Mt Baldy Estate Planning Lawyers

Entering her 15th year of practice, Kimberly specializes in estate planning, probate, and trust administration and corporate law. Kimberly’s experience in assisting aging seniors, middle-aged couples and young families in trusts and estates issues is an asset to her clients. This experience allows her to provide highly customized estate plans for her clients’ unique family needs.

Kimberly compassionately and efficiently addresses the affairs of the deceased, including probate and trust administration therefore she is able to represent trustees, executors and beneficiaries in many different and often difficult situations. Additionally, Kimberly offers legal counsel to closely-held businesses at each stage...

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.

Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...

My main focus is to bring the knowledge and know-how when it comes to estate planning and corporate law. From providing strategies that will allow a smooth transfer of assets of one's estate to representing in probate proceedings of inidivudals who did not do any planning prior to passing away. I was born in Long Island, New York and raised in Los Angeles, California. Before attending law school, I attended the University of California at Los Angeles (UCLA), and completed a bachelor's degree in History. I then attended Southwestern Law School in Los Angeles where I received my juris doctor....

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,...

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...

I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.

I am a first-generation American family law attorney. Contact MCB Law TODAY for a FREE Initial Consultation: Tel: 323-609-8992 Email: meshi@meshilegal.com Web: meshilegal.com

Yasha Bronshteyn is a Partner at Ginzburg & Bronshteyn, LLP. With nearly 20 years of experience, he provides skilled and knowledgeable advocacy. Mr. Bronshteyn represents clients in a wide array of Family, Divorce, Domestic Violence, Estate Planning, Probate and Real Estate Law matters. He is dedicated to achieving clients' goals efficiently, effectively, and affordably, while bringing them peace of mind.

Mr. Bronshteyn has received an AV Preeminent Rating, the highest possible from Martindale-Hubbell. Additionally he has been honored as a Super Lawyer in 2017, 2018, and 2019.

Mr. Bronshteyn received his B.S. with honors in Political Science from the University of California,...

Practice Areas: Estates & Trusts, Trust and Estate Litigation, Elder Abuse, Conservatorships, Real Property, Business Litigation, Family, Divorce, Custody, Support Ms. Wickers handles clients legal needs including representing clients in trial, and appeals. In 2020, Christina Wickers obtained a Top Attorney Avvo Rating of 10/10 and was selected by Super Lawyers, Rising Stars List, for Southern California, in both 2020 and 2022 – a top rated Trusts and Estates Attorney in Southern California. No more than 2.5% of attorneys in the State of California are named to the Super Lawyers, Rising Star List. Similarly, she has...

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. ...

I am an attorney at the Los Angeles Estate Planning Law Firm Anker, Hymes & Schreiber, LLP.

Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...

My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...

The Vista, California, Law Office of Paul Campo has provided trusted legal counsel in the North San Diego County region for more than 35 years. Paul is committed to providing personalized, knowledgeable, and efficient legal representation for all types of trust, probate, and estate planning matters, including trust and probate litigation. Paul is an experienced, responsive & affordable attorney.

Paul is a native of Vista. After graduating from Vista High School, he attended Stanford University and received his B.A. in 1981. He then attended the UCLA School of Law, and graduated with a J.D. in 1984. While in law school...

Senior partner at Borg Norris Life Long California resident serving the north San Diego area for 50 years Graduate of Lynwood SDA Academy Vietnam Veteran -- Gasoline Truck Driver Former Realtor in California Business owner, Real Estate Redeveloper ,and General Counsel to the Health Care Industry including hospitals and off site clinics. prosecuted and defended numerous malpractice cases. Current practice dedicated to estate plannng. Real Rstate challenges preferred Currently General Counsel to Spinergy Inc a carbon fiber wheel manufacturer Professional Affiliations with Brig. Gen. David M. Brahms USMC Ret . A significant percentage of clients are professionals...

BRENT LANCE, LL.M. (Tax-NYU), has 43+ years of experience in California, Cross-border and International Tax matters. His experience includes seven years practicing international and California tax law at Baker & McKenzie, the world’s largest international law firm and five years leading an international tax consulting group as a partner of KPMG, the world’s largest international accounting and consulting firm. The balance of Mr. Lance’s 43+ years of cross-border tax and legal experience was earned by advising “snowbirds,” “expats,” international business owners, international investors and others with cross-border lifestyles in the boutique law firm he founded in Palm Desert 28 years...

I am an experienced Estate Planning and Probate attorney. I counsel clients throughout the Palm Desert area.

I approach each case with great care, attention to detail and dedication. I am passionate about providing exceptional service and representation to meet the unique needs of my clients.

Outside of work, I enjoy time with my husband Chuck and our two golden retrievers, Belle and Pepper, in our Cathedral City home. In addition, I am an auto racing enthusiast, having served as a Steward for the Sports Car Club of America.

Experienced attorney with office located in Rancho Bernardo, San Diego. In practice in San Diego County for 15 years. Appeared in Los Angeles County, Riverside County and Orange County courts. My practice is limited to those counties.

Experience in Estate Planning arose from the connection that exists between the two areas of law practiced in my firm. Divorce causes change in estate plans, wills, asset allocation, beneficiary and Powers of Attorney designations. The two areas of law naturally go together. And even if they do not in your case, we have the skill and experience to assist you with your specific...

Bruce R. Durkee is licensed both as an attorney and as a Certified Public Accountant (CPA). Bruce is also a Certified Legal Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. ?Bruce graduated magna cum laude with a Juris Doctor (J.D.) from Whittier Law School -- finishing in the top 10% of his class. He also holds a Bachelor of Arts (B.A.) degree in Accounting from Vanguard University of Southern California, graduating cum laude. Prior to becoming an attorney, Bruce owned a CPA firm...

A lawyer who understands the concerns you have and the situations you are going through, may be hard to find. As someone who has been through a divorce and heavily involved in the criminal justice system, attorney Heath L. Baker may understand your concerns regarding your family law, criminal law, and personal injury cases, more than you would expect. Mr. Baker understands what it is like to face emotionally difficult situations, which go beyond “winning” a case. Mr. Baker retired from the Riverside Police Department after obtaining years of experience with the courts, investigations, and the judicial process, seeing both sides of...

Aisha is a native San Diegan, graduating from San Diego State University with a Bachelor of Arts in International Business (with an emphasis in Spanish and a Distinction in the Major) and a minor in Portuguese. She began an 18-year career at Qualcomm, Inc., a global leader in wireless communications technology, as a Marketing Intern while attending SDSU. Her desire to do meaningful and fulfilling work drove her back to school, and as someone who isn't afraid of a challenge, she attended the University of San Diego School of Law under scholarship, while continuing to work full-time. Aisha earned her...

Kevin Forrester has more than 20 years experience as a trust and fiduciary lawyer, arbitrator, and mediator of civil, securities, and real estate disputes; and more than 30 years real estate practice experience as a Realtor® and licensed real estate broker.

Scott C. Soady, Esq. is admitted to practice in California as well as the Southern and Central Federal District Court. He is an active member of the Trust and Estates section of the State Bar of California and the San Diego County Bar Association.

Scott C. Soady was born in Toronto, Canada and raised in Los Angeles. He attended the University of California, San Diego and graduated with honors with a Bachelor of Arts in Political Science. He went on to obtaining his Doctor of Jurisprudence from the University of San Diego, School of Law in 2005.

Attorney Soady has focused his...

Our firm focuses on divorce and civil litigation matters. I have 30 years of experience in state and federal courts. I have been awarded the highest possible rating for legal skill and ethical conduct by Martindale Hubbell, the oldest attorney rating company in the United States and a 10/10 Superb rating by avvo.com. I am a member of the Multi-Million Dollar Advocates Forum. Membership is limited to attorneys who have won million and multi-million dollar verdicts and settlements. Less than 1 percent of litigation attorneys are members. The three most important characteristics of our firm are accessibility of the attorney,...

Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...

Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.

Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.

In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.

Jane McNamara, Esq. is the founder and principal attorney of the McNamara Law Firm located in the Santa Clarita Valley. The firm focuses on Estate Planning, Elder Law, Special Needs Trusts, and Trust Administration/After Death issues.

Although the Law Firm's physical office is in Santa Clarita, California, the McNamara Law Firm assists clients throughout the state of California. Zoom, Facetime, and other videoconferencing methods are routinely used. This allows clients the ability handle their legal needs from the comfort and privacy of their own home.

Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years. Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...

As a partner at Donahoe & Young LLP, Santa Clarita attorney Mark T. Young offers legal services for bankruptcy, business law, estate planning and civil litigation issues. He has more than 35 years of experience in the legal community. Mr. Young received his undergraduate degree from the University of California Los Angeles and his Juris Doctor from the University Of California Davis School Of Law. He is AV Preeminent® rated by Martindale-Hubbell®. In addition to his legal work, he serves on the board of directors of the Santa Clarita Community Development Corporation. Contact his firm today for a complimentary consultation.

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...

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...

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

Andrew Smith applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. He works closely with fiduciaries, beneficiaries and institutions, effectively guiding them through all stages of litigation, including discovery, mediation and trial. Andrew fervently protects the best of his clients, actively pursuing all avenues of resolution.

Before joining Weinstock Manion, Andrew began his career as an associate in the Litigation Department at Winston & Strawn LLP, where he represented corporations engaged in various types of complex commercial litigation, including trade secret, product liability, trademark and maritime disputes. He joined Weinstock Manion to specialize in estate...

Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.

Matt holds a Bachelor of Arts in...