Simi Valley Estate Planning Lawyers

Four law school degrees and certificate, along with graduate degree. Long time law professor and dean. Professor. Love helping folks. Doing Living Trusts for twenty-one years!

Shadi Shaffer focuses her practice on Estate Planning, Trusts, Probate and Trust Administration. Prior to her legal career, Attorney Shaffer had an extensive and diverse work history, which helped her gain skills that have proven invaluable to her legal practice.

Attorney Shaffer opened her own firm so she could protect families, children, and businesses from the CA Probate system and serve as an advocate to prevent clients from the court system. She started the Asset Protection & Elder Law Center over 15 years ago with her best friend (25 years and counting!) Patrick P. Phancao. We wanted to build a...

Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...

I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.

Attorney Maureen Lyons focuses on Elder Law and Estate Planning including Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from the University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from the University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys...

Dennis Sandoval, paralyzed in a 1992 car accident, turns personal adversity into advocacy in Riverside and San Bernardino Counties. California's sole attorney certified in estate planning, elder law, and taxation, Dennis earned distinctions like Certified Elder Law Attorney (CELA) and Accredited Estate Planner® (AEP). His financial expertise, including Enrolled Agent, CFP, and RFC designations, enriches his estate planning, elder law, and tax controversy practice. For seventeen years, Dennis directed education for the American Academy of Estate Planning Attorneys (AAEPA), contributing to NAELA and the National Elder Law Foundation. In 2014, he became a Fellow of the National Academy of Elder Law...

Tina has dissolved Gehres Law Group to focus on building a NFP organization, YesHope.org. She is no longer taking clients. Thank you for your patronage.

Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...

Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.

Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities. Beyond his professional...

California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.

As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...

Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).

Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.

Mr....

Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...

What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

CPA AND TAX ATTORNEY ON YOUR SIDE Jayson Aquino "Atty Jay" can do both. There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy. As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters. Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...

A Southern California native, C L Farrell, enjoys practicing probate and trust litigation for nearly four decades across Southern California. She assists small businesses, families, and individuals with estate planning and their probate and trust administration and litigation needs. She guides clients through the process of probate administration and trust administration and assists in the preparation of Court required estate accountings. As a trial attorney, she represents clients in disputes concerning the validity of wills or trusts, entitlement to inherit decedent estates, competing petitions for fiduciary appointments as estate administrators or trustees, breaches of fiduciary duties, and cases involving financial...

Arellanez Legal is a respected San Bernardino personal injury law firm dedicated to providing legal services to clients who have been injured due to the fault of another party. Arellanez Legal was founded by Michael Arellanez who has prosecuted and defended personal injury cases throughout California. At Arellanez Legal the client's needs and expectations are of the utmost importance. Michael works with each client to make sure they understand their case and the steps that will be taken to achieve results.

Mr. Pearl is a dedicated third generation Bakersfield Attorney. He is experienced and effective advocating for clients in a broad array of Consumer Bankruptcy matters. Mr. Pearl also provides skilled representation for complex legal issues in Estate Planning, Elder Law, Medi-Cal Planning, Probate and Trust Administration. In addition, he is experienced in areas such as Taxation, Corporate Law, Real Estate, Intellectual Property and Secured Transactions. Mr. Pearl is committed to exceptional service and legal representation for his clients.

In 2000, Mr. Pearl earned a B.A. in Business and Economics from UC Santa Barbara, where he received a five year golf scholarship....

I practice family law which usually includes child custody, domestic violence, divorce, legal separation, child support and more. If you are in need of an attorney feel free to contact my office.

Richard's practice spans estates and businesses of all sizes, both profit and nonprofit. He specializes in estate planning for single and married individuals, with a focus on aiding business owners and family enterprises. His expertise extends to healthcare professionals, representing physicians, osteopaths, dentists, and more. Richard also navigates entity concerns, having represented hospitals, medical groups, home healthcare agencies, and various businesses from construction to technology. While predominantly transactional, Richard has litigated medical employment contracts, physician rights, anti-trust cases, and more. Prior to law, he worked in hospital administration and public relations. Richard's civic engagement includes anti-bullying training, and he has served on various...

Mrs. Verdon founded the Hess-Verdon in 1990 and has successfully advised high net-worth individuals and corporate executives with their estate tax and corporate matters. She is a noted speaker on the subjects of Trust Litigation, Business, and Real Estate Litigation, and Advanced Estate Planning matters.

As the Managing Partner, Mrs. Verdon has built a team of experienced lawyers focusing on the following:

Business Law and business dispute litigation
Real Estate Law and litigation
Special Needs Trusts for Disabled Family Members,
Charitable Planning and many strategies for wealthy families who own businesses.
Probate and Probate litigation
Trust Administration
Mrs. Verdon’s dedication to achieving results for her clients is...

Partner at The Estate Lawyers, a full-service Trusts and Estates firm which focusing on Trust and Estate Litigation, Probates, Trust Administrations, Elder Abuse Actions, Conservatorships, Guardianships and Estate Planning. I strive to provide results-based representation to my clients through creative solutions carefully crafted to suit the individual needs of each client.

Awarded "10 Best Attorneys - California 2017" for client satisfaction by the American Institute of Personal Injury Attorneys, and "Top 40 Under 40" for civil plaintiff attorneys in 2016 by the National Trial Lawyers Association - Daniel W. Chudleigh gets results! Daniel W. Chudleigh is the founder of Chudleigh Law P.C. and focuses on personal injury law and civil litigation. Mr. Chudleigh holds a J.D./M.B.A. from Chapman University and is licensed to practice law in the state and federal courts of both California and Utah.

I am a State Bar of California Certified Specialist in Estate Planning, Trust & Probate law. I have over 30 years of experience as a trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I have offices in Northern and Southern California and can assist you regardless of your location. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts at www.adamsandrafferty.com to find out more information about...

Attorney Genene N. Dunn is an accomplished attorney with a passion for helping clients with decedent estates and a commitment to helping clients secure their future. Her legal journey began in 2008 when she started working as a law clerk, specializing in estate planning. In 2014, she was admitted to the bar and became a licensed attorney, allowing her to apply her extensive knowledge and expertise to serve clients' needs effectively. In 2016, Genene took a significant step in her career by becoming a partner and co-owner of Hunsberger Dunn LLP, a renowned law office dedicated to providing comprehensive legal services...

For 35 years, Howard Borenstein has provided trusted legal counsel for clients with Estate Planning, Probate and Tax Law needs. He is dedicated to resolving legal matters for individuals and businesses throughout Southern California.

Demonstrating his knowledge and skill, Howard has been Certified as a Taxation Law Specialist by The State Bar of California. He is committed to finding solutions for legal issues in an efficient and effective manner.

Outside of work, Howard is an active participant in the local community. In addition to working with the San Antonio Community Hospital and Harold W. Harris Foundation Trust, he is involved with the...

Dayn Holstrom, leading a distinguished family law firm in Orange County, Riverside, and San Bernardino, boasts a team of highly skilled attorneys committed to guiding clients with expertise and determination. His academic prowess at Western State University College of Law includes receiving the American Jurisprudence Award 17 times, serving as Editor in Chief of the Law Review, and graduating as Valedictorian with summa cum laude honors. Admitted to the bar in 1990, Dayn founded the Law Office of Dayn Holstrom, evolving into the renowned Holstrom, Block & Parke firm in 2008. Widely respected in Orange County, Riverside County, and San Bernardino...

Harry Mirchandaney counsels clients throughout California on Divorce, Child Custody and Support, Spousal Support, Property Division, Family Law, Domestic Violence, RFO's (both initialting and defending against), and pre-nuptial and post-marital agreements. He also counsels clients in the area of trusts and wills/estate planning & probate and trust administration, through HMA Law Group's offices in Newport Beach, Riverside, and satellite locations.

Taylor Holstrom, cum laude graduate with a Juris Doctor from Western State College of Law, boasts a multifaceted background. He excelled at Pennsylvania State University on a Division-I ice hockey scholarship, earning nominations for the Hobey Baker Award. His dual Bachelor of Science degrees in Economics and Energy, Business, and Finance underscore his academic prowess. Born into a family of esteemed family law practitioners, Taylor's father, Dayn Holstrom, founded Holstrom, Block + Parke (HBP), the parent firm of Sandoval Legacy Group. Sister Kristen Holstrom, a Certified Family Law Specialist and Super Lawyer, partners from the Corona office of HBP. Taylor's legal focus...

Saunders & Associates, APC is your California Foreclosure Defense Lawyers. We guide our clients through difficult issues, bringing our insight and judgment to each situation. Our innovative approaches create original solutions to our clients' most complex matters and disputes. Saunders & Associates, APC provides aggressive cost-effective and result-oriented representation to our clients. At Saunders & Associates, APC you get an experienced legal team and support staff who will know your case, the law, best practices, courses of action, and yes, you as a person in need of guidance, direction, and experienced legal representation. The current rise in the cost of living...

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...

Abe Chaballout specializes in providing advice and counsel to individuals, families, businesses, and high-net-worth entrepreneurs. His skillset includes setting up revocable and irrevocable trusts, asset protection, complex estate planning, tax optimization, and succession management. He has also served as a business attorney where he helped clients navigate corporate formations, mergers and acquisitions, contract review, governance, and financing transactions, including venture capital – giving him an unparalleled edge sharpened with a wide array of legal knowledge. Abe earned his law degree from the prestigious University of California Berkeley School of Law, and his bachelor’s from Cornell University. Based on his academic excellence, he...

I am the founder and managing attorney of Ortiz Law. I received my law degree from the Sandra Day O’Connor College of Law at Arizona State University. During law school I interned with the Honorable Terry J. Hatter, Jr. in the Central District of California and the Honorable Mary. H. Murguia in the Ninth Circuit Court of Appeals. I am a UC Riverside graduate and served in the United States Marine Corps, Reserves, earning the non-commissioned officer rank of Corporal and receiving a Certificate of Commendation before completing my active service in 2012. I am the Past-President of the Riverside...

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....

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 &...

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...

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...