Mount Wilson Estate Planning Lawyers

Eric Smith received his bachelor’s degree from UCSD in 1995 and his law degree from Pepperdine University in 1997. Eric holds the Certified Financial Planner(TM) designation. He has been a securities dispute arbitrator for FINRA and taught retirement planning classes for Cal Lutheran’s MBA program. He is a member of the California Bar, the Ventura County Bar Association, and the Financial Planner’s Association of Ventura County. He is co-owner of Lifetime Planning, Inc., a financial planning firm in Camarillo. He resides in Ventura with his spouse, Jamie King, and their children, Kell and Leif.

As a California bar-licensed attorney, I specialize in Business Law, Estate Planning, and Probate. With a strong background in global business, finance, and technology, I serve as a strategic partner, offering tailored, solution-oriented legal advice to individuals and businesses alike. My goal is to help clients protect their assets, grow their ventures, and navigate complex legal landscapes with confidence and clarity.

We are dedicated to serving our clients to the best of our abilities, providing service that is second to none. We take the time to listen closely to the goals and concerns of each client. No two clients are the same. It is our goal to provide unique solutions for every client we serve, putting our knowledge and experience to work for their benefit. Our goal is to protect you, your children, your assets, and your business throughout the San Diego and Orange County area. Our primary office is located in Carlsbad, California. We proudly serve individuals, families and business owners...

Jacqueline has nineteen years of experience in environmental law, land use, governmental relations, estate planning and real estate law. She has extensive trial experience including a recent construction defect award in excess of 1.2 million dollars. As an attorney for the City of San Diego, Jacqueline gained significant experience in all phases of project development from land acquisition, conceptual and environmental development, permit acquisition through construction completion and dispute resolution. Her emphasis included land development, compliance with CEQA and NEPA, and all aspects of private and public project development. Jacqueline advised on numerous high profile projects including development, construction and...

At the Law Office of Cynthia L. Gonzalez we are dedicated to providing clients with competent legal services in the areas of Estate Planning, Family Law, and Bankruptcy. One of our main objectives is to provide clients with the best legal representation possible in the most cost effective manner. We handle each client matter with professionalism, careful attention to detail and personal commitment from start to finish. In addition, clients are always treated with respect and kept informed of each development in their case

Ventura private civil practice since 1984. Name partner in MYERS, WIDDERS, GIBSON & LONG, 1995 through 1999. Opened Law Office of Robert I. Long January 1, 2000. Office conveniently located across the street from the Ventura County Government Center and Main Courthouse.

Since 2011, I have been dedicated to practicing in the areas of Family Law, Estate Planning, and Probate. I am a fervent advocate for my clients, always striving to achieve the most favorable outcomes for them. I am actively involved in the legal community as a member of the Pasadena Bar Association, Los Angeles County Bar Association, and the Beverly Hills Bar Association.

Cathyana Jean-Baptiste is a partner at The Law Offices of CJ Baptiste, where she leads the private wealth practice with a dedication to building legacies. Her services for individuals include securing future generations by drafting wills, revocable trusts, power of attorneys, and advance health care directives, as well as maximizing benefits for loved ones by scrutinizing state and federal tax concerns. She also handles IRS and state tax collection matters, which include penalty reductions and settlement negotiations. In addition, Cathyana has expertise in forming business entities such as Close Wyoming LLCs, partnerships, and sole proprietorships. Cathyana assists businesses with tax planning...

I am an associate in Jeffer Mangels Butler & Mitchell LLP's Taxation, Trusts & Estates Department, where I focus my practice on estate planning. During my time in law school, I had the privilege of serving as a judicial extern for the Hon. Kim M. Wardlaw on the US Court of Appeals for the Ninth Circuit and for the Hon. Rozella A. Oliver of the Central District of California. I was actively involved in academic publishing as a staff editor for the UCI Law Journal of International, Transnational, and Comparative Law. Additionally, I held the position of Vice President of Outlaw,...

I serve as Of Counsel in the Taxation, Trusts & Estates department at Jeffer Mangels Butler & Mitchell LLP, where I focus on devising creative and practical solutions to complex tax issues. In my practice, I regularly advise both individuals and business entities on a broad array of tax-related matters. These include M&A transactions, financing, internal corporate restructurings, Section 1031 exchanges, and deferred compensation. Additionally, I design and implement strategies for tax-efficient estate planning, wealth transfer, and business succession that cater to the needs of individuals, families, and executives across the wealth spectrum. Originally from Iowa, I now enjoy the California lifestyle,...

I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around estate planning, trust and estate administration, and probate matters. I provide guidance to clients on advanced estate planning strategies aimed at reducing estate and gift tax liabilities and facilitating the seamless transfer of wealth across generations. I develop comprehensive estate plans for a diverse range of clients, from those with modest estates to high-net-worth individuals, including those requiring special planning considerations. Additionally, I represent professional fiduciaries and beneficiaries in trust administration and have experience in managing both...