Exeter Estate Planning Lawyers

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

My journey as an estate planning attorney was driven by my desire to assist families. The complexities and intimidation of the legal system can be overwhelming, but I firmly believe it doesn't have to be that way. My approach involves communicating in plain English, ensuring that you fully comprehend your options, and aiding you in making informed and astute decisions. Through effective planning, we can circumvent future headaches and expenses while securing a lasting legacy for your family's well-being, even beyond your lifetime. My commitment lies in providing personalized attention to each client, offering one-on-one counseling, and maintaining open and responsive...

With 30+ years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She is easy to speak with and talks in plain English (not legalese). Julie handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training. Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired...

Margaret A. Sedy is an attorney at Law Office of Margaret A. Sedy and represents clients in Business Litigation, Business Disputes, Corporate Formation, Contract Drafting and Negotiation, Technology, Internet and Privacy Law, and Regulatory Compliance Margaret Sedy also counsels and represents businesses regarding Employment Litigation, Employment and Labor Law compliance, including wage and hour, wrongful termination and discrimination claims. Margaret Sedy was awarded the Rising Stars designation in 2021, 2022 and 2023 by Super Lawyers, a distinction only awarded to 2.5 percent of top-rated practicing attorneys selected through extensive evaluation. Margaret Sedy graduated in the Top 10% of her class...

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...

Jeffrey Geida is an accomplished California attorney. He represents clients with legal matters such as Estate Planning, Wealth Transfer and Business Succession Planning. Additionally, he has experience in Estate and Trust Administration for beneficiaries and fiduciaries. Jeff is dedicated to providing an interactive approach and creative solutions to assist you in achieving the best possible outcomes.

Jeff received his J.D. from Pepperdine University School of Law and LL.M. in Taxation from New York University School of Law. The State Bar of California Board of Legal Specialization has recognized him as a Certified Specialist in Estate Planning, Trust, and Probate Law....

Jonathan Forster has been an Attorney at Weinstock Manion since 2002. He creates and carries out strategies for multi-generational estate planning, business transactions such as pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. Jonathan works with corporate attorneys, investment bankers and financial planners to pursue the best possible outcomes. He is dedicated to minimizing estate taxes while achieving clients' personal, charitable and business goals.

Jonathan teaches Estate Planning at UCLA Extension. Additional speaking engagements include topics such as "Tax Planning: Passing Your Real Property Without it Being Reassessed," "Pre-Liquidity Event Estate Planning and...

Calvin A. Slater has been a lawyer since 1981, with over 30 years of experience with helping clients, such as entrepreneurs, physicians, business owners and real estate investors. His legal expertise includes real estate matters, tax-deferred exchanges, trusts, estate planning, asset protection, as well as business matters such as formation, planning, and succession. He emphasizes a personal connection with each client to understand their needs and provide effective solutions. He encourages a team approach by collaborating with a client’s other professionals such as accountants and investment advisors. Mr. Slater is a certified specialist in Estate Planning, Trust & Probate Law by...

I believe that you, the client, first need to UNDERSTAND all your options. My first job is to educate you so you can make your own informed intelligent decisions. My law practice is based on this fundamental principle.

JEFFREY L. CONDON, ESQ Jeffrey L. Condon is an attorney who has practiced in the field of trusts and estates since 1987. He received his Bachelor of Arts in English Literature at UCLA (Class of 83) and his law degree from Whittier of College School of Law in 1987. He presently practices at the Law Offices of Condon & Condon in Santa Monica, California. With his late father, Gerald M. Condon, Jeffrey is the co-author of Beyond The Grave: The Right Way and Wrong Way of Leaving Money to Your Children (and Others). Published in 1996 and revised in 2001, the Wall...

Ramon is a Spanish-speaking attorney with the firm of Jakle, Alexander & Patton, LLP in Santa Monica. He practices in the areas of Estate Planning, Trust Administration, Trust Settlement, Legal Entities, Probate, and Conservatorships. In 2011, Ramon graduated cum laude from the University of La Verne College of Law. He earned his B.A. from the University of Southern California in Spanish and Political Science. He is a graduate of Loyola High School, Los Angeles. Ramon is member of the Santa Monica Bar Association, the Los Angeles County Bar Association (Trusts & Estates Law Section), State Bar of California (Trusts & Estates Law...

Consumer bankruptcy and estate planning attorney representing clients in Southern California.

Cindy Nguyen is the managing partner at Amity Law Group and has had extensive experience in estate planning, probate, employment law and business litigation. Ms. Nguyen loves to work with families to help them create an estate plan that will avoid taxes and protect them against probate.

Ms. Nguyen also provides preventive counseling to employers regarding claims of discrimination, harassment, disability accommodation, wage and hour violations, ADA violations, misclassification, and other alleged claims of employer misconduct. She represents employers in state and federal courts, and before administrative agencies such as the California Division of Labor Standards Enforcement and the U.S....

Jason practices in the areas of Real Estate, Business, and Estate Planning. The State Bar of California has recognized Jason with the “Public Service Distinction” award for his work on behalf of public interest organizations and their clients. Jason provides representation to middle market, emerging growth, and individual clients in the core areas of business, litigation, and real estate transactions.

With over 5 years of experience, I understand the challenges facing families when they begin to contemplate their future. I know that you want to make sure that you are leaving your loved ones in a good place, and I want to help you develop a comprehensive estate plan that allows you to achieve your specific objectives.

I offer customized Estate Plans tailored to each client's needs. I have dealt with estates of all different sizes. Even if you feel that it is unnecessary for you to create an estate plan, you may have more assets than you realize. Certainly,...

Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...

Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...

Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.

Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...

Do you have questions about the estate planning process? Please call today for a free consultation.

Mrs. Verdon founded the Hess-Verdon in 1990 and has successfully advised high net-worth individuals and corporate executives with their estate tax and corporate matters. She is a noted speaker on the subjects of Trust Litigation, Business, and Real Estate Litigation, and Advanced Estate Planning matters.

As the Managing Partner, Mrs. Verdon has built a team of experienced lawyers focusing on the following:

Business Law and business dispute litigation
Real Estate Law and litigation
Special Needs Trusts for Disabled Family Members,
Charitable Planning and many strategies for wealthy families who own businesses.
Probate and Probate litigation
Trust Administration
Mrs. Verdon’s dedication to achieving results for her clients is...

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...

As the founder of Travis G. Black & Associates, Folsom attorney Travis G. Black provides legal guidance to injury victims and those looking to create estate planning documents. Mr. Black has been licensed to practice law in California since 1992. He is a member of the Board of Directors of the Capital City Trial Lawyers Association and a former member of the Board of Directors of the Gerry Spence Trial Lawyers College. Attorney Black received his Juris Doctor from the Western State University College of Law. For a free consultation, contact his firm today.

I want to be your attorney. My philosophy is that people have problems and my office is here to help them. We all have been there, in need of some kind of help and it really does not matter how you ended up needing help, the main thing is helping with your problem. I graduated with Honors from Golden Gate University with a BS in Accounting and Graduated 10th in my class at Lincoln Law School. Prior to going to Law School, I started working for a landscaping company in high school, and a roofing company after graduation. I joined...

Partner at The Estate Lawyers, a full-service Trusts and Estates firm which focusing on Trust and Estate Litigation, Probates, Trust Administrations, Elder Abuse Actions, Conservatorships, Guardianships and Estate Planning. I strive to provide results-based representation to my clients through creative solutions carefully crafted to suit the individual needs of each client.

Sheri Hoffman attended UC Davis from 1987 to 1991, where she graduated with a Bachelor of Arts in Political Science. She then attended Golden Gate University School of Law in San Francisco from 1991-1994, where she graduated Law School as a member of the Golden Gate University School of Law’s Dean’s List. Sheri passed the bar on her first attempt.

After marrying Joseph in 1996, they formed the Law Offices of Hoffman & Hoffman. Sheri is a Certified Estate Planning Specialist and a member of Wealth Counsel. Sheri’s practice includes all elements necessary to draft a comprehensive estate plan, regardless of...

The autobiography can be accessed at this link: https://ajcalaw.com/attorney/andrei-jingan/

Dayn Holstrom, leading a distinguished family law firm in Orange County, Riverside, and San Bernardino, boasts a team of highly skilled attorneys committed to guiding clients with expertise and determination. His academic prowess at Western State University College of Law includes receiving the American Jurisprudence Award 17 times, serving as Editor in Chief of the Law Review, and graduating as Valedictorian with summa cum laude honors. Admitted to the bar in 1990, Dayn founded the Law Office of Dayn Holstrom, evolving into the renowned Holstrom, Block & Parke firm in 2008. Widely respected in Orange County, Riverside County, and San Bernardino...

Awarded "10 Best Attorneys - California 2017" for client satisfaction by the American Institute of Personal Injury Attorneys, and "Top 40 Under 40" for civil plaintiff attorneys in 2016 by the National Trial Lawyers Association - Daniel W. Chudleigh gets results! Daniel W. Chudleigh is the founder of Chudleigh Law P.C. and focuses on personal injury law and civil litigation. Mr. Chudleigh holds a J.D./M.B.A. from Chapman University and is licensed to practice law in the state and federal courts of both California and Utah.

You’ve spent your life building your wealth. And no matter how large or how modest – protecting your assets matters. Ivette Santaella understands that estate planning may seem daunting. You might feel uncomfortable talking about what happens after death. Or maybe you’re worried that you don’t understand the laws well enough. Santaella Law Group, APC is here to guide you through your concerns and make estate planning easy. Ivette has more than 30 years of experience talking her clients through their goals, translating and helping them navigate the law, and working with them to come up with a solid plan for...

I am a State Bar of California Certified Specialist in Estate Planning, Trust & Probate law. I have over 30 years of experience as a trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I have offices in Northern and Southern California and can assist you regardless of your location. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts at www.adamsandrafferty.com to find out more information about...

Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...

Attorney Genene N. Dunn is an accomplished attorney with a passion for helping clients with decedent estates and a commitment to helping clients secure their future. Her legal journey began in 2008 when she started working as a law clerk, specializing in estate planning. In 2014, she was admitted to the bar and became a licensed attorney, allowing her to apply her extensive knowledge and expertise to serve clients' needs effectively. In 2016, Genene took a significant step in her career by becoming a partner and co-owner of Hunsberger Dunn LLP, a renowned law office dedicated to providing comprehensive legal services...

Janet L. Brewer is the principal of the Law Office of Janet L. Brewer, which has its headquarters in Los Altos, California. Janet serves clients throughout the Bay Area and Silicon Valley. She is certified by the California State Bar Board of Legal Specialization as an estate planning and probate specialist – one of fewer than 100 practicing in Santa Clara County and fewer than 1,100 practicing in California (out of over 250,000 lawyers statewide). Janet has deep experience with complex estate planning situations. In her international estate planning practice, she helps non-resident aliens, visa holders, “green card” holders and other international...

I practice family law which usually includes child custody, domestic violence, divorce, legal separation, child support and more. If you are in need of an attorney feel free to contact my office.

Michael A. Hackard. Michael A. Hackard is the principal attorney of Hackard Law Corporation - a Sacramento, California firm which represents wealthy families with extensive business interests as well as clients impoverished by the wrongdoing of others. Michael and his attorneys are dedicated to clients.

Hackard Law attorneys focus on trust and estate litigation, fiduciary litigation, will contests, trust contests, elder financial abuse, trust decanting, trust beneficiary rights, trustee removal, special needs trusts, supplemental needs trusts, title to assets, family business trusts, dynasty trusts, domestic asset preservation trusts and asset protection.

Paul Hilton is committed to the idea of “service to country” which translates into the work he does for his clients. After graduating from Thomas Jefferson School of Law, Magna Cum Laude, Paul Hilton began his practice in the San Diego area and is licensed to practice law in California’s state and federal courts.

A retired Marine, Paul finds that his law career allows him to pair his passion with his purpose within his home community. During his time in law school, he was awarded the Veterans Assistance scholarship and served as the Executive Editor of Law Review. As a lawyer,...

As a litigation attorney, Mr. Loew’s primary areas of practice include trust and estate litigation (including will and trust contests), fiduciary litigation, and financial elder abuse actions.

Mr. Loew is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California, and by only about three percent of estate planning attorneys.

In addition to the areas described above, Mr. Loew is the founding President of the San Mateo County Law Library Foundation, helping provide access to...

Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 30 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times.

Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics.

Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.

Richard's practice spans estates and businesses of all sizes, both profit and nonprofit. He specializes in estate planning for single and married individuals, with a focus on aiding business owners and family enterprises. His expertise extends to healthcare professionals, representing physicians, osteopaths, dentists, and more. Richard also navigates entity concerns, having represented hospitals, medical groups, home healthcare agencies, and various businesses from construction to technology. While predominantly transactional, Richard has litigated medical employment contracts, physician rights, anti-trust cases, and more. Prior to law, he worked in hospital administration and public relations. Richard's civic engagement includes anti-bullying training, and he has served on various...