Ramona Estate Planning Lawyers

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.

Ms. Loeffler’s practice includes tax and estate planning, trust administration, charitable planning, and business formation, transfers and management. She provides tax planning to minimize a variety of taxes for her clients, including property, income, gift, estate and generation skipping taxes. She also works with small business owners, forming and maintaining real estate and other entities, and advising them on tax issues. Ms. Loeffler is a member of the following professional organizations: Tax and Trusts & Estates Sections of the State Bar of California; Taxation, Trust & Estates, Real Estate and Elder Law Sections of the San Diego...

California Attorney since 1977. Admitted to practice before the United States Supreme Court, Ninth Circuit Court of Appeals, and various Federal District Courts. Notary Public. Certified legal specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization. Partner in KIMBALL, TIREY & ST. JOHN, specializing in trust and probate matters and probate litigation. Additional experience in elder law and financial abuse issues, long term care planning, and Special Needs Trusts for persons receiving government assistance. Significant experience with nonprofit organizations and small businesses, including succession planning.

Alejandra Rodriguez attended the University of San Diego, where she earned her Bachelor of Arts degree in Business Administration and Psychology. Ms. Rodriguez attended California Western School of Law, where she was ranked in the top 10% of her class and graduated cum laude. She was a member of Law Review and her article entitled Is the War on Terrorism Compromising Civil Liberties? A Discussion of Hamdi and Padilla was published in the California Western Law Review Journal. While attending Cal Western, Ms. Rodriguez served as a legal intern in immigration law at Casa Cornelia, and later as a judicial...

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?...

Ms. Williams is a 2006 UCLA School of Law graduate and Superlawyer Rising Star from 2015-2019. Ms. Williams has also attended the University of San Diego LLM program, and will obtain her LLM in May 2019. Ms. Williams began her legal career in complex litigation, with an emphasis corporate matters. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used helping people and businesses plan for the future.

Ms. Williams provides formation, restructuring, and general counsel services to small- and mid-sized businesses. Through her time in litigation, Ms....

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...

I have represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Riverside Counties since 1977. On occasion, I also represent clients in the Northern District of California.

I have previously served as a Chapter 7 Trustee for the United States Bankruptcy Court for the Southern District of California and understand that filing for bankruptcy is an important decision and one that is to be considered very carefully.

Many times a bankruptcy may not be necessary, if it is possible to be avoided by debt settlement and negotiations. I am...

Jennifer Duren is an estate planning attorney in La Mesa, California, serving clients throughout San Diego County.

She received her B.A. from Willamette University in Salem, Oregon, then received her Juris Doctorate with a Child, Family, & Elder Law Concentration, with Honors, from California Western School of Law.

During her time at California Western School of Law, Jennifer was inducted into the Pro Bono Honor Society, was a Student of Distinction, and served as the Community Outreach Director on the Student Bar Association.

Previously, Jennifer worked for various family law firms as a family law litigation attorney. Jennifer sought a new environment that...

Attorney Samuel Lockhart provides business legal counsel in Murrieta and surrounding areas. Business Law practice at the Lockhart Law Firm includes business litigation, business formation and business transactions.

LEGAL SERVICES PROVIDED Family Law and Personal Injury Divorce Evaluation and Characterization of Property Child Custody Child Support Custody Time-share Division of Property Restraining Orders Spousal Support

JOHN P. CONLON, ESQ. Aggressive litigator representing Real Estate, Construction, Business and Financial Elder Abuse victims. Licensed Attorney (SBN 338585), Licensed California Real Estate Broker, Broker License (00551441), Licensed California General Contractor (B 842882) with extensive Business, Contracting, Transactions and Negotiation experience in the Federal & State arena. Beware! I answer the phone and respond to clients in a timely manner. FREE INITIAL CONSULATION!

Pauline Isidro is an Associate Attorney at Koza Law Group, specializing in estate planning and business law. She holds a B.A. in English from the University of Southern California, as well as a Juris Doctorate degree from Thomas Jefferson School of Law. A veteran of the public relations industry, Ms. Isidro previously provided strategic publicity and product placement consultation services for various clients at a Hollywood, California-based boutique P.R. firm. Ms. Isidro is currently an active member of the State Bar of California where she also holds membership with the Trusts and Estates Section. She is...

I am a heart-driven attorney who loves life and making my clients' lives better. Originally from the pacific northwest, I left the rain for the sun and became a long-time San Diego resident, although I still return frequently to be with my family and the trees.

I am a life-long entrepreneur and also a wife and mom as well as many other roles. I want to improve the environment and my community for the next generation. I appreciate the challenge of making all of these things work together and engaging in with others who are doing...

John Masnica is President and founder of Tailored Legal. He formed the law firm to deliver legal services to San Diego’s business owners and families in a different way. John recognized that San Diego’s small business owners and families are in need of quality legal services delivered by an attorney they can understand, relate to, and trust, and for a fixed price within their business and family budgets. Tailored Legal was born out of that recognition and strives to help San Diego’s businesses and families plan for the future by using legal tools to start and operate...

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.

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...

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...

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.

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm that truly cared about their clients. A decade later and he knows it was the right thing to do as LLG has helped so many people and businesses over the years. Joe has been married for 33 years to the same wonderful lady and they have 2 children. Joe has coached at the youth level in several sports for 20+ years, and enjoys volunteering for charities such as the wonderful Challenged Athletes Foundation (based...

I have been passionately practicing Civil Litigation for over two decades. My specialties include Real Estate, Business, Contracts, Homeowners Associations, Corporate, Employment Law, and Estate Planning. I have a superb rating on AVVO which is the attorney rated online website and my clients and peers have nominated me for Top Business Lawyer in Palm Springs Life. My offices are located in San Diego and Palm Desert California but I have clients across United States and in Canada and aboard who find me on the internet. I look forward to servicing your legal needs.

I am a founding parter at Shorb & Connor and make it a point to get to know every client that walks through our firms doors. We are a small firm and offer small firm personal service but have the technology and team attorney approach of the larger firms. Ms. Connor and I keep up to date on every case, even thoughs handled by associates. Our goal is to help our clients, and what better way than to provide them with our entire firm's knowledge, not just their single attorney. I began my career at the San Diego Public...

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...

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...

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...

With almost 30 years of experience, Gregory E. Deetman, Esq. is a seasoned attorney licensed to practice law in the state of California. Since 1994, Mr. Deetman has been dedicated to providing his clients with exceptional legal representation and personalized attention. A member of Wealth Counsel, the leading membership organization and drafting platform for estate planning attorneys, Mr. Deetman brings his dedication, experience, and passion for his clients, to the field of estate planning.

Michael aims to bring the same level of compassion that he had for his patients to the practice of law. Michael began his professional career as a registered nurse, working in cardiology and surgical services before supervising a pre and post-operative area. After starting a family and becoming enamored with the law through Caroline’s experiences, Michael decided law school and a career as an attorney was also for him. Estate planning became personal to Michael when his father passed away suddenly without any plan in place. Since that day Michael has made it his mission to educate everyone on the need...