Phelan Estate Planning Lawyers

Michelle Castillo is a California Estate Planning Attorney. She is based out of Granada Hills, CA and her practice focuses on helping families plan for the future. She is a trusted Spanish speaking lawyer in Granada Hills serving people all throughout Los Angeles. Her areas of practice are in Estate Planning, Living Trusts, Wills, Health Care Directives, Power of Attorney, Guardianship Nominations, Trust Administration, Probate and Asset Protection.

Attorney Castillo also has over 15 years experience in Real Estate, Mortgages and Insurance. She is the wife of a United States Marine Veteran and mother of three young girls. She understands...

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.

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,...

Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).

Rochelle H. Schultz applies a broad background in estate planning and business litigation to develop comprehensive estate and wealth transfer plans for high-net-worth individuals and families. With a background in litigation, Rochelle is particularly adept at identifying and addressing potential obstacles to clients' financial and personal goals. Clients appreciate Rochelle's genuine efforts to get to know them, their families, business dealings and concerns in order to better advise them during the estate planning process.

Rochelle began her career in dispute resolution and litigation, and has represented clients in commercial and entertainment contract disputes, intellectual property actions, employment actions, as well as...

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth transfer process.

With an extensive and broad-based legal background, Kara understands the unique needs of clients whose complex planning requirements intersect several areas of law and involve generations of families. Clients appreciate her ability to innately understand emotional undercurrents that affect business decisions and planning at this level, and to navigate them diplomatically.

Prior to joining Weinstock Manion, Kara represented entrepreneurs in mergers and acquisitions, real estate developers in negotiating commercial loan...

Tamiel S. Holloway is a native Californian and the fourth attorney in her immediate family. She has lived in Mexico and Spain, and is fluent in Spanish.

She attended the University of Southern California for International Relations. Later, she attended Boston University School of Law.

She is licensed to practice in California, Massachusetts, Washington and New Mexico. She practices Estate Planning, Probate law and Special Education Law.

As a family law attorney I can handle your case of you are filing for divorce, have a child custody or support case, or if you need mediation. Contact our firm today to set up a consultation with me! We have evening and weekend appointments if needed.

A compassionate attorney with real life-experiences (I had successful careers before becoming an attorney) that prepared me to relate with most of my clients. We are not your typical lawyer who has great lawyering skills but unable to relate to average clients. We try to simplify the process so you won't feel left out. We vigorously fight for your right but excellent in negotiating a WIN-WIN result that won't escalate the case or the cost of prosecuting your case. We strive to be part of the solution to your problem:not become part of your problem. Call us and experience the...

Lisa Odom is a partner and co-founder of the Los Angeles County-based law firm of McDowell Odom LLP. Before joining McDowell Odom LLP, Ms. Odom's practiced at the prestigious international law firms of Kirkland & Ellis LLP and Sidley Austin LLP. Her practice focuses on counseling small and mid-sized business on all aspects of general business and corporate law, as well as employment-related matters, lease negotiations, contract drafting, annual minutes. Ms. Odom also advises clients on real estate matters including finance matters and purchase and sale transactions, as well as all aspects of estate planning including drafting revocable...

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...

I am an estate planning attorney based in Los Angeles, serving clients across California. I develop comprehensive estate plans that protect families, preserve wealth, and avoid unnecessary court involvement. My practice includes revocable living trusts, wills, incapacity planning, asset protection strategies, probate avoidance, business succession planning, and guardianship provisions for minor children. My approach balances legal precision with real-world clarity—so clients not only have strong documents, but a plan that actually works when it matters most. I work best with individuals and families in California who need a living trust, will, or power of attorney—especially after major life changes like buying...

I’m Matrona, founder of Family Legacy Planning Firm, where I believe estate planning is about more than just paperwork—it’s about shaping the future for those you care about most. With a personalized approach, I work closely with my clients to ensure their values, wishes, and legacy are properly protected. I focus on building lasting relationships and providing clear guidance tailored to each family’s unique needs, so they can move forward with confidence, knowing they’ve planned wisely. My own family experienced conflict over my grandparents' estate when I was a small child, and that has deeply shaped how I serve families—helping...

I help clients create an individualized estate plan for themselves and their loved ones. I also help individuals who have lost a loved one and are navigating the process of settling an estate or trust.

Mariam E. Hanna attended the University of Texas at El Paso and graduated Cum Laude with a B.A. in Political Science and Philosophy in May, 2008. Thereafter, she gained valuable experience working with attorneys practicing family law, bankruptcy and insurance subrogation. She started attending law school at the University of West Los Angeles School of Law in January, 2012. During her law school career, she received two Witkin’s Awards, an award given to the student who achieved the highest grade in the class. The first award she received was for Appellate Advocacy and the second was for California DUI...

Chris is the Founder and Principal of Heritage Legal, PC, with offices in Palm Springs. Heritage Legal, PC offers legal services in the general areas of Estate Planning (Wills and Trusts), Trust Administration, Trustee and Executor services, Probate, Family Law, and Bankruptcy. Chris has focused an important part of his practice on the unique estate and relationship planning needs of the LGBT community and other non-traditional families. Chris earned his B.A. in Russian Area Studies from the University of Maryland, and his Juris Doctorate from The American University, Washington College of Law, in Washington, D.C.

First of all, thank you for visiting my website and taking the time to learn about me and what I do to help my clients. When you get to know me, you will find that I am all about integrity, trust and doing the right thing to help my clients solve their problems.

I have over thirty five years of experience in law, business, real estate, government and politics. I have settled in the Palm Springs area because I love the weather, the people and the lifestyle. (I’ve given up wearing ties except when I am in court or at a...

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...

My vision for creating the Divorce Mediation service was in recognition of the excessive costs and ordeal clients are forced to put up with in the traditional divorce scenario in Court. Everything accumulated by a family can be consumed in the divorce process because there is no insurance policy to cover the legal expense, no business that has a budget for litigation expenses and no government help, so the community estate must bear the costs for both sides. Needless to say, a typical contested divorce can easily exceed $100,000 and what does a family have to show for it?...

Assly Sayyar is an attorney practicing with Assly Sayyar, Attorney at Law, Inc. which maintains offices in Las Vegas, Nevada and San Diego County, California. She is a skilled and diligent attorney who has been practicing as a trial attorney since 2004. Originally born in England, Assly’s family immigrated to the U.S. when she was a child. She received her Bachelor of Arts in English Rhetoric from the University of Alaska Anchorage in 2000. Assly moved to Las Vegas where she attended the William S. Boyd School of Law. After graduating from law school Cum Laude in 2004, Assly...

Education
Georgetown University BSBA Int Business and Economics 1967 Cum Laude Distinction
Emory University JD Taxation and Estate Planning 1974 Magna Cum Laude
University of Miami LLM Maritime and International Law 1974 SJD Thesis Two Hundred Mile Exclusive Economic Zone under UNCLOS III 1974 Summa CumLaude

Employment
US Navy Viet Nam veteran 1967-78 LCDR USNR TS SCI Clearance
Maritime and International Counsel US House of Representatives 1977-87
Maritime and International Attorney Adviser California State Senate 1987-98
Lawrence G Mallon & Associates 1987-Present

Admitted to Practice
Georgia 1973
District of Columbia 1978
New York 1987
California 1987
US Supreme Court 1978
Maritime Law Association Proctor in Admiralty 1978

David B. Shea is an experienced estate, probate and trust litigation attorney in Ventura County. Mr. Shea also assists clients with probate and trust administration. Mr. Shea's goal is help clients navigate through the maze of legal challenges presented in trust, estate and probate disputes by providing counsel and strategic legal advice to advance the best interest of each of his clients. Although Mr. Shea is a zealous legal advocate and experienced probate trial attorney, he prides himself on his integrity, creativity, and efficiency in obtaining favorable results both in and out of the courtroom. Handling disputes in Probate Court...

Seasoned Professional and Entrepreneur with over 30 years of combined experience in Law; Real Estate, Leasing, Finance, Mortgage, and Property Management; Property/Casualty/Health/Life/Disability Insurance; Premium Audit; Worker's Compensation Underwriting and Risk Management; General Management; Financial Planning/Analysis; and Taxation.

Mr. Garner is a member of the California State Bar and a Certified Specialist in Estate Planning, Trust & Probate Law. Over the last 23 years his practice has focused on Business and Estate design and implementation. Mr. Garner is a Certified Provider and Instructor of continuing education for Life Insurance Agents and Certified Financial Planners. A popular speaker, he conducts seminars on a variety of topics in the areas of estate design and business planning.

Mr. Garner has worked with hundreds of individuals and families to formalize their personal and financial goals and provide protection for their...

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...

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,...

My name is David Baum, and I am the managing attorney with the Law Offices of David H. Baum, APLC. I have managed my Law Firm for more than thirty one years. We offer the finest quality adoption legal services for birth mothers, birth fathers and adoptive parents. Currently in the United States, adoption laws are experiencing substantial revisions. In California especially, legislature and state courts continue to change and ratify child adoption laws. Every decision made by the legislative and judicial party affects everyone involved in the adoption process, including birth parents, adoptive families, adoption agencies, and adoption law firms....

Fred F. Mashian is the founder and Principal of the Law Offices of Fred F. Mashian, APC. Mr. Mashian founded the firm in 1993. He has over 20 years of experience providing complex estate planning and probate services for his clients. Mr. Mashian’s scope of practice includes Estate Planning, Estate Administration, Probate, Business Formation and Succession Planning, Asset Protection, and Charitable Planning. Mr. Mashian’s extensive knowledge in these areas allow to him to properly guide and counsel his clients on various wealth preservation strategies. Education: Boston University School of Law – LL.M., Masters of Law, Tax Law Southwestern Law...