Calipatria Estate Planning Lawyers

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...

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...

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

As a former business owner myself, my goal is to help other business owners and entrepreneurs with their legal issues. It's important to have someone in your corner who understands what it's like to be in your shoes. Advice is only helpful if it makes sense in the real world, and my prior experience allows me to see the real world implications. Before law school, I opened a small coffee shop that I grew into a full-fledged restaurant within four years. In the beginning, I was able to use marketing to help grow the business over 200% from year to...

Attorney Maureen Lyons focuses on Elder Law and Estate Planning including Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from the University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from the University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys...

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...

Dennis Sandoval, paralyzed in a 1992 car accident, turns personal adversity into advocacy in Riverside and San Bernardino Counties. California's sole attorney certified in estate planning, elder law, and taxation, Dennis earned distinctions like Certified Elder Law Attorney (CELA) and Accredited Estate Planner® (AEP). His financial expertise, including Enrolled Agent, CFP, and RFC designations, enriches his estate planning, elder law, and tax controversy practice. For seventeen years, Dennis directed education for the American Academy of Estate Planning Attorneys (AAEPA), contributing to NAELA and the National Elder Law Foundation. In 2014, he became a Fellow of the National Academy of Elder Law...

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...

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.

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,...

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....

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....

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...

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...

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.

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...

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.

L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

Margaret A. Sedy is an attorney at Law Office of Margaret A. Sedy and represents clients in Business Litigation, Business Disputes, Corporate Formation, Contract Drafting and Negotiation, Technology, Internet and Privacy Law, and Regulatory Compliance Margaret Sedy also counsels and represents businesses regarding Employment Litigation, Employment and Labor Law compliance, including wage and hour, wrongful termination and discrimination claims. Margaret Sedy was awarded the Rising Stars designation in 2021, 2022 and 2023 by Super Lawyers, a distinction only awarded to 2.5 percent of top-rated practicing attorneys selected through extensive evaluation. Margaret Sedy graduated in the Top 10% of her class...

Calvin A. Slater has been a lawyer since 1981, with over 30 years of experience with helping clients, such as entrepreneurs, physicians, business owners and real estate investors. His legal expertise includes real estate matters, tax-deferred exchanges, trusts, estate planning, asset protection, as well as business matters such as formation, planning, and succession. He emphasizes a personal connection with each client to understand their needs and provide effective solutions. He encourages a team approach by collaborating with a client’s other professionals such as accountants and investment advisors. Mr. Slater is a certified specialist in Estate Planning, Trust & Probate Law by...

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...

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.

Gina focuses her legal practice on estate planning, probate, and trust administration. She is dedicated to helping families from the devastating legal effects of disability and death. With proper planning, individuals and families can avoid unnecessary court proceedings, protect their assets, continue their legacies through strategic charitable giving, and provide for the security of loved ones. Gina learned firsthand the effects of failing to plan when her rancher father was killed in a vehicle accident without any planning documents in place requiring her to probate her father’s extensive estate, including business and cattle operations. As a result, she...

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...

Oxnard estate planning attorney Eric Ridley loves helping families and small businesses in Oxnard, Ventura, Camarillo and Santa Barbara counties protect their assets through estate planning, Family Asset Protection & Medi-Cal planning. I help seniors preserve their self-determination and their dignity, along with their assets. Attorney Eric Ridley always gives free consultations, and answers his own phone. Agressive and compassionate, Eric Ridley serves clients in Ventura, Santa Clarita, Port Hueneme and all points in between. https://www.ridleylawoffices.com

Trusts and Estate Planning Offices in Pleasanton and Mendocino. California estate planning attorney Debra DeCarli has been a lawyer since 1994. She received both her J.D. and Master of Public Affairs degrees from the University of Texas. Debra's unique background led to her professional commitment to estate planning for all types of families. Debra enjoys the estate planning complexities unique to non-traditional or blended families, families with young children, older couples and individuals who do not have children, and folks interested in charitable giving. Virtual meetings and flexible scheduling are available. Call Debra DeCarli at Pleasanton office: 925-568-2350 Mendocino office: 707-937-2701 Or use our...

Mr. Pearl is a dedicated third generation Bakersfield Attorney. He is experienced and effective advocating for clients in a broad array of Consumer Bankruptcy matters. Mr. Pearl also provides skilled representation for complex legal issues in Estate Planning, Elder Law, Medi-Cal Planning, Probate and Trust Administration. In addition, he is experienced in areas such as Taxation, Corporate Law, Real Estate, Intellectual Property and Secured Transactions. Mr. Pearl is committed to exceptional service and legal representation for his clients.

In 2000, Mr. Pearl earned a B.A. in Business and Economics from UC Santa Barbara, where he received a five year golf scholarship....

The areas of focus are Personal Injury, Contracts, Business Management, Business Formation (Corporation and LLC), Real Estate, Bankruptcy, Debt Settlement, Estate Planning and Banking. In addition to practicing law, the second part of the firm concentrates on Business Management section in which focus is on accounts payable, accounts receivable, paying bills, doing all tax work and anything else the client is interested in. Lastly, the firm concentrates on business consulting for anyone who currently has a business or plan to start a business.

At Acorn Law PC, Nikki Hashemi helps clients achieve peace of mind. Nikki received her B.A. from the University of British Columbia with a Major in Political Science and an Honors Degree in Germanic Studies. She obtained her Juris Doctorate from Loyola Law School of Los Angeles, where she was also invited to join the Moot Court. Nikki was admitted to the California Bar in 2005 and has since represented hundreds of clients in the United States Bankruptcy Courts for the Central and Southern District. She is admitted to all Courts within the State of California. Nikki is determined to deliver...

As a founding Partner, Randall Sutter is involved in the daily operations of the law firm with emphasis in the following practice areas: Bankruptcy and Consumer Advocacy: Mr. Sutter helps individuals and small businesses develop asset protection strategies and counsels various options for eliminating or restructuring debt and liabilities. Not only is Mr. Sutter knowledgeable in Chapter 7 and Chapter 13 bankruptcy cases, but he has also successfully confirmed plans for complicated Chapter 11 reorganization cases. General Business Counsel: As a business owner and entrepreneur for 25 years, Mr. Sutter brings a unique perspective to helping small...

Representing Landlords in Eviction Cases. Assisting Interstate Household Goods Moving Companies with Tariffs and Contracts. Practicing member of the State Bar of California and the United States District Court for the Central District of California.

Robert was the youngest graduate of his class at Southwestern Law School. He has been the recipient of several legal awards, including the Witkin Award for Academic Excellence, the Wildman & Schumacher Scholarship, and the Edna Kraemer Dunlap Scholarship. Robert is also certified as a professional LexisNexis and WestlawNext researcher. He earned his Bachelor of Arts cum laude from UCLA with a major in political science.

Robert’s primary focus is drafting, editing, and negotiating contractual agreements. He has a passion for intellectual property (IP) law, which encompasses copyrights, trademarks, and patents. He is certified as a professional LexisNexis and WestlawNext...

Over 20 years experience with consumer Chapter 7 and Chapter 13 bankruptcies, lien avoidance and income tax discharge.

Colby Dean LaVelle II proudly manages LaVelle Law Offices with the personal attention of a boutique law firm but with the resources of larger law firms. An honored graduate of Santa Clara University of Law, Mr. LaVelle has dedicated his career to the pursuit of justice. He began his legal career working for the San Francisco District Attorney's Office. Following his success litigating criminal matters, Mr. LaVelle started the LaVelle Law Offices. Now with eight locations across California, The LaVelle Law Offices is an incarnation of Mr. LaVelle's desire to serve the public, as he...

Janet L. Brewer is the principal of the Law Office of Janet L. Brewer, which has its headquarters in Los Altos, California. Janet serves clients throughout the Bay Area and Silicon Valley. She is certified by the California State Bar Board of Legal Specialization as an estate planning and probate specialist – one of fewer than 100 practicing in Santa Clara County and fewer than 1,100 practicing in California (out of over 250,000 lawyers statewide). Janet has deep experience with complex estate planning situations. In her international estate planning practice, she helps non-resident aliens, visa holders, “green card” holders and other international...

I am the principal of the Law Offices of James O'Neil, where I focus on delivering top-notch estate planning and estate administration services. While attending law school, I externed for the Honorable A. James Robertson II at the San Francisco Superior Court, was a member of the USF Law Review and the Intellectual Property Bulletin, won the Cali Award for the Secured Real Estate Transactions class as well as awards in trial advocacy competitions, and a was published author. After gaining valuable experience working in various law firms from 2009 to 2019, I decided to establish my own practice, the...

Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...

You’ve spent your life building your wealth. And no matter how large or how modest – protecting your assets matters. Ivette Santaella understands that estate planning may seem daunting. You might feel uncomfortable talking about what happens after death. Or maybe you’re worried that you don’t understand the laws well enough. Santaella Law Group, APC is here to guide you through your concerns and make estate planning easy. Ivette has more than 30 years of experience talking her clients through their goals, translating and helping them navigate the law, and working with them to come up with a solid plan for...