San Luis Obispo Estate Planning Lawyers

Lori Bolander is the owner and principal attorney of Bolander Law Group. A graduate of the University of California at San Diego and California Western School of Law, Lori was admitted to the bar in 2005. Prior to that, she worked for a trusts and estates attorney for five years. Shortly after graduation, Lori began practicing in trusts and estates and opened Bolander Law Group in 2006.

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 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...

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...

Deja Correia is dedicated to understanding the results you want to achieve, educating you on actions that can be taken by you and on your behalf, and empowering you to move through an expertly crafted path of success. Whether you have questions about getting started on a new endeavor, are seeking solutions to an existing challenge, or want to prepare for the future, she is here to guide you home. Deja Correia has earned a reputation as a hands-on leader, empowering trainer, collaborator, and compliance guru. She excels in communication and believes passionately in the power of well-written works. Deja...

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...

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.

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...

I consider it an honor and privilege to represent clients through the estate planning process. I will listen carefully to all of your concerns and planning goals, including spiritual desires.

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...

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...

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...

Matt founded MDSLaw Ohio in 2011. He and his team focus entirely on helping families and business owners to plan their futures. Working in close collaboration with a trusted network of financial advisers, accountants, bankers and real estate professionals, Matt delivers high-quality legal services in a no-nonsense fashion. He has prepared well over 2,000 estate plans, from simple to complex, for clients located throughout California and Ohio. Prior to law school, Matt received a Bachelor of Music degree with emphasis in Vocal Performance at Brigham Young University. He has sung in multiple countries and in a dozen languages, including an appearance...

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.

Kris began her legal career in Southern California in 1994, working for large law firms doing insurance bad faith litigation. Due to her knowledge of insurance bad faith law, Kris then moved in house to do research and coverage opinion letters for a well known insurance company. She was introduced to an Estate Planning attorney and began working for her part-time in 2004. Kris then opened her own Estate Planning - Wills & Trusts law firm in 2006. She has loved helping individuals and families create their Estate Plans ever since. Kris moved to Northern California in 2013 and has built her...

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.

Laura practices almost exclusively in the field of estate planning, trust and probate law. She counsels individuals and families in establishing estate plans geared toward each unique situation, working with her clients to customize each family’s plan. She also handles routine trust and probate administrations, walking families through the complex realm of estate administration after a loved one’s death. Laura regularly handles litigated trust and estate matters, including will contests, claims against fiduciaries, and property ownership disputes. She also represents injured individuals in personal injury matters.

Laura is dedicated to earning the trust and confidence of her...

Tim is a Southern California attorney who boasts over 35 years of legal experience in asset protection, estate planning, zero tax planning and business succession law. He is a true leader in his field, and is a regular speaker at industry events. Tim has helped a large spectrum of clients, from successful small business owners to companies worth over $200 million dollars create a custom wealth protection plan. He is also the developer of a financial planning software called vBlueprint.com that helps other financial professionals and estate planning professionals create a customized solution to move their assets in line with their...

Geoffrey A. Weg is the leading attorney at The Weg Law Group. He is committed to providing comprehensive estate planning services to clients throughout Los Angeles. As an experienced and skilled lawyer, attorney Weg has successfully helped countless clients navigate the probate process and administer their estates. From drafting wills to creating succession plans for business owners, Geoffrey A. Weg offers valuable insight for each case he takes on. In addition to being a skilled lawyer, attorney Weg is also a member of the Society of Trust & Estate Practitioners and a frequent author and speaker on various tax and...

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.

Certified Specialist, Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization
Certified Public Accountant, State of California
AV Preeminent Peer Review, Martindale-Hubbell
Northern California Super Lawyer

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.