Mission Viejo Estate Planning Lawyers

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...

Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.

Jack Chammas is the Managing Attorney at the Chammas Law Office, APLC. Practicing since 1996, his experience ranges from Business and Transactional Law, Real Estate Law and Civil Litigation. Two years into his practice, he joined a California Based Corporation as its in-house General Counsel. What started out as a small business venture eventually became the experience of his lifetime. Within ten years, the company grew exponentially to a multi-million dollar institution operating in 50 States. As General Counsel, Jack handled all aspects of running a multi-state multi-million dollar operation including working with law firms nationwide, participated in litigation at...

Darshan Patel is an entrepreneur as well as an attorney. He has deep knowledge of the hospitality industry, gained through his work as an owner and manager of independent and franchised hotel properties.

Leading a team of hospitality attorneys at DPA Law Group, Darshan combines his operational insights with an understanding of federal and state law when resolving disputes involving hotels, restaurants, and other businesses across the state of California.

He understands the practical business need to minimize employment litigation through management training and other preventative measures. As a defense lawyer, he focuses on the efficient and timely resolution of employment and...

Edlin Martin is a founding partner of MacKay & Martin, LLP. Her practice focuses on family law and estate planning. Prior to founding her own practice, Ms. Martin was a senior family law associate attorney, where she specialized in litigation of high-conflict family law issues such as domestic violence restraining orders, move-away cases, and child custody and visitation arrangements.

Ms. Martin has devoted much of her career to helping children and other victims of violence in family law and related immigration matters. Ms. Martin is particularly proud of her contribution to the drafting of California bill AB-1678, which was signed...

I have worked at the Lawyer in Blue Jeans Group for eight years. I received my Juris Doctorate from Thomas Jefferson School of Law in 2016.

I have extensive knowledge of estate planning and asset protection and I take personal accountability in ensuring that each client’s needs are met. I am committed to carrying out the Lawyer in Blue Jeans Group’s philosophy of delivering sensible and reliable service.

In addition to helping clients with their estate planning needs, I also host a weekly legal show on the radio. I can be heard on Sunday’s at 9 a.m. on 760 KFMB AM with...

I enjoy many thing in San Diego including sailing, off roading and time with my kids, wife and friends. Our firm only handles estate planning and related matters. We Help Parents Make Sure Their Assets And Children Are Protected When The Unthinkable Happens To Them. Avoid Probate. Keep the government out of your affairs. Estate Planning is accessible for all and necessary for most. Yet, nearly 2/3 of all adults have no planning in place. Ask yourself: 1) Do you have an estate plan in place for your family (Will, Trust, Powers of Attorney, Health Care Directive, etc)? (2) If you have an estate...

Omid John Afati started Afati Law Firm in 2019 with the goal of providing the Southern California community's estate planning and trust litigating needs. Mr. Afati directs his focus on addressing his clients' concerns and desires when planning for life’s unexpected twists and turns. His experience goes beyond trust and will formation, providing his clients with a secure and manageable estate as well as formidable litigation services.

Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...

Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.

A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...

The law firm of John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses across Los Angeles for over 25 years. The law firm's expertise ranges from income, income tax and accounting, to more in-depth services such as probate estate and planning. The Law Firm of John R. Ronge provides a wide range of legal, tax, and professional services to individuals, businesses in a variety of industries, trusts and estates across Los Angeles, Santa Monica and surrounding areas.

Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

Michelle Castillo is a California Estate Planning Attorney. She is based out of Granada Hills, CA and her practice focuses on helping families plan for the future. She is a trusted Spanish speaking lawyer in Granada Hills serving people all throughout Los Angeles. Her areas of practice are in Estate Planning, Living Trusts, Wills, Health Care Directives, Power of Attorney, Guardianship Nominations, Trust Administration, Probate and Asset Protection.

Attorney Castillo also has over 15 years experience in Real Estate, Mortgages and Insurance. She is the wife of a United States Marine Veteran and mother of three young girls. She understands...

Brian completed his law degree from Whittier Law School. He has been serving the Coachella Valley with his legal services for over 35 years. Brian primarily handles cases involving personal injury, workers’ compensation, Social Security Disability benefits, and estate planning. He loves being a lawyer because the best part of his job is being able to help clients recover the benefits and compensation they truly need. Providing each client with his undivided attention, respect, and experience is his goal and has come to define his legal approach. Brian is known by his colleagues and clients as a dedicated advocate.

My education is rooted in the University of Southern California and culminated with a Bachelor of Science and MBA at Valley Christian University. I graduated from the University of La Verne School of Law in Woodland Hills, California. I am a hands-on, solo, general practitioner and I have been practicing law in the San Fernando Valley serving Los Angeles and Ventura counties. Since 2009 I have actively prticipated in the Judge Pro Tem for the Los Angeles County Superior Courts. This is a volunteer, non-paid public service.

Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Carolyn was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June...

I am an attorney practicing in intellectual property (trademarks, copyrights, licensing), as well as business and e-commerce law. This includes entity formation and dissolutions, contract drafting and other day to day events, as well as web site review for privacy and compliance issues) for individuals to small/medium size companies. I am also an estate planner, drafting Wills, Trusts and Power of Attorney documents, as well as work in probate matters.

Victoria Martin (formerly Victoria Herrick) is a licensed attorney practicing law in the State of California. She graduated with her J.D. from Abraham Lincoln University School of Law in Los Angeles, California. She works in the area of Estate Planning, offering advice regarding Living Trusts, Wills, and Powers of Attorney. Proper Estate Planning will ensure that your wishes are followed in the most tax-effective, cost-effective and efficient way possible.

Daniel J. Morse represents creative artists from his offices in the Los Angeles area. Mr. Morse excelled in his studies of contracts, intellectual property, and entertainment law at the Pepperdine University School of Law. After graduating in 2001, Mr. Morse worked as a civil litigator while assisting various visual artist clients. Upon moving to Tennessee, Mr. Morse worked with the firm of Wise & Reeves, representing a variety of individuals and business with transactional and litigation matters. Mr. Morse also represented musicians and literary authors. With licenses to practice in two of America's...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

At Pederson law offices, the team is committed to providing Thousand Oaks residents with the legal representation they deserve. The firm consists of two lead attorneys, who have over 40 years of combined legal experience. Attorney Steve Pederson received his Juris Doctorate with high honors from Western State University School of Law in 1975. Before working as a lawyer, he worked as a Senior Design Engineer for General Dynamics Corporation, where he assisted in the design of numerous space vehicles. Mr. Steve Pederson then worked as an attorney in Los Angeles, where he handled civil litigation cases in the areas...

My Office is based in Westlake Village and I am available to clients in Los Angeles, Orange and Ventura Counties. My practice is concentrated in the areas of Trusts, Wills, Special Needs Trusts, Advance Health Care Directives, Financial Powers of Attorney, Trust Administration, and Probate. With 10 years of experience in this area of the law, I am highly qualified, helpful, and knowledgeable. I am also highly trusted and respected in my field, by my clients and peers. I received my Juris Doctorate degree from University of West Los Angles, and my Bachelor Degree in...

Kirk Rodby earned his Bachelor of Science degree from California State University at Northridge in 1995 and went on to graduate magna cum laude from Tulane Law School. In 2002, he received his Master of Laws (LL.M.) degree in constitutional law from the New York University School of Law.

A member of the California Bar Association since 2006, Kirk is part of our Construction, Labor & Employment and Estate Planning practices.

Kirk has a life-long love of books and writing, and comes to The Green Law Group after serving in management at Barnes & Noble. He is a contributing author...

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...

For over ten years, I have practiced law exclusively in the field of estate planning, probate and trusts. I prepare and administer highly tailored and customized estate plans for individuals and couples with estates in excess of $2,000,000. I am one of 817 Certified Specialists in Estate Planning, Trust and Probate Law, by the State Bar of California Board of Legal Specialization, and that is out of over 221,000 lawyers in California.

I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.

Prior to entering private practice, Ms. Harper served as Director of Corporate Compliance and Commercial Leasing for Kinko’s Service Corporation, Inc., now FedEx. Early in her career she worked as in house corporate counsel to one of California’s largest labor staffing corporations and civilly prosecuted perpetrators of domestic violence through a DOJ grant protecting victims of domestic violence. She has argued cases before the United States Hague Court for matters of international child abduction; California Court of Appeals and Superior Court; District Court; Delaware Court of Chancery; and before the United States Patent and Trademark Office, Trademark Trial and Appeals...

Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters. Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...

Our operation is focused on providing cost effective solutions and expert customer service to all our clients. In addition to real estate, the firm represents clients in business litigation, construction defect problems, estate planning, arbitrations and mediations. We want our clients to fully understand the legal process and what will be involved in finding a constructive result to their legal issue. I am very active in the legal and real estate community. I continue to educate myself on the most up to date information within my field. I maintain active memberships with both local and national groups in the industry....

Jennifer Yeoh is a Founding Partner of Joe, Southard & Yeoh LLP, with over 14 years of experience, specializing in workers’ compensation law. She aggressively defends the rights of those who have been injured on the job so that they receive the financial compensation they deserve. She represents a wide variety of workers in both public and private sectors, including construction workers, caretakers, nurses, healthcare workers and airline employees. Ms. Yeoh has an in depth understanding of the intricate workers’ compensation laws and provides individualized attention to her clients to help them navigate through the complex process.

A native of Southern...

I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth transfer process.

With an extensive and broad-based legal background, Kara understands the unique needs of clients whose complex planning requirements intersect several areas of law and involve generations of families. Clients appreciate her ability to innately understand emotional undercurrents that affect business decisions and planning at this level, and to navigate them diplomatically.

Prior to joining Weinstock Manion, Kara represented entrepreneurs in mergers and acquisitions, real estate developers in negotiating commercial loan...

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

Rochelle H. Schultz applies a broad background in estate planning and business litigation to develop comprehensive estate and wealth transfer plans for high-net-worth individuals and families. With a background in litigation, Rochelle is particularly adept at identifying and addressing potential obstacles to clients' financial and personal goals. Clients appreciate Rochelle's genuine efforts to get to know them, their families, business dealings and concerns in order to better advise them during the estate planning process.

Rochelle began her career in dispute resolution and litigation, and has represented clients in commercial and entertainment contract disputes, intellectual property actions, employment actions, as well as...