Loma Linda Estate Planning Lawyers

Gerard V. Kassabian JD, LL.M, is a California licensed attorney with diverse experience in transaction and litigation matters representing high net-worth families with respect to their trusts and estates, family law, real estate and business law matters. Mr. Kassabian is admitted to practice before all California State Courts and the United States District Court of California, Central District. After graduating from the University of Southern California with dual-degrees in Business Finance with emphasis in Real Estate and Political Science, he attended Southwestern Law School where he was an associate editor of the Southwestern Law Review honors program followed by a...

Over 20 years experience with consumer Chapter 7 and Chapter 13 bankruptcies, lien avoidance and income tax discharge.

The areas of focus are Personal Injury, Contracts, Business Management, Business Formation (Corporation and LLC), Real Estate, Bankruptcy, Debt Settlement, Estate Planning and Banking. In addition to practicing law, the second part of the firm concentrates on Business Management section in which focus is on accounts payable, accounts receivable, paying bills, doing all tax work and anything else the client is interested in. Lastly, the firm concentrates on business consulting for anyone who currently has a business or plan to start a business.

At Acorn Law PC, Nikki Hashemi helps clients achieve peace of mind. Nikki received her B.A. from the University of British Columbia with a Major in Political Science and an Honors Degree in Germanic Studies. She obtained her Juris Doctorate from Loyola Law School of Los Angeles, where she was also invited to join the Moot Court. Nikki was admitted to the California Bar in 2005 and has since represented hundreds of clients in the United States Bankruptcy Courts for the Central and Southern District. She is admitted to all Courts within the State of California. Nikki is determined to deliver...

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,...

Robert was the youngest graduate of his class at Southwestern Law School. He has been the recipient of several legal awards, including the Witkin Award for Academic Excellence, the Wildman & Schumacher Scholarship, and the Edna Kraemer Dunlap Scholarship. Robert is also certified as a professional LexisNexis and WestlawNext researcher. He earned his Bachelor of Arts cum laude from UCLA with a major in political science.

Robert’s primary focus is drafting, editing, and negotiating contractual agreements. He has a passion for intellectual property (IP) law, which encompasses copyrights, trademarks, and patents. He is certified as a professional LexisNexis and WestlawNext...

Representing Landlords in Eviction Cases. Assisting Interstate Household Goods Moving Companies with Tariffs and Contracts. Practicing member of the State Bar of California and the United States District Court for the Central District of California.

As a founding Partner, Randall Sutter is involved in the daily operations of the law firm with emphasis in the following practice areas: Bankruptcy and Consumer Advocacy: Mr. Sutter helps individuals and small businesses develop asset protection strategies and counsels various options for eliminating or restructuring debt and liabilities. Not only is Mr. Sutter knowledgeable in Chapter 7 and Chapter 13 bankruptcy cases, but he has also successfully confirmed plans for complicated Chapter 11 reorganization cases. General Business Counsel: As a business owner and entrepreneur for 25 years, Mr. Sutter brings a unique perspective to helping small...

Megan Ferkel Earhart is an associate with the JMBM's Taxation and Trusts and Estates Groups. JMBM’s Trusts & Estates Group is recognized by U.S. News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law. Her practice includes estate planning, probate, trust administration and related income, gift and estate tax matters.

She has authored and co-authored articles on estate planning in the Los Angeles Daily Journal and Los Angeles Lawyer Magazine and lectures to audiences on estate planning, including the Beverly Hills Bar Association, the Jewish Community Foundation and USC Trusts and Estates...

May Harris (she/her) serves as CEO and Managing Attorney at FPLG. She chairs the firm’s transactional practice group, working with an outstanding team of FPLG attorneys and professionals in service to clients of all sizes, including museums, schools, churches, medical organizations and other charitable tax-exempt entities. Serving in the roles of nonprofit founder, board member, corporate counsel and executive director over the course of her career, Ms. Harris has been instrumental in the development of each of the organizations she has led, and she understands the challenges facing nonprofit executives every day. Over her two decades of legal practice, Ms. Harris has...

With four decades of legal experience, I provide counsel for Business, Real Estate, Estate Planning, Tax, Intellectual Property, Entertainment & Sports, and Hospitality Law matters. Based in Southern California, I represent clients as outside general counsel throughout the world. I am dedicated to delivering legal expertise and experience focused on the best possible outcomes.

Highly accomplished and respected by peers, I have been honored as the 2018 Southern California Lawyer of the Year for Closely-Held Companies & Family Businesses Law, and the 2019 Southern California Lawyer of the Year for Trusts and Estates.

Outside of work, I am committed to giving...

Sam McGovern is an attorney who was born and raised in San Diego, California. He obtained the degree of Juris Doctor Magna Cum Laude from California Western School of Law in San Diego, graduating in the top 2% of his class. Prior to becoming a lawyer, Sam McGovern worked as a police officer. The unexpected take-away from Sam's time in law enforcement was a unique expertise in problem solving and conflict resolution. Sam’s unique background lends itself to providing excellent representation to clients that results in peace of mind. He’s been there when individuals were first faced with seemingly insurmountable...

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...

Jeffrey Gaffney is a 30 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting. An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then,...

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...

“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...

Mr. Ofseyer is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, and his practice focuses on Estate Planning, Trust Administration, and Probate Court proceedings involving Trusts, Estates, and Conservatorships. Since 2012 he has had the highest available peer-review rating, AV® Preeminent™, from Martindale-Hubbell and the highest available Avvo™ rating, 10.0 Superb. Palm Springs Life magazine has selected him as one of its “Top Lawyers” every year since it started rating lawyers in 2011. He is a graduate of the Harvard Law School (magna cum laude 1990). He began his...

Michael Avanesian, the group’s president and managing partner, has developed a reputation for being an assertive lawyer who is fearless and committed to winning. Michael represents the face of Avian Law Group and never hesitates in accepting the challenge of defending his client’s rights. Michael’s leadership is founded on the principles of ethics and justice. In his tenure as a lawyer, Michael Avanesian has taken heavy responsibility by handling challenging cases of real estate fraud, contested probate, partnership disputes, and trust disputes. With his skillful negotiation skills and grasp of the system, he has achieved the best results for some of...

Attorney Stoker is the principal attorney of Stoker Law Firm. He is the second youngest out of five children with three brothers and a sister which led him to thrive on competition. His mother often reminds him of when he was in elementary school telling her he wanted to be a lawyer.

While attending Suffolk, Attorney Stoker served as a fellow in the Marshall-Brennan Constitutional Literacy Project, studied international law at Lund University in Sweden, and earned a concentration in Business Law and Financial Services.

Attorney Stoker's legal career began with an internship his senior year at Merrimack with Gomez & Palumbo,...

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.

Daniel is a South Bay native and veteran of the United States Marine Corps. As a Marine, Daniel served four years active duty in the infantry (3d Battalion, 3d Marines and 3d Battalion, 4th Marines), and was recognized for his service by two separate commanding officers, receiving commendations and awards. Daniel also served as acting platoon sergeant, leading a platoon of marines while stationed at Marine Corps Air Ground Combat Center in Twenty-Nine Palms, California. After his service, Daniel attended the University of California, Berkeley where he graduated with a B.A. in Political Science. He earned his Juris Doctor at...

My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...

I have decades of experience counseling on Estate, Wealth Transfer, Business Succession, and Charitable Planning matters. I diligently represent clients throughout Los Angeles in State, Federal and U.S. Tax Courts.

I am dedicated to bringing a fresh perspective to estate and wealth transfer planning. With a focus on meeting my clients' personal and business needs, I create customized solutions focused on the best possible outcomes. I diligently advocate for the unique objectives, challenges, and concerns of my clients.

With many teaching and speaking engagements, I am skilled at explaining complex legal matters in a way that everyone can understand. I have been...

Blake Rummel is a litigator focused exclusively in the areas of probate, conservatorship, and estate and trust litigation. She has been successfully resolving disputes for almost 30 years, both in and out of the courtroom. Blake is highly respected by her peers, assisting them when client matters turn from administration to litigation. Although she is aggressive in representing the best interests of her clients, she treats every client with compassion and discretion, sensitive to the emotions that often cloud the parties’ ability to amicably reach agreement.

Through her representation of both fiduciaries and beneficiaries, Blake has tremendous insight into the concerns...

Diane Park specializes in estate and trust administration, as well as estate, trust and conservatorship litigation. In administrative matters, Diane is respectful of her clients’ grief, helping them navigate the many decisions that ultimately bring them peace-of-mind. In litigation matters, she is sensitive to the stressful nature of disputes in general, maintaining focus on achieving resolution as quickly as possible. With a background in civil litigation, Diane is well-versed in the litigation process, contributing to her efficiency.

Diane is on the Executive Committee of the Trusts and Estates Section of the Los Angeles County Bar Association. In this capacity, she collaborates...

Martin Neumann is a trusted Estate Planning, Wealth Transfer Planning, Charitable Planning & Family Foundations, and Estate & Trust Administration attorney. He is committed to exceptional service and representation for individuals and families in the Los Angeles area.

With nearly 40 years of experience, Martin is skilled at assisting his clients with their estate planning and trust administration objectives. In addition to extensive experience, he brings patience and empathy to every case. Martin's priority is effectively meeting his clients' goals for their families, loved ones and charitable causes.

Visit Martin's website for more information and to schedule a consultation.

Maggie Mouradian focuses on comprehensive estate and gift tax planning for high net worth individuals and families. Whether drafting basic estate planning documents, such as revocable trusts, wills, powers of attorney and advance health care directives, or resolving complex wealth transfer plans, Maggie pays careful attention to both the legal impact of estate planning documents as well as the practical family impact. As a result of her strong foundation of tax knowledge, Maggie skillfully advises clients with regard to their charitable objectives and has experience in creating and administering private foundations.

Before joining Weinstock Manion, Maggie was an associate in the...

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...

My primary focus is to help the average homeowner save their house, get a fresh start on their finances, educate them on how to meaningfully budget and save money, and then help direct future investments for their future financial needs. No one sat down and explained any of this to me. I had to go out and find the information. Now I want to share it with you. Bankruptcy is not the end of the world. We will work with you to come up with a affordable legal strategy that is within your budget. ...

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...

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...

Anker, Reed, Hymes, Schreiber, & Cohen, A Law Corporation, utilizes a unique team approach designed to achieve optimal outcomes. For example, when a client's case presents complex legal issues, we bring the presiding partners together in order to fully assess the situation and to determine the most direct, efficient, and effective strategy. Our firm always aims to create innovative and positive solutions via the comprehensive legal knowledge of our attorneys.

Douglas K. Schreiber (Member) born Los Angeles, California, September 16, 1953; admitted to bar, 1978, California; 1979, U.S. District Court, Central and Southern Districts of California and U.S. Court of Appeals, Ninth Circuit. Education: University of Southern California (B.S., cum laude, 1975); Loyola University of Los Angeles (J.D., cum laude, 1978). Recipient: American Jurisprudence Award for Remedies. Member: State Bar of California. Reported Cases: Waisbren v. Peppercorn Productions Inc., (1995) 41 Cal.App.4th 246 48 Cal. Rptr. 2d 437; Lenane vs. Franchise Tax Board (1994) 9 Cal.4th 263, 36 Cal. Rptr.2d 563 Amicus Curiae.

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....

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...

Dennis P. Fuire is graduate of The University of California at Berkeley where he earned a Bachelor of Arts degree in Psychology. He graduated with a Juris Doctorate from Southwestern University School of Law, where he was a member of Law Review. Mr. Fuire is a member of the California Bar and the Los Angeles County Bar. He is authorized to practice before the California Supreme Court, the U.S. District Court for the Central District of California, and the U.S. District Court for the Northern District of California. Prior to practicing law, Mr. Fuire served as a federal...

Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...

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...

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.

I live and work in Simi Valley and have practiced here since 1999.
I love practicing law in Simi Valley and providing my community with personal and experienced legal services, with integrity and attention.

In 2006 I started my own practice, and now serve Ventura County and Los Angeles County. I have an extensive probate and estate planning practice (trusts, wills, powers of attorneys, health care directives, etc.) My practice also includes guardianships, real estate and business transactional law.

Prior to law school, I worked in the public service sector from 1987 to 1994, first in a U.S. Congressional office, and thereafter...