Portola Hills Estate Planning Lawyers

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...

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.

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...

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...

Giovanni A. Correa is an estate planning, trusts, and probate attorney with more than 10 years of legal experience, including 8+ years as a California licensed attorney. Giovanni has extensive experience in estate planning and probate administration. His passion for his profession is evident in his commitment to providing exceptional customer service while always keeping costs at the forefront.

Rivka Israel, Esq. is an experienced and knowledgeable internationally licensed attorney who has been practicing law for over 20+ years. Attorney Israel is admitted to practice in: State of California U.S. District Court - Central District State of Israel Rivka was admitted to the State Bar of California in 2000. In June of 2009, after years of working for large law firms, Rivka opened her own law office and redirected her focus to self-help assistance, uncontested divorces, Prenuptial and Postnuptial Agreements, individual assistance and personal guidance in the area Family and LGBT Family Law issues. Rivka also provides document drafting services...

The law firm of John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses across Los Angeles for over 25 years. The law firm's expertise ranges from income, income tax and accounting, to more in-depth services such as probate estate and planning. The Law Firm of John R. Ronge provides a wide range of legal, tax, and professional services to individuals, businesses in a variety of industries, trusts and estates across Los Angeles, Santa Monica and surrounding areas.

Omid John Afati started Afati Law Firm in 2019 with the goal of providing the Southern California community's estate planning and trust litigating needs. Mr. Afati directs his focus on addressing his clients' concerns and desires when planning for life’s unexpected twists and turns. His experience goes beyond trust and will formation, providing his clients with a secure and manageable estate as well as formidable litigation services.

Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....

I have worked at the Lawyer in Blue Jeans Group for eight years. I received my Juris Doctorate from Thomas Jefferson School of Law in 2016.

I have extensive knowledge of estate planning and asset protection and I take personal accountability in ensuring that each client’s needs are met. I am committed to carrying out the Lawyer in Blue Jeans Group’s philosophy of delivering sensible and reliable service.

In addition to helping clients with their estate planning needs, I also host a weekly legal show on the radio. I can be heard on Sunday’s at 9 a.m. on 760 KFMB AM with...

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...

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

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...

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.

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...

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...

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.

Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.

A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...

Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.

Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...

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,...

I enjoy many thing in San Diego including sailing, off roading and time with my kids, wife and friends. Our firm only handles estate planning and related matters. We Help Parents Make Sure Their Assets And Children Are Protected When The Unthinkable Happens To Them. Avoid Probate. Keep the government out of your affairs. Estate Planning is accessible for all and necessary for most. Yet, nearly 2/3 of all adults have no planning in place. Ask yourself: 1) Do you have an estate plan in place for your family (Will, Trust, Powers of Attorney, Health Care Directive, etc)? (2) If you have an estate...

Darshan Patel is an entrepreneur as well as an attorney. He has deep knowledge of the hospitality industry, gained through his work as an owner and manager of independent and franchised hotel properties.

Leading a team of hospitality attorneys at DPA Law Group, Darshan combines his operational insights with an understanding of federal and state law when resolving disputes involving hotels, restaurants, and other businesses across the state of California.

He understands the practical business need to minimize employment litigation through management training and other preventative measures. As a defense lawyer, he focuses on the efficient and timely resolution of employment and...

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...

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters. Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...

I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.

Our operation is focused on providing cost effective solutions and expert customer service to all our clients. In addition to real estate, the firm represents clients in business litigation, construction defect problems, estate planning, arbitrations and mediations. We want our clients to fully understand the legal process and what will be involved in finding a constructive result to their legal issue. I am very active in the legal and real estate community. I continue to educate myself on the most up to date information within my field. I maintain active memberships with both local and national groups in the industry....

I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.

Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Carolyn was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June...

Attorney Caitlin Rodriguez was born and raised in Ventura County and attended California State University Channel Islands (CSUCI) where she obtained a Bachelors Degree, with honors, in History. After graduating from CSUCI, Ms. Rodriguez attended California Western School of Law in San Diego, CA. During her law school career, Ms. Rodriguez was a member of the Pro Bono Honor Society, and was awarded the Academic Achievement Scholarship and the Diversity Scholarship. In addition, she interned with the San Diego County Alternate Public Defender's Office, the Community Law Project (a San Diego based organization that provides free legal advice to low-income...

Daniel J. Morse represents creative artists from his offices in the Los Angeles area. Mr. Morse excelled in his studies of contracts, intellectual property, and entertainment law at the Pepperdine University School of Law. After graduating in 2001, Mr. Morse worked as a civil litigator while assisting various visual artist clients. Upon moving to Tennessee, Mr. Morse worked with the firm of Wise & Reeves, representing a variety of individuals and business with transactional and litigation matters. Mr. Morse also represented musicians and literary authors. With licenses to practice in two of America's...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

At Pederson law offices, the team is committed to providing Thousand Oaks residents with the legal representation they deserve. The firm consists of two lead attorneys, who have over 40 years of combined legal experience. Attorney Steve Pederson received his Juris Doctorate with high honors from Western State University School of Law in 1975. Before working as a lawyer, he worked as a Senior Design Engineer for General Dynamics Corporation, where he assisted in the design of numerous space vehicles. Mr. Steve Pederson then worked as an attorney in Los Angeles, where he handled civil litigation cases in the areas...