Trabuco Canyon Estate Planning Lawyers

MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of Trust and Estate, Elder Law, VA Benefits, Special Needs, Conservatorship, Trust Administration and Probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section, The San Bernardino County Bar Association, Wealth Counsel and Elder Counsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita received her B.A. degree from the University of California,...

Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.

Armed with impressive qualifications from big law firms and an approachable demeanor you'd expect from a small firm, Owen uniquely bridges the often intertwining areas of Trusts, Estates, and Probates. Owen holds degrees in tax (LL.M.), law (J.D.), and business (M.B.A.), making him particularly well-equipped to guide you, whether you're crafting an estate plan for your loved ones or you're a trustee or beneficiary in need of expert counsel. At Opelon, we believe in more than just offering services - we're dedicated to building enduring relationships. With Owen, you'll find an attorney who is not just qualified but also approachable. We encourage...

R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, trust administration, long-term care planning and litigation. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. He made such an impression on an author client that she based a character of a probate attorney on him, in her...

MY PROMISE: My consultations are not on a time clock . . . I will personally review your case and any pleadings which you might bring. Having practiced law for more than 19 years in San Bernardino, Riverside, and Los Angeles County and knowing the majority of the judges, I can give you an honest opinion of the expected results of your particular case. I give intensive attention to crucial details of all legal issues, so you can be sure that we will not miss anything.

CONSULTATION: ...

We’re proud that our law firm is local and we offer our exceptional legal services to SoCal, Riverside, San Bernardino and Palm Springs California. With Our sensitivity coupled with Our aggressive approach to Probate matters and Our wealth of knowledge when it comes to Estate Planning, Our extensive experience with ALL Legal Tax Issues and Our first hand knowledge and real world experience as Business owners has allowed us to call southern California home for many years.

Handling the legal issues that arise after the death of a friend or loved one can be very challenging. If a family member has...

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...

Mrs. Geiger’s practice is located in Carlsbad, California. Her practice focuses on Estate Planning, Asset Protection, Business Planning, Elder Law, Trust Administration, and Probate. She obtained her law degree from the University of San Diego School of Law where she served as an Editor for the San Diego International Law Journal and published a law review article. She has also authored multiple books on Trusts, Elder Law and Business Law topics and is an active member of the North County San Diego Bar Association, the North County Estate Planning Council and is a member of the editorial committee for the...

Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...

Calvin A. Slater has been a lawyer since 1981, with over 30 years of experience with helping clients, such as entrepreneurs, physicians, business owners and real estate investors. His legal expertise includes real estate matters, tax-deferred exchanges, trusts, estate planning, asset protection, as well as business matters such as formation, planning, and succession. He emphasizes a personal connection with each client to understand their needs and provide effective solutions. He encourages a team approach by collaborating with a client’s other professionals such as accountants and investment advisors. Mr. Slater is a certified specialist in Estate Planning, Trust & Probate Law by...

An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...

L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

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...

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.

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...

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...

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...

Jeffrey Gaffney is a 30 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting. An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then,...

Attorney Stoker is the principal attorney of Stoker Law Firm. He is the second youngest out of five children with three brothers and a sister which led him to thrive on competition. His mother often reminds him of when he was in elementary school telling her he wanted to be a lawyer.

While attending Suffolk, Attorney Stoker served as a fellow in the Marshall-Brennan Constitutional Literacy Project, studied international law at Lund University in Sweden, and earned a concentration in Business Law and Financial Services.

Attorney Stoker's legal career began with an internship his senior year at Merrimack with Gomez & Palumbo,...

Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 30 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times.

Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics.

Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.

Daniel is a South Bay native and veteran of the United States Marine Corps. As a Marine, Daniel served four years active duty in the infantry (3d Battalion, 3d Marines and 3d Battalion, 4th Marines), and was recognized for his service by two separate commanding officers, receiving commendations and awards. Daniel also served as acting platoon sergeant, leading a platoon of marines while stationed at Marine Corps Air Ground Combat Center in Twenty-Nine Palms, California. After his service, Daniel attended the University of California, Berkeley where he graduated with a B.A. in Political Science. He earned his Juris Doctor at...

Linda L. McLarnan-Dugan, Esq. has over 29 years of experience in the legal field following her admission to the California State Bar. She handles all types of cases which deal with the family. Her practice include all areas of Family Law; Probate; Conservatorships; Guardianships; and Estate Planning. She regularly is appointed a Minor’s Counsel in Family Court and CAC Attorney in Probate Court. She is a member of the State Bar of California; Pasadena Bar Association, 2019 President of the Pasadena Bar Association, Chair 2011-2014 Pasadena Family Law Bar; Pasadena Tournament of Roses; and ...

“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...

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.

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...

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...

Joe Wojcik is a partner in Davis & Wojcik, APLC. Mr. Wojcik has over 25 years of litigation experience in state, federal and bankruptcy courts, and represents prominent corporate clients and executives in prosecuting and defending complex business litigation and transactional matters throughout Riverside County. He represents health care providers, real estate developers, and agricultural companies in a wide range of matters, including commercial, employment, real estate, and compliance claims. He also represents over 2,000 clients in preparing their wills, trusts, power of attorneys, and other matters for their estate planning needs.

If your situation requires experienced and knowledgeable representation from...

I have served in the State of California since 1988, handling Social Security Disability, Workers’ Compensation Law, Criminal Law, and Personal Injury matters. At the Law Offices of Norman J. Homen, our goal is to provide injured clients with the best results in a timely and cost-effective manner. For over 30 years, our outstanding litigation team has remained dedicated to the rights and welfare of the injured and disabled throughout Southern California. The cornerstone of my success is the quality of relationships that I maintain with clients. Clients are treated with integrity and respect for their needs, goals, and objectives. We...

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...

My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California.

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...

Our firm specializes in Elder Law with particular emphasis in California Medi-Cal eligibility planning, Medi-Cal estate recovery minimization planning, estate planning and trust administration. We work closely with our clients to ensure that their assets are protected and preserved according to their individual circumstances and goals.

I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.

ATTORNEY
As an attorney in private practice in Los Angeles County, California William Hayes provides extensive estate and tax planning services to individuals and businesses in Los Angeles, Pasadena, Glendale, Burbank and surrounding communities. Attorney Hayes’ primary focus is to help clients avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He believes in giving each client the time needed to explain his or her needs and wishes and then dedicates his efforts toward making the client’s desires clear in their final estate plan.

Clients of The Hayes Law Firm have often...

Practice Areas: Estates & Trusts, Trust and Estate Litigation, Elder Abuse, Conservatorships, Real Property, Business Litigation, Family, Divorce, Custody, Support Ms. Wickers handles clients legal needs including representing clients in trial, and appeals. In 2020, Christina Wickers obtained a Top Attorney Avvo Rating of 10/10 and was selected by Super Lawyers, Rising Stars List, for Southern California, in both 2020 and 2022 – a top rated Trusts and Estates Attorney in Southern California. No more than 2.5% of attorneys in the State of California are named to the Super Lawyers, Rising Star List. Similarly, she has...

The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...