positions. These changes avoided the risk of losing over $70 million of a client’s stock from investment bank bankruptcies during the 2008-2009 financial crisis.. Mr. David received his B.A. with High Honors and a Master’s Degree in Environmental Science from the University of Virginia. He went on to receive his law degree in 1983 from the University of California, Berkeley School of Law (Boalt Hall). He started practicing law as a tax attorney in the Tax Department of the international law firm of Loeb and Loeb, which was at the time one of the preeminent Tax Departments in the country.

Firm: Daniel C. Morgan Attorney at Law

1591 Spinnaker Drive   205  930 , Ventura , California 93001

Practice Areas: Adoption,Animal Bites,Automobile Accidents,Bankruptcy,Child Custody & Visitation,Child Support,Criminal Defense ,Divorce,Domestic Violence,Estate Planning,Family ,Mediation,Medical Malpractice,Personal Injury,Prenuptial Agreement,Probate ,Real Estate ,Sexual Abuse,Slip and Fall,Taxation - State & Federal,Trusts,Wills

Firm: Law Offices of Philip J. Longo

509 Brinkerhoff Avenue , Santa Barbara , California 93101

Practice Areas: Business Formation, Corporate , Estate Planning, Guardianship and Conservatorship, Probate , Trusts

Mr. Dana F. Longo graduated from U.C. Santa Cruz in 1993 with degrees in biology and legal studies, and earned his law degree from California Western School of Law in 1997. Initially employed with the Office of the District Attorney for the County of San Diego, Bureau of Child Support Enforcement, Mr. Longo joined the firm in 1998. His practice now focuses on Wills, Trusts, and other aspects of Estate Planning, Trust Administration, Trust Litigation, Real Estate Transactional and Litigation Matters, and the formation of Corporations, Limited Liability Companies and other business entities.. Mr. Longo has been an active member of the local legal community. He served on the Board of Directors of the Barrister’s Club from 1998 through 2000, acting as President for the year 2000. He was also active in the Santa Barbara Inns of Court from 1999 through 2001, serving on the Board of Directors in 2001. Further, he served on the Board of Directors of the Santa Barbara County Bar Association from 2001 through 2006, and remains active with the Bar Association. Mr. Longo also serves on the executive committee of the Board of Directors of the Santa Barbara Semana Nautica Association, as well as being a founding member, Director, and Legal Counsel for the Channel Islands Park Foundation, a 501(c)(3) organization formed to benefit the Channel Islands National Park. Mr. Longo is also fluent in Spanish and regularly represents Spanish speaking clients.

Firm: Law Offices of Philip L. Hummel

500 N State College Blvd , Orange , California 92868

Practice Areas: Business, Estate Planning, Probate, Real Estate

1535 N. Main Street , Walnut Creek , California 94596

Practice Areas: Estate Planning

As the attorney at The Law Office of Daniel L. DuRee, Mr. DuRee understands the importance of estate and incapacity planning for clients of all ages. He provides dedicated estate planning and trust administration services to people and families in the Larkspur, Marin County, Mountain View, San Francisco and Walnut Creek, California, areas. If they cannot make it to one of his office locations, Mr. DuRee will arrange to meet with clients at the hospital, their homes or their places of employment.. In 2004, Mr. DuRee earned a Bachelor of Arts from the University of California, Los Angeles. He went on to receive a Juris Doctor from the University of California Hastings College of the Law.. Working to understand their legal issues, as well as their complex and unique family dynamics, Mr. DuRee helps his clients create plans that accomplish their goals and carry out their final wishes. Guiding people through the estate planning process, he explains how living trusts, wills and other estate planning documents can be used to protect and pass on their assets, as well as ensure their needs will be met in the event of physical or mental incapacity. Mr. DuRee also aids people with trust amendments and guides them through the probate process to help minimize government interference and address their tax liabilities.. Staying active in the legal community, Mr. DuRee is a member of the Contra Costa County Bar Association’s Estate Planning & Probate Section and the California Lawyers Association’s Trust and Estates Section. Sharing his knowledge of estate law-related topics with others, he has had articles included in the Martinez News-Gazette, the Clayton Pioneer, the East Bay Times and the San Jose Mercury News, among other publications.

Firm: The Schwartz Law Firm

7923 Warner Ave., Suite J , HUNTINGTON BEACH , California 92647

Practice Areas: Estate Planning

Ready to assist you with financial protection for yourself and your family, whether it be a will, trust, medical directive or power of attorney. I will provide you with a customized legal solution, simple or complex, to give you the asset protection and financial security you want.  Call for a free consult!. We also can assist you with a variety of immigration matters, including naturalization issues, immigrant visas, and non-immigrant employment visas.

Firm: Bethel Law Corporation

631 New Jersey Street , Redlands , California 92373

Practice Areas: Estate Planning

Bethel Law Corporation is an independant client-centered law firm located in the Inland Empire region of Southern California. Regional and national clients of all sizes look to us for exceptional legal counsel and creative advice in all aspects of estate and business planning. We're listeners. We're advisors. We're hard wrokers. Our Goal is simple: to provide you, your family, your business, or your charity with the best legal planning and drafting services available.. While our clients enjoy the advantages of having our full focus and attention, we, in turn, enjoy developing and preserving long-term client relationships. We strongly believe in a firm-wide commitment to meeting client goals. Our success, therefore, is measured in our client's success. To this end, we are here to help grow and preserve your wealth in the most efficient manner possible.. We can draw upon over 200+ planning tools and many strategic relationships with other professional advisors to develop and implement your plan to completion. We can draw upon numerous proven processes to periodically review, update, or even modify your plan.

Firm: Law Offices of Connie Yi

323 Ray St , Pleasanton , California 94566

Practice Areas: Estate Planning

Firm: Cox Law Group, Inc. (formerly Law Office of Cynthia R. Pollock)

23326 Hawthorne Blvd. Suite 390 , Torrance , California 90505

Practice Areas: Estate Planning, Wills, Trusts, Probate, Elder Law

I graduated from Loyola Law School in Los Angeles and have been a practicing attorney since 1991. Over half of my practice is devoted to estate planning, special needs trusts, conservatorships and elder care issues. I also have extensive experience representing neutral fiduciaries in contested matters. I have a passion for the disabled and disenfranchised, and I'm a dedicated to the caring and professional practice of law.

Firm: Kaiser Law Group

1306 Park Avenue , Long Beach , California 90804

Practice Areas: Estate Planning

Curtis Kaiser, JD/MBABoard Certified Specialist in Estate Planning, Trust & Probate Law“Purposeful Planning for the Multi-Millionaire Next Door®”. Our firm focuses exclusively on estate planning and we do it in a way that to put it simply, is designed to take care of our clients’ families. We do this best through the Legacy Program we began offering in 2019.. Our Legacy Program serves over 100 client families, and we are fortunate to have a 95% renewal rate on the program. We prepare our clients’ plans and assets for their loved ones and prepare the loved ones for the assets. We do this by (1) reactively and proactively adjusting the client’s plan and assets over time to reflect changes in laws, assets and perspective and (2) facilitating communication and education about the plan and assets between our clients and their helpers and beneficiaries.. Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis Kaiser works with our clients and their trusted advisors to create and evolve estate plans that help to minimize taxes, costs, and complications, while maximizing simplicity, ease of implementation, and family harmony. Kaiser Law Group’s Legacy Program is perpetually adaptable to serve the client’s needs and life circumstances.. Beginning his career as a litigator with Morrison & Foerster in Orange County 25 years ago, Curtis transitioned to estate planning over 15 years ago and became a Board-Certified Estate Planning Specialist. This commitment to specialization led him to develop what he calls “Purposeful Planning for the Multi-Millionaire Next Door®.” This is a client-centered model that focuses on sensible financial decisions to accumulate and sustain family wealth in all of its forms, across generations.. Curtis serves as chair for two chapters of TIGER 21, the premier membership community for high-net worth creators and preservers – one in Los Angeles and one in Newport Beach. For over a decade, he served as the group leader for the Long Beach Airport group of ProVisors, a national networking organization for trusted advisors, and is also a Laureate in Wealth Strategies, a designation awarded by the Southern California Institute to estate planning professionals who counsel high-net worth clients. Curtis co-founded the Southern California chapter of the Purposeful Planning Institute.. Curtis is a frequent presenter for groups such as the Financial Planning Association, CalCPA, the Purposeful Planning Institute and Vistage.. Curtis earned his B.A. degree, with honors, from the University of California at Santa Barbara and his J.D. degree from Santa Clara University, where he was named a Dean’s Fellow and received a 100% merit scholarship. Curtis also has an MBA from UCLA’s Anderson School of Business where he was the commencement speaker. He is a proficient Spanish speaker and serves clients who prefer to communicate in their native language.. Curtis lives in the Belmont Shore neighborhood of Long Beach with his wife Kristie (a fourth-grade teacher) and his 12-year old daughter and 9-year old son. Curtis enjoys travelling with his family to Spanish-speaking countries, coaching his son in baseball and going to concerts with his daughter.

Firm: Law Office of Curtis D. Colaw

1101 Sylvan Avenue, Suite B-20 , Modesto , California 95350

Practice Areas: Bankruptcy, Business & Commercial, Estate Planning, Personal Injury, Debt Collection

My office focuses on representing business entities in commercial/business related collection matters, creditor rights cases (including creditor bankruptcy representation), and general business related matters.  We also represent new and existing businesses in transactional matters such as contract formation and amendments, business formation and provide general business related legal advice.  The office has represented both large and small business entitles.. We currently represent, or previously have represented, a large vehicle leasing company, a large franchisor of retail automotive services/sales franchises, a California local agricultural milk cooperative, a walnut plant/distributor, agricultural based trucking businesses and feed sales entities.. This office provides as a secondary area family law legal services.   This includes, but is not limited to, dissolution of marriage cases, child custody  disputes, child and spousal support cases, paternity cases and collection of overdue child and spousal support.. This office also does basic estate planning for individuals and couples.  This includes preparing living trusts, wills, powers of attorney and related matters.. We stress actual ongoing contact between the attorney and the client for all matters.

Firm: Law Offices of Crystal Hayes Hill

444 W. Ocean Blvd. Ste 800 , Long Beach , California 90802

Practice Areas: Estate Planning

Firm: Abelson Perez Law, LLP

317 Washington St Ste 260 , Oakland , California 94607

Practice Areas: Estate Planning

Firm: Lowthorp, Richards, McMillan, Miller & Templeman

300 E. Esplanade Drive. , California , California 93036

Practice Areas: Estate Planning

Cristian Arrieta became a member of the State Bar of California in 2005 and began in practice of law the same year with an emphasis on business law and estate planning.  Cristian has since expanded his practice to include trust and probate litigation.  Cristian also serves as general outside legal counsel to a number of business clients.. Cristian’s law practice extends geographically throughout the State of California, especially the tri-county Central Coast and Los Angeles.. Cristian is a volunteer with the Ventura County chapter of SCORE – Counselors to America’s Small Business, and is also a member of the Camarillo Breakfast Rotary Club. Cristian and his family live in Newbury Park, California.If you have general questions, especially about business transactions or creating a living trust, Cristian will be happy to provide an initial consultation, free of charge. You can expect timely, dedicated responses to your phone calls and emails.. Cristian is a cum laude graduate of California Western School of Law in San Diego, California, and earned his Bachelor’s of Arts degree in Philosophy, cum laude, at California State University Northridge. Prior to graduation from law school,, Cristian was a legal clerk with a La Jolla law firm specializing in corporate and securities law, including mergers and acquisitions.. Born and raised in Southern California, Cristian has also lived in Lima, Peru and is fluent in Spanish.. “My aim is help clients harness all available legal solutions to achieve their goals for their businesses and their estates.” – Cristian R. Arrieta. ·         Business partnerships, corporations, and limited liability companies;. ·         Sales, mergers and acquisitions;. ·         Due diligence;. ·         Contracts;. ·         Comprehensive estate planning;. ·         Probate and trust administration;. ·         Will contests and trust litigation;. ·         Property disputes;. ·         Elder law. ·         Asset protection. Creative problem-solving, estate planning, business transactions, advocacy, dispute resolution.

Firm: Fullerton, Lemann, Schaefer & Dominick, LLP

215 North D Street First Floor , San Bernardino , California 92401

Practice Areas: Estate Planning

Craig E. Wilson is a partner in the San Bernardino law firm of Fullerton, Lemann, Schaefer & Dominick, LLP. His legal concentration is in the area of Business Law, Non-Profit Corporations Law, Business Transactions, Estate Planning, Contracts and Real Property.

Firm: Law Offices of Daniel A. Hunt

915 Highland Pointe Dr, Ste 130 , Roseville , California 95678

Practice Areas: Estate Planning

Craig A. Harris is a Partner at the Law Offices of Daniel A. Hunt. His practice focuses on estate planning, trust administration, pre-nuptial agreements, probate, and conservatorships. Growing up in the Roseville area, Craig admired the integrity with which his attorney father practiced law, a quality he strives to emulate in his own legal practice today.. After earning a Bachelor’s Degree in History from Brigham Young University, Craig entered law school at the University of the Pacific – McGeorge School of Law. During law school, Craig was a member of the Traynor Society and Moot Court Honors Board. He graduated with Distinction from McGeorge School of Law with a concentration in Business Law.. After his first year of law school, Craig began working as a law clerk for a local estate planning attorney and quickly knew that he had found his practice area of choice. He enjoys helping clients find peace of mind by creating custom estate plans to meet their individual needs.. Craig is a member of the California State Bar, Sacramento County Bar Association, Placer County Bar Association, California Lawyer’s Association, BYU Management Society, and J. Reuben Clark Law Society. He serves as Vice President of Marketing for the South Placer Estate Planning Council.. Outside of work, Craig enjoys spending time with his wife and four children. He’s passionate about college football and loves playing pickleball and board games with his wife and friends.

182 E 7th Street , Chico , California 95928

Practice Areas: Civil ,Estate Planning,Personal Injury,Trusts,Wills