Casmalia Estate Planning Lawyers

Ms. Nguyen has fearlessly litigated hundreds of cases from inception to successful resolution at mediation, arbitration, and trial. Due to her experience as a former defense attorney, she knows the systems, strategies, and techniques that can overcome the defense case and utilizes this to maximize her client’s recoveries. Her practice areas include civil litigation, personal injury, and estate planning. She is a fierce champion of justice for victims who have suffered from serious injuries caused by the negligence of others. In addition, her compassionate nature allows her to go the extra mile to be accessible and available to her clients,...

Nathan Heyde is a corporate and transactional attorney on Varner & Brandt's Riverside Corporate & Business Law Team. Nathan practices law in the areas of corporate and business law, business and real estate transactions, mergers & acquisitions, real property, land use and finance. He has advised publicly and privately held businesses in entity formation and dissolution, asset and stock acquisitions, venture financing, real estate acquisitions and intellectual property protection and licensing.

James is a husband of 20+ years and a father to a son who is now a lawyer after passing the October 2020 bar. James happens to be an in-demand lecturer on estate, retirement and business protection. James is licensed as an attorney and practices estate planning, asset protection, tax, real estate and corporate transactions. He has completed several M&A transactions in the $2 to $20 million range. He is author of several books including the widely acclaimed financial book, The 3 Secret Pillars of Wealth. He is Principal of The Burns Firm. James served honorably in the United States...

Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...

I became an attorney because I wanted to help people. I want to serve my community, and I want to build lasting, meaningful relationships with my clients. I pride myself in helping people create legacies for their loved ones. We want to leave our loved ones in good hands after we are gone. As the father of two beautiful little girls, I do everything I can to provide for their care and well-being, to teach them to find happiness in life, and to prepare them for life as adults. While I hope my daughters never need to grow up without me...

Brian Neil Burg, Attorney at Law, has been a licensed California attorney in good standing with the State Bar of California continuously since December 1984. Brian earned his Juris Doctor degree in 1983 from Western State University, College of Law, and a Bachelor of Arts degree in the field of psychology in 1970 from the University of Southern California. Brian specializes in estate planning for individuals and middle class families. He has also practiced in the areas of family law and immigration since 1985, but has restricted his practice primarily to estate planning since 2003. Brian holds a Certificate...

Michael Barsi is admitted to practice in both the California and the Federal District Court's in the State of California and has practiced law for over 30 years. Mike Barsi received his Bachelor's Degree from the University of California at Berkeley with honors in December 1986 and his law degree from Santa Clara University School of Law in December 1991. Mr. Barsi practices in the areas of estate planning, Wills and Trusts as well as Probate Administration. Michael has represented clients in both California state courts and the United States Federal District Courts for over 30 years...

Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...

Roxanne is the founding attorney of Fine Point Law, Inc., a firm bet in downtown Santa Cruz. Roxanne’s background in estate planning, business law, family law, and real property law gives her clients unique access to cross-disciplinary insight. Law is divided into disciplines, but life is not. If you are married, you need your estate plan to be drafted in a way that takes community property law into consideration. If you are selling your home or your business, you need an attorney who will alert you when decisions you make affect your family agreements or your living trust. Roxanne is...

Jason is an Upland, California native and has made his home there as well. He graduated from Trinity Christian College in Palos Heights, Illinois before completing his Juris Doctor at American College of Law in Anaheim, California. Jason started Gaudy Law with nothing more than a small office and fax machine, and a belief in America, hard work pays off like it should. Over the past 19 years, the firm has expanded, and his passion has grown from wanting to practice law in a new way to wanting to revolutionize how all law is done in Southern California. Jason enjoys spending...

In practice since 1977. Practice currently limited to Living Trusts.

With almost 30 years of experience, Gregory E. Deetman, Esq. is a seasoned attorney licensed to practice law in the state of California. Since 1994, Mr. Deetman has been dedicated to providing his clients with exceptional legal representation and personalized attention. A member of Wealth Counsel, the leading membership organization and drafting platform for estate planning attorneys, Mr. Deetman brings his dedication, experience, and passion for his clients, to the field of estate planning.

Michael Perdue is an attorney licensed to practice law in the State of California since 1982. He received his bachelor's degree in Economics (with an emphasis in business) from Brigham Young University. He is a graduate of The University of San Diego School of Law and speaks Japanese (although not as well as he once did). Upon graduation from law school, Mike was admitted to practice law before all the courts of the State of California including The California Superior, State Courts of Appeals and the State Supreme Court, as well as The United States District Court, and The...

A member of the American Society of Special Needs Planners, Aaron Feldman has the expertise to help you secure your special needs child’s future with a Special Needs Estate Plan and ensure your child’s special education by advocating for him or her.

Aaron Feldman of The Feldman Law Group is an attorney who has devoted his practice to helping others. Since obtaining his Bachelor of Arts degree in Political Science from University of California, Santa Barbara in 1978, then his law degree (JD) in 1982 from the Southwestern University School of Law, Aaron Feldman went on to serve his clients as...

I have worked in a dozen fields of law over my career of 44 years. Mostly I was a business trial lawyer, but now I only advise and handle transactions: no trials. I am semiretired but come to the office most days.

Mr. Borman advises clients on all manner of business transactional matters, from startup to sale. Prior to joining Dillon Miller Ahuja & Boss, LLP, Mr. Borman worked in firms, was in-house counsel to two publicly-traded San Diego companies that each had over 1,000 employees, and had his own private practice for over six years. He advises founders on pre-formation matters, helps structure startups with a strategic eye toward long-term success, assists established businesses of all sizes with their day-to-day needs from contracts to employment matters to trademarks, and helps clients through acquisitions and liquidity events. In addition to his business...

Lawrence M. Daugherty is retired and his office is closed.

Former clients wishing to have their files retrieved from storage and transferred to another attorney may contact the office by phone or by mail.

Due to the Covid-19 pandemic, there may be a considerable delay in any files being retrieved from storage.

My firm focuses on three areas: business, real estate and estate planning. As the head of the business law practice area I counsel clients on available courses of action concerning entity formation and other business matters as well as the drafting and review of contracts and other agreements. As a small business owner myself, I understand the concerns faced every day by owners and operators of businesses. In the area of real estate I have litigated matters such as landlord/tenant disputes and property management issues. In my estate planning practice I focus mainly on the preparation...

Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization

Rated AV Preeminent for over 30 years (1986-current) - Professional excellence earned through a strenuous Peer Review Rating process that is managed and monitored by Martindale-Hubbell

Selected to Northern California Super Lawyers

Dana L. Green is an Estate Planning and Elder Law attorney in North County, San Diego serving all of California. She was born in New York and was raised bi-coastally in New York and California. She received her B.A. in Finance and Business Economics with an emphasis in Spanish and French from Goucher College and her J.D. from the Benjamin N. Cardozo School of Law. Dana is admitted to the bar in three states: California, New York and Connecticut.

She has practiced in various fields of law over the years including Insurance Defense Litigation, Family Law and Real Estate Law before...

Mr. Duncan has over 20 years experience following areas: Immigration Law, Estate Planning and Probate, Bankruptcy/Debt Relief, and Family Law Gregory S. Duncan earned his law degree from the University of San Diego and was admitted to the State Bar of California in 2000.

Jennifer Dean has worked for many years in Estate Planning, Trust Administration, and Probate. She particularly has a passion for ensuring wishes for end-of-life decisions are respected and enforceable with the appropriate directive. Jennifer grew up in Oklahoma and then moved to California in 2010, after earning her Bachelor of Arts Degree in History from Lee University in Cleveland, Tennessee, where she graduated Magna Cum Laude. While working with a family law attorney in Santa Barbara, California, Jennifer began attending the paralegal program at U.C. Santa Barbara, and fell in love with the estate planning field, and earned her Paralegal Certificate...

Jeremiah Raxter, is the founder and principal attorney of RAXTER LAW, P.A. Admitted to both the California State Bar and the United States District Court of the Central and Southern Districts, and a Certified Veterans Attorney with the Veterans Administration. Prior to entering law practice, Jeremiah was a National Sales Specialist with a large electronics company and a Law Enforcement Officer in Southern California. Currently, his practice is focused on Probate, Estate Planning, and Business Law. He represents businesses of all sizes everything from hair salons to governmental agencies. Jeremiah is one of the few attorneys that practices in all...