Santa Monica Estate Planning Lawyers

Porrino Law PC operates under the guidance of principal Dominic H. Porrino, who entered law practice with the intention of protecting the assets and safety of citizens by helping them negotiate the complexities of the California legal system. The competitive spirit that prompted him to play lacrosse and rugby in his youth now drives development of strategies to protect the best interests of his clients.

Mr. Porrino, an attorney whose practice encompasses legal separation, divorce, child custody and support, estate planning and other civil matters, obtained his law degree from Golden Gate University School of Law and was admitted to the...

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...

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...

Expertise, Experience and Affordability are factors that set The Stephen Stern Law Firm apart. * 30 PLUS 5 STAR GOOGLE RATINGS * AV-PREEMINENT by Martingale Hubbell -- Peer Rated for Highest Level of Professional Experience * 5,000 plus cases and 24 years experience * Highest Quality Client Communications * Adjunct University Professor - Business Law Practice Areas: * Bankruptcy * Estate Planning * Trademarks * Business Law

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.

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...

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....

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...

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.

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...

The process of choosing an attorney is an important one and can be confusing. You simply want to know if you can trust me to handle your legal issue. You want to know if you’ll make a personal connection and not feel like another face in the crowd; whether I can meet you where you are and truly understand your needs. Some attorneys go directly from high school to college, on to law school, then into practice. There isn’t necessarily anything wrong with that; it’s been a successful route for more than a few. However, that overlooks the value of...

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...

An understanding lawyer with compassion. Listens to his clients concerns and develops a plan to best meet them. My practice focuses on typical family needs. Family law, child custody, landlord tenant law and estate planning (wills and trusts).

Klaus Gottlieb, Estate Planning Attorney California | (805) 703-2282 | WealthCareLawyer.com Offices in San Luis Obispo and Cayucos Legal Accomplishments: Klaus Gottlieb's legal journey is marked by noteworthy achievements. After nurturing a long-held dream of studying law, he turned it into reality by graduating from Northwestern California University School of Law in Sacramento in April 2021. His dedication and aptitude were evident when he passed the July 2021 California Bar Exam on his first attempt, a feat in a state with a 53% pass rate. His legal expertise is in Trust and Estates, where he uniquely combines deep legal knowledge, counseling skills honed as...

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...

Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support. Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions. She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration. Reach out to Lisa today through her website for a complimentary consultation. Lisa's...

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.

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...

James D. Miller focuses on bankruptcy, employment and business litigation as well as small business formations and start-ups. Mr. Miller earned a B.A. in Political Science from the University of California, San Diego, and his law degree from the University of San Diego School of Law. Mr. Miller served as a San Diego Law Review member ranking in the top 2% of his class. Directly after graduating, Mr. Miller worked with a prominent, national law firm representing large corporations and high profile tech companies in both venture capital and IPO financing, as well as defending employment class...

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...

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...

As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...

Attorney Kamala Maddipoti is the Founder and President of Kamala Law Corporation. Attorney Kamala completed her Master of Laws (LLM) from Golden Gate University in San Francisco, California. She focuses on Estate Planning & Immigration laws and helps her clients on both employment as well as family based immigration matters & estate planning needs. In addition to Immigration & Estate Planning work, she guides and counsels employers on compliance and corporate transactional matters. In her free time she offers pro bono services and gives back to the community for the greater good. Ms. Kamala is a member of State...

Jay Pink is an attorney who works with businesses and families on estate planning, and business law matters. Having his CPA license, and working in multiple family businesses over his career has positioned him to provide valuable insight on successful business operations. He has formed many entities - LLC's, Corps Partnerships and non-profit organizations.

John is committed to providing personalized estate planning services in a highly ethical, professional, solution oriented, and cost effective manner. In addition to providing timely and high quality legal services, he is committed to educating the community about important estate planning issues through public seminars. Mr. Laughton also has a legal background in business and real estate matters and was appointed to the City of Del Rey Oaks Planning Commission and served between 1985 and 1992. He served in the U.S. Army, including a tour of Vietnam in 1971-1972. Mr. Laughton was born in Carmel, CA and raised on...

The Law Office of Svetlana Kristal focuses on wills and trusts: complete estate plans, estate plan reviews and updates (trusts and wills), probate, and trust administration.

Whether you need help creating a new estate plan, updating an existing plan, assisting elderly parents or administering an estate after the death of a loved one, Svetlana is ready to offer legal solutions tailored to your needs and the needs of your family.

I believe that estate planning is more ‘life planning’ than ‘death planning’. And the main goal of estate planning is to give people the legal tools they need to navigate marriage and...

Coastside attorney specializing in estate planning and real estate law. Call 650-762-9090 for a free 30-minute consultation in my Pacifica office or in your home. Happy to visit assisted living facilities as well....I love seniors!

As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Ryan Cook maintains an active securities arbitration and litigation practice. Mr. Cook has worked on numerous cases dealing with individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers.

Prior to beginning his law practice, Mr. Cook worked in the securities industry as a licensed and registered representative with a large broker/dealer. He received his Juris Doctor (JD) degree from South Texas College of Law, where he earned his degree Summa Cum Laude (with highest honor) as the graduating salutatorian. Mr. Cook...

Sidney Luscutoff is an experienced Business, Estate Planning, Probate and Real Estate Law attorney. His practice areas include bankruptcy estates, probate estates, trust estates and conservatorships. Sid provides quality, practical and strategic advocacy to the residents of California.

Sid's personal experience as a business owner and real estate developer give him a unique understanding of his clients' legal needs. Contact Sid to see how he can help you meet your goals.

Rebecca's undergraduate degree in Social Work carries forward in her caring and passionate attitude toward representing her clients in tax issues, including tax levies, offer in compromise. Her practice includes preparing trust plans (trust, pour over will, health care directive, and power of attorney) for her clients and assisting clients selecting and forming their business entity (S Corp, C Corp, LLC or LLP). Rebecca is determined to get the best result for her client. Prepare today, for peace of mind in the future.

My name is Ravi Patel and I am trust litigation attorney based in Oakland, California. I have experience filing Heggstad Petitions throughout the state. After I graduated from Duke University School of Law, I joined a general practice law firm in my hometown, Bakersfield, California. I worked on various transactional and litigation matters and gained a broad breadth of experience in legal areas including water law, public agency law, property taxes, local taxes, real estate law, and land use law. In 2019, my partner and I relocated to Oakland, California, where I worked for the Oakland City Attorney’s office. As...

After practicing for a successful San Francisco financial district law firm for ten years, Ronald started his own practice in 1988. His primary practice areas include business representation, business formations, conversions, acquisitions, sales and mergers, real estate and transportation law, and estate planning. He specializes in representing small to medium sized entities in various industries, including real estate, transportation and logistics, and start-up technology and commercial enterprises. Estate planning services are provided for business owners and their families.

Throughout her legal career, Vanessa has practiced exclusively in family law. With her legal training and knowledge, she provides compassion and advocacy for her clients. Vanessa’s experience working on a broad spectrum of family law matters include divorce, pre-divorce counseling and planning, premarital agreements, complex marital property issues, high conflict child custody disputes, child and spousal support issues and domestic violence prevention and defense. Vanessa protects her clients’ assets and the best interests of her clients and their children. She represents clients in public court and before private judicial officers. In addition, she serves as a consulting attorney for clients...

Ms. Benedetto has assisted hundreds of clients with the creation of their Wills, Living Trusts and other estate planning documents. She assists families with trust administration and probate procedures when loved ones pass away, and also prepares legal documents for conservatorships of elderly clients and limited conservatorships for developmentally disabled adults. In 2006, Ms. Benedetto created the Family Trust Law Center, later incorporated to Family TLC, Inc., to be a firm where families come for professional estate planning by licensed attorneys, at flat, reasonable fees. Amendment of documents and other hourly work is done as...

Michael J. Young is an Estate, Probate and Asset Protection Attorney in Walnut Creek, CA. Mr. Young helps his clients plan for not only "What Happens if You Die", but for "What Happens If You Don't Die And Become Ill and Need Care." He helps his clients in the design of their estate plans, to protect their assets for their senior care and to also provide a legacy for their loved ones.

Mr. Young, who has been in practice for over forty years, gives workshops every month in Walnut Creek on basic estate planning and advanced estate planning. The basic...

Loren Barr specializes in estate and trust litigation, estate planning, and trust and estate administration. He has represented hundreds of clients in estate, trust, and elder abuse cases, and has extensive experience drafting and administering wills and trusts. He has been certified by the California State Bar of Legal Specialization as a Specialist in Estate Planning, Trust & Probate Law since 2004 and has served as a witness in elder abuse and trust cases. Loren has been recognized as a Northern California “Super Lawyer” every year since 2008. Loren grew up in Lafayette, California and graduated...

Jean Claude (JJ) B. Mallein Jr. is an experienced business, tax and trusts and estates attorney. Dedicated to wealth preservation, he has focused his education and practice on helping California residents secure their estates and prepare for the future. As a partner at boutique tax and estate planning firm in the Silicon Valley, Mr. Mallein gained valuable experience in wealth management, estate planning, tax planning, business succession planning, trust and estate administrations, tax controversy, real estate transactions and like-kind exchange cases. He is fully prepared to tackle complex business and estate planning cases. Mr. Mallein is a Dual Certified...

Attorney Martin Alperen is a former police officer and search and rescue team leader who understands the risks that first responders face in service to their communities. Law enforcement officers, firefighters, EMTs, and healthcare providers on the front lines of the COVID-19 pandemic can all benefit from an estate plan that accounts for their own needs if they are incapacitated, as well as their family’s needs if they are no longer alive to support and provide for them. We strive to make our services accessible to first responders so that you can put an estate plan in place without hesitation,...