Orange County Estate Planning Lawyers

Well known by his peers and the courts for his high integrity, strong negotiation skills and trial competence. Clients know him for positive results, sound advice and fair dealing. He is an excellent and experienced lawyer whose practice specializes in family and divorce litigation. His firm is respected and known as tough negotiators and competent trial attorneys. The firm is dedicated and committed to the strong representation of their clients’ rights with high integrity, in depth knowledge and years of experience in FAMILY LAW. Staff members are professional, experienced, responsive and understanding of your needs....

Dana M. Cannon has many years of experience with Probates, Conservatorships, Trusts and Estates. During that time she has advised clients on multi-million dollar trust administrations; handled complex litigation; performed estate planning; and represented clients in contested and uncontested conservatorship, guardianship, probate and trust matters. She has been a volunteer at the Los Angeles Superior Court Pro Bono Probate Settlement Program since it began. She understands that these matters may not just involve money. They are often fueled by emotions and because of that this isn’t just business, it’s personal. She looks forward to assisting you with your legal...

Since 1992 Mr. Rudolph has been providing legal advice, counsel and services to businesses and individuals alike. He operates a full service law firm serving such diverse client needs as: - Fulfilling peoples needs for affordable Living Trusts & Wills packages, - Business Matters (both day-to-day transactional matters and litigation), - Employment & Labor Matters, and - Mediation, Arbitration and Litigation when issues cannot be resolved amicably.

If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.

Sibylle Grebe is the managing partner in the law firm of Conover & Grebe, LLP which practices extensively in the fields of probate, conservatorships, estate planning, trust administration, guardianships and elder law. While successfully and competently representing the needs of clients, Ms. Grebe has enlisted her leadership skills and experience in the service of many professional and community organizations. She has served numerous years on the Probate Volunteer Panel of attorneys for the Los Angeles Superior Court. She is a past chairman of the Elder Law Committee, a past co-chair and current committee member of the...

Jonathan Yong has had a very distinguished legal career. Starting his path as a Jurist at Trinity Law School, Jonathan always strived to become the best, and he knew that law school alone would not be enough. Not one to back away from a challenge throughout law school, he competed on the school moot court team and assisted with the publication of “The Laws of Korea”, a textbook recognized by the Ministry of Justice in South Korea which teaches Korean Law for American Jurists. Understanding the importance of the trend towards mediation and arbitration within the United States, Jonathan then...

Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. As both an estate planning attorney and a Certified Wealth Strategist®, Anh is in a unique position to counsel her clients on both estate planning and wealth management.

Eric S. Hartman is a southern California attorney with several decades of experience and offices located in Huntington Beach, serving coastal and other southern California communities. Mr. Hartman places an emphasis on personally meeting with clients and honestly analyzing their legal needs and objectives. He has earned the highest peer rating available from the Martindale-Hubbell lawyer rating service based on competency and ethics. Mr. Hartman's current law practice emphasizes (1) business law, from start-ups to well established local and national businesses, including corporate and limited liability company formations, transactional and business litigation matters; (2) estate...

Cagla received her law degree from Southwestern Law School and her bachelor’s degree from California State University, Long Beach, where she majored in Political Science. Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. Cagla represents a clientele that includes corporations, small to medium sized businesses as well as individuals and families. Cagla strives to become a trusted advisor and source for her clients through the complex and often confusing financial and legal decisions to create plans that protect their estates and businesses. Cagla’s office is located in Huntington Beach, where she calls home. Prior...

Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities. Beyond his professional...

I have focused on Estate Planning, Living Trusts, and Business Planning for over 20 years as a solo practicing lawyer. Unlike larger firms, I work directly with my clients, which allows me to provide a more affordable, cost-effective approach to solving their planning needs. Through this approach, I understand my client's unique circumstances, and design a plan to specifically address the client's objectives. After working with me as their California estate planning attorney, clients understand the process fully and are equipped to make the best decisions for themselves and their family. My experience obtained from working with diverse clients...

I am passionate about helping people. I love getting to know my clients and providing them with a positive experience and services that offer real value to their lives.

Your Estate plan is important to you and should fit your life and values, not just a form printed out with your name stuck in it. My estate plans are tailored to you and are of immediate use to help you organize your life with a personalized Grab-and-Go book.

My broad business career in high technology with several Fortune 500 companies gives me a unique perspective and business sense...

Kerry P. O'Brien is an established, well known and respected plaintiffs personal injury and workers' compensation lawyer. He is the founder and managing Partner of the Law Office of Kerry P. O'Brien. Mr. O'Brien formed his law practice to help represent families, loved ones, workers, and consumers who have been seriously injured due to the negligence and willful misconduct of others. Our firm represents consumers who have been injured in car accidents, motorcycle accidents, bicycle accidents, truck and bus accidents, dog bits as well as work injury claims which include claims for orthopedic injuries, neurological, internal, stress,...

Brian Sterzer has been practicing solely in the area of estate planning law for over 15 years. He received his undergraduate degree from California State University, Long Beach and went on to receive his Juris Doctor from Western State University in Colorado. Mr. Sterzer graduated at the top of his class and passed the bar exam on his first attempt! He then went on to open his own firm, Sterzer & Associates, A Law Corporation. His firm is committed to assisting clients in making effective estate plans that protect their financial assets and physical well-being. Attorney Sterzer has been certified...

Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...

JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...

Joshua A. Smisko was born in Valencia, California. He attended the University of California, Irvine, graduating with a Bachelor of Arts. Mr. Smisko received his Juris Doctorate degree from Whittier Law School where he was a member of the Entertainment and Sports Law Society and a contributor to their quarterly newsletter and he also obtained a certificate in Intellectual Property. Mr. Smisko previously worked for a National Law Firm representing Banks, Mortgage Loan Lenders, Mortgage Loan Servicers and Foreclosure Trustees dealing with Wrongful Foreclosure claims, Fair Credit Reporting Act claims, Fair Debt Collection Practices Act claims, Evictions, and Bankruptcy...

Mr. Walker draws upon his previous extensive courtroom experience with the U.S. Air Force as a Judge Advocate and as a principal of a former California law firm and now President of The Walker Law Firm, APC, specializing in civil litigation and appeals since 1970.

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...

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...

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...

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...

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.