Trona Estate Planning Lawyers

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.

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...

My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...

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...

Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation. ?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...

Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory Law, a boutique wills, trusts, estate planning and probate law firm based out of Newport Beach, Orange County and Tahoe City, Placer County. With over 25 years of experience working with clients throughout California as a estate planning attorney handling special needs trusts, long-term care planning, elder law, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us. I look forward to learning how we can serve you and your family. Contact us today...

Daniel Sallus is a partner of Stone & Sallus, LLP focusing on business litigation, business and real estate transactions, estate planning, entity formations, and real estate litigation. Born and raised in the Los Angeles area, Daniel obtained his B.S. in Management from the Eller School of Business and a minor in Spanish at the University of Arizona. Previously he worked at a large bank where he interacted with businesses and obtained a deeper understanding of their needs. While in college, Daniel started investing in real estate where he was able to manage and rent the property to pay for his undergraduate...

Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...

My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...

Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso. Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...

Lindsay Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a more direct and positive impact on individuals. After stepping away from insurance defense, Lindsay worked for a non-profit organization in Washington D.C. that advocated for women and girls with disabilities directly to different factions of the federal government and the various relevant bodies of the United Nations. Although this fulfilled Lindsay’s background in Peace Studies and International...

Jonathan was born and raised in Idaho. He earned his juris doctor from the University of Idaho College of Law and then completed a judicial clerkship in Honolulu, Hawaii. In 2005, he moved to California and began his law career as a civil litigator and then General Counsel (corporate attorney) for a health insurance company. Motivated by a desire to start a law firm that would make an important contribution to his clients’ lives, Jonathan launched his estate planning practice. Jonathan helps individuals, families, and business owners pass their hard-earned property to their loved ones using innovative estate planning techniques. As an...

Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County. Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association. Darlynn...

Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.

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...

Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...

Through my office, I have been able to practice law in a manner that best serves my clients. Being a lawyer is being able to serve people. I am in a service industry. I must be honest with my clients. This means that I will tell clients what I believe is in their best interest, regardless of my financial interest or personal bias. I do believe that people should stay out of court, if possible. Court is expensive, time consuming, and emotionally draining for clients. It is easier to fix problems prior...

San Diego Esquire was founded by Ms. Kymeshia Morris in 2012. She has built a law practice that focuses on providing personal attention and candid legal advice to clients. San Diego Esquire is established on the belief that each and every client deserves the best legal representation possible. If you are looking for a lawyer that is hard working, professional, and honest, then you have come to the right place. We represent a diverse clientele in family, estate planning, personal injury & contract law.

Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters. Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...

I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.

Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Carolyn was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June...

I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.

Our operation is focused on providing cost effective solutions and expert customer service to all our clients. In addition to real estate, the firm represents clients in business litigation, construction defect problems, estate planning, arbitrations and mediations. We want our clients to fully understand the legal process and what will be involved in finding a constructive result to their legal issue. I am very active in the legal and real estate community. I continue to educate myself on the most up to date information within my field. I maintain active memberships with both local and national groups in the industry....

Law practice focusing on the communities of Imperial County. I am very accessible, give my office a call.

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...

Hi... My name is Ralph Charles Busch. Please call me Chad. I have been providing state & local (SALT) corporate income/franchise and capital tax technical consulting and controversy assistance for the past two decades.

?I obtained my Bachelor of Science degree in Finance from Arizona State University in 1989 and my Juris Doctor (J.D.) from Western State University School of Law (now Thomas Jefferson School of Law) in 1993. After a short period running a sole practice, I attended University of San Diego School of Law and obtained an LL.M. in taxation in 1999.

?For the past 16 years I have provided...

See professional experience below.

Rodolfo strives to serve the community with integrity and honesty. He began his legal career as an associate attorney with a small immigration firm followed by a non-profit immigration firm where he oversaw immigration matters including: asylum, deportation defense before immigration court, naturalization, adjustment of status, consular processing, family petitions, and U visa cases. He represents clients throughout the United States and internationally.

Rodolfo is the son of immigrants and an advocate for immigrant rights. During his time in law school, he participated in the Southwestern Law School Immigration Clinic helping underrepresented immigrants. He also was a Summer Law Clerk at...

Bruce A. Pence III has practiced exclusively in the arena of Estate Planning, Wills and Trusts, Conservatorships and Elder Law since obtaining his Juris Doctorate from McGeorge School of Law and passing the California bar in 2015. In early 2023, Bruce A. Pence III began his own practice, Bruce Pence Law APC, focusing on Estate Planning, Wills and Trusts, Conservatorships and Elder Law based in Los Osos, California serving the Counties of San Luis Obispo and Santa Barbara. Bruce Pence Law APC offers flat fee estate planning packages as well as trust administration services, probate services and conservatorship services. Bruce Pence...

Shane R. Kennedy was born and raised in San Luis Obispo. He graduated from San Luis Obispo High School in 2009, and California Polytechnic State University (Cal Poly), San Luis Obispo in 2014. He earned his law degree from Western State College of Law in Irvine, California, graduating magna cum laude in 2019. While in law school, Shane was elected as the ABA Media Alerts Editor of the Law Review, served as Vice-President of the Business Law Association, interned with a general counsel of an international corporation, and studied international intellectual property law at University College Dublin in Ireland during...

Encinitas Probate Attorney Services Mr. Cornell has spent over 25 years emphasising trust administration and probate with the goal of producing value and providing a personal touch for each client. Areas of Practice Estate Planning Incapacity Planning Guardianship? Conservatorship? Trust Administration and Probate? ?Special Needs Planning Richard Cornell After spending his childhood in Oceanside and graduating from Oceanside High School, Richard Cornell went on to attend Loyola Marymount University graduating Cum Laude and then recieved his Juris Doctorate from the University of...

Merwyn J. Miller is an estate planning attorney with an active law office in Encinitas, San Diego County, California. (Encinitas is located in the north coastal area of San Diego County, half way between Del Mar and Oceanside. It is adjacent to the following communities: Cardiff, Carlsbad, Del Mar, La Costa, Leucadia, Oceanside, Rancho Santa Fe, San Marcos, Solana Beach, and Vista. (Click here for a map showing the location of Encinitas.)

He was admitted to the State Bar of California in 1974 and has been certified by that organization’s Board of Legal Specialization as a specialist in Estate Planning, Trust,...

At the Law Office of Matthew & Julia Kaemerle, L.L.P., we provide our clients with the personalized, experienced, and committed legal counsel that they deserve when facing a challenging legal matter. Our Carlsbad Family Law Attorneys have handled a wide variety of issues related to complex, high-asset divorces, contested custody and visitation cases, pre-nuptial and post-nuptial agreements, as well as non-traditional family formation and dissolution. Our team will work with you to find the right strategy for your situation and will come up with solutions that address your goals and needs.

Additionally, we offer legal assistance in the areas of...