San Luis Rey Estate Planning Lawyers

Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. Mr. Driskell earned his juris doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer...

Attorney Amanda Johnson has an extensive background in law, graduating from Trinity Law School in Santa Ana, California. While attending law school she worked with the Orange County Rescue Mission providing legal services to members of society who might not otherwise have access to legal aid. She was also a member of Asian Pacific American Law Student Association, the Public Relations Director for the Student Bar Association, and she attended an International Human Rights Program in France. Before moving to California for law school, she attended the University of Wisconsin La Crosse where she obtained a Bachelors in Science and...

Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...

William Ha is a dedicated and passionate attorney and was born in Los Angeles, and raised in the South Bay. Background and Education William Ha's journey as a legal professional began with a strong commitment to serving the local community. He earned his Juris Doctorate from California Western School of Law in 2008. He has been licensed to practice in California the same year, and is also admitted the to state bar of New Mexico. Practice Areas William Ha is a seasoned attorney specializing in two crucial practice areas: Estate Planning and Bankruptcy. He is passionate about these areas of the law because they...

BRENT LANCE, LL.M. (Tax-NYU), has 43+ years of experience in California, Cross-border and International Tax matters. His experience includes seven years practicing international and California tax law at Baker & McKenzie, the world’s largest international law firm and five years leading an international tax consulting group as a partner of KPMG, the world’s largest international accounting and consulting firm. The balance of Mr. Lance’s 43+ years of cross-border tax and legal experience was earned by advising “snowbirds,” “expats,” international business owners, international investors and others with cross-border lifestyles in the boutique law firm he founded in Palm Desert 28 years...

Ms. Macedo practices estate planning, provides general counsel services, and is a consultant working on policy issues. Her interests include supporting local municipalities, small businesses, and community nonprofits.

I am an experienced Estate Planning and Probate attorney. I counsel clients throughout the Palm Desert area.

I approach each case with great care, attention to detail and dedication. I am passionate about providing exceptional service and representation to meet the unique needs of my clients.

Outside of work, I enjoy time with my husband Chuck and our two golden retrievers, Belle and Pepper, in our Cathedral City home. In addition, I am an auto racing enthusiast, having served as a Steward for the Sports Car Club of America.

Rebecca Sommer is licensed with the California state bar and has been practicing law since 2015. She has numerous scholastic achievements, including ranking top 10% of her graduating law school class and earning several scholarships for extracurricular activities. Additionally, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School. She combines her general finance training with specialized legal knowledge to offer practical legal solutions for managing your assets. Work with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid...

Bruce R. Durkee is licensed both as an attorney and as a Certified Public Accountant (CPA). Bruce is also a Certified Legal Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. ?Bruce graduated magna cum laude with a Juris Doctor (J.D.) from Whittier Law School -- finishing in the top 10% of his class. He also holds a Bachelor of Arts (B.A.) degree in Accounting from Vanguard University of Southern California, graduating cum laude. Prior to becoming an attorney, Bruce owned a CPA firm...

My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...

Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation. ?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...

Lindsay Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a more direct and positive impact on individuals. After stepping away from insurance defense, Lindsay worked for a non-profit organization in Washington D.C. that advocated for women and girls with disabilities directly to different factions of the federal government and the various relevant bodies of the United Nations. Although this fulfilled Lindsay’s background in Peace Studies and International...

I began my legal career at a mid-size law firm located in downtown San Diego, where I was part of a sophisticated team of business lawyers. Driven by a passion for efficiency, I co-founded Broaden Law LLP. This venture allowed me to merge my entrepreneurial spirit with my legal practice. I am committed to identifying a variety of strategies tailored to each client’s specific situation and goals, ensuring that my clients play a meaningful role in the decision-making process. I am a member of the Probate Attorneys of San Diego and currently serve on the Probate Handbook Committee.

Daniel Sallus is a partner of Stone & Sallus, LLP focusing on business litigation, business and real estate transactions, estate planning, entity formations, and real estate litigation. Born and raised in the Los Angeles area, Daniel obtained his B.S. in Management from the Eller School of Business and a minor in Spanish at the University of Arizona. Previously he worked at a large bank where he interacted with businesses and obtained a deeper understanding of their needs. While in college, Daniel started investing in real estate where he was able to manage and rent the property to pay for his undergraduate...

As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.

Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.

A lawyer who understands the concerns you have and the situations you are going through, may be hard to find. As someone who has been through a divorce and heavily involved in the criminal justice system, attorney Heath L. Baker may understand your concerns regarding your family law, criminal law, and personal injury cases, more than you would expect. Mr. Baker understands what it is like to face emotionally difficult situations, which go beyond “winning” a case. Mr. Baker retired from the Riverside Police Department after obtaining years of experience with the courts, investigations, and the judicial process, seeing both sides of...

My name is Tatiana, and I am the founder of Pavlova-Coleman Law. My professional background spans over 20 years in finance and wealth management in Los Angeles, which paved the way for my current focus on Estate Planning. As a first-generation immigrant from Bulgaria, I have invested years into understanding and mastering the financial landscape of the United States. I firmly believe that everyone, regardless of their financial status or background, deserves access to estate planning education and guidance. My passion lies in imparting my knowledge, and my practice aims to help individuals from diverse backgrounds protect their assets and secure...

Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).

I am an associate in Jeffer Mangels Butler & Mitchell LLP's Taxation, Trusts & Estates Department, where I focus my practice on estate planning. During my time in law school, I had the privilege of serving as a judicial extern for the Hon. Kim M. Wardlaw on the US Court of Appeals for the Ninth Circuit and for the Hon. Rozella A. Oliver of the Central District of California. I was actively involved in academic publishing as a staff editor for the UCI Law Journal of International, Transnational, and Comparative Law. Additionally, I held the position of Vice President of Outlaw,...

I serve as Of Counsel in the Taxation, Trusts & Estates department at Jeffer Mangels Butler & Mitchell LLP, where I focus on devising creative and practical solutions to complex tax issues. In my practice, I regularly advise both individuals and business entities on a broad array of tax-related matters. These include M&A transactions, financing, internal corporate restructurings, Section 1031 exchanges, and deferred compensation. Additionally, I design and implement strategies for tax-efficient estate planning, wealth transfer, and business succession that cater to the needs of individuals, families, and executives across the wealth spectrum. Originally from Iowa, I now enjoy the California lifestyle,...

Shelley Rizzotti is an attorney in Burbank, devoted to the practice of real estate, probate, and estate planning. She is a member of numerous associations including the California State Bar Association, the Los Angeles County Bar Association, the San Fernando Valley Bar Association, and the National Association of Realtors®. With nearly 15 years of experience in real estate and an extensive understanding of estate planning and probate administration, Ms. Rizzotti has the resources necessary to take on even the most complex cases. To find out about working with Attorney Rizzotti, do not hesitate to contact her firm, Shelley Rizzotti, Attorney...

Jennifer Yeoh is a Founding Partner of Joe, Southard & Yeoh LLP, with over 14 years of experience, specializing in workers’ compensation law. She aggressively defends the rights of those who have been injured on the job so that they receive the financial compensation they deserve. She represents a wide variety of workers in both public and private sectors, including construction workers, caretakers, nurses, healthcare workers and airline employees. Ms. Yeoh has an in depth understanding of the intricate workers’ compensation laws and provides individualized attention to her clients to help them navigate through the complex process.

A native of Southern...

Steven D. Kramar's practice concentrates on small businesses, the selection and formation of business entities such as partnerships, corporations and limited liability companies, the management and contract issues they encounter, including litigation, as well as matters involving the personal affairs of principals such as estate planning (trusts and wills) and probate and trust administration. Steven represents clients in regard to real estate matters from purchases and sales through disputes concerning the rights and responsibilities of adjoining property owners. Steven has a long history of personal injury practice but does not actively seek cases unless they involve substantial injuries.

Joseph McHugh is an Asset Protection Attorney in Southern California-based LA LAW CENTER, PC. Attorney Joseph McHugh and his legal team are highly knowledgeable and experienced in all aspects of Asset Protection and Tax Planning for individuals that having assets with income of $1 million to $20 million annually... or are in a business that has a high risk of lawsuits (Doctors, Landlords, Law Enforcement, Business Owners, etc.). His firm supports asset protection for high wealth individuals to middle-class families that wish to have loved ones facing nursing home care and need to move assets to qualify for Medi-Cal Long...

I am the principal attorney at YG Legal Firm. I am a graduate of the University of Southern California with a Bachelors in Philosophy as well as a Minor in History and Communications and obtained my Juris Doctorate from Thomas Jefferson School of Law.

I have been a licensed California attorney since 2010 and am licensed to practice in the Central, Eastern, Northern and Southern California federal courts.

As an active member of CAALA and NACA, I partner with other attorneys that fight for the rights of every consumer to help achieve the best results possible for my clients.

I offer free...

Victoria Martin (formerly Victoria Herrick) is a licensed attorney practicing law in the State of California. She graduated with her J.D. from Abraham Lincoln University School of Law in Los Angeles, California. She works in the area of Estate Planning, offering advice regarding Living Trusts, Wills, and Powers of Attorney. Proper Estate Planning will ensure that your wishes are followed in the most tax-effective, cost-effective and efficient way possible.

I have 42 years experience in tax, business, banking and estate planning law, including 3 years as an Adjunct Professor of Law at the University of Southern California Law Center. For the past 17 years, my practice has focused on Living Trusts and Estate Planning, emphasizing legal representation of individuals and families in connection with Estate Planning, Living Trusts and drafting and implementing Family Wealth Strategies (sm). I practice in a warm, comfortable environment, where my wife (Hinda) helps to provide the perspective and wisdom of a woman, mother and grandmother to the planning by my clients. ...

Michelle Castillo is a California Estate Planning Attorney. She is based out of Granada Hills, CA and her practice focuses on helping families plan for the future. She is a trusted Spanish speaking lawyer in Granada Hills serving people all throughout Los Angeles. Her areas of practice are in Estate Planning, Living Trusts, Wills, Health Care Directives, Power of Attorney, Guardianship Nominations, Trust Administration, Probate and Asset Protection.

Attorney Castillo also has over 15 years experience in Real Estate, Mortgages and Insurance. She is the wife of a United States Marine Veteran and mother of three young girls. She understands...

My education is rooted in the University of Southern California and culminated with a Bachelor of Science and MBA at Valley Christian University. I graduated from the University of La Verne School of Law in Woodland Hills, California. I am a hands-on, solo, general practitioner and I have been practicing law in the San Fernando Valley serving Los Angeles and Ventura counties. Since 2009 I have actively prticipated in the Judge Pro Tem for the Los Angeles County Superior Courts. This is a volunteer, non-paid public service.

I am an attorney practicing in intellectual property (trademarks, copyrights, licensing), as well as business and e-commerce law. This includes entity formation and dissolutions, contract drafting and other day to day events, as well as web site review for privacy and compliance issues) for individuals to small/medium size companies. I am also an estate planner, drafting Wills, Trusts and Power of Attorney documents, as well as work in probate matters.

I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.

I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.

Rochelle H. Schultz applies a broad background in estate planning and business litigation to develop comprehensive estate and wealth transfer plans for high-net-worth individuals and families. With a background in litigation, Rochelle is particularly adept at identifying and addressing potential obstacles to clients' financial and personal goals. Clients appreciate Rochelle's genuine efforts to get to know them, their families, business dealings and concerns in order to better advise them during the estate planning process.

Rochelle began her career in dispute resolution and litigation, and has represented clients in commercial and entertainment contract disputes, intellectual property actions, employment actions, as well as...

The definition of "Perfect Estate Planning" is when the check for one's funeral bounces. Most people never achieve perfection. That's where estate planning comes in. As a Certified Specialist in Estate Planning, Trust and Probate Law and a sole practitioner for 40 years, I focus primarily on the preparation of wills/trusts/other docs for people with significant accumulated net worth. Under our current tax system, most planning for my clients involves the avoidance of probate and the reduction in post-death income, estate and generation skipping taxes. A fair part of my practice is devoted to post-mortem uncontested probates and trust administration...

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth transfer process.

With an extensive and broad-based legal background, Kara understands the unique needs of clients whose complex planning requirements intersect several areas of law and involve generations of families. Clients appreciate her ability to innately understand emotional undercurrents that affect business decisions and planning at this level, and to navigate them diplomatically.

Prior to joining Weinstock Manion, Kara represented entrepreneurs in mergers and acquisitions, real estate developers in negotiating commercial loan...

The Law Offices of Saman Behnam, is a full services law firm; providing its clientele with high quality, cost effective, and responsive legal services throughout the State of California. Our office provides affordable, cost effective legal services with the care and attention you require. SAMAN BEHNAM, has a practice emphasis in Civil litigation Real Estate Litigation and related Transaction, Bankruptcy litigation, Family Law, CH/DV-TRO, Family Law, Probate and Trust Litigation, Corporations Shareholder Dispute Resolution and litigation, Estate Planning, Business Succession Planning, Asset Protection, Commercial and Residential Evictions, transactions concerning Limited Partnerships, Limited Liability Company, Corporations. He is a...