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Robert Louis Miller
Newport Beach, CA Estate Planning Lawyer with 29 years of experience
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Personal Injury
Western State Univ COL
Attorney Robert Miller has a 10.0 Avvo rating, and has been designated a “Client’s Choice DUI Attorney.”
He was named by clients as a top Orange County DUI Lawyer on Yelp, receiving Yelp’s highest rating award, based on reviews.
Mr. Miller has 23 years practicing law in Orange County, including at other criminal defense and DUI firms and practices with his own firm.
Robert Miller has been the author or co-author of three books on DUI defense and has appeared on television and radio as a legal commentator.
He has successfully handled thousands of cases and has many positive...
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Victor J. Yoo
Long Beach, CA Estate Planning Lawyer with 30 years of experience
Estate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
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Zaher Fallahi
Los Angeles, CA Estate Planning Attorney with 14 years of experience
Free ConsultationEstate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...
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Elizabeth Yang
Los Angeles, CA Estate Planning Attorney with 17 years of experience
Free ConsultationEstate Planning, IP, Patents and Trademarks
University of La Verne College of Law
Elizabeth Yang has been practicing law since 2007 and specializes in Intellectual Property Law, including Patent, Copyright and Trademark Prosecution and Litigation; Business Law, including corporate entity formation, contract drafting, contract disputes, litigation; and Family Law, including divorce, child custody, child support, alimony, and asset division. She is fluent in Mandarin Chinese.
Elizabeth was admitted to the United States Patent & Trademark office in 2007. At the age of 19, she earned her Bachelor's degree in Electrical Engineering and Computer Science from UC Berkeley in two and a half years. In 2011, Elizabeth founded Yang & Wang, P.C., a boutique...
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Robert Lopez
Irvine, CA Estate Planning Attorney with 25 years of experience
Estate Planning, Business, Employment and Probate
University of Southern California Gould School of Law
Are you a small business owner? or thinking about starting a business? Or do you have an existing business that now has a business, contract or employment issue?
With business disputes, we first try to keep a dispute from become a lawsuit. If we can find a way that protects our client and serves their best interest, then we always try that first. If, however, you are already in a lawsuit, then we immediately go to protect our client, keeping in mind what is best for you.
With starting a company, we look at what our client ultimately wants to accomplish....
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David Ostrove
Los Angeles, CA Estate Planning Attorney with 65 years of experience
(323) 939-3400
c/o Southwestern School of Law
6157 Wooster Ave
Los Angeles, CA 90056
Free ConsultationEstate Planning, Arbitration & Mediation, Legal Malpractice and Tax
Southwestern University School of Law
I am a dedicated and skilled estate planning and tax law attorney with more than 40 years of experience. My firm delivers expert advice to clients in the Southern California area.
My areas of practice include estate planning, wills, probate, trusts, estates, guardianships, conservatorships, and tax law.
Whatever your estate planning or tax issue is, I will work tirelessly and help you through every step of your case.
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Mitchell A. Port
Los Angeles, CA Estate Planning Lawyer with 42 years of experience
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles who represents individuals, families, and businesses offering services in probate, trust administration, estate planning and IRS tax controversies.
In addition to administering a decedent's estate as well as identifying and distributing assets to beneficiaries, Mitch also offers services for other issues that may require the attention of a probate court, including the following:
Lost wills
Will contests
The removal of executors and trustees
Petitions for probate
Trust administration
Probate litigation
Other legal matters that must go through the California
probate court, including conservatorships
(a court proceeding for incapacitated and incompetent adults)
and guardianships (a court proceeding for...
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Blaine M. Brown
Newport Beach, CA Estate Planning Lawyer
(714) 202-2640
2901 West Coast Highway, Suite 200
Newport Beach, CA 92663
Free ConsultationEstate Planning, Business, Elder and Nursing Home
Western State College of Law at Argosy University
Blaine M. Brown is a co-founder of the OC Trial Group and acts as one of their primary trial attorneys. Mr. Brown is a highly awarded and reviewed trial attorney who has been named to Best Lawyers’ annual list of “Ones to Watch” and has also been rated by Super Lawyers as a “Rising Star.” He has also earned an Avvo rating of “Superb 10/10” and recognition as a “Top 40 Under 40 Trial Layer” by the National Trial Lawyers.
Mr. Brown represents clients in a variety of matters, including trust and estate matters (trust litigation and trust administration), financial elder...
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William Martin Burbank
Fullerton, CA Estate Planning Lawyer with 21 years of experience
Estate Planning, Elder and Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law
Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...
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Edmund Yan
Santa Monica, CA Estate Planning Lawyer with 13 years of experience
Free ConsultationEstate Planning
University of the Pacific
Free Phone Consultation: https://www.treeoflife.legal
Hi, Edmund here. I help homeowners, professionals and business owners design a meaningful future for their families and leave a legacy of love. My mission is to care for parents and their children as Jesus would — to give peace and hope — one estate plan at a time.
Because of my dedication to our 500+ clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney in California and recognition as one of the top 2.5% estate planning attorneys for 7 straight years.
If you want an attorney who listens and explains things clearly, then I...
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Delton R Henderson
Santa Monica, CA Estate Planning Attorney with 5 years of experience
Estate Planning, Arbitration & Mediation, Business and Entertainment & Sports
Benjamin N. Cardozo School of Law
Over the span of two decades, Attorney Delton Henderson has served as a mediator with Los Angeles Superior Court - Civil Division and as an arbitrator with American Arbitration Association; adjunct professor at New York University School of Continuing Education and with the Art Institute of California - Los Angeles; associate consultant with PricewaterhouseCooopers and Tour Manager with the Atlantic Arts Foundation in various countries around the world. Attorney Henderson also served as executive director with an artist-owned media and independent record company. His practice areas include transactional entertainment law, estate planning, and nonprofit law.
Immediately prior to establishing a...
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Gary Lane
Irvine, CA Estate Planning Lawyer with 24 years of experience
Free ConsultationEstate Planning
University of San Diego School of Law, New York University School of Law, The George Washington University Law School and Harvard Law School
Four law school degrees and certificate, along with graduate degree. Long time law professor and dean. Professor. Love helping folks. Doing Living Trusts for twenty-one years!
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Scott Edward Rahn
Los Angeles, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning and Probate
University of San Diego School of Law
RMO LLP resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients.
We represents heirs, beneficiaries, trustees and executors, utilizing our experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation.
Driven by a commitment to provide relief to people grieving the loss of a loved one, RMO collaborates closely with clients. We pursue and defend claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. Our advice and counsel...
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Amy Lauren Gostanian
Newport Beach, CA Estate Planning Lawyer with 19 years of experience
Free ConsultationEstate Planning and Probate
Pepperdine University School of Law
Amy L. Gostanian Esq., Attorney and Founder of The Estate Lawyers, formerly known as Gostanian Law Group, PC.
“Amy was able to take over handling my parent’s estate from another attorney and I am very grateful for all of her and her staff’s support and help. Amy is very kind and caring and helped me through some tough spots in the process. Billing was very fair and accurate. Communication was timely and greatly appreciated. I’ll be returning to have my own trust done. Thank you, Amy!”
— Lisa
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Shadi Ala'i Shaffer
Laguna Beach, CA Estate Planning Lawyer with 20 years of experience
120 S Coast Hwy
#100
Laguna Beach, CA 92651
Estate Planning, Elder and Probate
California Western School of Law
Shadi Shaffer focuses her practice on Estate Planning, Trusts, Probate and Trust Administration. Prior to her legal career, Attorney Shaffer had an extensive and diverse work history, which helped her gain skills that have proven invaluable to her legal practice.
Attorney Shaffer opened her own firm so she could protect families, children, and businesses from the CA Probate system and serve as an advocate to prevent clients from the court system. She started the Asset Protection & Elder Law Center over 15 years ago with her best friend (25 years and counting!) Patrick P. Phancao. We wanted to build a...
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Norma Duenas
Los Angeles, CA Estate Planning Attorney with 16 years of experience
Free ConsultationEstate Planning, Bankruptcy and Probate
University of San Diego School of Law
Consumer bankruptcy and estate planning attorney representing clients in Southern California.
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Jeffrey Paul Geida
Los Angeles, CA Estate Planning Lawyer
Estate Planning, Business and Tax
New York University School of Law and Pepperdine University School of Law
Jeffrey Geida is an accomplished California attorney. He represents clients with legal matters such as Estate Planning, Wealth Transfer and Business Succession Planning. Additionally, he has experience in Estate and Trust Administration for beneficiaries and fiduciaries. Jeff is dedicated to providing an interactive approach and creative solutions to assist you in achieving the best possible outcomes.
Jeff received his J.D. from Pepperdine University School of Law and LL.M. in Taxation from New York University School of Law. The State Bar of California Board of Legal Specialization has recognized him as a Certified Specialist in Estate Planning, Trust, and Probate Law....
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Sussan H. Shore
Los Angeles, CA Estate Planning Lawyer with 49 years of experience
Estate Planning and Probate
Loyola Law School, Los Angeles
Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.
As a certified specialist in Probate, Estate Planning and Trust...
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Burton A. Mitchell
Los Angeles, CA Estate Planning Attorney with 47 years of experience
(310) 203-8080
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Taxation New York University School of Law and Georgetown University
I am dedicated to outstanding representation for Tax, Business, and Trusts & Estate Planning law matters. My jurisdictions include the State of California, U.S. Court of Appeals Ninth Circuit, U.S. Court of Federal Claims and the U.S. Tax Court.
A Certified Specialist in Taxation Law, I have extensive experience and expertise providing legal advocacy for a wide range of issues. I am committed to helping clients accomplish their goals efficiently and effectively.
I have been recognized by numerous organizations, including Best Lawyers in America, Super Lawyers, Martindale-Hubbell, and Los Angeles times Magazine. Additionally, JMBM has been honored among the 2020 Best Law...
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Chris M. Bradford
Santa Monica, CA Estate Planning Attorney with 47 years of experience
(310) 804-8446
1112 Montana Ave #203
Mailing Address Only
Santa Monica, CA 90403
Free ConsultationEstate Planning, Divorce, Family and Probate
Univ of North Dakota School of Law
I believe that you, the client, first need to UNDERSTAND all your options. My first job is to educate you so you can make your own informed intelligent decisions. My law practice is based on this fundamental principle.
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Jeffrey Lynn Condon
Santa Monica, CA Estate Planning Lawyer with 37 years of experience
Free ConsultationEstate Planning
Whittier Law School and Whittier Coll School of Law
JEFFREY L. CONDON, ESQ
Jeffrey L. Condon is an attorney who has practiced in the field of trusts and estates since 1987. He received his Bachelor of Arts in English Literature at UCLA (Class of 83) and his law degree from Whittier of College School of Law in 1987. He presently practices at the Law Offices of Condon & Condon in Santa Monica, California.
With his late father, Gerald M. Condon, Jeffrey is the co-author of Beyond The Grave: The Right Way and Wrong Way of Leaving Money to Your Children (and Others). Published in 1996 and revised in 2001, the Wall...
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Ramon Lamelas
Santa Monica, CA Estate Planning Lawyer with 6 years of experience
Free ConsultationEstate Planning and Probate
University of La Verne College of Law
Ramon is a Spanish-speaking attorney with the firm of Jakle, Alexander & Patton, LLP in Santa Monica. He practices in the areas of Estate Planning, Trust Administration, Trust Settlement, Legal Entities, Probate, and Conservatorships.
In 2011, Ramon graduated cum laude from the University of La Verne College of Law. He earned his B.A. from the University of Southern California in Spanish and Political Science. He is a graduate of Loyola High School, Los Angeles.
Ramon is member of the Santa Monica Bar Association, the Los Angeles County Bar Association (Trusts & Estates Law Section), State Bar of California (Trusts & Estates Law...
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Joseph E. Patton
Anaheim Hills, CA Estate Planning Attorney with 13 years of experience
(714) 584-5401
5241 E. Santa Ana Canyon Road
Suite 107
Anaheim Hills, CA 92807
Free ConsultationEstate Planning, Elder and Probate
Western State University College of Law and University of California - Irvine
Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California.
Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law.
Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...
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Mona Parsa
Orange County, CA Estate Planning Attorney with 17 years of experience
Free ConsultationEstate Planning and Entertainment & Sports
Whittier Law School
Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.
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Cindy Nguyen
Rosemead, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business, Employment and Probate
Santa Clara University School of Law
Cindy Nguyen is the managing partner at Amity Law Group and has had extensive experience in estate planning, probate, employment law and business litigation. Ms. Nguyen loves to work with families to help them create an estate plan that will avoid taxes and protect them against probate.
Ms. Nguyen also provides preventive counseling to employers regarding claims of discrimination, harassment, disability accommodation, wage and hour violations, ADA violations, misclassification, and other alleged claims of employer misconduct. She represents employers in state and federal courts, and before administrative agencies such as the California Division of Labor Standards Enforcement and the U.S....
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Tina K Gehres
Irvine, CA Estate Planning Attorney with 27 years of experience
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law
Tina has dissolved Gehres Law Group to focus on building a NFP organization, YesHope.org. She is no longer taking clients. Thank you for your patronage.
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Jonathan S. Forster
Los Angeles, CA Estate Planning Attorney with 29 years of experience
Free ConsultationEstate Planning and Tax
Loyola Law School, Los Angeles
Jonathan Forster has been an Attorney at Weinstock Manion since 2002. He creates and carries out strategies for multi-generational estate planning, business transactions such as pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. Jonathan works with corporate attorneys, investment bankers and financial planners to pursue the best possible outcomes. He is dedicated to minimizing estate taxes while achieving clients' personal, charitable and business goals.
Jonathan teaches Estate Planning at UCLA Extension. Additional speaking engagements include topics such as "Tax Planning: Passing Your Real Property Without it Being Reassessed," "Pre-Liquidity Event Estate Planning and...
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Jason Stone
Manhattan Beach, CA Estate Planning Attorney with 10 years of experience
(310) 889-0233
1500 Rosecrans Ave., Suite 500
Manhattan Beach, CA 90266
Estate Planning, Business and Real Estate
Southwestern University School of Law
Jason practices in the areas of Real Estate, Business, and Estate Planning. The State Bar of California has recognized Jason with the “Public Service Distinction” award for his work on behalf of public interest organizations and their clients. Jason provides representation to middle market, emerging growth, and individual clients in the core areas of business, litigation, and real estate transactions.
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Christopher Robert Blevins
Newport Beach, CA Estate Planning Attorney with 17 years of experience
Free ConsultationEstate Planning and Business
University of Arizona
Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).
Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.
Mr....
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Marc Mackenzie
Irvine, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business and Probate
The George Washington University Law School
My journey as an estate planning attorney was driven by my desire to assist families. The complexities and intimidation of the legal system can be overwhelming, but I firmly believe it doesn't have to be that way. My approach involves communicating in plain English, ensuring that you fully comprehend your options, and aiding you in making informed and astute decisions. Through effective planning, we can circumvent future headaches and expenses while securing a lasting legacy for your family's well-being, even beyond your lifetime.
My commitment lies in providing personalized attention to each client, offering one-on-one counseling, and maintaining open and responsive...
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Beti Tsai Bergman
Torrance, CA Estate Planning Attorney with 27 years of experience
Estate Planning and Probate
University of California - Davis
Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...
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Gregory Mark Shanfeld
Long Beach, CA Estate Planning Attorney with 30 years of experience
(562) 222-0381
3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
Estate Planning, Bankruptcy, Foreclosure Defense and Real Estate
University of Southern California Gould School of Law
As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.
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David L. Crockett
Newport Beach, CA Estate Planning Attorney with 54 years of experience
Free ConsultationEstate Planning, Probate, Real Estate and Tax
University of California - Los Angeles and University of California - Berkeley
California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.
As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...
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Dan W Kehr
Huntington Beach , CA Estate Planning Attorney with 20 years of experience
(714) 375-6622
17011 Beach Blvd. Huntington Beach, CA 92647
9th Floor
Huntington Beach , CA 92647
Free ConsultationEstate Planning, Business, Communications and Tax
California Western School of Law and UCLA School of Law
What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.”
As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...
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Jayson Manahan Aquino
Garden Grove, CA Estate Planning Attorney with 13 years of experience
Free ConsultationEstate Planning, Business and Tax
William Howard Taft University
CPA AND TAX ATTORNEY ON YOUR SIDE
Jayson Aquino "Atty Jay" can do both.
There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy.
As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters.
Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...
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Daniel Jai Tripathi
Palmdale, CA Estate Planning Lawyer with 18 years of experience
Free ConsultationEstate Planning, Arbitration & Mediation, Criminal Defense and Probate
Southwestern Law School
Versatile trial attorney offering a solid track record of litigation success and experience in various facets of the law. Motivated and articulate professional who thrives in courtroom settings, excels at client rapport, discovery and deposition. Exceptional skill in drafting, reviewing, and analyzing pleadings, motions, responses to summary judgments, opinions, briefs and other legal documents. Recognized as leading defense attorney in Southern California, particularly skilled at “connecting” with and building rapport with jurors, resulting in positive verdicts in vast majority of nearly 20 jury trials, and hundreds of misdemeanor cases. Reputation as a “no nonsense” attorney and aggressive litigator among the...
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Scott A. Harshman
Irvine, CA Estate Planning Lawyer with 26 years of experience
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.
A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.
Visit my website for more information, or call to set up a consultation and see how I can help you.
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Eric R. Bardwell
Irvine, CA Estate Planning Lawyer with 16 years of experience
Estate Planning, Business and Tax
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.
Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...
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Benjamin R. Schwefel
Irvine, CA Estate Planning Lawyer with 8 years of experience
Estate Planning and Probate
University of San Diego School of Law
Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities.
Beyond his professional...
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Jessica G. Babrick
Los Angeles, CA Estate Planning Attorney with 20 years of experience
Estate Planning, Arbitration & Mediation and Probate
University of California College of the Law, San Francisco
Jessica Babrick applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. She represents beneficiaries, fiduciaries and financial and charitable institutions in a wide variety of contested trust and probate matters. Jessica is a fervent advocate for her clients, and works closely with them to efficiently and effectively resolve claims concerning breach of fiduciary duty, undue influence, lack of capacity and the validity of wills and trusts.
Jessica serves as Co-Chair of the Executive Committee of the Trusts and Estates Section of the Beverly Hills Bar Association, which keeps her at the forefront of recent developments...