Whitewater Estate Planning Lawyers

Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.

Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.

A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...

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...

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...

Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...

Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.

Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.

In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.

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.

Edlin Martin is a founding partner of MacKay & Martin, LLP. Her practice focuses on family law and estate planning. Prior to founding her own practice, Ms. Martin was a senior family law associate attorney, where she specialized in litigation of high-conflict family law issues such as domestic violence restraining orders, move-away cases, and child custody and visitation arrangements.

Ms. Martin has devoted much of her career to helping children and other victims of violence in family law and related immigration matters. Ms. Martin is particularly proud of her contribution to the drafting of California bill AB-1678, which was signed...

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...

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).

Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.

Since 1992, Richard Hemb has focused his legal practice on the areas of estate planning and business formation. When representing clients facing these types of issues, Mr. Hemb takes the time necessary to evaluate the facts of the case and offer practical solutions, regardless of the complexity of the matter. Mr. Hemb is a skilled legal advocate who offers his clients the personal attention and dedication they deserve to get the job done. Mr. Hemb’s bottom line is to make his clients feel comfortable and confident that their interests are being safeguarded throughout the entire process.

Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...

Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District and on the Monte Sereno City Council.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts and other documents that provide the maximum flexibility. Mr. Ellahie can draft wills and trusts that meet the requirements of the Islamic...

I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administrating the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard. I am proud to be the owner of a law office that values our clients’ peace of...

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children. Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family. Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.

Dedicated to providing practical, cost-effective, solutions to workplace challenges. Attorney Elisabeth DeBartolo is your best choice for an employment and labor attorney who offers personalized assistance with your case. She may be the most seasoned employment attorney you will find in our area. Attorney Elisabeth DeBartolo is a Monterey Employment Attorney who worked for many years in executive level Human Resources prior to attending law school. Her experience is unique. She doesn't just have book smarts, she has the day-to-day, on-the-job, in-the-trenches experience needed to identify workplace challenges and resolve them. Ms. DeBartolo can quickly...

Hi, I am Megan Gooing, Attorney and Counselor at Law, and my practice is primarily focused on estate planning, probate, and trust administration. I work for a boutique law firm that caters to each individual client's specific needs, rather than providing a one size fits all solution to issues. I look forward to learning how I can serve you and your family.

Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003. Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...

Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem. Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...

Curtis V. Abram grew up in San Luis Obispo, graduating from from San Luis Obispo High School. Curtis then attended Emmanuel College in Boston, Massachusetts where he earned a B.A. in both Business Management and English Communication while competing on the Men’s Volleyball (receiving All-American honors) and Track and Field team (Javelin). Following his return to California, Curtis earned his law degree from the University of San Diego School of Law, graduating magna cum laude in 2015 with election to The Order of the Coif and The Order of the Barristers. ​After his admission to the California Bar, Curtis joined...

Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo. Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011. Prior to attending law school, Shannon began her legal career as a law...

Charles "Chip" Oxton is a Santa Barbara attorney representing clients in all aspects of family law and civil litigation. Chip is a highly-skilled and respected legal advisor and litigator with nearly 40 years' experience practicing law in Santa Barbara. He has represented clients in a broad range of legal matters, including divorce and custody cases, personal injury and civil disputes, conservatorships and guardianships, wills and probate administration, real estate law, and landlord-tenant law. Legal disputes are often intense, emotionally-charged experiences for the parties involved. Chip's approach to practicing law involves providing clients with calm, reasoned advice in an environment devoted...

Braden R. Leck focuses on advising individuals and businesses on real estate and business transactions, intellectual property matters, estate planning and trust administration.

Prior to joining Rogers, Sheffield & Campbell, LLP, Mr. Leck was a partner at the Santa Barbara law firm of Seed Mackall LLP. Mr. Leck began his legal career in Los Angeles at the international law firm of Latham & Watkins LLP. Mr. Leck received his undergraduate degree from the University of California at Santa Barbara and his law degree from the University of California at Los Angeles School of Law.

Real Estate. Mr. Leck routinely counsels clients with...

Mr. Wansor is an accomplished civil litigator. His practice is focused on personal injury, real estate, land use, hospitality, products liability, business torts, construction, and will and trust contests.

Mr. Wansor's analytical strengths allow for the accurate assessment of potential exposure and liability and the creation and implementation of sophisticated litigation strategies. Mr. Wansor's strategic sense and writing abilities lead to successful results, whether by keen negotiation or motions leading to the disposition of cases.

Prior to joining Rogers, Sheffield & Campbell, Mr. Wansor worked as a litigation partner at Lewis Brisbois Bisgaard & Smith, LLP, where he defended Fortune 500...

I am a certified bankruptcy specialist with the State Bar of California, Board of Legal Specialization. The firm has been assisting people with their financial problems for more than 40 years. We specialize in savings homes. We are one of the few firms still charging a flat fee for Chapter 13.

Amy Laughlin has been achieving exceptional results for clients since 1992. After graduating with honors from The University of Michigan Law School, Amy joined the San Francisco office of Orrick, Herrington & Sutcliffe, LLP. While there, she counseled individuals and corporations in a wide range of complex financial matters. In 2013, Amy opened her own practice where she focuses primarily on divorce, business and entertainment law.

OLIVER GREENWOOD is the principal of the Law Offices of Oliver Greenwood in Pleasant Hill. He is the author of chapters 1, 4, 12, 16, and 17 in the CEB Guardianship Handbook. Mr. Greenwood received his B.A. degree from the University of California, Berkeley, and his J.D. from Golden Gate University in San Francisco. A frequent speaker regarding probate matters and a member of the Judicial Council's Probate & Mental Health Advisory Committee. Mr. Greenwood is also a contributing author to CEB's conservatorship and powers of attorney and health care directives books. Mr. Greenwood's areas of practice include conservatorships, guardianships,...

At the Chubb Law Firm we help modern families create customized modern estate plans. We’re passionate about our work and know how important it is to develop and implement a plan that takes care of you and your loved ones at all stages of your life. In addition to "traditional" probate avoidance trust planning, we focus our practice on the unique planning needs of persons with disabilities (beyond the Special Needs Trust) as well as helping families navigate the difficult and overwhelming emotional, familial, medical and legal realities of aging (including planning to access Medi-Cal and Veterans Administration...

In my early years as a financial planner, I realized that estate planning was an often-overlooked area of planning not only by clients but by their financial advisors. The reason I became an attorney was to help people make sure that their wishes are carried out during incapacity and after death. I had seen too many people impacted by the lack of estate planning or poor estate planning. I did not want to see the government or the courts take control of a person's property in a way that was not consistent with the person's wishes and intent. I am passionate...

Jenny Tiu received her B.S. degree in Physiological Science from UCLA. During her undergraduate studies, she was a research assistant at UCLA for both spinal cord injury and atherosclerosis research. Ms. Tiu then earned her J.D. degree at Golden Gate University School of Law with an emphasis in Public Interest Law. During law school, she interned for the San Francisco City Attorney's Office in the Juvenile Dependency Unit. She then went on to intern for the Solano County Alternate Public Defender's Office in the Juvenile Dependency Unit and later in the Misdemeanor Unit. After being...

Based in Elk Grove, California, the Law Offices of Quinton J. Miller has been serving the Sacramento region since 2006. We help clients prepare for the future and put the past to rest. Our office counsels individuals, couples, and businesses based on years of experience drafting, administering, and when necessary litigating trusts and wills. Quinton Miller began practicing law in 2006, after receiving his Juris Doctorate degree from Oak Brook College of Law. A job offer from a classmate led him to Elk Grove, and he opened a general practice in the Elk Grove area with a...

Mark T. Koo’s work includes Corporate Compliance and Governance, Estate Planning, Family Law, Non-Profit Formation and setting up the 501c3 Non-profit designation. Mark also helps companies file incorporation as well as other corporate legal assistance. Prior to becoming an attorney, Mark T. Koo has been involved with Silicon Valley’s technologies such as data warehousing, wireless software and hardware technologies, and internet technologies. Mark is a graduate of McGeorge Law School and is a member of the California Bar. Mark received his bachelors of science degree in electrical engineering and masters of science degree in materials science from University of California,...

Hannah Sargent received her undergraduate degree from University of California Los Angeles and graduated from University of California, Berkeley, School of Law. While in school, she spent time clerking for the U.S. Attorney’s Office in San Jose. She is a former military officer, company commander, two-time Iraq war veteran and decorated AH-64D Apache Helicopter pilot. She is currently the principal attorney at Sargent Law Office, where she practices litigation, business and commercial law, and estate planning, and she lives in Castro Valley with her family. Between her time working and being with her family, she enjoys...