San Dimas Estate Planning Lawyers

Armed with impressive qualifications from big law firms and an approachable demeanor you'd expect from a small firm, Owen uniquely bridges the often intertwining areas of Trusts, Estates, and Probates. Owen holds degrees in tax (LL.M.), law (J.D.), and business (M.B.A.), making him particularly well-equipped to guide you, whether you're crafting an estate plan for your loved ones or you're a trustee or beneficiary in need of expert counsel. At Opelon, we believe in more than just offering services - we're dedicated to building enduring relationships. With Owen, you'll find an attorney who is not just qualified but also approachable. We encourage...

Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...

Kevin G. Staker, the principal attorney in the firm, received his Juris Doctor degree from the University of Utah College of Law, and his Master of Laws (LL.M.) in Taxation degree from New York University School of Law. Kevin is the founder of the Planned Giving Council of Ventura County. Kevin has three times been a member of the Board of the Ventura County Bar Association, and was the chair of its annual dinner committee 14 of 15 years. Kevin Staker is a member of the Board, and was President for 2016 and the latter part of 2022, of Ventura...

Mrs. Geiger’s practice is located in Carlsbad, California. Her practice focuses on Estate Planning, Asset Protection, Business Planning, Elder Law, Trust Administration, and Probate. She obtained her law degree from the University of San Diego School of Law where she served as an Editor for the San Diego International Law Journal and published a law review article. She has also authored multiple books on Trusts, Elder Law and Business Law topics and is an active member of the North County San Diego Bar Association, the North County Estate Planning Council and is a member of the editorial committee for the...

Principal Owner
Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...

I have devoted my career to assisting individuals and families in navigating the intricacies of estate planning, trust and probate administration, and wealth preservation. As the founder of Desert Law Group in Indian Wells, California, I have cultivated a reputation for my warm, client-focused approach. I hold the belief that every person deserves to protect their assets and ensure a smooth transition of their legacy. I find deep satisfaction in aiding clients to avoid the pitfalls of probate, reduce tax burdens, and maintain family harmony.

As a former business owner myself, my goal is to help other business owners and entrepreneurs with their legal issues. It's important to have someone in your corner who understands what it's like to be in your shoes. Advice is only helpful if it makes sense in the real world, and my prior experience allows me to see the real world implications. Before law school, I opened a small coffee shop that I grew into a full-fledged restaurant within four years. In the beginning, I was able to use marketing to help grow the business over 200% from year to...