Portola Estate Planning Lawyers

Willie has three passions in life: family (including his dogs), following his favorite sports teams, and helping his clients. He practices QDRO law (retirement division) from coast to coast, in his seven licensed states. He's a recognized authority in the area, teaching other lawyers about QDROs and legal practice at state bar conferences and via online education platforms.

Meagan A. Paisley is an attorney with RMO LLP, where she leads the firm’s client relationship team. In this role, Meagan guides clients and community team members with a warm, empathetic and attuned approach that provides a strategy and a sense of relief to those embroiled in emotional and complex probate, trust, estate, conservatorship and inheritance disputes. Meagan attended Texas A&M University in Corpus Christi, Texas where she received her B.A. in political science. She received her J.D. from DePaul University College of Law in Chicago, Illinois, where she received the CALI Award for Excellence in Litigation Lab.

Attorney Robert J. Carlson has practiced law since 1975. Carlson & Cohen, LLP Attorneys at Law has represented clients in Encino and surrounding areas for 25 years. Areas of Practice include Business Law, Real Estate Law and Estate Planning.

Mr. Hultgren is an attorney licensed to practice law in the State of California and is certified as a specialist by the State Bar of California's Board of Legal Specialization in the area of Estate Planning, Probate & Trust Law. Mr. Hultgren crafts comprehensive estate plans for his clients. He also provides legal advice and assistance in the administration of Trusts and Wills upon a person’s death and advises businesses and non-profit organizations in transactional matters. Mr. Hultgren earned his Bachelor of Arts degree in History from University of California, Davis and his Juris Doctorate from...

Daniel A. Higson is a principal with Hathaway, Perrett, Webster, Powers, Chrisman & Gutierrez. He has practiced law in Ventura County for over 40 years in the areas of Civil Litigation, Business Law, Trusts & Estates, Probate and Personal Injury. However, his primary emphasis has been representing creditors and debtors in bankruptcy cases.

Daniel has practiced extensively in the United States Bankruptcy Court for the Central District of California, in Santa Barbara, San Fernando Valley, Riverside and Santa Ana Divisions. He is admitted to practice in the US District Court, as well as the State Courts of California....

Yvette Gabrielian is an experienced estate planning attorney. Her practice is dedicated in providing tailored legal services in the estate planning, probate and trust administration, business formation and contracts. She is specialized in special needs planning, asset protection and wealth maximization.

Susan Alexander Myers holds a J.D., M.P.A. and an advanced law degree in Taxation (LL.M). She has practiced law in Texas and California for 10 years. Susan is a passionate advocate for seniors and their families and dedicates her practice to issues that arise from the aging process, including plannning for long-term care, Medi-Cal planning, estate planning, nursing home issues, public benefits, and conservatorships. Susan is also an experienced estate and trust litigator. When you have a legal problem, choose an attorney who will represent you with Compassion, Care and Commitment.

After working for many years in healthcare, David Rowell graduated from McGeorge School of Law at the University of the Pacific in 1991. Mr. Rowell graduated "with distinction," and received numerous honors while at McGeorge, including, on graduation, admission into the prestigious "Order of the Coif." Mr. Rowell's practice, since admission to the Bar in 1991, has focused almost exclusively on civil litigation; that is, cases (other than criminal) which go to trial before judges and juries. Mr. Rowell has taken many cases to trial in front of juries, and many dozens of cases to...

I am a sole practitioner law office that works with my clients to fashion realistic estate plans. Pet Trusts and Special Needs Trusts are discussed to see if they are needed. Long Term Care issues for the Elderly are a part of my practice where I work with families to pursue the best alternatives for elder care assistance beyond what their children can provide.

I am a California native originally from the San Joaquin Valley. I graduated from the University of California at Santa Barbara in 1970 where I studied Political Science. In 1975, after 3 years of world travel I formed an import clothing business. It included a Santa Barbara retail store and for 25 years operated as a national wholesale outlet. I took part in the management of the business and the design and distribution of the products. My duties included national and international travel, meeting with customers and vendors, as well as dealing with international banking and import/export requirements. The company...

Jared assists businesses and their owners with respect to entity formation, operation, merger and acquisition, reorganization, and dissolution. In particular, Jared's practice concentrates in the areas of corporate, partnership and real estate transactions and taxation, business and individual tax planning, estate planning and taxation of exempt organizations. Jared's unique background and knowledge enable him to effectively represent taxpayers before the IRS, the Franchise Tax Board, and the United States Tax Court. Jared's specialization in complex tax, estate, and business succession planning helps his clients preserve and protect their wealth. Prior to joining Fishman Larsen Goldring & Zeitler, Jared served as an attorney-adviser...

Seth M. Goldberg attended the University of California at Santa Barbara where he graduated and received a Bachelor of Arts degree in History in 1987. He also completed ROTC and was commissioned a Reserve Officer in 1985. He received his Juris Doctor degree from the University of La Verne in 1991. While in law school, Mr. Goldberg received the American Jurisprudence Award for excellence in the Lawyering Skills Practicum, a ten unit course designed to test a law students’ ability to handle a fictional case, from intake through the conclusion of a jury trial. Mr. Goldberg’s legal career began...

I am a member of the California State Bar since 2006; the San Bernardino County Bar and Association of Certified Family Law Specialist. I am a certified Family Specialist (I am the only female Certified Family Law Specialist in the Cities of San Bernardino, Redlands and Highland). For the past 6 years I have had the Indigent Defense Contract with the County of San Bernardino wherein I was court appointed to represent several hundred of defendants who were charged with Contempt of Court for violation of court orders (typically non-payment of child support). I also represented several hundred military personal under the...

I’ve practiced law 41 years. I’m old school. Law is not just a job, or even just a career, it’s about being of service to individuals and to society. That said, I’m also an outlier, in that I see both sides of things, and use my “EQ” (people skill set snd knowledge of what makes people tick) also. I've conducted legal education and founded a collaborative law group. My publications are read daily on Academia.

Donna Bachoura focuses her practice on Estate Planning, Probate, Trust Administration and Conservatorships. She received her Juris Doctorate from Chapman University Dale E. Fowler School of Law. With her extensive legal background, Donna understands the uniqueness in planning for the future and dedicates her time to accomplishing client's goals efficiently.

I help my clients protect their assets, and loved ones through drafting wills, trusts and comprehensive estate plans. I also support families in honoring the wishes of their loved ones who have passed. I provide free consultations, and love to help people. Reasonable fees. Answers at every step. Virtual conferences along the journey. Personalized meetings throughout. No questionnaires. Clear guidance and communication. I do the work for you so you can focus on the important things in your life! Recent representative transactions include: Drafted estate plan...