Morongo Valley Estate Planning Lawyers

James is a husband of 20+ years and a father to a son who is now a lawyer after passing the October 2020 bar. James happens to be an in-demand lecturer on estate, retirement and business protection. James is licensed as an attorney and practices estate planning, asset protection, tax, real estate and corporate transactions. He has completed several M&A transactions in the $2 to $20 million range. He is author of several books including the widely acclaimed financial book, The 3 Secret Pillars of Wealth. He is Principal of The Burns Firm. James served honorably in the United States...

The Law Offices of Edward S. Wallace is a litigation and estate planning firm located in Laguna Niguel (South Orange County), California providing high quality, cost effective litigation and estate planning services. Practice areas include estate planning, personal injury, wrongful death, automobile and trucking accidents, premises liability and construction industry legal services. Mr. Wallace has successfully prosecuted and defended high value cases and has obtained excellent results to the satisfaction of his clients. Specialties: Estate Planning; Personal Injury; Wrongful Death, Automobile and Trucking Accidents, Premises Liability, Insurance Coverage Disputes, Insurance Defense, Collections and Construction Industry Legal Services.

I became an attorney because I wanted to help people. I want to serve my community, and I want to build lasting, meaningful relationships with my clients. I pride myself in helping people create legacies for their loved ones. We want to leave our loved ones in good hands after we are gone. As the father of two beautiful little girls, I do everything I can to provide for their care and well-being, to teach them to find happiness in life, and to prepare them for life as adults. While I hope my daughters never need to grow up without me...

Pauline Isidro is an Associate Attorney at Koza Law Group, specializing in estate planning and business law. She holds a B.A. in English from the University of Southern California, as well as a Juris Doctorate degree from Thomas Jefferson School of Law. A veteran of the public relations industry, Ms. Isidro previously provided strategic publicity and product placement consultation services for various clients at a Hollywood, California-based boutique P.R. firm. Ms. Isidro is currently an active member of the State Bar of California where she also holds membership with the Trusts and Estates Section. She is...

Brian Neil Burg, Attorney at Law, has been a licensed California attorney in good standing with the State Bar of California continuously since December 1984. Brian earned his Juris Doctor degree in 1983 from Western State University, College of Law, and a Bachelor of Arts degree in the field of psychology in 1970 from the University of Southern California. Brian specializes in estate planning for individuals and middle class families. He has also practiced in the areas of family law and immigration since 1985, but has restricted his practice primarily to estate planning since 2003. Brian holds a Certificate...

JOHN P. CONLON, ESQ. Aggressive litigator representing Real Estate, Construction, Business and Financial Elder Abuse victims. Licensed Attorney (SBN 338585), Licensed California Real Estate Broker, Broker License (00551441), Licensed California General Contractor (B 842882) with extensive Business, Contracting, Transactions and Negotiation experience in the Federal & State arena. Beware! I answer the phone and respond to clients in a timely manner. FREE INITIAL CONSULATION!

Attorney Rotstein assists individuals with Chapter 7 Bankruptcy and with their estate planning needs. Bankruptcy and Estate Planning Attorney Natalie Rotstein understands how important it is to prepare for the unexpected. Attorney Rotstein assists her clients achieve their objectives. Call Attorney Rotstein for your Bankrupty and Estate Planning needs today at 949-340-0333.

Tim is a Southern California attorney who boasts over 35 years of legal experience in asset protection, estate planning, zero tax planning and business succession law. He is a true leader in his field, and is a regular speaker at industry events. Tim has helped a large spectrum of clients, from successful small business owners to companies worth over $200 million dollars create a custom wealth protection plan. He is also the developer of a financial planning software called vBlueprint.com that helps other financial professionals and estate planning professionals create a customized solution to move their assets in line with their...

Tax Attorney Estate Planner

Willie has three passions in life: family (including his dogs), following his favorite sports teams, and helping his clients. He practices QDRO law (retirement division) from coast to coast, in his seven licensed states. He's a recognized authority in the area, teaching other lawyers about QDROs and legal practice at state bar conferences and via online education platforms.

As a Partner at Ferruzzo, Dustin Sichon has played a crucial role in developing the Trust and Probate Litigation Group into its current form. He joined Ferruzzo in 2014, bringing with him a diverse range of experience that has equipped him to adapt to the evolving needs of his clients. Throughout his career, his practice areas has expanded, yet his primary focus has always been on providing guidance and support to families, estates, and businesses. Mr. Sichon has a broad background in advising clients on various legal matters to address both their personal and business concerns. His areas of practice include...

With almost 30 years of experience, Gregory E. Deetman, Esq. is a seasoned attorney licensed to practice law in the state of California. Since 1994, Mr. Deetman has been dedicated to providing his clients with exceptional legal representation and personalized attention. A member of Wealth Counsel, the leading membership organization and drafting platform for estate planning attorneys, Mr. Deetman brings his dedication, experience, and passion for his clients, to the field of estate planning.

Michael aims to bring the same level of compassion that he had for his patients to the practice of law. Michael began his professional career as a registered nurse, working in cardiology and surgical services before supervising a pre and post-operative area. After starting a family and becoming enamored with the law through Caroline’s experiences, Michael decided law school and a career as an attorney was also for him. Estate planning became personal to Michael when his father passed away suddenly without any plan in place. Since that day Michael has made it his mission to educate everyone on the need...

Lori Bolander is the owner and principal attorney of Bolander Law Group. A graduate of the University of California at San Diego and California Western School of Law, Lori was admitted to the bar in 2005. Prior to that, she worked for a trusts and estates attorney for five years. Shortly after graduation, Lori began practicing in trusts and estates and opened Bolander Law Group in 2006.

John Masnica is President and founder of Tailored Legal. He formed the law firm to deliver legal services to San Diego’s business owners and families in a different way. John recognized that San Diego’s small business owners and families are in need of quality legal services delivered by an attorney they can understand, relate to, and trust, and for a fixed price within their business and family budgets. Tailored Legal was born out of that recognition and strives to help San Diego’s businesses and families plan for the future by using legal tools to start and operate...

Attorney John Styskal, Kinley & Styskal, Tustin, provides Estate Planning and Business Law experience. Attorney Styskal drafts contracts, represents clients in business contracts, construction defect disputes, mechanics liens and more.

Jennifer Dean has worked for many years in Estate Planning, Trust Administration, and Probate. She particularly has a passion for ensuring wishes for end-of-life decisions are respected and enforceable with the appropriate directive. Jennifer grew up in Oklahoma and then moved to California in 2010, after earning her Bachelor of Arts Degree in History from Lee University in Cleveland, Tennessee, where she graduated Magna Cum Laude. While working with a family law attorney in Santa Barbara, California, Jennifer began attending the paralegal program at U.C. Santa Barbara, and fell in love with the estate planning field, and earned her Paralegal Certificate...

Mr. Borman advises clients on all manner of business transactional matters, from startup to sale. Prior to joining Dillon Miller Ahuja & Boss, LLP, Mr. Borman worked in firms, was in-house counsel to two publicly-traded San Diego companies that each had over 1,000 employees, and had his own private practice for over six years. He advises founders on pre-formation matters, helps structure startups with a strategic eye toward long-term success, assists established businesses of all sizes with their day-to-day needs from contracts to employment matters to trademarks, and helps clients through acquisitions and liquidity events. In addition to his business...