Ventura Estate Planning Lawyers

Greetings! I am Sergio, an Estate and Legacy Planning Attorney located in Ventura County, California. My legal journey is driven by a genuine desire to assist and support individuals and families in navigating the complexities of estate planning. I am a first generation Mexican-American, born and raised in Ventura County. Hablo Español. Why Choose Me: 1. Compassion: I approach each case with genuine empathy, understanding the emotional aspects often associated with legal matters, particularly those involving legacies. 2. Patience: Estate planning requires careful consideration. I take the time to guide my clients through the intricacies of the legal process, ensuring they make informed...

As a founding Partner, Randall Sutter is involved in the daily operations of the law firm with emphasis in the following practice areas: Bankruptcy and Consumer Advocacy: Mr. Sutter helps individuals and small businesses develop asset protection strategies and counsels various options for eliminating or restructuring debt and liabilities. Not only is Mr. Sutter knowledgeable in Chapter 7 and Chapter 13 bankruptcy cases, but he has also successfully confirmed plans for complicated Chapter 11 reorganization cases. General Business Counsel: As a business owner and entrepreneur for 25 years, Mr. Sutter brings a unique perspective to helping small...

We are a firm that listens; understands your business and industry; keeps you informed; provides clear, direct and practical legal advice; asks appropriate questions; clearly explains the relevant aspects of your case; checks egos at the door; empathizes and respects your business, professional and personal situation; maintains a laser focus on your unique legal needs; and practices law with a passion.

Michael's practice areas include: business organizations, corporations, land-use regulation, real estate transactions, estate planning, government regulation, family law, and civil litigation. He has major law firm and in-house counsel experience. He is also a real estate broker...

Christopher E. Botti, co-founder of Botti & Morison Estate Planning Attorneys, Ltd., specializes in all aspects of estate planning. Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the...

Attorney Caitlin Rodriguez was born and raised in Ventura County and attended California State University Channel Islands (CSUCI) where she obtained a Bachelors Degree, with honors, in History. After graduating from CSUCI, Ms. Rodriguez attended California Western School of Law in San Diego, CA. During her law school career, Ms. Rodriguez was a member of the Pro Bono Honor Society, and was awarded the Academic Achievement Scholarship and the Diversity Scholarship. In addition, she interned with the San Diego County Alternate Public Defender's Office, the Community Law Project (a San Diego based organization that provides free legal advice to low-income...

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

David B. Shea is an experienced estate, probate and trust litigation attorney in Ventura County. Mr. Shea also assists clients with probate and trust administration. Mr. Shea's goal is help clients navigate through the maze of legal challenges presented in trust, estate and probate disputes by providing counsel and strategic legal advice to advance the best interest of each of his clients. Although Mr. Shea is a zealous legal advocate and experienced probate trial attorney, he prides himself on his integrity, creativity, and efficiency in obtaining favorable results both in and out of the courtroom. Handling disputes in Probate Court...

Seasoned Professional and Entrepreneur with over 30 years of combined experience in Law; Real Estate, Leasing, Finance, Mortgage, and Property Management; Property/Casualty/Health/Life/Disability Insurance; Premium Audit; Worker's Compensation Underwriting and Risk Management; General Management; Financial Planning/Analysis; and Taxation.

Daniel A. Higson is a principal with Hathaway, Perrett, Webster, Powers, Chrisman & Gutierrez. He has practiced law in Ventura County for over 40 years in the areas of Civil Litigation, Business Law, Trusts & Estates, Probate and Personal Injury. However, his primary emphasis has been representing creditors and debtors in bankruptcy cases.

Daniel has practiced extensively in the United States Bankruptcy Court for the Central District of California, in Santa Barbara, San Fernando Valley, Riverside and Santa Ana Divisions. He is admitted to practice in the US District Court, as well as the State Courts of California....

With 17 years of experience, Attorney Jennifer Miller combines legal knowledge with a caring and compassionate approach. When you need valuable legal advice and counsel, Attorney Miller provides a client-centered practice where your concerns are heard and your legal issues are resolved.

University of Notre Dame - Certified Grant Proposal Writer
Executive Producer - TRADE film by FFAM, Inc.
Executive Producer - "Tall Like the Tree" by Delaney Gibson
Professor, Oxnard College

Ventura private civil practice since 1984. Name partner in MYERS, WIDDERS, GIBSON & LONG, 1995 through 1999. Opened Law Office of Robert I. Long January 1, 2000. Office conveniently located across the street from the Ventura County Government Center and Main Courthouse.

At the Law Office of Cynthia L. Gonzalez we are dedicated to providing clients with competent legal services in the areas of Estate Planning, Family Law, and Bankruptcy. One of our main objectives is to provide clients with the best legal representation possible in the most cost effective manner. We handle each client matter with professionalism, careful attention to detail and personal commitment from start to finish. In addition, clients are always treated with respect and kept informed of each development in their case

Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...

Oxnard estate planning attorney Eric Ridley loves helping families and small businesses in Oxnard, Ventura, Camarillo and Santa Barbara counties protect their assets through estate planning, Family Asset Protection & Medi-Cal planning. I help seniors preserve their self-determination and their dignity, along with their assets. Attorney Eric Ridley always gives free consultations, and answers his own phone. Agressive and compassionate, Eric Ridley serves clients in Ventura, Santa Clarita, Port Hueneme and all points in between. https://www.ridleylawoffices.com

Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...

Kevin G. Staker, the principal attorney in the firm, received his Juris Doctor degree from the University of Utah College of Law, and his Master of Laws (LL.M.) in Taxation degree from New York University School of Law. Kevin is the founder of the Planned Giving Council of Ventura County. Kevin has three times been a member of the Board of the Ventura County Bar Association, and was the chair of its annual dinner committee 14 of 15 years. Kevin Staker is a member of the Board, and was President for 2016 and the latter part of 2022, of Ventura...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

I grew up in Simi Valley, California, and my family is from Carpinteria, California. I attended Cal Lutheran University and the University of Oregon School of Law before establishing Bartlett & Herrington. Bartlett & Herrington is a general practice law firm located in the central California coastal town of Carpinteria. We represent individuals and businesses in Santa Barbara, Montecito, Summerland, Carpinteria, Ventura, Ojai, Thousand Oaks, Simi Valley, and Camarillo with the personal touch of local attorneys.

Eric Smith received his bachelor’s degree from UCSD in 1995 and his law degree from Pepperdine University in 1997. Eric holds the Certified Financial Planner(TM) designation. He has been a securities dispute arbitrator for FINRA and taught retirement planning classes for Cal Lutheran’s MBA program. He is a member of the California Bar, the Ventura County Bar Association, and the Financial Planner’s Association of Ventura County. He is co-owner of Lifetime Planning, Inc., a financial planning firm in Camarillo. He resides in Ventura with his spouse, Jamie King, and their children, Kell and Leif.

Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...

Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...

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.

I am a Federal & State criminal trial lawyer. I do not handle anything beside criminal defense matters in Federal + State court. I cut my teeth as a prosecutor in the third largest city in the U.S., handling narcotics and major felony cases. I rose to the level of Chief Prosecutor and then I left and took that trial experience with me. I switched sides to become a defense lawyer to protect my clients' constitutional rights that get trampled everyday. Based out of New York City, I am the Managing Partner in both New York + Los Angeles...

RMO LLP resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. We represents heirs, beneficiaries, trustees and executors, utilizing our experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation. Driven by a commitment to provide relief to people grieving the loss of a loved one, RMO collaborates closely with clients. We pursue and defend claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. Our advice and counsel...

Free Phone Consultation: https://www.treeoflife.legal Hi, Edmund here. I help homeowners, professionals and business owners design a meaningful future for their families and leave a legacy of love. My mission is to care for parents and their children as Jesus would — to give peace and hope — one estate plan at a time. Because of my dedication to our 500+ clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney in California and recognition as one of the top 2.5% estate planning attorneys for 7 straight years. If you want an attorney who listens and explains things clearly, then I...