Bodfish Estate Planning Lawyers

Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).

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

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth transfer process.

With an extensive and broad-based legal background, Kara understands the unique needs of clients whose complex planning requirements intersect several areas of law and involve generations of families. Clients appreciate her ability to innately understand emotional undercurrents that affect business decisions and planning at this level, and to navigate them diplomatically.

Prior to joining Weinstock Manion, Kara represented entrepreneurs in mergers and acquisitions, real estate developers in negotiating commercial loan...

With over 25 years of legal experience, attorney Scot Thomas Moga is dedicated to providing effective counsel, outstanding client communication, and creative solutions to the most complex legal issues. As an aggressive and zealous advocate, he is known for obtaining the maximum awards and settlements for his clients in an expeditious manner. Since founding Moga Law Firm in 1996, Mr. Moga has successfully represented clients in many areas of law, concentrating most of his practice in workers’ compensation, personal injury, and estate planning and probate matters. His diverse client base includes injury and accident victims, large and small businesses, as...

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...

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...

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...

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,...

We are a full service law firm located in Hesperia CA. We provide a broad range of high quality legal services to a wide range of clients, including both businesses and individuals, throughout the greater San Bernardino and Riverside County areas. If you need a business lawyer for the formation of a new corporation, estate planning, or filing a personal or business chapter 7 bankruptcy, we will act on your behalf, aggressively and competently, to get you the results you need for future financial security and success.

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Cathyana Jean-Baptiste is a partner at The Law Offices of CJ Baptiste, where she leads the private wealth practice with a dedication to building legacies. Her services for individuals include securing future generations by drafting wills, revocable trusts, power of attorneys, and advance health care directives, as well as maximizing benefits for loved ones by scrutinizing state and federal tax concerns. She also handles IRS and state tax collection matters, which include penalty reductions and settlement negotiations. In addition, Cathyana has expertise in forming business entities such as Close Wyoming LLCs, partnerships, and sole proprietorships. Cathyana assists businesses with tax planning...

As a founding partner of Chiao & Wu, LLP, Sandy T. Wu is an experienced litigator, representing clients ranging from individuals to small businesses to Fortune 500 companies. Ms. Wu also has experience in representing public entities, including the County of Los Angeles, City of Los Angeles, Los Angeles Unified School District, Manhattan Beach Unified School District and Montebello Unified School District. Ms. Wu has litigated construction delay cases as well as wrongful termination, labor and wage issues for public entities. Finally, Ms. Wu has experience in representing insurance companies, litigating extra-contractual and bad faith cases and...

Barilari & Williams, LLP is a law firm in Pasadena, California experience in estate planning and probate. Attorney Anthony S. “Tony” Barilari has been practicing law since 2008 and is a member of the Pasadena and Los Angeles County Bar Associations. He earned his Bachelor of Arts degree in English with High Honors from the University of California, Berkeley before earning his Juris Doctor from the University of California, Hastings College of the Law. Since turning to estate planning and probate in 2015, Tony has helped countless clients create wills, trusts, and other legal documents to protect their families and...

Daniel J. Morse represents creative artists from his offices in the Los Angeles area. Mr. Morse excelled in his studies of contracts, intellectual property, and entertainment law at the Pepperdine University School of Law. After graduating in 2001, Mr. Morse worked as a civil litigator while assisting various visual artist clients. Upon moving to Tennessee, Mr. Morse worked with the firm of Wise & Reeves, representing a variety of individuals and business with transactional and litigation matters. Mr. Morse also represented musicians and literary authors. With licenses to practice in two of America's...

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...

Practicing Family Law and Probate w/ emphasis on Trusts and Estate Planning for over thirty years. Two offices in the Inland Empire. Ms. Turner has been featured in several newspaper articles as an expert in her field, and aggressive and successful in trial work in particular. Ms. Turner is also exceptional in peaceful, mediated solutions if avoiding trial is possible.

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

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...

Glen D. Duvel has represented clients in a wide variety of employment law and estate planning matters. His extensive experience means that clients are given everything they need to reach favorable conclusions to their cases. Glen graduated from the University of California, Irvine with a Bachelor’s of Science in Political Science in 1994. He then went on to earn his Juris Doctorate from Western State University College of Law in 1999. He has had several speaking engagements and publications covering topics such as employment law and estate planning. To learn more about how he can assist you and your legal...

Luke Carlson always had an interest in business, real estate, and the protection of wealth. During his collegiate career, he realized law was the best way to immerse himself in these verticals. Today, as owner of LS Carlson Law, he and his team of attorneys service clients with their business, real estate, and estate planning needs. By nature, he is a strategist and loves analyzing a situation to determine the best solution to a client’s issue. Carlson understands that the practice of law provides endless opportunities to engage in strategic thinking. Whether it be against an opponent in litigation, which...

Well known by his peers and the courts for his high integrity, strong negotiation skills and trial competence. Clients know him for positive results, sound advice and fair dealing. He is an excellent and experienced lawyer whose practice specializes in family and divorce litigation. His firm is respected and known as tough negotiators and competent trial attorneys. The firm is dedicated and committed to the strong representation of their clients’ rights with high integrity, in depth knowledge and years of experience in FAMILY LAW. Staff members are professional, experienced, responsive and understanding of your needs....

Since 1992 Mr. Rudolph has been providing legal advice, counsel and services to businesses and individuals alike. He operates a full service law firm serving such diverse client needs as: - Fulfilling peoples needs for affordable Living Trusts & Wills packages, - Business Matters (both day-to-day transactional matters and litigation), - Employment & Labor Matters, and - Mediation, Arbitration and Litigation when issues cannot be resolved amicably.

Todd Gallinger is the founder and principal of Gallinger Law. He is licensed to practice law in California, New York, and all Federal District Courts in California. Mr. Gallinger’s practice focuses on the needs of small businesses and their owners, as well as non-profit law. For his education, Mr. Gallinger attended the University of California at Santa Barbara, where he earned a Bachelor’s degree cum laude in Religious Studies, and the George Washington University Law School in Washington, DC, where he earned his Juris Doctorate cum laude. Mr. Gallinger writes frequently on numerous legal and political topics, including acting as a regular...

With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax...

Melissa Fox, Founder and Senior Attorney of The Melissa Fox Law Firm, is an experienced civil litigator who has practiced law in Orange County for 20 years. A graduate of Brandeis University and Tulane University School of Law, Melissa is a member of the Bars of the State of California and the United States Tax Court. She also holds a California Real Estate Broker License. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession.

Melissa is also a dedicated community leader. Melissa currently serves on the...

Attorney W. Robert Price is a seasoned Orange County estate planning attorney and president of Mortensen & Reinheimer, PC. He has former experience in the financial services industry and can provide valuable insight for clients looking to plan their estates for the future. Contact Attorney Price today by calling (714) 384-6053 or by visiting www.ocestateplanning.net.

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...

Certified Specialist in Estate Planning, Trust Administration and Probate - Irvine Office W. Bailey Smith graduated from Stanford University and the University of California, Hastings College of Law. After serving as an Agent in Counter-Intelligence in the United Stated Army, he practiced law as a Deputy District Attorney and then with a major Los Angeles law firm. He has been certified as a Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. He has created more than 7,000 trusts for satisfied clients. He has taught estate and gift taxation and lectured on tax savings throughout California....

Established in 1990, the Law Offices of David M. Zeligs has delivered quality legal services to its clients with professionalism and integrity for a quarter century. Based on our firm’s philosophy of putting the client’s needs first, we provide individualized services based on your realistic legal needs and expectations for a reasonable price.

David M. Zeligs graduated from the University of California at Santa Cruz (UCSC) in 1978 with a B.A. degree in Politics. In 1982, prior to receiving his undergraduate degree, he took time off from college and traveled for six months throughout Latin America. Along the way, he lived...

Fred Edwards is an Attorney and founder of Edwards Legal. Fred has focused his practice areas on Probate law, Estate Planning, Bankruptcy, and Employment Law.

Mr. Edwards received his Juris Doctor degree from Trinity Law School where he was a Articles Editor for Trinity Law Review and received honors as a Moot Court competitor. He was a member of the Christian Legal Society, the Black Law Students Association and the elected Student Body. He received his undergraduate degrees from the University of La Verne where he was an Alpha Lambda Delta Honor Society member. Mr. Edwards also has an MBA with...

My practice specializes in offering my clients affordable estate planning as well as advice on business formation and asset protection in a family-friendly atmosphere. By using the latest in legal technology and minimizing overhead, my practice can efficiently design custom estate plans for each of its clients and thus offer services for fees far below traditional law firms. Our typical estate plan for a couple includes a Joint Living Trust, 2 Wills, 2 Power of Attorneys, 2 Advanced Healthcare Directives, and a free consultation every 3 years after we create your trust. I have been a licensed attorney since 1992...

I was a Professor of Law for over thirty years. I taught contracts, remedies and sales. I have been practicing law for over 43 years. I have been an arbitrator and mediator for Loa Angeles Superior Court and the San Bernardino County Superior Court.

Dana M. Cannon has many years of experience with Probates, Conservatorships, Trusts and Estates. During that time she has advised clients on multi-million dollar trust administrations; handled complex litigation; performed estate planning; and represented clients in contested and uncontested conservatorship, guardianship, probate and trust matters. She has been a volunteer at the Los Angeles Superior Court Pro Bono Probate Settlement Program since it began. She understands that these matters may not just involve money. They are often fueled by emotions and because of that this isn’t just business, it’s personal. She looks forward to assisting you with your legal...

The Law Offices of Saman Behnam, is a full services law firm; providing its clientele with high quality, cost effective, and responsive legal services throughout the State of California. Our office provides affordable, cost effective legal services with the care and attention you require. SAMAN BEHNAM, has a practice emphasis in Civil litigation Real Estate Litigation and related Transaction, Bankruptcy litigation, Family Law, CH/DV-TRO, Family Law, Probate and Trust Litigation, Corporations Shareholder Dispute Resolution and litigation, Estate Planning, Business Succession Planning, Asset Protection, Commercial and Residential Evictions, transactions concerning Limited Partnerships, Limited Liability Company, Corporations. He is a...

Mr. Pridham helps clients enforce their rights involving the consumer finance laws (debt and credit) and with their wills and living trusts. Mr. Pridham also advises on conservatorships and related elder law issues. He also represents consumers who have been ripped off in any sort of the following financial transactions: Debt Collectors who misstate the amount of debt or harass. False or inaccurate Credit Report information. Manufacturers for violations of the Federal Consumer Warranty Act. ...