Baker Estate Planning Lawyers

Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.

Matt holds a Bachelor of Arts in...

Edlin Martin is a founding partner of MacKay & Martin, LLP. Her practice focuses on family law and estate planning. Prior to founding her own practice, Ms. Martin was a senior family law associate attorney, where she specialized in litigation of high-conflict family law issues such as domestic violence restraining orders, move-away cases, and child custody and visitation arrangements.

Ms. Martin has devoted much of her career to helping children and other victims of violence in family law and related immigration matters. Ms. Martin is particularly proud of her contribution to the drafting of California bill AB-1678, which was signed...

Andrew Smith applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. He works closely with fiduciaries, beneficiaries and institutions, effectively guiding them through all stages of litigation, including discovery, mediation and trial. Andrew fervently protects the best of his clients, actively pursuing all avenues of resolution.

Before joining Weinstock Manion, Andrew began his career as an associate in the Litigation Department at Winston & Strawn LLP, where he represented corporations engaged in various types of complex commercial litigation, including trade secret, product liability, trademark and maritime disputes. He joined Weinstock Manion to specialize in estate...

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

Since 1974, The Gibbs Law Firm, APC has provided unparalleled service in a variety of legal matters throughout Southern California. Prospective clients can expect the same resources as many large firms, without sacrificing the personalized focus and attention that comes with a modest-sized staff. The Gibbs Law Firm, APC has forged many alliances across its long history, and will use all the tools at its disposal to obtain the results you seek. Whether you have residential, commercial or manufactured housing real estate problems, seek advice on any aspect of business operation, require representation in Bankruptcy proceedings or need assistance with...

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

The law firm of John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses across Los Angeles for over 25 years. The law firm's expertise ranges from income, income tax and accounting, to more in-depth services such as probate estate and planning. The Law Firm of John R. Ronge provides a wide range of legal, tax, and professional services to individuals, businesses in a variety of industries, trusts and estates across Los Angeles, Santa Monica and surrounding areas.

Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years. Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...

Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.

A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...

Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.

Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.

Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.

In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.

Rodolfo strives to serve the community with integrity and honesty. He began his legal career as an associate attorney with a small immigration firm followed by a non-profit immigration firm where he oversaw immigration matters including: asylum, deportation defense before immigration court, naturalization, adjustment of status, consular processing, family petitions, and U visa cases. He represents clients throughout the United States and internationally.

Rodolfo is the son of immigrants and an advocate for immigrant rights. During his time in law school, he participated in the Southwestern Law School Immigration Clinic helping underrepresented immigrants. He also was a Summer Law Clerk at...

I graduated from the University of Iowa in 1972. My first year out of law school, two friends from Perry and I opened a bar and music center in Iowa City called the C.O.D. Steam Laundry. After a year I moved to California where I traveled the West Coast as a craft vendor and follower of the Grateful Dead band. In 1990, I decided to settle down in Santa Barbara and joined the California State Bar, practicing family law. My interest in family law grew to the point where I wanted to become a specialist in family...

CA State Bar No. 229054 CA BRE No. 01394464 CA BSIS PSO No. 6905

Hi! I'm the Managing Attorney at Lawvex - a multi-attorney California business, real estate, and trusts/estates firm. Our firm has the deep expertise to handle complicated matters but our heart is to provide innovative service offerings and small engagements to those of you who have never used a lawyer before. We operate with a modern and lean business model that keeps our costs down, which allows us to efficiently handle the big projects while still being available and affordable for the small ones. Give us a try and thanks for supporting our efforts to promote speed, efficiency and...

Jeffrey B. Pape is AV® PreeminentTMPeer Review Rated by Martindale-Hubbell® . He is a certified specialist by the State Bar of California Board of Legal Specialization in Taxation Law.

Born in Sioux City, IA, Jeff has practiced law for 35 years. He has extensive legal experience in civil litigation, trust litigation and probate litigation, in addition to business transactions and estate planning. He has also successfully handled a wide range of business litigation matters, which has enhanced his ability to counsel his business clients.

Jeff was named as a Super Lawyer in 2005 and 2009. He has a well-deserved reputation for professionalism...

Through my office, I have been able to practice law in a manner that best serves my clients. Being a lawyer is being able to serve people. I am in a service industry. I must be honest with my clients. This means that I will tell clients what I believe is in their best interest, regardless of my financial interest or personal bias. I do believe that people should stay out of court, if possible. Court is expensive, time consuming, and emotionally draining for clients. It is easier to fix problems prior...

Shane R. Kennedy was born and raised in San Luis Obispo. He graduated from San Luis Obispo High School in 2009, and California Polytechnic State University (Cal Poly), San Luis Obispo in 2014. He earned his law degree from Western State College of Law in Irvine, California, graduating magna cum laude in 2019. While in law school, Shane was elected as the ABA Media Alerts Editor of the Law Review, served as Vice-President of the Business Law Association, interned with a general counsel of an international corporation, and studied international intellectual property law at University College Dublin in Ireland during...

Bruce A. Pence III has practiced exclusively in the arena of Estate Planning, Wills and Trusts, Conservatorships and Elder Law since obtaining his Juris Doctorate from McGeorge School of Law and passing the California bar in 2015. In early 2023, Bruce A. Pence III began his own practice, Bruce Pence Law APC, focusing on Estate Planning, Wills and Trusts, Conservatorships and Elder Law based in Los Osos, California serving the Counties of San Luis Obispo and Santa Barbara. Bruce Pence Law APC offers flat fee estate planning packages as well as trust administration services, probate services and conservatorship services. Bruce Pence...

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

Mr. Erickson's practice areas include business and commercial contract negotiations, entity formations and transactions, real estate acquisitions, sales, construction, land use planning and development, estate planning, employment law and internet law. Mr. Erickson serves domestic and international clients with respect to their interests throughout California. He enjoys long lasting relationships with many of his clients.

Mr. Erickson has developed a unique expertise in representing buyers and sellers of large estates, and advising on all aspects of the construction and management of such estates. A career accomplishment was partnering with an insurance underwriter to develop a unique course-of-construction insurance policy for large...

Philip I. Moncharsh has been a litigation and trial lawyer since his admission to practice law in 1973. Mr. Moncharsh has successfully argued hundreds of cases to verdict in state and federal courts throughout California, and has also appeared before the California Supreme Court. Mr. Moncharsh's practice is focused on complex business and corporate disputes, insurance litigation and coverage issues, trust and estate litigation, real estate litigation, representation and counseling of public agencies and nonprofit organizations, personal injury, product liability, and professional negligence matters. He handles both civil trials and appeals.

Mr. Moncharsh serves as a court-appointed arbitrator for...

Hi... My name is Ralph Charles Busch. Please call me Chad. I have been providing state & local (SALT) corporate income/franchise and capital tax technical consulting and controversy assistance for the past two decades.

?I obtained my Bachelor of Science degree in Finance from Arizona State University in 1989 and my Juris Doctor (J.D.) from Western State University School of Law (now Thomas Jefferson School of Law) in 1993. After a short period running a sole practice, I attended University of San Diego School of Law and obtained an LL.M. in taxation in 1999.

?For the past 16 years I have provided...

Mr. Tomlinson's experience in tax planning, tax audits and appeals and international business transactions is unmatched on California’s Central Coast. Mr. Tomlinson's practice also focuses on estate planning, trust and estate administrations, business formations and mergers and acquisitions.

Mr. Tomlinson received J.D. degree from Northwestern University. He began his law career as an attorney with the IRS Chief Counsel's Office. He rose to senior trial attorney with the IRS and served for a period as acting IRS Assistant Regional Counsel.

After leaving the IRS, Mr. Tomlinson served as in house counsel for several Fortune 500 corporations over a span of 18 years,...

Attorney Caitlin Rodriguez was born and raised in Ventura County and attended California State University Channel Islands (CSUCI) where she obtained a Bachelors Degree, with honors, in History. After graduating from CSUCI, Ms. Rodriguez attended California Western School of Law in San Diego, CA. During her law school career, Ms. Rodriguez was a member of the Pro Bono Honor Society, and was awarded the Academic Achievement Scholarship and the Diversity Scholarship. In addition, she interned with the San Diego County Alternate Public Defender's Office, the Community Law Project (a San Diego based organization that provides free legal advice to low-income...

Our operation is focused on providing cost effective solutions and expert customer service to all our clients. In addition to real estate, the firm represents clients in business litigation, construction defect problems, estate planning, arbitrations and mediations. We want our clients to fully understand the legal process and what will be involved in finding a constructive result to their legal issue. I am very active in the legal and real estate community. I continue to educate myself on the most up to date information within my field. I maintain active memberships with both local and national groups in the industry....

See professional experience below.

I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.

I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.

San Diego Esquire was founded by Ms. Kymeshia Morris in 2012. She has built a law practice that focuses on providing personal attention and candid legal advice to clients. San Diego Esquire is established on the belief that each and every client deserves the best legal representation possible. If you are looking for a lawyer that is hard working, professional, and honest, then you have come to the right place. We represent a diverse clientele in family, estate planning, personal injury & contract law.

Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Carolyn was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June...

Law practice focusing on the communities of Imperial County. I am very accessible, give my office a call.

At Pederson law offices, the team is committed to providing Thousand Oaks residents with the legal representation they deserve. The firm consists of two lead attorneys, who have over 40 years of combined legal experience. Attorney Steve Pederson received his Juris Doctorate with high honors from Western State University School of Law in 1975. Before working as a lawyer, he worked as a Senior Design Engineer for General Dynamics Corporation, where he assisted in the design of numerous space vehicles. Mr. Steve Pederson then worked as an attorney in Los Angeles, where he handled civil litigation cases in the areas...

Prior to entering private practice, Ms. Harper served as Director of Corporate Compliance and Commercial Leasing for Kinko’s Service Corporation, Inc., now FedEx. Early in her career she worked as in house corporate counsel to one of California’s largest labor staffing corporations and civilly prosecuted perpetrators of domestic violence through a DOJ grant protecting victims of domestic violence. She has argued cases before the United States Hague Court for matters of international child abduction; California Court of Appeals and Superior Court; District Court; Delaware Court of Chancery; and before the United States Patent and Trademark Office, Trademark Trial and Appeals...

Like many attorneys, before opening her own law firm, Ms. Lungu was a highly accomplished businesswoman, in various areas of management and areas of specialty. Additionally, she has a mediation and conciliation practice spanning almost two decades in California. Her unique abilities to make high level communication a safe and comfortable experience facilitated the transition to law and a career in mediation and dispute resolution. Part of her strength is in her keen awareness of the importance of each individual's particular needs and the need for individualized solutions. She provides individually tailored estate and business plans to all clients after...