Jolon Estate Planning Lawyers

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...

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...

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...

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...

Rodolfo strives to serve the community with integrity and honesty. He began his legal career as an associate attorney with a small immigration firm followed by a non-profit immigration firm where he oversaw immigration matters including: asylum, deportation defense before immigration court, naturalization, adjustment of status, consular processing, family petitions, and U visa cases. He represents clients throughout the United States and internationally.

Rodolfo is the son of immigrants and an advocate for immigrant rights. During his time in law school, he participated in the Southwestern Law School Immigration Clinic helping underrepresented immigrants. He also was a Summer Law Clerk at...

Shane R. Kennedy was born and raised in San Luis Obispo. He graduated from San Luis Obispo High School in 2009, and California Polytechnic State University (Cal Poly), San Luis Obispo in 2014. He earned his law degree from Western State College of Law in Irvine, California, graduating magna cum laude in 2019. While in law school, Shane was elected as the ABA Media Alerts Editor of the Law Review, served as Vice-President of the Business Law Association, interned with a general counsel of an international corporation, and studied international intellectual property law at University College Dublin in Ireland during...

Bruce A. Pence III has practiced exclusively in the arena of Estate Planning, Wills and Trusts, Conservatorships and Elder Law since obtaining his Juris Doctorate from McGeorge School of Law and passing the California bar in 2015. In early 2023, Bruce A. Pence III began his own practice, Bruce Pence Law APC, focusing on Estate Planning, Wills and Trusts, Conservatorships and Elder Law based in Los Osos, California serving the Counties of San Luis Obispo and Santa Barbara. Bruce Pence Law APC offers flat fee estate planning packages as well as trust administration services, probate services and conservatorship services. Bruce Pence...

Christopher E. Botti, co-founder of Botti & Morison Estate Planning Attorneys, Ltd., specializes in all aspects of estate planning. Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the...

Anthony’s practice focuses on trust & estates, real estate transactions, business transactions and civil and probate litigation. Anthony brings a well-balanced and multifaceted perspective to all of his work, and is an attorney with proven experience. Anthony has represented clients in all phases of civil and probate litigation, and has provided legal advice and services for trust & estates planning and business transactions. Anthony has negotiated, drafted, and reviewed a wide range of transactions, as well as prosecuted and defended civil claims of all kinds. While at Temple University Beasley School of Law, Anthony was awarded outstanding achievement in negotiations in...

As a business legal counsel, Sujung Park has advised individuals and businesses on various legal transactions and litigation matters. Her practice includes corporate, commercial contracts, and estate and asset planning. Sujung’s clients range from global high tech companies to innovative emerging startups and local small businesses. She also has served as outside general counsel for the US subsidiaries of Korean companies and US companies who has a business relationship with Korea.

Sujung received a J.D. from Emory University School of Law and a M.A. in International Laws from Seoul National University. She is a member of the State Bar...

Eric S. Beiswanger has meaningful roots in helping others. Eric was born and raised in Merced, California and briefly left the valley to attend UC Davis where he obtained his bacheclors degree in political science and a minor in womens studies while consistently receiving academic honors and deans honor list recognition. After graduation, Eric moved to the east coast to obtain his law degree at Rutgers University in New Jersey. While in law school Eric took advantages of opportunites and focused on using the law to assist others. While at Rutgers, Eric was named to the...

Eric Despotes became the newest attorney at Lonich & Patton, LLP in February 2010 and assists in all areas of the firm's practice, Family Law, Estate Planning, and Business Law Eric grew up in the Bay Area and attended college at California State University, Long Beach, earning a degree in Poltical Science with an emphasis in International Relations. He then returned to the Bay Area to attend law school. Eric graduated cum laude from Santa Clara University School of Law in 2009. He received the Witkin Award for Academic Excellence in Constitutional Law and the CALI Excellence for the Future Award...

Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board. Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...

Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...

Located in Arroyo Grande, California, Paulding Law represents clients with a variety of needs. Our practice areas include: estate planning (wills & trusts); real estate and business transactions; and land use, environmental, and construction law. Whether you are a local resident, government agency, contractor, or entrepreneur, we will not only be responsive to your needs, but we will work harder than ever to exceed your expectations. It is our combination of extensive experience, positive demeanor, and professionalism that sets us apart and allows us to customize our services to meet your individual needs and concerns.

We provide dedicated representation designed to produce results. Our primary focus is real estate, construction, landlord tenant and business law.

http://duringer.us

I have been practicing law full time since 1977, and I have maintained a solo practice in Santa Cruz County since 1980. I have a general practice, with emphasis on personal injury cases, aviation accidents, and most other types of accidents. I also help individuals prepare estate plans, and eventually represent the heirs in probate proceedings. If you don't know how to describe your case, please call me, and I will let you know whether I can assist you, or else point you in the right direction.

A Business Lawyer with Experience in Business. The Anastasi Law Firm is managed by Pascal Anastasi. He is a graduate of UOP, McGeorge School of Law in Sacramento, California. He was privileged to have been taught Constitutional Law by Justice Anthony M. Kennedy, Chief Justice of the Supreme Court for the United States of America. His comfortable style, developed skills and dedication to small business owners was built upon his association with entrepreneurs and his undergraduate work at, CSU, Chico, where he earned a Bachelor of Science Degree from the School of Business, and Minor from...

Kathleen has been practicing law since 1994, concentrating in the areas of estate planning, trust administration and business transaction law. Kathleen's estate planning client base ranges from young couples just starting out to those clients with multi-million dollar estates in need of tax, gift, and charitable planning, as well as a basic estate plan. Additionally, Kathleen enjoys working with clients in the later stages of life to address those matters that can make the transitions that are inevitable proceed more smoothly, and as the client best intends. Kathleen's business practice focuses on smaller businesses in need of...

Carol is a lawyer who is certified as a Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She is a member of the Trusts and Estates Section of the Silicon Valley Bar Association, and a former Editor of its newsletter, the Scrivener. Carol has received an "AV® Preeminent" rating from Martindale.com and has been named a Super Lawyer (2012 - 2023) Rising Star (2011) in Northern California. Carol is a former...

Solution oriented attorney who specializes in Business, Estate Planning, and Consumer Finance Law, offering a proven background of advising large and small businesses. My goals in working with clients is to drive business operations, team building, company governance, and regulatory compliance for small companies, and individuals. Experience in same at: Lincoln Law School of San Jose, Credit.com, A&W Properties, WAP Forum, and eCycle, Inc, and General Electric. Actively collaborates with public- / private-sector officials, senior-level executives, leadership peers, stakeholders, and / or clients to analyze needs while identifying challenges and resolving legal / business issues...

I practice family law, with an emphasis on collaborative divorces and mediation. I also prepare QDROs (Qualified Domestic Relations Orders) for the division of pensions in a divorce. In addition I practice estate plannning, including preparing revocable living trusts, special needs trusts, and wills. My practice is near downtown San Jose, California. I have been an attorney for 25 years.

If you are in need of an estate planning lawyer in San Jose, you can have confidence in the help you can secure from Attorney Timothy D. Henry. His reputation speaks for itself, and you can rest assured in the help you can procure when you come to the Law Offices of Timothy D. Henry. This law firm exists to support individuals just like you, and you can have confidence that your case can receive the care and attention it requires when you come here. Attorney Henry attended Idaho State University, where he received his Bachelor of Science degree. He...

Attorney Matthew Triet Vo is a caring and confident attorney. He provides a wide range of legal services, specifically in Estate Planning, Probate and Personal Injury.

Matthew considers himself to be “the people's lawyer” and is passionate in being an advocate for his clients when defending their rights.

Matthew is currently admitted to practice law before the courts of the State of California, the Federal District Court of the Northern District of California and the Ninth Circuit Court of Appeals.

Scott Kanter is the lead estate planning and estate and trust litigation attorney within the Hinshaw Estate Planning practice group. He was admitted to practice law in California in 1998 and he has tried in excess of twenty jury trials and over thirty court trials. Over the course of his career, his legal practice has encompassed a broad spectrum of experience including estate planning and estate and trust litigation matters. He walks his clients through the estate planning process to ensure that all of their important estate planning goals and...

John Erik Fraker is the chair of the Charitable Planning & Philanthropy Practice Group for Ainer & Fraker, LLP. Specializing in high net-worth estate planning, philanthropy, and asset protection, John excels at providing sophisticated financial solutions and advanced charitable techniques that help individuals reduce taxes, provide a lasting legacy, and strengthen the familyâs core identity. Prior to co-founding Ainer & Fraker, LLP in 2002, John handled the investment and insurance needs of high net worth families as a fee-only financial planner in the affluent Brentwood Santa Monica area of Los Angeles. Additionally, he worked as Business Development Officer for the...

Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.

Mr. Gin is a graduate of California Polytechnic State University ('71, Cum Laude, B.S., City and Regional Planning) and the McGeorge School of Law ('82, with distinction, Order of the Coif). He specializes in estate planning, probate, trust adminstrative, elder law, government, and creditor rights. Mr. Gin has served Griswold, LaSalle, Cobb, Dowd & Gin, LLP since 1982 and became of Counsel in 2017. He has received a BV Martindale-Hubbell rating.