Santa Margarita Estate Planning Lawyers

“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...

Michael Avanesian, the group’s president and managing partner, has developed a reputation for being an assertive lawyer who is fearless and committed to winning. Michael represents the face of Avian Law Group and never hesitates in accepting the challenge of defending his client’s rights. Michael’s leadership is founded on the principles of ethics and justice. In his tenure as a lawyer, Michael Avanesian has taken heavy responsibility by handling challenging cases of real estate fraud, contested probate, partnership disputes, and trust disputes. With his skillful negotiation skills and grasp of the system, he has achieved the best results for some of...

My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...

Jessica Babrick applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. She represents beneficiaries, fiduciaries and financial and charitable institutions in a wide variety of contested trust and probate matters. Jessica is a fervent advocate for her clients, and works closely with them to efficiently and effectively resolve claims concerning breach of fiduciary duty, undue influence, lack of capacity and the validity of wills and trusts.

Jessica serves as Co-Chair of the Executive Committee of the Trusts and Estates Section of the Beverly Hills Bar Association, which keeps her at the forefront of recent developments...

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...

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.

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...

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.

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 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.

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...

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...

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.

Christopher J.D. Gipe is the attorney behind his eponymous law firm in Mission Viejo, California. He offers compassionate estate planning services to families throughout Southern California. With the heart of his practice being located in Orange County, including San Clemente, Dana Point, Rancho Mission Viejo, Ladera Ranch, San Juan Capistrano and Laguna Niguel. Mr. Gipe understands the importance of an estate plan and makes sure everything his clients have worked for is taken care of. He ensures their wishes are clearly stated and treated the way they want it, even when they are unable to do so. He helps with the...

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.

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...

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...

Attorney Richard Wingerden can help you plan for your family's future so you have the assurance that their lives will be secure. He has handled numerous complex estate and probate matters, always prioritizing quality, compassion and time-efficiency. Rather than take a one-size-fits-all approach, he considers your unique situation when drafting estate planning documents. When you need the counsel of an attorney the most, you can turn to him for reliable service. Reach out to his firm to schedule your initial consultation today.

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 &...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

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....

Moore & Moore provides General Counsel services to private and public companies, including both domestic and multinational enterprises. The firm handles a vast array of business needs ranging from simple formation, to complex financings, to M&A events. The firm handles clients’ labor and employment issues, as well as both personal and business immigration needs. We provide an aggressive and modern service comparable to that of larger law firm, but with the speed, efficiency, and flexibility that only a personal practice can offer.

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.

Gloria Martinez-Senftner heads up the Martinez Law Group, a bilingual Professional Law Corporation. with main offices at 1600 Sacramento Inn Way, Suite 116, Sacramento, CA 95815. The law firm engages in general practice, including trial and appellate work in State and Federal courts with a concentration in the areas of Immigration, Criminal Law, Personal Injury, Corporate, and Commercial Law.

Law School: University of Chicago Law School, JD
College: University of Texas-El Paso, BA.

Professional Memberships: State Bars of California, New York, Texas, Massachusetts, Iowa, and South Dakota; Member American Immigration Lawyers Association (AILA) and the Immigrant Legal Research...

Douglas A. Wright has established a reputation as the go-to attorney for estate planning matters, succession planning, living trusts, wills, probate, and business law matters.

Doug holds a Juris Doctor from University of the Pacific, McGeorge School of Law, and was awarded the Witkin Award for Academic Excellence in Professional Responsibility (Ethics). Doug also spent a summer studying in the prestigious International Legal Studies program in Salzburg Austria with United States Supreme Court Justice Anthony M. Kennedy. Doug completed his undergraduate studies at UCLA and holds a Bachelor of Arts degree in Political Science.

Doug is admitted to the California Supreme Court,...

Why You Should Retain My Services

I have extensive jury and bench trial criminal litigation experience. District Attorneys know that I am willing to go to trial and fight for my client's rights.
I offer flat fee retainer agreements to reduce client's costs in Conservatorship and Guardianship matters. I am experienced in LPS (mental health), Probate Conservatorships , Limited Conservatorship cases, and Guardianships, representing both petitioner and conservatees.
I have both personal and professional experience in the area of disabled rights, as an attorney and parent of a disabled child. Institutions often fail to serve the very people they should be...

Catherine graduated Hastings College of Law and UC Berkeley to become one of north state's finest lawyers.

Catherine King enjoys direct contact with clients and meeting their needs to achieve a hopeful resolution to matters of concern.

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...

My practice is focused on individuals and small businesses and helping them to create estate and business succession plans that address the client's concerns and needs. I represent consumers in chapter 7 bankruptcies, as well as probate, trust administration, guardianship, conservatorship and adoption cases. I represent individuals throughout Lake County (including Middletown, Lakeport, Clearlake, Kelseyville, Lucerne, Clearlake Oaks, Glenhaven, Nice and Upper Lake) and surrounding counties. Prior to practicing law, I worked in Banking, Community Development and Education.

Erik Aanestad was raised in Nevada County and is a graduate of Nevada Union High School. He is an estate planning attorney licensed to practice in both California and Nevada. Erik counsels and finds solutions for his clients in all areas of estate planning, trust and probate law and also assists clients through the process of trust administration. These are Erik’s areas of legal expertise and he focuses his work on these specific areas of law. During his legal career, Erik has spent time volunteering as a guardian ad litem (also known as a CASA) representing...

Tiffani Aanestad is an estate planning attorney and focuses her work on trust administration, trust and estate mediation and litigation, and probate matters. Tiffani graduated from Thomas Jefferson School of Law, cum laude, and was a member of Law Review during law school. Like her husband, Erik Aanestad, Tiffani is also licensed in California and Nevada. Additionally, she is licensed in Florida and got her start as a young attorney there while Erik attended law school. For the past several years she has spent her career defending her client’s interests in civil litigation. ...

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....

Kristina Porcar is the owner/attorney of Porcar Law. She founded her firm to develop personal, collaborative relationships w/ clients, offering legal counsel that supports them both personally & professionally. Kristina practices exclusively in the areas of Estate & Business Planning, Trust Administration, & Probate. Kristina began her law career more than 17 years ago as an administrative professional at an AmLaw 200 California-born firm. Over the years, she has honed her skills in her areas of expertise, progressing from a paralegal to a law clerk, and eventually to an attorney. At UC Davis, Kristina focused on philosophy courses in logic, & art...

Heather Johnston founded Sapphire Law Group to deliver big-firm quality legal services to families and businesses in a way that is personal, convenient and efficient. Heather brings her extensive legal experience in real estate, title and financing and combines it with her passion for technology and efficiency to serve her estate planning, trust and estates and business clients.

Heather has received an “AV-Preeminent™” Rating by Martindale-Hubbell and has been named as a SuperLawyer Rising Star, and to the Best of the Bar and Top Lawyers. She has been a panelist for numerous local, state and national seminars for attorney continuing...

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...