Cherry Valley Estate Planning Lawyers

The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...

Entering her 15th year of practice, Kimberly specializes in estate planning, probate, and trust administration and corporate law. Kimberly’s experience in assisting aging seniors, middle-aged couples and young families in trusts and estates issues is an asset to her clients. This experience allows her to provide highly customized estate plans for her clients’ unique family needs.

Kimberly compassionately and efficiently addresses the affairs of the deceased, including probate and trust administration therefore she is able to represent trustees, executors and beneficiaries in many different and often difficult situations. Additionally, Kimberly offers legal counsel to closely-held businesses at each stage...

Kevan P. McLaughlin is an award-winning San Diego tax attorney whose practice focuses on civil and criminal tax litigation and controversies. Kevan defends taxpayers and resolves all types of tax disputes with the IRS, FTB, EDD, U.S. Tax Court, CUIAB, and Department of Justice. In 2009, Kevan formed a boutique law firm with special emphasis on civil and criminal tax preparation. The firm has since grown, adding estate planning, tax planning, trust administration, and tax preparer and CPA defense practice areas. The firm is dedicated to representing taxpayer in these concentrated practice areas, and today helps individuals and businesses with...

Sean D. Muntz serves as Managing Partner of RMO LLP. Sean is an experienced trial and appellate lawyer, with litigation experience spanning a broad range of subject matters, including banking, general commercial, employment, probate, real estate, securities, intellectual property, maritime and environmental disputes. Sean has litigated matters in state and federal courts throughout California, and in alternative dispute resolution forums, including AAA and JAMS, and before the NASD/FINRA and Pacific Stock Exchange. Sean’s practice focuses on representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation. Sean previously was a partner at an...

Attorney Milda Goeriz is skilled with all estate planning matters and experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. In reaching the best results, Attorney Milda Goeriz applies modern methods and an honest approach to law. She employs creative strategies when forming revocable and irrevocable trusts and handling other estate planning matters. Ms. Goeriz has a unique ability to explain the complex planning devices in a simple fashion and is valued by her clients for effective asset protection. A multilingual tax lawyer with a background in international business transactions, Ms....

SUZANNE M. REHMANI, ESQ.

Suzanne M. Rehmani has been an attorney since 1992. She has more than twenty five years of experience practicing law including litigating cases and has also handled numerous cases at the appellate level. She has an LLM in Taxation and is a licensed notary. Ms. Rehmani has extensive experience in litigation, with an emphasis on trust, probate, financial elder abuse, conservatorships, business and general civil and business litigation. She also has extensive experience in the area of basic and complex estate planning drafting, including wills, trusts, probate, trust and estate administration matters, life insurance trusts, special needs...

Attorney at Law Offices 1820 West Orangewood Avenue, Suite 104a, Orange, CA 92868 Office: +1 (714) 634-4838.

With more than a 1000 small business owners as clients, Andy Gale clearly knows his way around the legal ramifications of small business law. He has been practicing law at Gale & Vallance since 1987.

Andy started his career as a trial attorney for the Office of the District Attorney in Orange County, California working there from 1980 through 1987.

He has served in his community as the Director for the Foundation for Personal Financial Education from May 2009 to January 2011.

He has received many...

Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...

Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...

Saunders & Associates, APC is your California Foreclosure Defense Lawyers. We guide our clients through difficult issues, bringing our insight and judgment to each situation. Our innovative approaches create original solutions to our clients' most complex matters and disputes. Saunders & Associates, APC provides aggressive cost-effective and result-oriented representation to our clients. At Saunders & Associates, APC you get an experienced legal team and support staff who will know your case, the law, best practices, courses of action, and yes, you as a person in need of guidance, direction, and experienced legal representation. The current rise in the cost of living...

I have been an estate planning lawyer since 1998. I have a Juris Doctorate degree from Pepperdine University School of Law and a post doctorate degree (LL.M. in Estate Planning) from the University of Miami School of Law. I am a California State Bar certified specialist in Estate Planning, Trust and Probate Law. In addition, I taught estate planning (Wills and Trusts), estate administration and probate law as an adjunct professor at Cerritos Community College.

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...

Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...

I completed my undergraduate schooling at Boston University, but don’t worry; I don’t talk funny. At Boston University, I achieved a Bachelor of Science in Business Administration with an accounting concentration and graduated with magna cum laude honors. That just means you’ve got a smart guy on your side. After Boston, I returned back to Los Angeles and attended Loyola Law School in Los Angeles, graduating and receiving my Juris Doctorate, my law degree. It is while I was at Loyola Law School that I was an assistant clerk for the honorable Judge Alan Ahart, Judge for the Central District...

The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...

Our firm specializes in Elder Law with particular emphasis in California Medi-Cal eligibility planning, Medi-Cal estate recovery minimization planning, estate planning and trust administration. We work closely with our clients to ensure that their assets are protected and preserved according to their individual circumstances and goals.

ATTORNEY
As an attorney in private practice in Los Angeles County, California William Hayes provides extensive estate and tax planning services to individuals and businesses in Los Angeles, Pasadena, Glendale, Burbank and surrounding communities. Attorney Hayes’ primary focus is to help clients avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He believes in giving each client the time needed to explain his or her needs and wishes and then dedicates his efforts toward making the client’s desires clear in their final estate plan.

Clients of The Hayes Law Firm have often...

RoseAnn began working in the legal field when she was 18 years old and worked for some of the largest law firms in the Los Angeles area as a legal secretary and paralegal before she became an attorney. Using document-search programming, she worked on many complex, high-profile litigation cases and cases with voluminous e-discovery requirements. RoseAnn attended UCLA in high honors classes and graduated magna cum laude in 1994, and then worked another ten years to take care of her four grandsons as a litigation paralegal in many trials before attending law school. She attended Abraham Lincoln Law School to continue...

James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...

My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California.

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.

Darshan Patel is an entrepreneur as well as an attorney. He has deep knowledge of the hospitality industry, gained through his work as an owner and manager of independent and franchised hotel properties.

Leading a team of hospitality attorneys at DPA Law Group, Darshan combines his operational insights with an understanding of federal and state law when resolving disputes involving hotels, restaurants, and other businesses across the state of California.

He understands the practical business need to minimize employment litigation through management training and other preventative measures. As a defense lawyer, he focuses on the efficient and timely resolution of employment and...

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...

Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...

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).

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.

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...

Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...

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...

Rivka Israel, Esq. is an experienced and knowledgeable internationally licensed attorney who has been practicing law for over 20+ years. Attorney Israel is admitted to practice in: State of California U.S. District Court - Central District State of Israel Rivka was admitted to the State Bar of California in 2000. In June of 2009, after years of working for large law firms, Rivka opened her own law office and redirected her focus to self-help assistance, uncontested divorces, Prenuptial and Postnuptial Agreements, individual assistance and personal guidance in the area Family and LGBT Family Law issues. Rivka also provides document drafting services...

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...

Jane McNamara, Esq. is the founder and principal attorney of the McNamara Law Firm located in the Santa Clarita Valley. The firm focuses on Estate Planning, Elder Law, Special Needs Trusts, and Trust Administration/After Death issues.

Although the Law Firm's physical office is in Santa Clarita, California, the McNamara Law Firm assists clients throughout the state of California. Zoom, Facetime, and other videoconferencing methods are routinely used. This allows clients the ability handle their legal needs from the comfort and privacy of their own home.

Omid John Afati started Afati Law Firm in 2019 with the goal of providing the Southern California community's estate planning and trust litigating needs. Mr. Afati directs his focus on addressing his clients' concerns and desires when planning for life’s unexpected twists and turns. His experience goes beyond trust and will formation, providing his clients with a secure and manageable estate as well as formidable litigation services.

I have worked at the Lawyer in Blue Jeans Group for eight years. I received my Juris Doctorate from Thomas Jefferson School of Law in 2016.

I have extensive knowledge of estate planning and asset protection and I take personal accountability in ensuring that each client’s needs are met. I am committed to carrying out the Lawyer in Blue Jeans Group’s philosophy of delivering sensible and reliable service.

In addition to helping clients with their estate planning needs, I also host a weekly legal show on the radio. I can be heard on Sunday’s at 9 a.m. on 760 KFMB AM with...

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.