San Lucas Estate Planning Lawyers

Lisa Frisella has been dedicated to working with clients, trustees, beneficiaries, conservators, guardians, and heirs, assisting with estate planning, litigating trust-related matters, handling heirship petitions and will contests, advising on trust administration, and pursuing financial elder abuse claims. Before founding Frisella Neilson, APC, she focused on civil litigation, including antitrust, consumer protection, and complex commercial cases, with a San Diego boutique law firm. She also has experience in estate planning, having worked with a firm that offered capital management, accounting, and real estate services. Ms. Frisella is a 2000 graduate of the Saint Louis University School of Law, where she also...

San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...

Kevan P. McLaughlin is an award-winning San Diego tax attorney whose practice focuses on civil and criminal tax litigation and controversies. Kevan defends taxpayers and resolves all types of tax disputes with the IRS, FTB, EDD, U.S. Tax Court, CUIAB, and Department of Justice. In 2009, Kevan formed a boutique law firm with special emphasis on civil and criminal tax preparation. The firm has since grown, adding estate planning, tax planning, trust administration, and tax preparer and CPA defense practice areas. The firm is dedicated to representing taxpayer in these concentrated practice areas, and today helps individuals and businesses with...

I am an experienced Employment and Consumer Law attorney. I fight for employee, consumer, and investor rights throughout San Diego County.

I provide comprehensive and effective legal advocacy. For over 15 years, I have dedicated myself to aggressively protecting my clients' rights and interests. Having recovered millions of dollars, my focus is always on achieving the best possible results.

Contact me for a free consultation to see how I can help you.

I am a dedicated Estate Planning, Probate, Trust, Tax and Charitable Planning attorney, serving clients throughout Coachella Valley. As a CPA and Certified Estate Planning, Trust & Probate Law Specialist, I provide comprehensive legal representation focused on estate planning, probate & trust litigation, and complex tax and charitable planning matters.

With 20 years of experience, I am dedicated to attentive service and exceptional counsel based on the unique needs of my clients. I am committed to achieving their goals and objectives in a fast and reliable manner. I have been recognized by my peers with an AV Preeminent Rating, and...

Attorney Milda Goeriz is skilled with all estate planning matters and experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. In reaching the best results, Attorney Milda Goeriz applies modern methods and an honest approach to law. She employs creative strategies when forming revocable and irrevocable trusts and handling other estate planning matters. Ms. Goeriz has a unique ability to explain the complex planning devices in a simple fashion and is valued by her clients for effective asset protection. A multilingual tax lawyer with a background in international business transactions, Ms....

I am the founder and managing attorney of Ortiz Law. I received my law degree from the Sandra Day O’Connor College of Law at Arizona State University. During law school I interned with the Honorable Terry J. Hatter, Jr. in the Central District of California and the Honorable Mary. H. Murguia in the Ninth Circuit Court of Appeals. I am a UC Riverside graduate and served in the United States Marine Corps, Reserves, earning the non-commissioned officer rank of Corporal and receiving a Certificate of Commendation before completing my active service in 2012. I am the Past-President of the Riverside...

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...

Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...

James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...

As a founding partner at the firm of Davis Wojcik Duarte, APLC, Riverside County attorney Robert A. Davis works on both criminal and civil cases. He has over 22 years of experience in the legal field. Mr. Davis has been involved with the boards of the Hemet Hospital Foundation, the Exchange Club, and the Education Foundation. He is a member of the California Society of Healthcare Attorneys, American Health Lawyers’ Association and Riverside County Bar Association. He received his Juris Doctor from Brigham Young University, where he was Editor-in-Chief of the Journal of Law and Education. Contact his firm for...

As a mother of four children, Nikki Farris understands the pressure of being responsible and taking care of family. When you fall into debt, it's not only you but those who depend on your that are in danger of financial ruin. If you cannot handle the debt, Attorney Nikki Farris can help you file for bankruptcy and find debt relief through various means. Nikki is experienced in bankruptcy law, as well as estate planning and business law. As a member of the National Association of Consumer Bankruptcy Attorneys, Nikki is held accountable to high standards of legal service for her...

Christopher J.D. Gipe is the founder of Gipe Law, P.C., a boutique estate planning and probate firm based in Mission Viejo, California. He serves clients throughout Southern California, with a strong presence in Orange County communities including San Clemente, Dana Point, Rancho Mission Viejo, Ladera Ranch, San Juan Capistrano, and Laguna Niguel. Mr. Gipe is known for delivering thoughtful, personalized estate plans that go beyond documents—focusing on practical solutions that integrate legal, financial, and real-world considerations. His approach emphasizes clarity, family harmony, and long-term security, helping clients protect what they’ve built and ensure their wishes are honored. His practice includes estate planning,...

I love what I do. I have the opportunity to work with you to make sure that everything you have worked for or will work for during your life does not end up in the hands of others or does not destroy your family. Over my 17 years of practicing law, I have discovered that there is a real need for personal and practical legal advice when creating your unique estate plan or helping you through probate after a loved one dies. I have discovered that words have meaning, interpretations differ, and memories fade. I can...

I am David Hamilton, a Certified Specialist in Estate Planning, Trust, and Probate Law by The State Bar of California. I serve as an attorney with the Sandoval Legacy Group, a division of Holstrom, Block & Parke, APLC. I pursued my legal education at the University of La Verne College of Law, where I graduated second in my class and earned the distinction of magna cum laude. During my time in law school, I held the position of Editor-in-Chief for Volume 36 of the University of La Verne Law Review and for Volume 20 of the Journal of Law, Business &...

Attorney Matthew Murillo is quickly rising among the ranks of California Attorneys in Business, Criminal Defense, DUI Defense and Estate Planning and was recently nominated as one of California’s Top 100 Trial Lawyers in the area of Criminal Defense. Admitted to the State Bar of California in 2009, Matt has been deeply involved in creating the type of law firm he believes will best serve California Residents. Founding the Law Offices of Matthew Murillo in April 2010, Matt has been diligent in his efforts to provide only the best service – treating every client like his own family....

Harry Mirchandaney counsels clients throughout California on Divorce, Child Custody and Support, Spousal Support, Property Division, Family Law, Domestic Violence, RFO's (both initialting and defending against), and pre-nuptial and post-marital agreements. He also counsels clients in the area of trusts and wills/estate planning & probate and trust administration, through HMA Law Group's offices in Newport Beach, Riverside, and satellite locations.

Entering her 15th year of practice, Kimberly specializes in estate planning, probate, and trust administration and corporate law. Kimberly’s experience in assisting aging seniors, middle-aged couples and young families in trusts and estates issues is an asset to her clients. This experience allows her to provide highly customized estate plans for her clients’ unique family needs.

Kimberly compassionately and efficiently addresses the affairs of the deceased, including probate and trust administration therefore she is able to represent trustees, executors and beneficiaries in many different and often difficult situations. Additionally, Kimberly offers legal counsel to closely-held businesses at each stage...

I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.

RoseAnn began working in the legal field when she was 18 years old and worked for some of the largest law firms in the Los Angeles area as a legal secretary and paralegal before she became an attorney. Using document-search programming, she worked on many complex, high-profile litigation cases and cases with voluminous e-discovery requirements. RoseAnn attended UCLA in high honors classes and graduated magna cum laude in 1994, and then worked another ten years to take care of her four grandsons as a litigation paralegal in many trials before attending law school. She attended Abraham Lincoln Law School to continue...

Amy's approach to estate planning is to focus on each client's unique needs and objectives. She strives to design a comprehensive plan for her clients that provides the maximum protection without compromise. Her broad experience enables her to provide keen insight for her clients. She is deeply commitment to her clients and the ethical standards of her profession. Amy has lived in Brentwood since 2001 with her husband and two daughters. She is a Director for the Brentwood Chamber of Commerce and in her free time, enjoys yoga, reading and golf.

We are a firm that listens; understands your business and industry; keeps you informed; provides clear, direct and practical legal advice; asks appropriate questions; clearly explains the relevant aspects of your case; checks egos at the door; empathizes and respects your business, professional and personal situation; maintains a laser focus on your unique legal needs; and practices law with a passion.

Michael's practice areas include: business organizations, corporations, land-use regulation, real estate transactions, estate planning, government regulation, family law, and civil litigation. He has major law firm and in-house counsel experience. He is also a real estate broker...

Trust Litigation Attorney The Law Office of Malachowski and Associates provides trust dispute litigation services to clients in California Superior Courts and the United States District Court for the Northern District of California. Mark Malachowski is a member of the Supreme Court of the United States Bar. We recognize that lives and fortunes hang in the balance when a client seeks our legal services, and we work closely with you to develop an individually designed action plan to achieve your goals. Mark Malachowski has a Juris Doctorate in Law and Master’s and Bachelor's Degrees in Science. Mark Malachowski...

I am also a Certified Public Accountant and have been doing tax work in the Bay Area for 30 years. I specialize in helping people and businesses pay as few taxes as possible without getting audited. In the estate planning area I help people preserve their property for their families and pay as few estate taxes as possible. I also am the Probate Doctor who can help fix impossible situations when estates are stuck in the quagmire of California Probate.

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

Anthony Franceschi is California estate planning attorney who focuses his practice on assisting seniors and their families prepare for the future. Including empowering seniors with strategic estate plans and drafting customized wills that honor clients’ final wishes, During law school, Tony was an intern for the Sacramento County District Attorney’s office, where he handled misdemeanors, traffic, and juvenile detention hearings. Before coming to MacFarlane Legal, Tony represented clients with Social Security Disability/SSI and personal injury cases.

Local Estate Elder Law Planning Attorney
Long term Pleasant Hill resident, Jeffrey Hall, didn’t follow the traditional path to the practice of law. Indeed, attorney Hall grew up in central Los Angeles, and in a time when there was no expectation that he would attend college; and law school was simply not an option. However, after completing his bachelor’s degree in Economics from Saint Mary’s College, he volunteered with the Air Force in 1981 and served for 9 years, both reserve and active. Upon returning to California, he and his wife made Pleasant Hill their home and have...

I’ve practiced law in the San Francisco Bay Area for over 20 years and focus my practice on Estate Planning, Probate, and General Civil Litigation. I also represent injured individuals in personal injury claims.

I am an estate planning and business law lawyer practicing in East Contra Costa County California. I take pride in providing value minded legal services to area families and businesses.

Mr. Sheffield is one of the top estate planning, tax, and trusts and estates attorneys on the Central Coast. His practice focuses on advising individuals and families regarding tax, estate planning, probate, trust and business succession matters, and advising corporations, partnerships and limited liability companies regarding business and tax matters.

Mr. Sheffield is a Certified Tax Specialist. He has been awarded a Martindale-Hubbell rating of AV Preeminent, signifying the highest level of ethical standards and legal ability, for 28 consecutive years. He has also been recognized as a Southern California Super Lawyer.

Mr. Sheffield is a past Chairman of the...

Business and International Experience
Wayne started in Auckland New Zealand, graduating after completing a challenging combined Bachelor of Commerce and Bachelor of Laws in just 4 years, achieving top marks at his law school at Auckland University made up of 11,000 students where he was elected Student President in a landslide victory in his last year. Then recruited by a leading Merchant Bank, MARAC Corporation, Wayne moved to Citibank before becoming the founding Company Secretary for New Zealand's first publicly listed Investment Bank, founding Company Secretary for NZ’s first publicly listed Venture Capital company and a Director of a...

I represent individuals and small to medium sized businesses in bankruptcy, foreclosure defense and debt consolidation matters. For individuals, I represent clients in Chapter 7 and Chapter 13 bankruptcy proceedings, including adversary proceedings, including 2nd home mortgage lien stripping, redemption of vehicles and student loan reductions. For businesses, I provide services related to the winding down of a business, board and management consultations and bankruptcy debt consolidation in Chapter 11. In conjunction with my bankruptcy practice, I also provide estate planning, probate and trust administration representation. The best way to avoid probate is to plan properly by drafting...

At Advance Planning, A Law Corporation, in Dublin and Berkeley, California, we focus solely on helping individuals protect themselves and their assets for the future while creating a lasting legacy for their heirs and loved ones. Serving clients throughout the San Francisco Bay Area and Central Valley, with a focus on Alameda, Contra Costa, Santa Clara, San Mateo, San Francisco, San Joaquin, and Stanislaus counties, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those...

Sam graduated from the University of Utah with a Bachelor of Arts degree in Accounting in 2008 and his Juris Doctor from UNLV in 2011. He went on to receive a Masters of Law (LL.M.) in Taxation from Georgetown University in 2012. Sam’s practice includes estate planning, asset protection, trust administration, probate, guardianship, and business organization. Sam has established a strong reputation within the Las Vegas legal community for his expertise and provides continuing legal education courses in his areas of practice. Sam is fluent in Spanish and is licensed in both Nevada and Utah and is a member of the Southern...

Joshua D. Brysk advises clients on Business & Commercial Law, Civil Litigation, Estate Planning, Real Estate, Construction, Tax Law, and Wills, Trusts & Probate matters. He provides knowledgeable and skilled representation to clients in the San Francisco Bay Area and throughout California. With over 25 years of experience, Joshua is committed to providing unmatched personal attention and high quality legal advocacy. Helping clients avoid and solve their legal problems, Joshua's focus is always on achieving the best possible outcomes. Outside of work, Joshua is a seasoned traveler. He has also enjoyed living and working in Australia and Israel.

Zachary Rayo brings experience, efficiency and empathy to estate planning. Mr. Rayo’s approach is people-centered. He recognizes that the legal needs and special issues differ from client to client, that each person is unique, with unique needs that must be met with efficiency, active listening and care. Mr. Rayo knows the importance of social responsibility which manifests not only in ethical decisions and practices but also in involvement in socially important causes.

Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...

Elijah Keyes’ interest in estate planning and special needs began as a child where he saw the effects of long term illness in his household. He gained an appreciation of the effects of physical and mental illnesses and how they affect families and communities. Ever since becoming an attorney, Elijah has worked exclusively in the areas of estate planning, special needs, elder law, and tax.

Elijah is recognized as a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is the Vice President and a Trustee of the Silicon Valley...

Gina focuses her legal practice on estate planning, probate, and trust administration. She is dedicated to helping families from the devastating legal effects of disability and death. With proper planning, individuals and families can avoid unnecessary court proceedings, protect their assets, continue their legacies through strategic charitable giving, and provide for the security of loved ones. Gina learned firsthand the effects of failing to plan when her rancher father was killed in a vehicle accident without any planning documents in place requiring her to probate her father’s extensive estate, including business and cattle operations. As a result, she...