Yettem Estate Planning Lawyers

John B. Palley
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John B. Palley
Sacramento, CA Estate Planning Lawyer with 30 years of experience
(888) 920-5983 1555 River Park Dr
Suite 108
Sacramento, CA 95815
Free ConsultationEstate Planning and Probate
McGeorge School of Law, University of the Pacific
I have been practicing estate and probate law since 1994. My practice is 100% focused on California probate court cases only. I pride myself on efficiency and answering my client's questions within minutes rather than days. I am a Certified Specialist in Estate Planning, Trust and Probate Law. I have highest ratings on numerous websites including Martindale Hubbell "AV" rated, AVVO "10.0" rated, and am a "Superlawyer." I also am a past Sacramento Bee estate and probate "expert." I speak on estate and probate law to professional groups and have been quoted in numerous articles on the...
Scott Edward Rahn
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Scott Edward Rahn
Fresno, CA Estate Planning Lawyer with 22 years of experience
(559) 890-2835 516 W. Shaw Ave
Ste 200
Fresno, CA 93704
Free ConsultationEstate Planning and Probate
University of San Diego School of Law
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...
Benjamin Valdez Platon II
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Benjamin Valdez Platon II
Sacramento, CA Estate Planning Attorney with 27 years of experience
(916) 943-7699 1851 Heritage Ln
Suite 128
Sacramento, CA 95815
Free ConsultationEstate Planning and Probate
Univ of N. Calif/Lorenzo Patino School of Law
Ben has been practicing Estate Planning, Probate, and Elder Law since 2005. Prior to that, he was the Operations Manager and In-House Counsel for Arbitration Works, Inc., a leading provider of construction industry alternative dispute resolution services working closely with the California Contractor’s State License Board. Ben has also taught 1st-year Contracts Law and Wills & Trusts. Ben is a veteran of the U.S. Air Force Reserves, an Avionics Technician who served active duty during Operation Desert Storm. Honorably discharged as a Technical Sergeant, he was recognized several times for his excellent Mishap Prevention Program as the Squadron Safety NCO.
Thomas E. Rossmeissl
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Thomas E. Rossmeissl
Los Gatos, CA Estate Planning Lawyer with 34 years of experience
(408) 883-3520 16450 Los Gatos Boulevard
Suite 108
Los Gatos, CA 95032
Estate Planning and Probate
Georgetown University Law Center
I am a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization. My focus is on estate planning, trust and estate administration, and trust and estate litigation. I help individuals and families who face serious legal situations, and I help bring them solutions and peace of mind. My goal is to help clients gain the peace of mind that comes with taking care of their families, to help clients navigate through the challenges of trust and estate administration, and to zealously represent clients in litigation to seek the...
Edmund  Yan
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Edmund Yan
Sunnyvale, CA Estate Planning Lawyer with 14 years of experience
(408) 412-1913 530 Lawrence Expy
#921
Sunnyvale, CA 94085
Free ConsultationEstate Planning
University of the Pacific
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...
Jeffery L. Greco
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Jeffery L. Greco
Encino, CA Estate Planning Attorney with 20 years of experience
(213) 984-2300 15915 Ventura Blvd.
Suite 203
Encino, CA 91436
Estate Planning, Criminal Defense, DUI & DWI and White Collar Crime
South Texas College of Law
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...
Kevin Glen Staker
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Kevin Glen Staker
Camarillo, CA Estate Planning Lawyer with 44 years of experience
(805) 482-2282 1200 Paseo Camarillo
# 280
Camarillo, CA 93010
Free ConsultationEstate Planning
The University of Utah S.J. Quinney College of Law and The University of Utah S.J. Quinney College of Law
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...
Delton R Henderson
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Delton R Henderson
Santa Monica, CA Estate Planning Attorney with 5 years of experience
(424) 285-8333 2720 Nielson Way #5743
Santa Monica, CA 90409
Estate Planning, Arbitration & Mediation, Business and Entertainment & Sports
Benjamin N. Cardozo School of Law
Over the span of two decades, Attorney Delton Henderson has served as a mediator with Los Angeles Superior Court - Civil Division and as an arbitrator with American Arbitration Association; adjunct professor at New York University School of Continuing Education and with the Art Institute of California - Los Angeles; associate consultant with PricewaterhouseCooopers and Tour Manager with the Atlantic Arts Foundation in various countries around the world. Attorney Henderson also served as executive director with an artist-owned media and independent record company. His practice areas include transactional entertainment law, estate planning, and nonprofit law. Immediately prior to establishing a...
Christina Weed
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Christina Weed
Walnut Creek, CA Estate Planning Lawyer with 16 years of experience
(925) 390-3222 1990 N California Blvd
Suite 1020
Walnut Creek, CA 94596
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
Christina Weed understands the complex life demands and goals of her clients. Christina also understands that most of the time it is not possible to completely separate family life from business. Clients need an integrated plan that covers all of their family, business, tax, and estate planning concerns. Christina has dedicated the past thirteen years to the study and practice of law, taxation, business, accounting, and estate planning and uses this knowledge to consult with her clients in business, tax and estate planning matters. Christina is a licensed attorney with an LL.M. in Taxation from the...
Karn Thapar
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Karn Thapar
Folsom, CA Estate Planning Attorney with 17 years of experience
101 Parkshore Drive
Folsom, CA 95630
Free ConsultationEstate Planning, Elder and Probate
New York University School of Law
My approach to practicing law is to make it as stress-free as possible for my clients. That means that I have created an environment where working with my firm is understandable, approachable and pleasant. I have been practicing law for approximately 15 years and my area of specialization is estate planning, which includes the drafting of wills, trusts and also handling probate matters. As mentioned previously, taking care of my clients is my top priority, and as such, I charge a flat fee for nearly all of the clients that I work with. We do not...
Mik  Liviakis
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Mik Liviakis
Gold River, CA Estate Planning Lawyer with 17 years of experience
(916) 459-2364 2377 Gold Meadow Way
#100
Gold River, CA 95670
Free ConsultationEstate Planning, Bankruptcy and Foreclosure Defense
University of the Pacific, McGeorge School of Law
Sacramento Based Firm 15+ Years I have been helping Sacramento area residents reduce their debt and protect their home ownership goals since 2008. Outstanding Results Our firm has solved many types of debt problems. We have helped thousands of people struggling with all types of debt. We use bankruptcy as a tool to rebuild a stronger financial future. Debt Resolution Focused We are specially positioned to help our clients with all types of bankruptcy, including chapter 13 and chapter 7. We also offer alternatives to bankruptcy, such as debt settlement. Our clients want effective results to reduce their debt, while...
Konstantine A Demiris
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Konstantine A Demiris
Walnut Creek, CA Estate Planning Attorney with 19 years of experience
(925) 378-2520 700 Ygnacio Valley Road, Suite 140
Walnut Creek, CA 94596
Free ConsultationEstate Planning, Appeals, Elder and Probate
Santa Clara University
Konstantine "Kosta" Demiris is a partner at the law firm of Demiris & Moore, located in the heart of downtown Walnut Creek, in the center of Contra Costa County. His practice focuses on litigation involving elder abuse (financial and physical), will and trust litigation, conservatorships, guardianships, HOA's, and appeals. Kosta is actively involved in the Contra Costa County legal community. He is a member of the Board of Directors of the Contra Costa County Bar Association's Elder Law Section. He serves as court-appointed counsel in Conservatorship cases in Contra Costa County. Kosta is dedicated to helping...
Mona Parsa
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Mona Parsa
Orange County, CA Estate Planning Attorney with 17 years of experience
(949) 412-7182 Orange County
Orange County, CA
Free ConsultationEstate Planning and Entertainment & Sports
Whittier Law School
Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.
Christopher Robert Blevins
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Christopher Robert Blevins
Santa Ana, CA Estate Planning Attorney with 17 years of experience
(949) 393-7575 1560 Brookhollow Dr.
Suite 201
Santa Ana, CA 92705
Free ConsultationEstate Planning and Business
University of Arizona
Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).

Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.

Mr....
Maureen Alice Lyons
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Maureen Alice Lyons
Riverside, CA Estate Planning Lawyer with 28 years of experience
(951) 781-1960 6529 Riverside Avenue
Suite 240
Riverside, CA 92506
Estate Planning, Elder and Probate
Southwestern Law School
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...
Dan W Kehr
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Dan W Kehr
Huntington Beach , CA Estate Planning Attorney with 20 years of experience
(714) 375-6622 17011 Beach Blvd. Huntington Beach, CA 92647
9th Floor
Huntington Beach , CA 92647
Free ConsultationEstate Planning, Business, Communications and Tax
California Western School of Law and UCLA School of Law
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...
Joseph E. Patton
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Joseph E. Patton
Anaheim Hills, CA Estate Planning Attorney with 14 years of experience
(714) 584-5401 5241 E. Santa Ana Canyon Road
Suite 107
Anaheim Hills, CA 92807
Free ConsultationEstate Planning, Elder and Probate
Western State University College of Law and University of California - Irvine
Joe is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Joe has practiced in Probate law since 2012, including in Estate Planning, Trust and Probate Litigation, Trust and Probate Administration, Conservatorships, and the Probate of Estates, gaining extensive knowledge and experience in the many different and nuanced aspects of Probate law. Joe has been recognized as a Super Lawyers Rising Star in the years 2020 - 2023 in the field of Estate and Trust Litigation. He was most recently further honored by being named as a Super Lawyers "Up-and-Coming 25: 2023 Orange...
Dennis Michael Sandoval
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Dennis Michael Sandoval
Riverside, CA Estate Planning Lawyer with 28 years of experience
(888) 998-3045 4300 Latham
Riverside, CA 92501
Estate Planning, Elder, Probate and Tax
Western State College of Law at Argosy University
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...
Jayson Manahan Aquino
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Jayson Manahan Aquino
Garden Grove, CA Estate Planning Attorney with 13 years of experience
(714) 589-2261 12881 Knott St
Suite 221
Garden Grove, CA 92841
Free ConsultationEstate Planning, Business and Tax
William Howard Taft University
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...
Michael Ellis Freedman
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Michael Ellis Freedman
San Francisco, CA Estate Planning Attorney with 40 years of experience
(877) 777-1666 580 California Street
Suite 1200
San Francisco, CA 94104
Free ConsultationEstate Planning, Elder and Probate
Temple University Beasley School of Law
Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...
Beti Tsai Bergman
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Beti Tsai Bergman
Torrance, CA Estate Planning Attorney with 27 years of experience
(310) 694-8703 3220 Sepulveda Blvd.
Suite 203
Torrance, CA 90505
Estate Planning and Probate
University of California - Davis
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...
Benjamin R. Schwefel
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Benjamin R. Schwefel
Irvine, CA Estate Planning Lawyer with 8 years of experience
(949) 794-4000 2603 Main Street
Irvine, CA 92614
Estate Planning and Probate
University of San Diego School of Law
Ben Schwefel practices in the realm of trusts and estates, encompassing estate planning, trust administration, probate, conservatorships, and fiduciary litigation. His clientele encompasses a diverse spectrum, spanning high-net-worth individuals, families, trustees, beneficiaries (both individuals and charitable organizations), entrepreneurs, corporate leaders, and professional fiduciaries. He routinely collaborates with his clients to implement advanced estate planning strategies aimed at minimizing income, gift, and estate tax implications. Additionally, Ben provides guidance to clients regarding the establishment and operation of both for-profit and nonprofit business entities, such as limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities. Beyond his professional...
Lynn Margaret Sherrell
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Lynn Margaret Sherrell
Berkeley, CA Estate Planning Attorney with 41 years of experience
(510) 843-6060 2141 Emerson St
Berkeley, CA 94705
Estate Planning, Business, Consumer and Insurance Claims
Golden Gate University School of Law
Lynn Sherrell is in solo-practice in Berkeley California, following a dozen years in San Francisco law firms practicing personal injury, products' liability and worker's compensation law. Lynn has achieved a Specialization in Estate Planning, Trust and Probate Law of the State Bar of California Department of Legal Specialization. Lynn is client oriented and serves individuals, families, small businesses and small owner investors in many aspects of civil law and litigation. When you need an advocate on your side, get a woman on your case. Lynn is a graduate of Golden Gate University Law School with an emphasis in public interest...
Trevor J. Rose
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Trevor J. Rose
Napa, CA Estate Planning Lawyer with 13 years of experience
(707) 681-5851 1775 Lincoln Avenue
Suite 101
Napa, CA 94558
Estate Planning, Business and Probate
University of California College of the Law, San Francisco
Founder and Attorney & Counselor at Law at Rose Law Firm of Napa Valley, Inc. Trevor J. Rose specializes in Estate Planning and Administration, Business, and Real Estate/Title Transactions. He currently sits on the board of directors for the Napa County Hispanic Chamber of Commerce as Vice-President and the Young Lawyers Division of the Napa County Bar Association as Past President. Trevor was born and raised in Napa, CA and became fully bilingual after spending a year studying Spanish Language, Linguistics and Literature at the University of Barcelona in Spain. He graduated Phi Beta Kappa with high honors from...
Kimberly T Lee
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Kimberly T Lee
Indian Wells, CA Estate Planning Lawyer with 26 years of experience
(760) 481-1144 74916 CA-111
Indian Wells, CA 92210
Estate Planning and Probate
University of La Verne College of Law
I have devoted my career to assisting individuals and families in navigating the intricacies of estate planning, trust and probate administration, and wealth preservation. As the founder of Desert Law Group in Indian Wells, California, I have cultivated a reputation for my warm, client-focused approach. I hold the belief that every person deserves to protect their assets and ensure a smooth transition of their legacy. I find deep satisfaction in aiding clients to avoid the pitfalls of probate, reduce tax burdens, and maintain family harmony.
Scott A. Harshman
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Scott A. Harshman
Irvine, CA Estate Planning Lawyer with 27 years of experience
(949) 623-7224 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.
Eric R. Bardwell
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Eric R. Bardwell
Irvine, CA Estate Planning Lawyer with 17 years of experience
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...
David L. Crockett
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David L. Crockett
Newport Beach, CA Estate Planning Attorney with 54 years of experience
(949) 851-1771 901 Dove St
#120
Newport Beach, CA 92660
Free ConsultationEstate Planning, Probate, Real Estate and Tax
University of California - Los Angeles and University of California - Berkeley
California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including preparation of Wills and Trusts. As these areas all overlap, his experience with the courts and litigation has given him unique insight in the preparation of wills and trusts. Mr. Crockett is dedicated to the careful preparation of documents to meet the specific needs of his clients.

As a Licensed Certified Public Accountant and Real Estate Broker, Mr. Crockett prepares all types of estate, trust and real estate documents including...
Tina K Gehres
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Tina K Gehres
Irvine, CA Estate Planning Attorney with 27 years of experience
(877) 333-2420 300 Spectrum Center Dr.
Suite #400-10
Irvine, CA 92618
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law
Tina has dissolved Gehres Law Group to focus on building a NFP organization, YesHope.org. She is no longer taking clients. Thank you for your patronage.
Andrew Louis Kern
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Andrew Louis Kern
Petaluma, CA Estate Planning Lawyer with 38 years of experience
(707) 658-4602 755 Baywood Dr., 2nd Floor
Petaluma, CA 94954
Free ConsultationEstate Planning, Bankruptcy, Probate and Workers' Comp
Baylor Law School
Attorney since 1987, passed the bar in 4 states, graduated from a law school certified by the American Bar Association, broad range of legal experience. Specializing in bankruptcy, tax, estates and trusts, and workers compensation.
Julie S Levy
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Julie S Levy
Santa Rosa, CA Estate Planning Attorney with 16 years of experience
(707) 523-1515 100 Stony Point Road
Suite 265
Santa Rosa, CA 95401
Estate Planning, Elder, Family and Personal Injury
Empire College School of Law
Julie S. Levy and Zachary A. Carroll have practiced law since 2008 in solo practices. In 2009, they began sharing an office and collaborating on certain cases. This duo has turned their collaboration into Levy Carroll Law and as strong litigators, they provide a strong and determined focus for fair outcomes in their client's cases. Choose Levy Carroll Law for their strong, honest, caring representation for bankruptcy, divorce, custody, guardianship, or personal injury. Look no further as you have found a team that has your best interests at heart
Mr. Bobby Kouretchian
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Mr. Bobby Kouretchian
Carlsbad, CA Estate Planning Attorney with 25 years of experience
(760) 487-8330 2011 Palomar Airport Road, Suite 302
Carlsbad, CA 92011
Estate Planning, Business and Probate
Pepperdine University School of 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).
Roberta Jeanette Robinson
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Roberta Jeanette Robinson
San Diego, CA Estate Planning Lawyer with 48 years of experience
(858) 485-1990 11665 Avena Pl
Suite 108
San Diego, CA 92128
Free ConsultationEstate Planning and Probate
Univ of San Diego School of Law
Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...
Philip Mauriello Jr.
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Philip Mauriello Jr.
San Diego, CA Estate Planning Attorney with 6 years of experience
(619) 693-6474 864 Grand Ave
#1050
San Diego, CA 92109
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Probate
Thomas Jefferson School of Law
As a former business owner myself, my goal is to help other business owners and entrepreneurs with their legal issues. It's important to have someone in your corner who understands what it's like to be in your shoes. Advice is only helpful if it makes sense in the real world, and my prior experience allows me to see the real world implications. Before law school, I opened a small coffee shop that I grew into a full-fledged restaurant within four years. In the beginning, I was able to use marketing to help grow the business over 200% from year to...
Ruth Ryan-Cruz
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Ruth Ryan-Cruz
San Diego, CA Estate Planning Lawyer
(619) 528-2202 3111 Camino Del Rio North, Suite 400
San Diego, CA 92108
Free ConsultationEstate Planning, Business, IP and Probate
California Western School of Law
Ruth Ryan-Cruz is an attorney in San Diego, California with Ryan-Cruz Law, APC. Attorney Ruth Ryan-Cruz practices in the areas of business and corporate law, intellectual property, estate planning, wills, trusts, copyrights, trademarks and more. Contact San Diego Attorney Ruth Ryan-Cruz for a consultation. Ruth is a fluent Spanish-speaking attorney providing counseling and transactional services in Spanish in the areas listed above. Ruth earned her Juris Doctor Degree from California Western School of Law and received a Bachelors of Science degree in Business Administration with an emphasis in High Tech Management from California State...
Nicole D'Ambrogi
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Nicole D'Ambrogi
San Diego, CA Estate Planning Attorney with 11 years of experience
(619) 550-3080 3517 Camino del Rio S,
Suite 406
San Diego, CA 92037
Estate Planning, Elder and Probate
Thomas Jefferson School of Law and Thomas Jefferson School of Law
Nicole D'Ambrogi is a distinguished attorney based in San Diego. A “Rising Star” with just over four years of experience, Ms. D'Ambrogi has already built a name for herself in estate planning and probate law and has garnered a reputation as a staunch advocate for veterans. A former member of the U.S. Navy, her practice focuses on comprehensive estate planning, veteran benefits, and asset protection services. Among numerous other honors, Ms. D'Ambrogi has received the Women Resiliency Award by the U.S. Department of Veteran Affairs in 2015 and the Trailblazer Award from the California Department of Veteran Affairs in 2016.
Ronald Dowdy
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Ronald Dowdy
Needles, CA Estate Planning Attorney with 10 years of experience
(760) 326-0686 121 F St Ste C
Needles, CA 92363
Estate Planning, Business, Cannabis Law and Probate
Jason Stone
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Jason Stone
Manhattan Beach, CA Estate Planning Attorney with 11 years of experience
(310) 889-0233 1500 Rosecrans Ave., Suite 500
Manhattan Beach, CA 90266
Estate Planning, Business and Real Estate
Southwestern University School of Law
Jason practices in the areas of Real Estate, Business, and Estate Planning. The State Bar of California has recognized Jason with the “Public Service Distinction” award for his work on behalf of public interest organizations and their clients. Jason provides representation to middle market, emerging growth, and individual clients in the core areas of business, litigation, and real estate transactions.
Mark Adrien Gullotta
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Mark Adrien Gullotta
Burlingame, CA Estate Planning Lawyer with 21 years of experience
(650) 382-4331 1575 Old Bayshore Hwy., Suite 102
Burlingame, CA 94010
Free ConsultationEstate Planning and Probate
Santa Clara University School of Law
As the founder of The Law Office of Mark Gullotta, San Mateo County lawyer Mark Gullotta provides legal services in a wide variety of estate planning issues and matters of probate. He has been practicing as an attorney for more than 18 years. Prior to deciding to establish his firm, Attorney Gullotta worked at another firm and as a CPA. In 2012 and 2013, he was the chair of the Trust and Estates Section of the San Mateo County Bar Association. His firm is happy to offer complimentary consultations—contact them today to get yours.
Ramon Lamelas
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Ramon Lamelas
Santa Monica, CA Estate Planning Lawyer with 6 years of experience
(310) 395-6555 1250 Sixth Street
Suite 300
Santa Monica, CA 90401
Free ConsultationEstate Planning and Probate
University of La Verne College of Law
Ramon is a Spanish-speaking attorney with the firm of Jakle, Alexander & Patton, LLP in Santa Monica. He practices in the areas of Estate Planning, Trust Administration, Trust Settlement, Legal Entities, Probate, and Conservatorships. In 2011, Ramon graduated cum laude from the University of La Verne College of Law. He earned his B.A. from the University of Southern California in Spanish and Political Science. He is a graduate of Loyola High School, Los Angeles. Ramon is member of the Santa Monica Bar Association, the Los Angeles County Bar Association (Trusts & Estates Law Section), State Bar of California (Trusts & Estates Law...
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