Nipomo Estate Planning Lawyers

In practice since 1977. Practice currently limited to Living Trusts.

I am an experienced estate planning attorney. As your estate planning attorney, I will work with you to understand your needs and create a plan to meet your specific goals. Estate planning is not the easiest topic to discuss, but it’s easier to discuss than having your family deal with the consequences of not having one. I understand this and make it my mission to help families through the process, so they can breathe a sigh of relief knowing that their family is secure for years to come. My mission is to provide personalized, comprehensive estate planning services to make...

Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...

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...

Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...

My firm focuses on three areas: business, real estate and estate planning. As the head of the business law practice area I counsel clients on available courses of action concerning entity formation and other business matters as well as the drafting and review of contracts and other agreements. As a small business owner myself, I understand the concerns faced every day by owners and operators of businesses. In the area of real estate I have litigated matters such as landlord/tenant disputes and property management issues. In my estate planning practice I focus mainly on the preparation...

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...

I am an attorney with a focus on Social Security Disability and Supplemental Security Income, boasting a career that spans over 30 years in Social Security Law. My professional journey includes 17 years at the Disability Determination Service and 13 years at the Social Security Hearings Office, with a transition to solo practice since January 2023. During my tenure at the Hearings Office, I gained exposure to Special Needs Trusts in relation to entitlements. Since moving to private practice, I have dedicated my efforts to drafting these trusts for clients, ensuring they protect their assets without compromising their disability entitlements. I...

Mr. Duncan has over 20 years experience following areas: Immigration Law, Estate Planning and Probate, Bankruptcy/Debt Relief, and Family Law Gregory S. Duncan earned his law degree from the University of San Diego and was admitted to the State Bar of California in 2000.

Lawrence M. Daugherty is retired and his office is closed.

Former clients wishing to have their files retrieved from storage and transferred to another attorney may contact the office by phone or by mail.

Due to the Covid-19 pandemic, there may be a considerable delay in any files being retrieved from storage.

Dana L. Green is an Estate Planning and Elder Law attorney in North County, San Diego serving all of California. She was born in New York and was raised bi-coastally in New York and California. She received her B.A. in Finance and Business Economics with an emphasis in Spanish and French from Goucher College and her J.D. from the Benjamin N. Cardozo School of Law. Dana is admitted to the bar in three states: California, New York and Connecticut.

She has practiced in various fields of law over the years including Insurance Defense Litigation, Family Law and Real Estate Law before...

Michael Perdue is an attorney licensed to practice law in the State of California since 1982. He received his bachelor's degree in Economics (with an emphasis in business) from Brigham Young University. He is a graduate of The University of San Diego School of Law and speaks Japanese (although not as well as he once did). Upon graduation from law school, Mike was admitted to practice law before all the courts of the State of California including The California Superior, State Courts of Appeals and the State Supreme Court, as well as The United States District Court, and The...

A member of the American Society of Special Needs Planners, Aaron Feldman has the expertise to help you secure your special needs child’s future with a Special Needs Estate Plan and ensure your child’s special education by advocating for him or her.

Aaron Feldman of The Feldman Law Group is an attorney who has devoted his practice to helping others. Since obtaining his Bachelor of Arts degree in Political Science from University of California, Santa Barbara in 1978, then his law degree (JD) in 1982 from the Southwestern University School of Law, Aaron Feldman went on to serve his clients as...

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...

I have worked in a dozen fields of law over my career of 44 years. Mostly I was a business trial lawyer, but now I only advise and handle transactions: no trials. I am semiretired but come to the office most days.

Jeremiah Raxter, is the founder and principal attorney of RAXTER LAW, P.A. Admitted to both the California State Bar and the United States District Court of the Central and Southern Districts, and a Certified Veterans Attorney with the Veterans Administration. Prior to entering law practice, Jeremiah was a National Sales Specialist with a large electronics company and a Law Enforcement Officer in Southern California. Currently, his practice is focused on Probate, Estate Planning, and Business Law. He represents businesses of all sizes everything from hair salons to governmental agencies. Jeremiah is one of the few attorneys that practices in all...

Mr. Repka earned a BBA in finance from Pace University in 1993, a J.D. from Rutgers School of Law-Newark in 1999 and an LLM in Taxation from New York University in 2001. Shortly after obtaining his first law degree, Mr. Repka joined a New Jersey-based law firm that specialized in Estate Planning, Real Estate and Franchise law. Through this experience, Michael learned the importance of proper tax structuring in a multitude of legal services. Consequently, Mr. Repka decided to pursue a Masters of Laws degree in Taxation. Since graduating from NYU School of Law in 2001, Mr. Repka...

Kimberly Lessing is an attorney dedicated to providing customized legal solutions to individuals, families, and businesses. Her practice areas include Estate Planning, Estate Administration, Probate, and Business Law. Ms. Lessing works with clients and their financial team to "plan, provide, and protect" their estates, businesses, and most importantly, the ones they love. Ms. Lessing is licensed to practice law in the State of California and has been admitted to the United States District Court, Central District. A Southern California native, she earned her law degree from Western State University. She earned a Bachelor of Science degree in Kinesiology/Exercise...

Straight talk is good business. I will explain your options, then you decide what to do. My job is to anticipate potential problems and suggest strategies for accomplishing your goals.

Kathleen "Katie" Siemont grew up in the San Francisco Bay Area, attending CSU Chico and George Washington University National Law Center in Washington D.C. She was one of the first graduates of the Joint J.D./M.P.H programs at George Washington Medical Center in D.C., earning a law degree and a Master's Degree in Pubic Health in three years.

Katie worked for over a decade as a Worker's Compensation Defense attorney...