Merced County Estate Planning Lawyers

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.

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....

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...

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...

RoseAnn began working in the legal field when she was 18 years old and worked for some of the largest law firms in the Los Angeles area as a legal secretary and paralegal before she became an attorney. Using document-search programming, she worked on many complex, high-profile litigation cases and cases with voluminous e-discovery requirements. RoseAnn attended UCLA in high honors classes and graduated magna cum laude in 1994, and then worked another ten years to take care of her four grandsons as a litigation paralegal in many trials before attending law school. She attended Abraham Lincoln Law School to continue...

Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...

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...

James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...

As a founding partner at the firm of Davis Wojcik Duarte, APLC, Riverside County attorney Robert A. Davis works on both criminal and civil cases. He has over 22 years of experience in the legal field. Mr. Davis has been involved with the boards of the Hemet Hospital Foundation, the Exchange Club, and the Education Foundation. He is a member of the California Society of Healthcare Attorneys, American Health Lawyers’ Association and Riverside County Bar Association. He received his Juris Doctor from Brigham Young University, where he was Editor-in-Chief of the Journal of Law and Education. Contact his firm for...

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...

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...

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...

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...

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...

The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...

The Law Offices of Fernando J. Bernheim is committed to providing professional legal services and aggressive representation backed by extensive knowledge and experience in matters of law. We understand the impact that your legal issue has upon your life and we are dedicated to assuring you every remedy within the scope of the law.


For more than ten years, Attorney F. J. Bernheim has represented clients on a range of issues relating to:

Family Law
Criminal Law
Personal Injury/Civil
Bankruptcy
Real Estate
Immigration
Wills And Trusts.

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

Erik Aanestad was raised in Nevada County and is a graduate of Nevada Union High School. He is an estate planning attorney licensed to practice in both California and Nevada. Erik counsels and finds solutions for his clients in all areas of estate planning, trust and probate law and also assists clients through the process of trust administration. These are Erik’s areas of legal expertise and he focuses his work on these specific areas of law. During his legal career, Erik has spent time volunteering as a guardian ad litem (also known as a CASA) representing...

Tiffani Aanestad is an estate planning attorney and focuses her work on trust administration, trust and estate mediation and litigation, and probate matters. Tiffani graduated from Thomas Jefferson School of Law, cum laude, and was a member of Law Review during law school. Like her husband, Erik Aanestad, Tiffani is also licensed in California and Nevada. Additionally, she is licensed in Florida and got her start as a young attorney there while Erik attended law school. For the past several years she has spent her career defending her client’s interests in civil litigation. ...

Klaus Gottlieb, Estate Planning Attorney California | (805) 703-2282 | WealthCareLawyer.com Offices in San Luis Obispo and Cayucos Legal Accomplishments: Klaus Gottlieb's legal journey is marked by noteworthy achievements. After nurturing a long-held dream of studying law, he turned it into reality by graduating from Northwestern California University School of Law in Sacramento in April 2021. His dedication and aptitude were evident when he passed the July 2021 California Bar Exam on his first attempt, a feat in a state with a 53% pass rate. His legal expertise is in Trust and Estates, where he uniquely combines deep legal knowledge, counseling skills honed as...

Business and International Experience
Wayne started in Auckland New Zealand, graduating after completing a challenging combined Bachelor of Commerce and Bachelor of Laws in just 4 years, achieving top marks at his law school at Auckland University made up of 11,000 students where he was elected Student President in a landslide victory in his last year. Then recruited by a leading Merchant Bank, MARAC Corporation, Wayne moved to Citibank before becoming the founding Company Secretary for New Zealand's first publicly listed Investment Bank, founding Company Secretary for NZ’s first publicly listed Venture Capital company and a Director of a...

Expertise, Experience and Affordability are factors that set The Stephen Stern Law Firm apart. * 30 PLUS 5 STAR GOOGLE RATINGS * AV-PREEMINENT by Martingale Hubbell -- Peer Rated for Highest Level of Professional Experience * 5,000 plus cases and 24 years experience * Highest Quality Client Communications * Adjunct University Professor - Business Law Practice Areas: * Bankruptcy * Estate Planning * Trademarks * Business Law

Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support. Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions. She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration. Reach out to Lisa today through her website for a complimentary consultation. Lisa's...

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...

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.

Attorney Gary D. Sparks is an accomplished lawyer who has successfully provided legal services and representation to families, husbands, wives, parents, military service members, and same sex partners for nearly two decades. Gary was a regular guest for several years on the former Ronn Owens Program on KGO-AM 810 in San Francisco, and has been interviewed by local and national publications in addition to publishing several of his own legal guides.

Gary graduated first in his class from John F. Kennedy University School of Law, where he was awarded magna cum laude honors for excellence in academic achievement and received...

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.

Kristina Porcar is the owner/attorney of Porcar Law. She founded her firm to develop personal, collaborative relationships w/ clients, offering legal counsel that supports them both personally & professionally. Kristina practices exclusively in the areas of Estate & Business Planning, Trust Administration, & Probate. Kristina began her law career more than 17 years ago as an administrative professional at an AmLaw 200 California-born firm. Over the years, she has honed her skills in her areas of expertise, progressing from a paralegal to a law clerk, and eventually to an attorney. At UC Davis, Kristina focused on philosophy courses in logic, & art...

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.

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...

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.

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...

I have been practicing law in California since 2015, with a focus on Probate, Trusts, Wills, and Estate Planning. My office is located in Sacramento County, but I also provide virtual assistance to clients throughout Northern California. Before embarking on my legal career, I spent 14 years at Paychex, working in payroll and human resources. Motivated by my experiences and responsibilities as an adult and a single parent, I decided to pursue a law degree. I attended Concord Law School as a part-time student while maintaining a full-time job as a Legal Assistant and Human Resources Manager at Martensen Wright PC...

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...

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...

Beth Acevedo applies a broad background in estate planning, estate and trust administration and tax law to develop customized, multi-generational estate plans for high net worth individuals and families. Through the careful crafting of trusts, wills, powers of attorney and health care directives, Beth identifies and addresses potential conflicts before they occur while maintaining the clients' interpersonal and wealth transfer goals. Beth's compassionate and detailed approach to estate and trust administration matters brings beneficiaries and fiduciaries peace of mind during what can be an emotionally stressful time.

Beth has an Executive LL.M. in Taxation from New York University. While in law...