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Jessica G. Babrick
Los Angeles, CA Estate Planning Attorney with 21 years of experience
Estate Planning, Arbitration & Mediation and Probate
University of California College of the Law, San Francisco
Jessica Babrick applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. She represents beneficiaries, fiduciaries and financial and charitable institutions in a wide variety of contested trust and probate matters. Jessica is a fervent advocate for her clients, and works closely with them to efficiently and effectively resolve claims concerning breach of fiduciary duty, undue influence, lack of capacity and the validity of wills and trusts.
Jessica serves as Co-Chair of the Executive Committee of the Trusts and Estates Section of the Beverly Hills Bar Association, which keeps her at the forefront of recent developments...
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Gary Borofsky
Los Angeles, CA Estate Planning Lawyer with 54 years of experience
Estate Planning, Business and Tax
University of California - Los Angeles
With four decades of experience, I am dedicated to Estate Planning, Tax, and Business Law representation, with an emphasis on wealth transfer and business succession planning. I offer clients throughout the Los Angeles area, custom plans to address their personal and business needs.
In addition to extensive experience, I am a Certified Specialist in Taxation, and have degrees in Accounting and Business Administration. With knowledgeable and skilled advocacy, I address the unique concerns and objectives of my clients. I am committed to comprehensive representation leading to the best possible outcomes.
Visit my website for more information, and contact me to see how...
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Michael Feispor
Los Angeles, CA Estate Planning Attorney with 12 years of experience
Estate Planning, Business, Probate and Tax
Loyola Law School, Los Angeles and Loyola Law School, Los Angeles
Michael Feispor works closely with our clients to develop comprehensive estate and wealth transfer plans that address our clients' unique family dynamics and financial circumstances. With an LL.M. in Taxation, Michael is particularly adept at advising clients on real property, individual, corporate and partnership tax issues. Clients appreciate Michael's patience, responsiveness and his ability to break down technical issues into everyday language.
Michael began his career as a tax attorney at Skadden, Arps, Slate, Meagher & Flom LLP and joined Weinstock Manion to focus on estate and wealth transfer planning. His advanced knowledge and understanding of business transactions and tax matters...
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Gregory Sowder
Oakland, CA Estate Planning Attorney with 26 years of experience
Estate Planning, Personal Injury and Probate
Rutgers School of Law-Newark and Golden Gate University School of Law
I’ve practiced law in the San Francisco Bay Area for over 20 years and focus my practice on Estate Planning, Probate, and General Civil Litigation. I also represent injured individuals in personal injury claims.
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Hanlen J. Chang
San Francisco, CA Estate Planning Lawyer with 19 years of experience
Estate Planning, Business, International and Real Estate
Southwestern University School of Law
Hanlen J. Chang provides legal services in Business Law, Real Estate, Estate Planning, and International Tax matters. He was recognized as a Super Lawyers rising star in 2015. Prior to establishing his own practice Hanlen was a research attorney at the San Mateo County Superior Court Probate Department. He has also worked for several Southern California and Bay Area law firms as a litigation attorney representing business owners and professionals . Hanlen grew up in Bubendorf, Switzerland and attended...
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Anthony Franceschi
San Francisco, CA Estate Planning Lawyer with 16 years of experience
Free ConsultationEstate Planning and Probate
Lincoln Law School of Sacramento
Anthony Franceschi is California estate planning attorney who focuses his practice on assisting seniors and their families prepare for the future. Including empowering seniors with strategic estate plans and drafting customized wills that honor clients’ final wishes,
During law school, Tony was an intern for the Sacramento County District Attorney’s office, where he handled misdemeanors, traffic, and juvenile detention hearings. Before coming to MacFarlane Legal, Tony represented clients with Social Security Disability/SSI and personal injury cases.
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Daniel Hunt
Sacramento, CA Estate Planning Lawyer with 15 years of experience
Free ConsultationEstate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
A graduate of McGeorge School of Law, Daniel A. Hunt is lead attorney and owner of the Law Offices of Daniel A. Hunt. As a State Bar of California Certified Legal Specialist in Estate Planning, Trust & Probate Law, he has been named Best of the Bar by the Sacramento Business Journal and a Super Lawyer by Super Lawyers.
Mr. Hunt is a member of the National Academy of Elder Law Attorneys and the Sacramento Estate Planning Council. He has served as President, Vice President, and Secretary of the Probate and Estates Section of the Sacramento County Bar Association. He has...
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Christopher Gipe
Mission Viejo, CA Estate Planning Attorney
Estate Planning and Probate
Western State University College of Law
Christopher J.D. Gipe is the attorney behind his eponymous law firm in Mission Viejo, California. He offers compassionate estate planning services to families throughout Southern California. With the heart of his practice being located in Orange County, including San Clemente, Dana Point, Rancho Mission Viejo, Ladera Ranch, San Juan Capistrano and Laguna Niguel.
Mr. Gipe understands the importance of an estate plan and makes sure everything his clients have worked for is taken care of. He ensures their wishes are clearly stated and treated the way they want it, even when they are unable to do so. He helps with the...
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Heather Cheree Johnston
Folsom, CA Estate Planning Attorney with 18 years of experience
Free ConsultationEstate Planning and Business
McGeorge School of Law Univ of the Pacific
Heather Johnston founded Sapphire Law Group to deliver big-firm quality legal services to families and businesses in a way that is personal, convenient and efficient. Heather brings her extensive legal experience in real estate, title and financing and combines it with her passion for technology and efficiency to serve her estate planning, trust and estates and business clients.
Heather has received an “AV-Preeminent™” Rating by Martindale-Hubbell and has been named as a SuperLawyer Rising Star, and to the Best of the Bar and Top Lawyers. She has been a panelist for numerous local, state and national seminars for attorney continuing...
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Nancy E. Miller
Carmichael, CA Estate Planning Lawyer with 9 years of experience
Free ConsultationEstate Planning and Probate
Concord Law School
Nancy E. Miller has been an attorney in California since 2015. Nancy practices law in the areas of Probate, Trusts, Wills, and Estate Planning. Nancy serves clients at her office in Sacramento County as well as virtually throughout Northern California.
After graduating in 1991 with her Bachelor of Arts in French, Nancy spent several years teaching elementary school in Northern California and Oregon. In 1996, Nancy began her second career in Human Resources and Payroll when she was hired at Paychex, Inc. Even though she was also a busy single mom during her 14-year course of employment...
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Jack Klosek
Sacramento, CA Estate Planning Lawyer with 11 years of experience
Free ConsultationEstate Planning, Business and Probate
University of California, Davis, School of Law
Here at Klosek Law Offices in Sacramento, California, we want to help you protect yourself and your assets for the future by creating comprehensive estate plans that will help you preserve and pass on your wealth to your heirs and loved ones.
Serving clients throughout Sacramento County and all the surrounding areas of Northern California, our law firm is one of the area's premier estate planning practices, and since this is our sole area of focus, we can provide you with a level of representation and support other law firms simply cannot match with regard to any of the following:
1.) Basic...
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Jeffrey Scott Hall
Pleasant Hill, CA Estate Planning Attorney with 21 years of experience
(925) 230-9002
3478 Buskirk Avenue, Suite 1000
Pleasant Hill, CA 94523
Free ConsultationEstate Planning, Elder, Probate and Tax
John F Kennedy Univ School of Law
Local Estate Elder Law Planning Attorney
Long term Pleasant Hill resident, Jeffrey Hall, didn’t follow the traditional path to the practice of law. Indeed, attorney Hall grew up in central Los Angeles, and in a time when there was no expectation that he would attend college; and law school was simply not an option. However, after completing his bachelor’s degree in Economics from Saint Mary’s College, he volunteered with the Air Force in 1981 and served for 9 years, both reserve and active. Upon returning to California, he and his wife made Pleasant Hill their home and have...
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Patricia Ann Rowe
Concord, CA Estate Planning Attorney with 24 years of experience
Estate Planning, Business, Family and Tax
Golden Gate University School of Law
I am also a Certified Public Accountant and have been doing tax work in the Bay Area for 30 years. I specialize in helping people and businesses pay as few taxes as possible without getting audited.
In the estate planning area I help people preserve their property for their families and pay as few estate taxes as possible. I also am the Probate Doctor who can help fix impossible situations when estates are stuck in the quagmire of California Probate.
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Matthew Murillo
Riverside, CA Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning, Business, Criminal Defense and Traffic Tickets
University of La Verne College of Law
Attorney Matthew Murillo is quickly rising among the ranks of California Attorneys in Business, Criminal Defense, DUI Defense and Estate Planning and was recently nominated as one of California’s Top 100 Trial Lawyers in the area of Criminal Defense. Admitted to the State Bar of California in 2009, Matt has been deeply involved in creating the type of law firm he believes will best serve California Residents. Founding the Law Offices of Matthew Murillo in April 2010, Matt has been diligent in his efforts to provide only the best service – treating every client like his own family....
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Gary Scott Saunders
Newport Beach, CA Estate Planning Lawyer with 36 years of experience
(949) 844-8445
4000 Macarthur Blvd., Suite 600
Newport Beach, CA 92660
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Probate
Univ of San Diego School of Law
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...
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Theodore M. Hankin
Newport Beach, CA Estate Planning Attorney with 48 years of experience
Estate Planning, Business and Probate
University of California College of the Law, San Francisco
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Gordon A. Schaller
Irvine, CA Estate Planning Lawyer
Estate Planning, Business and Tax
University of Minnesota Law School
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Leslie Daff
Irvine, CA Estate Planning Attorney with 25 years of experience
(949) 497-5056
Atrium Building
19200 Von Karman Avenue, Suite 500
Irvine, CA 92612
Free ConsultationEstate Planning and Tax
Loyola Law School, Los Angeles
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...
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Henry Daniel Lively
Newport Beach, CA Estate Planning Lawyer with 27 years of experience
Free ConsultationEstate Planning and Tax
Chapman University Fowler School of Law and Western State College of Law at Argosy University
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...
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Andrew Gilliland
Riverside, CA Estate Planning Lawyer with 24 years of experience
Free ConsultationEstate Planning and Probate
The University of Utah S.J. Quinney College of Law
I love what I do. I have the opportunity to work with you to make sure that everything you have worked for or will work for during your life does not end up in the hands of others or does not destroy your family. Over my 17 years of practicing law, I have discovered that there is a real need for personal and practical legal advice when creating your unique estate plan or helping you through probate after a loved one dies. I have discovered that words have meaning, interpretations differ, and memories fade. I can...
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Harry Mirchandaney
Riverside, CA Estate Planning Lawyer with 16 years of experience
Free ConsultationEstate Planning, Divorce, Family and Probate
Harvard Law School and Loyola Law School, Los Angeles
Harry Mirchandaney counsels clients throughout California on Divorce, Child Custody and Support, Spousal Support, Property Division, Family Law, Domestic Violence, RFO's (both initialting and defending against), and pre-nuptial and post-marital agreements.
He also counsels clients in the area of trusts and wills/estate planning & probate and trust administration, through HMA Law Group's offices in Newport Beach, Riverside, and satellite locations.
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Sean David Muntz
Costa Mesa, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning
University of Southern California Gould School of Law
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...
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David S. Hamilton
Riverside, CA Estate Planning Attorney with 9 years of experience
Estate Planning and Probate
University of La Verne College of Law
I am David Hamilton, a Certified Specialist in Estate Planning, Trust, and Probate Law by The State Bar of California. I serve as an attorney with the Sandoval Legacy Group, a division of Holstrom, Block & Parke, APLC.
I pursued my legal education at the University of La Verne College of Law, where I graduated second in my class and earned the distinction of magna cum laude. During my time in law school, I held the position of Editor-in-Chief for Volume 36 of the University of La Verne Law Review and for Volume 20 of the Journal of Law, Business &...
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Mark Tad Malachowski
Sausalito, CA Estate Planning Attorney with 19 years of experience
Free ConsultationEstate Planning
Northwestern Cal Univ of Law
Trust Litigation Attorney
The Law Office of Malachowski and Associates provides trust dispute litigation services to clients in California Superior Courts and the United States District Court for the Northern District of California. Mark Malachowski is a member of the Supreme Court of the United States Bar. We recognize that lives and fortunes hang in the balance when a client seeks our legal services, and we work closely with you to develop an individually designed action plan to achieve your goals.
Mark Malachowski has a Juris Doctorate in Law and Master’s and Bachelor's Degrees in Science. Mark Malachowski...
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Suzanne Marie Rehmani
Tustin, CA Estate Planning Attorney with 33 years of experience
Free ConsultationEstate Planning, Elder and Probate
Western State Univ COL
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...
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Donna Naomi Shioya
Sacramento, CA Estate Planning Lawyer with 27 years of experience
Free ConsultationEstate Planning and Probate
University of California, Davis, School of Law
I began my legal career in general civil litigation in Sacramento focusing on real estate, business and employment law. I shifted focus to the areas of estate planning, trust and probate administration, opening LifePath Law in late 2006.
My practice evolved to include litigation regarding trusts and estates, such as will contests, financial elder abuse, care custodian issues, and trustee fiduciary duties.
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Joel Steven Weissler
San Diego, CA Estate Planning Attorney with 35 years of experience
Estate Planning, Elder, Probate and Tax
University of San Diego School of Law and California Western School of Law
San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...
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Gloria P Martinez-Senftner
Sacramento, CA Estate Planning Attorney with 32 years of experience
Estate Planning, Criminal Defense, Immigration and Personal Injury
The University of Chicago Law School
Gloria Martinez-Senftner heads up the Martinez Law Group, a bilingual Professional Law Corporation. with main offices at 1600 Sacramento Inn Way, Suite 116, Sacramento, CA 95815. The law firm engages in general practice, including trial and appellate work in State and Federal courts with a concentration in the areas of Immigration, Criminal Law, Personal Injury, Corporate, and Commercial Law.
Law School: University of Chicago Law School, JD
College: University of Texas-El Paso, BA.
Professional Memberships: State Bars of California, New York, Texas, Massachusetts, Iowa, and South Dakota; Member American Immigration Lawyers Association (AILA) and the Immigrant Legal Research...
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Daniel Joseph Wilson
San Diego, CA Estate Planning Lawyer with 13 years of experience
Free ConsultationEstate Planning and Probate
University of San Diego School of Law and University of San Diego School of Law
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...
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Douglas Borthwick
Santa Ana, CA Estate Planning Attorney with 30 years of experience
Free ConsultationEstate Planning, Business, Criminal Defense and Family
Capital University Law School
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...
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Douglas Allen Wright
Redding, CA Estate Planning Attorney with 19 years of experience
Estate Planning and Probate
McGeorge School of Law Univ of the Pacific
Douglas A. Wright has established a reputation as the go-to attorney for estate planning matters, succession planning, living trusts, wills, probate, and business law matters.
Doug holds a Juris Doctor from University of the Pacific, McGeorge School of Law, and was awarded the Witkin Award for Academic Excellence in Professional Responsibility (Ethics). Doug also spent a summer studying in the prestigious International Legal Studies program in Salzburg Austria with United States Supreme Court Justice Anthony M. Kennedy. Doug completed his undergraduate studies at UCLA and holds a Bachelor of Arts degree in Political Science.
Doug is admitted to the California Supreme Court,...
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Erin McNally
Redding, CA Estate Planning Lawyer with 39 years of experience
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Divorce
Western State University College of Law
Why You Should Retain My Services
I have extensive jury and bench trial criminal litigation experience. District Attorneys know that I am willing to go to trial and fight for my client's rights.
I offer flat fee retainer agreements to reduce client's costs in Conservatorship and Guardianship matters. I am experienced in LPS (mental health), Probate Conservatorships , Limited Conservatorship cases, and Guardianships, representing both petitioner and conservatees.
I have both personal and professional experience in the area of disabled rights, as an attorney and parent of a disabled child. Institutions often fail to serve the very people they should be...
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Catherine King
Redding, CA Estate Planning Attorney with 36 years of experience
Free ConsultationEstate Planning, Bankruptcy and Business
University of California College of the Law, San Francisco
Catherine graduated Hastings College of Law and UC Berkeley to become one of north state's finest lawyers.
Catherine King enjoys direct contact with clients and meeting their needs to achieve a hopeful resolution to matters of concern.
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Nikki Farris
Chico, CA Estate Planning Lawyer with 24 years of experience
Free ConsultationEstate Planning, Bankruptcy and Business
The University of Denver Sturm College of Law
As a mother of four children, Nikki Farris understands the pressure of being responsible and taking care of family. When you fall into debt, it's not only you but those who depend on your that are in danger of financial ruin. If you cannot handle the debt, Attorney Nikki Farris can help you file for bankruptcy and find debt relief through various means. Nikki is experienced in bankruptcy law, as well as estate planning and business law. As a member of the National Association of Consumer Bankruptcy Attorneys, Nikki is held accountable to high standards of legal service for her...
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Mary Heare Amodio
Lakeport, CA Estate Planning Attorney with 22 years of experience
Free ConsultationEstate Planning and Probate
Golden Gate University
My practice is focused on individuals and small businesses and helping them to create estate and business succession plans that address the client's concerns and needs. I represent consumers in chapter 7 bankruptcies, as well as probate, trust administration, guardianship, conservatorship and adoption cases. I represent individuals throughout Lake County (including Middletown, Lakeport, Clearlake, Kelseyville, Lucerne, Clearlake Oaks, Glenhaven, Nice and Upper Lake) and surrounding counties. Prior to practicing law, I worked in Banking, Community Development and Education.
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Lisa J. Frisella
San Diego, CA Estate Planning Lawyer with 23 years of experience
Estate Planning and Probate
Saint Louis University School of Law
Lisa Frisella has been dedicated to working with clients, trustees, beneficiaries, conservators, guardians, and heirs, assisting with estate planning, litigating trust-related matters, handling heirship petitions and will contests, advising on trust administration, and pursuing financial elder abuse claims. Before founding Frisella Neilson, APC, she focused on civil litigation, including antitrust, consumer protection, and complex commercial cases, with a San Diego boutique law firm. She also has experience in estate planning, having worked with a firm that offered capital management, accounting, and real estate services.
Ms. Frisella is a 2000 graduate of the Saint Louis University School of Law, where she also...
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Mr. Kevan P. McLaughlin
San Diego, CA Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning and Tax
University of San Diego School of Law and Golden Gate University School of Law
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...
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David C. Hawkes
La Jolla, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning, Business, Employment and Probate
University of San Diego School of Law
I am an experienced Employment and Consumer Law attorney. I fight for employee, consumer, and investor rights throughout San Diego County.
I provide comprehensive and effective legal advocacy. For over 15 years, I have dedicated myself to aggressively protecting my clients' rights and interests. Having recovered millions of dollars, my focus is always on achieving the best possible results.
Contact me for a free consultation to see how I can help you.
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Milda Goeriz
San Diego , CA Estate Planning Lawyer with 21 years of experience
Estate Planning and Tax
University of San Diego School of Law, Golden Gate University School of Law and Vilnius University Law Faculty
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....
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William Roger Simon Jr
Rancho Santa Fe, CA Estate Planning Attorney with 37 years of experience
(858) 771-0081
PO Box 5005 PMB#107
6105 Paseo Delicias, Suite 7
Rancho Santa Fe, CA 92067
Estate Planning, Business, Elder and Probate
Western State College of Law at Argosy University
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...