Cloverdale Estate Planning Lawyers

Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003. Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...

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...

Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.

Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem. Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...

Since 1992, Richard Hemb has focused his legal practice on the areas of estate planning and business formation. When representing clients facing these types of issues, Mr. Hemb takes the time necessary to evaluate the facts of the case and offer practical solutions, regardless of the complexity of the matter. Mr. Hemb is a skilled legal advocate who offers his clients the personal attention and dedication they deserve to get the job done. Mr. Hemb’s bottom line is to make his clients feel comfortable and confident that their interests are being safeguarded throughout the entire process.

Stacey Montgomery has been an attorney in California since 1993. Stacey has worked in Criminal Law, Family Law, Personal Injury and Estate Planning. Stacey has worked both sides of the aisle as both a Public Defender and as a Prosecutor giving her a unique insight into the Criminal Justice System. Stacey was elected to serve the people of Lassen County as their District Attorney in 2014, recently finishing her full term.

Dedicated to providing practical, cost-effective, solutions to workplace challenges. Attorney Elisabeth DeBartolo is your best choice for an employment and labor attorney who offers personalized assistance with your case. She may be the most seasoned employment attorney you will find in our area. Attorney Elisabeth DeBartolo is a Monterey Employment Attorney who worked for many years in executive level Human Resources prior to attending law school. Her experience is unique. She doesn't just have book smarts, she has the day-to-day, on-the-job, in-the-trenches experience needed to identify workplace challenges and resolve them. Ms. DeBartolo can quickly...

Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory Law, a boutique wills, trusts, estate planning and probate law firm based out of Newport Beach, Orange County and Tahoe City, Placer County. With over 25 years of experience working with clients throughout California as a estate planning attorney handling special needs trusts, long-term care planning, elder law, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us. I look forward to learning how we can serve you and your family. Contact us today...

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children. Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family. Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.

Kevin A. James has represented a variety of real estate clients in both commercial and residential transactions and litigation, including complex quiet title matters, easement disputes, boundary line disputes and adjustments, commercial and residential non-disclosure actions, landlord-tenant issues, and purchase/sale agreements. Kevin has also represented a wide array of clients in complex business transactions and litigation matters, including, contract disputes, purchases and sales of businesses, entity formation, general corporate and LLC management, and shareholder derivative actions.

Kevin’s approach to the practice of law is client-centered. He strives to simplify the lives of his clients in an increasingly complex world. ...

I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administrating the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard. I am proud to be the owner of a law office that values our clients’ peace of...

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...

Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District and on the Monte Sereno City Council.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts and other documents that provide the maximum flexibility. Mr. Ellahie can draft wills and trusts that meet the requirements of the Islamic...

Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.

Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo. Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011. Prior to attending law school, Shannon began her legal career as a law...

Somita Basu is a Founding Principal of Norton Basu LLP. Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce.

Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite....

Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....

At The Law Offices of Gabriel Lenhart, our focus is on our clients’ well being and protection, rather than the fees they pay us. That is why we focus on protecting and preserving our clients’ assets using the latest Estate Planning practices. Our unique planning methodology combines Estate Planning, VA Benefits Planning, and Medicaid asset preservation planning techniques and strategies. These strategies, combined with our values based approach, enable us to work seamlessly with families to create an Estate Plan that our clients’ can truly rely upon. At The Law Offices of Gabriel Lenhart,...

I have devoted my legal practice to provide affordable and fixed cost legal services to small businesses and individuals in Northern California. The services I provide are aimed keeping my clients out of court. The potential cost savings, peace of mind, and confidence you earn when consulting with a knowledgeable lawyer while forming a business, entering into a contract, or planning for future needs, cannot be measured.

I am a Certified Specialist in Estate Planning, Trust Administration and Probate Law. Based in Mountain View, I offer Flat Fee pricing for your legal needs.

I am committed to empowering my clients to create an estate plan or settle an estate in a convenient, efficient, and pleasant manner. With over 20 years of experience, I love helping clients protect loved ones and attain peace of mind.

A mother of two children, my practice is dedicated to making a positive difference for families and children.

Member of California and Federal Bar. Managing partner, current practice involves civil litigation, personal injury litigation for plaintiffs, defense, Probate, Consumer law, Family Law. As an Attorney, I am quite proficient in pleading and practice procedure, legal research in the library, web and computer, judicial procedure and rules of evidence. I have tried over a 200 court and jury trials. I have arbitrated and mediated over 500 cases. I have had experience with Superior, Appeals and Federal courts. I am a hearing officer for the City of Stockton and County of San Joaquin and a Pro...

I am lucky to be an estate planning and probate attorney in Auburn, California. I work just up the road from where I grew up in Newcastle. Before attending law school at McGeorge, I spent a few years in Los Angeles. I loved going to class at U.C.L.A., but didn't care for the congestion of people and cars. So, I moved back, got married, and thought about the future. I ended up convincing my wife to attend law school with me. It was a good thing I did, for I had the best study partner in our class. She graduated...

Hi, I am Megan Gooing, Attorney and Counselor at Law, and my practice is primarily focused on estate planning, probate, and trust administration. I work for a boutique law firm that caters to each individual client's specific needs, rather than providing a one size fits all solution to issues. I look forward to learning how I can serve you and your family.

Analisa Pratt is the Founder of Pratt Law, which specializes in estate and trust planning and estate administration. Analisa has been practicing law for over 10 years and is licensed in California and Arizona. Before launching Pratt Law, Analisa practiced law with Wilson Sonsini Goodrich & Rosati and K&L Gates. She also served as a judicial law clerk in the United States District Court for the District of Arizona and as a legal research attorney with the Superior Court of California. Analisa has received a number of awards for her pro bono contributions...

A native of Orange County, California, Eric left the warm weather of Southern California to attend St. Mary’s College where he earned a Bachelor of Arts degree in Integrated Liberal Studies and Philosophy as well as a Paralegal Certificate. Eric worked as a paralegal for several AM 100 Law Firms for five years while attempting to pursue his dream of becoming a rockstar. Ultimately, Eric’s desire to perform in a courtroom prevailed over his desire to be on stage so he hung up his bass guitar to attend the University of Pacific, McGeorge School of Law where he obtained his Juris...

I am an attorney at the Law Offices of Daniel A. Hunt, focusing on Trust & Estate Litigation. I was born in Israel and came to the United States in 2002. I am fluent in both English and Russian. I ultimately moved to the Sacramento area and went to Folsom High School before earning my undergraduate degree in psychology from CSU Sacramento. I then pursued and earned a Juris Doctorate with distinction from McGeorge School of Law. Following graduation, I became a deputy district attorney who handled all facets of criminal prosecution such as domestic violence, driving under the influence, and...

I am a trust & estate attorney with Drobny Law Offices in Sacramento, California. My practice encompasses estate planning, estate administration, and estate litigation. I lead beneficiaries and trustees through each step of the litigation process. From mediation to trials, I work to help my clients successfully resolve complex legal conflicts in the quickest and most cost-efficient way possible. I am treasurer for Sacramento County Bar Association probate section, the Women Lawyers Association, Placer County Bar Association, and Placer Women Lawyers.

Curtis V. Abram grew up in San Luis Obispo, graduating from from San Luis Obispo High School. Curtis then attended Emmanuel College in Boston, Massachusetts where he earned a B.A. in both Business Management and English Communication while competing on the Men’s Volleyball (receiving All-American honors) and Track and Field team (Javelin). Following his return to California, Curtis earned his law degree from the University of San Diego School of Law, graduating magna cum laude in 2015 with election to The Order of the Coif and The Order of the Barristers. ​After his admission to the California Bar, Curtis joined...

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...

I am a certified bankruptcy specialist with the State Bar of California, Board of Legal Specialization. The firm has been assisting people with their financial problems for more than 40 years. We specialize in savings homes. We are one of the few firms still charging a flat fee for Chapter 13.

Amir graduated from Loyola Law School in 2013 and received his Bachelors of Science at UC Irvine in 2009. During his tenure at Loyola Law School, Amir externed at various law firms to get real world legal experience and learned how to effectively represent clients. After graduating law school, Amir worked at a business litigation firm in Century City and was part of an integral team handling complex litigation disputes. After experiencing the litigation side, Amir decided to expand his legal experience and took up an opportunity to work at an estate planning and business law firm where he learned...

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...

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 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...

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.

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...

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.

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.

A’ja began her career in the entertainment industry with TV Guide and Lions Gate but soon found her true passion in law. She joined a leading Los Angeles litigation firm, focusing on family law, civil rights, personal injury, and criminal defense. A’ja has been a compassionate advocate for fathers' rights and has represented high-profile clients, including the Estate of Michael Jackson, Keyshawn Johnson, DMX, Keyshia Cole, Freddie Gibbs, Faith Evans, and Christopher Wallace Jr. (the late Notorious B.I.G.'s son). Her achievements include a $1 million wrongful termination verdict, multiple six-figure settlements, a not-guilty verdict in a murder trial, and successfully handling...