Cherry Valley Estate Planning Lawyers

I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around estate planning, trust and estate administration, and probate matters. I provide guidance to clients on advanced estate planning strategies aimed at reducing estate and gift tax liabilities and facilitating the seamless transfer of wealth across generations. I develop comprehensive estate plans for a diverse range of clients, from those with modest estates to high-net-worth individuals, including those requiring special planning considerations. Additionally, I represent professional fiduciaries and beneficiaries in trust administration and have experience in managing both...

I serve as Of Counsel in the Taxation, Trusts & Estates department at Jeffer Mangels Butler & Mitchell LLP, where I focus on devising creative and practical solutions to complex tax issues. In my practice, I regularly advise both individuals and business entities on a broad array of tax-related matters. These include M&A transactions, financing, internal corporate restructurings, Section 1031 exchanges, and deferred compensation. Additionally, I design and implement strategies for tax-efficient estate planning, wealth transfer, and business succession that cater to the needs of individuals, families, and executives across the wealth spectrum. Originally from Iowa, I now enjoy the California lifestyle,...

Vincent J. Russo, Esq. is a licensed attorney in California and Nevada and the U.S. District Court, Central District and Northern District of California. He graduated from the Whittier Law School in Costa Mesa with a juris doctorate degree. Mr. Russo is a member of The State Bar of California (Bar Number 214528), the San Diego County Bar Association (SDCBA), and the Probate Attorneys of San Diego (PASD).

Deja Correia is dedicated to understanding the results you want to achieve, educating you on actions that can be taken by you and on your behalf, and empowering you to move through an expertly crafted path of success. Whether you have questions about getting started on a new endeavor, are seeking solutions to an existing challenge, or want to prepare for the future, she is here to guide you home. Deja Correia has earned a reputation as a hands-on leader, empowering trainer, collaborator, and compliance guru. She excels in communication and believes passionately in the power of well-written works. Deja...

Since 2011, I have been dedicated to practicing in the areas of Family Law, Estate Planning, and Probate. I am a fervent advocate for my clients, always striving to achieve the most favorable outcomes for them. I am actively involved in the legal community as a member of the Pasadena Bar Association, Los Angeles County Bar Association, and the Beverly Hills Bar Association.