Santa Maria Estate Planning Lawyers

I opened my law firm over 20 years ago in the San Francisco, Bay Area, focusing solely on estate planning (wills/trusts) as well as non-contested trust administration. I quickly became a Certified Legal Specialist by the Board of Certification of the State Bar of California and maintained that status for many years. In 2009, my firm had grown and I was honored in Forbes Magazine as one of 10 leading providers of legal services in California (as determined by Goldline Research). I know you're busy, so I make estate planning and trust administration easy, Why pay...

Brian Sterzer has been practicing solely in the area of estate planning law for over 15 years. He received his undergraduate degree from California State University, Long Beach and went on to receive his Juris Doctor from Western State University in Colorado. Mr. Sterzer graduated at the top of his class and passed the bar exam on his first attempt! He then went on to open his own firm, Sterzer & Associates, A Law Corporation. His firm is committed to assisting clients in making effective estate plans that protect their financial assets and physical well-being. Attorney Sterzer has been certified...

Eric S. Beiswanger has meaningful roots in helping others. Eric was born and raised in Merced, California and briefly left the valley to attend UC Davis where he obtained his bacheclors degree in political science and a minor in womens studies while consistently receiving academic honors and deans honor list recognition. After graduation, Eric moved to the east coast to obtain his law degree at Rutgers University in New Jersey. While in law school Eric took advantages of opportunites and focused on using the law to assist others. While at Rutgers, Eric was named to the...

Cagla received her law degree from Southwestern Law School and her bachelor’s degree from California State University, Long Beach, where she majored in Political Science. Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. Cagla represents a clientele that includes corporations, small to medium sized businesses as well as individuals and families. Cagla strives to become a trusted advisor and source for her clients through the complex and often confusing financial and legal decisions to create plans that protect their estates and businesses. Cagla’s office is located in Huntington Beach, where she calls home. Prior...

Eric S. Hartman is a southern California attorney with several decades of experience and offices located in Huntington Beach, serving coastal and other southern California communities. Mr. Hartman places an emphasis on personally meeting with clients and honestly analyzing their legal needs and objectives. He has earned the highest peer rating available from the Martindale-Hubbell lawyer rating service based on competency and ethics. Mr. Hartman's current law practice emphasizes (1) business law, from start-ups to well established local and national businesses, including corporate and limited liability company formations, transactional and business litigation matters; (2) estate...

I have focused on Estate Planning, Living Trusts, and Business Planning for over 20 years as a solo practicing lawyer. Unlike larger firms, I work directly with my clients, which allows me to provide a more affordable, cost-effective approach to solving their planning needs. Through this approach, I understand my client's unique circumstances, and design a plan to specifically address the client's objectives. After working with me as their California estate planning attorney, clients understand the process fully and are equipped to make the best decisions for themselves and their family. My experience obtained from working with diverse clients...

Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. As both an estate planning attorney and a Certified Wealth Strategist®, Anh is in a unique position to counsel her clients on both estate planning and wealth management.

Jonathan Yong has had a very distinguished legal career. Starting his path as a Jurist at Trinity Law School, Jonathan always strived to become the best, and he knew that law school alone would not be enough. Not one to back away from a challenge throughout law school, he competed on the school moot court team and assisted with the publication of “The Laws of Korea”, a textbook recognized by the Ministry of Justice in South Korea which teaches Korean Law for American Jurists. Understanding the importance of the trend towards mediation and arbitration within the United States, Jonathan then...

If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.

Mr. Walker draws upon his previous extensive courtroom experience with the U.S. Air Force as a Judge Advocate and as a principal of a former California law firm and now President of The Walker Law Firm, APC, specializing in civil litigation and appeals since 1970.

I am a Southern California attorney practicing in Taxation, Estate Planning, and Business law. With my Master of Laws in Taxation and the experience leading teams of attorneys, CPAs, and Enrolled Agents, I am able to help my clients identify key needs and provide solutions tailored to their goals. I am a full-service tax law practitioner, offering a broad range of representation, including tax audit or controversy, income tax planning, estate planning, or business representation. By combining a fundamental understanding of the big picture with the complexity of daily interactions and experiences, I provide proactive solutions to a diversity of clients,...

JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...

Vincent J. Russo, Esq. is a licensed attorney in California and Nevada and the U.S. District Court, Central District and Northern District of California. He graduated from the Whittier Law School in Costa Mesa with a juris doctorate degree. Mr. Russo is a member of The State Bar of California (Bar Number 214528), the San Diego County Bar Association (SDCBA), and the Probate Attorneys of San Diego (PASD).

As an estate planning attorney based in Alameda, California, I am dedicated to providing personalized, compassionate, and comprehensive legal services. I focus on helping individuals, families, and those with special needs secure their legacies with tailored estate plans. My practice includes wills, trusts, and specialized services such as pet trusts and special needs planning. With an LL.M. from UC Davis School of Law and years of experience serving the Bay Area, I bring a unique blend of expertise, empathy, and cultural fluency, being fluent in both English and Polish. I strive to make the estate planning process clear and approachable, ensuring...

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25 years representing Bay Area Families in the areas of estate planning, trust administration, probate, and estate litigation. Her unique blend of experience as a litigator and estate planning attorney, provides her with the ability to effectively manage all aspects of family wealth planning. She has been involved with the preparation and trial of hundreds of cases, representing Fortune 500 companies, individuals, and fiduciaries. In addition, she has extensive experience advising clients in creating estate plans to meet family and philanthropic goals.

Terrance J. Evans is a partner in the Trial Practice Group of Duane Morris in San Francisco. He concentrates his practice in representing the financial services industry, which includes international, national and community banks; loan service companies; and insurance companies.

With respect to the insurance industry, Mr. Evans concentrates his practice in complex commercial litigation and policy interpretation and analysis. He has represented commercial primary, excess and umbrella insurers in a wide range of multimillion-dollar cases, including declaratory relief, bad faith, rescission, subrogation, indemnity, additional insurance, interpleader and reformation actions.

In relation to the banking industry, Mr. Evans has represented international,...

As an Estate Planning attorney, Mr. Tagre has extensive experience helping families plan for their growth as well as the inevitable transfer of assets from one generation to the next. He helps families pass on not only their financial wealth, but also a families intangible assets that other estate planning lawyers ignore. In founding the Tagre Law Office, Mr. Tagre drew from years of experience working as an attorney at prominent California law firms in order to provide his clients the quality of service they would expect at an overhead-intensive firm. Prior to becoming an attorney, Mr. Tagre worked for the...

Mr. Ronald R. Roundy, Esq. is a highly skilled attorney specializing in real estate and business law, offering expertise in both transactional work and litigation. As the founder of Guiding Legal Counsel, APC, based in San Mateo, Fairfield, and Sacramento California, Mr. Roundy has 15 years of legal experience navigating complex legal matters with precision and professionalism. A seasoned trial lawyer, Mr. Roundy is dedicated to providing personalized and effective legal solutions to individuals, businesses, and investors throughout Northern California. With over 20 years of experience in law and finance, Mr. Roundy combines legal acumen with financial insights to address the...

April practices civil litigation specializing in employment law, estate planning and probate litigation,transportation law and real estate transactions. She is a strategic thinker and advocate who is focused on providing exceptional customer service while solving and preventing legal problems. April is a former Assistant State's Attorney in Illinois and worked as a Staff Attorney for the 19th Judicial Circuit in Illinois. She also worked for the San Diego District Attorney's Office.

Pauline Isidro is an Associate Attorney at Koza Law Group, specializing in estate planning and business law. She holds a B.A. in English from the University of Southern California, as well as a Juris Doctorate degree from Thomas Jefferson School of Law. A veteran of the public relations industry, Ms. Isidro previously provided strategic publicity and product placement consultation services for various clients at a Hollywood, California-based boutique P.R. firm. Ms. Isidro is currently an active member of the State Bar of California where she also holds membership with the Trusts and Estates Section. She is...

A native of Las Vegas, Brittni graduated from the University of Arizona,magna cum laude, with a Bachelor of Arts in Political Science. Brittni then returned to Las Vegas and attended law school at UNLV where she was involved in moot court competitions and externed for the Nevada Supreme Court. Following law school Brittni clerked for the Honorable Ronald Israel in the Eighth Judicial District Court of Nevada and later practiced civil litigation. Presently, Brittni practices in the areas of estate planning, trust administration, probate, and guardianship, general business matters and civil litigation. Outside of the office, Brittni enjoys spending time with her...

JOHN P. CONLON, ESQ. Aggressive litigator representing Real Estate, Construction, Business and Financial Elder Abuse victims. Licensed Attorney (SBN 338585), Licensed California Real Estate Broker, Broker License (00551441), Licensed California General Contractor (B 842882) with extensive Business, Contracting, Transactions and Negotiation experience in the Federal & State arena. Beware! I answer the phone and respond to clients in a timely manner. FREE INITIAL CONSULATION!