Trabuco Canyon Estate Planning Lawyers

The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...

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...

California Attorney Eric J. Gold has practiced law in California since 1999. As a solo practitioner at the Law Offices of Eric J. Gold, APC, he personally handles each matter and uses current technology to provide value and comprehensive services to his clients. In addition to his specialized knowledge in commercial transportation, Mr. Gold has also worked for a not-for-profit outdoor advocacy organization that promotes mountain bicycling and he remains an avid cyclist today

Beth Acevedo applies a broad background in estate planning, estate and trust administration and tax law to develop customized, multi-generational estate plans for high net worth individuals and families. Through the careful crafting of trusts, wills, powers of attorney and health care directives, Beth identifies and addresses potential conflicts before they occur while maintaining the clients' interpersonal and wealth transfer goals. Beth's compassionate and detailed approach to estate and trust administration matters brings beneficiaries and fiduciaries peace of mind during what can be an emotionally stressful time.

Beth has an Executive LL.M. in Taxation from New York University. While in law...

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

My main focus is to bring the knowledge and know-how when it comes to estate planning and corporate law. From providing strategies that will allow a smooth transfer of assets of one's estate to representing in probate proceedings of inidivudals who did not do any planning prior to passing away. I was born in Long Island, New York and raised in Los Angeles, California. Before attending law school, I attended the University of California at Los Angeles (UCLA), and completed a bachelor's degree in History. I then attended Southwestern Law School in Los Angeles where I received my juris doctor....

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.

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...

Ashley L. Dudley is the owner, president and lead counsel at the Law Offices of Ashley L. Dudley, APC. Her law practice focuses on family law and estate planning. Her family law practice focuses primarily on high conflict child custody cases, child and spousal support, domestic violence restraining orders, high value asset division. Her goal is to provide quality legal services not only to those who can afford it, but to all those who need an advocate to navigate the legal system on their behalf. Her first and foremost priority is to figure out the best avenue for helping her...

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...

Mr. Mellman provides clients with a full range of legal services including estate planning, estate litigation, family law, divorce, child custody, child support, spousal support, civil litigation, business transactions, business law, intellectual property, real property, and asset protection. Mr. Mellman received a Bachelor of Science in Business Administration from the University of Central Florida and obtained his Juris Doctorate from Thomas Jefferson School of Law, where he graduated in the top four percent of his class with honors of Magna Cum Laude. While in law school, Mr. Mellman served as the Managing-Editor of the Thomas Jefferson Law Review...

Juanita Guillen-Mellman is a co-founding partner of Mellman & Mellman LLP, a law firm that has represented clients in various legal matters, including estate planning and probate, family law, real property, civil litigation and estate litigation. As an attorney licensed to practice in all California state and federal courts, Ms. Guillen-Mellman has gained extensive litigation experience by conducting and successfully arguing hundreds of motions, trials, and other hearings. Attorney Guillen-Mellman is well versed in what it takes to obtain results, both in and out of court. At Mellman & Mellman, LLP attorney Juanita Guillen-Mellman is an integral part of the...

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.

Our firm focuses on divorce and civil litigation matters. I have 30 years of experience in state and federal courts. I have been awarded the highest possible rating for legal skill and ethical conduct by Martindale Hubbell, the oldest attorney rating company in the United States and a 10/10 Superb rating by avvo.com. I am a member of the Multi-Million Dollar Advocates Forum. Membership is limited to attorneys who have won million and multi-million dollar verdicts and settlements. Less than 1 percent of litigation attorneys are members. The three most important characteristics of our firm are accessibility of the attorney,...

Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...

Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...

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...

Giovanni A. Correa is an estate planning, trusts, and probate attorney with more than 10 years of legal experience, including 8+ years as a California licensed attorney. Giovanni has extensive experience in estate planning and probate administration. His passion for his profession is evident in his commitment to providing exceptional customer service while always keeping costs at the forefront.

Ms. Solomon began her legal career working at a mid-size law firm in downtown San Diego, where she had the opportunity to work as part of a sophisticated team of business lawyers. Ms. Solomon is a member of the Probate Attorneys of San Diego and currently serves on the Probate Handbook Committee. Passionate about efficiency in all things, Ms. Solomon co-founded Broaden Law LLP so she could combine her entrepreneurial spirit with the law business. Ms. Solomon is dedicated to identifying a variety of strategies based on the client’s situation and unique goals to ensure her clients are involved in the...

As a partner at Donahoe & Young LLP, Santa Clarita attorney Mark T. Young offers legal services for bankruptcy, business law, estate planning and civil litigation issues. He has more than 35 years of experience in the legal community. Mr. Young received his undergraduate degree from the University of California Los Angeles and his Juris Doctor from the University Of California Davis School Of Law. He is AV Preeminent® rated by Martindale-Hubbell®. In addition to his legal work, he serves on the board of directors of the Santa Clarita Community Development Corporation. Contact his firm today for a complimentary consultation.

Jane McNamara, Esq. is the founder and principal attorney of the McNamara Law Firm located in the Santa Clarita Valley. The firm focuses on Estate Planning, Elder Law, Special Needs Trusts, and Trust Administration/After Death issues.

Although the Law Firm's physical office is in Santa Clarita, California, the McNamara Law Firm assists clients throughout the state of California. Zoom, Facetime, and other videoconferencing methods are routinely used. This allows clients the ability handle their legal needs from the comfort and privacy of their own home.

Rivka Israel, Esq. is an experienced and knowledgeable internationally licensed attorney who has been practicing law for over 20+ years. Attorney Israel is admitted to practice in: State of California U.S. District Court - Central District State of Israel Rivka was admitted to the State Bar of California in 2000. In June of 2009, after years of working for large law firms, Rivka opened her own law office and redirected her focus to self-help assistance, uncontested divorces, Prenuptial and Postnuptial Agreements, individual assistance and personal guidance in the area Family and LGBT Family Law issues. Rivka also provides document drafting services...

Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO. In addition, Stephen has been selected to Super Lawyers® Rising Stars each of the last four years. Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and...

Omid John Afati started Afati Law Firm in 2019 with the goal of providing the Southern California community's estate planning and trust litigating needs. Mr. Afati directs his focus on addressing his clients' concerns and desires when planning for life’s unexpected twists and turns. His experience goes beyond trust and will formation, providing his clients with a secure and manageable estate as well as formidable litigation services.

Andrew focuses on estate and gift tax planning, probate and trust administration. He advises individuals and business entities on a range of tax planning and estate planning matters, and he represents trustees and executors in the administration of trusts and estates.

In addition to his experiences in private practice, Andrew also brings several years of service in the Los Angeles Superior Court Probate Division as a law clerk for the Honorable Mitchell L. Beckloff, Honorable Reva G. Goetz, and Honorable Michael I. Levanas.

I have worked at the Lawyer in Blue Jeans Group for eight years. I received my Juris Doctorate from Thomas Jefferson School of Law in 2016.

I have extensive knowledge of estate planning and asset protection and I take personal accountability in ensuring that each client’s needs are met. I am committed to carrying out the Lawyer in Blue Jeans Group’s philosophy of delivering sensible and reliable service.

In addition to helping clients with their estate planning needs, I also host a weekly legal show on the radio. I can be heard on Sunday’s at 9 a.m. on 760 KFMB AM with...

Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.

Jack Chammas is the Managing Attorney at the Chammas Law Office, APLC. Practicing since 1996, his experience ranges from Business and Transactional Law, Real Estate Law and Civil Litigation. Two years into his practice, he joined a California Based Corporation as its in-house General Counsel. What started out as a small business venture eventually became the experience of his lifetime. Within ten years, the company grew exponentially to a multi-million dollar institution operating in 50 States. As General Counsel, Jack handled all aspects of running a multi-state multi-million dollar operation including working with law firms nationwide, participated in litigation at...

Scott C. Soady, Esq. is admitted to practice in California as well as the Southern and Central Federal District Court. He is an active member of the Trust and Estates section of the State Bar of California and the San Diego County Bar Association.

Scott C. Soady was born in Toronto, Canada and raised in Los Angeles. He attended the University of California, San Diego and graduated with honors with a Bachelor of Arts in Political Science. He went on to obtaining his Doctor of Jurisprudence from the University of San Diego, School of Law in 2005.

Attorney Soady has focused his...

Amir graduated from Loyola Law School in 2013 and received his Bachelors of Science at UC Irvine in 2009. During his tenure at Loyola Law School, Amir externed at various law firms to get real world legal experience and learned how to effectively represent clients. After graduating law school, Amir worked at a business litigation firm in Century City and was part of an integral team handling complex litigation disputes. After experiencing the litigation side, Amir decided to expand his legal experience and took up an opportunity to work at an estate planning and business law firm where he learned...

Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....

Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.

Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).

Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...

Andrew Smith applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. He works closely with fiduciaries, beneficiaries and institutions, effectively guiding them through all stages of litigation, including discovery, mediation and trial. Andrew fervently protects the best of his clients, actively pursuing all avenues of resolution.

Before joining Weinstock Manion, Andrew began his career as an associate in the Litigation Department at Winston & Strawn LLP, where he represented corporations engaged in various types of complex commercial litigation, including trade secret, product liability, trademark and maritime disputes. He joined Weinstock Manion to specialize in estate...