Yorba Linda Estate Planning Lawyers

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...

My journey as an estate planning attorney was driven by my desire to assist families. The complexities and intimidation of the legal system can be overwhelming, but I firmly believe it doesn't have to be that way. My approach involves communicating in plain English, ensuring that you fully comprehend your options, and aiding you in making informed and astute decisions. Through effective planning, we can circumvent future headaches and expenses while securing a lasting legacy for your family's well-being, even beyond your lifetime. My commitment lies in providing personalized attention to each client, offering one-on-one counseling, and maintaining open and responsive...

Shadi Shaffer focuses her practice on Estate Planning, Trusts, Probate and Trust Administration. Prior to her legal career, Attorney Shaffer had an extensive and diverse work history, which helped her gain skills that have proven invaluable to her legal practice.

Attorney Shaffer opened her own firm so she could protect families, children, and businesses from the CA Probate system and serve as an advocate to prevent clients from the court system. She started the Asset Protection & Elder Law Center over 15 years ago with her best friend (25 years and counting!) Patrick P. Phancao. We wanted to build a...

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...

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,...

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...

Business & Real Estate Attorney Robert Spitz brings 45 years of experience to individuals and small businesses throughout the Inland Empire. A dedicated sole practitioner since 1975, Attorney Robert Spitz will personally handle all aspects of your case – you will never be passed off to an associate. Some business and real estate cases are taken on a contingency fee basis. Ontario Real Estate Lawyer and Business Attorney Robert J. Spitz takes a proactive and practical approach. He will carefully review all of the details of your legal situation, identify potential problems and propose effective solutions to help you...

I completed my undergraduate schooling at Boston University, but don’t worry; I don’t talk funny. At Boston University, I achieved a Bachelor of Science in Business Administration with an accounting concentration and graduated with magna cum laude honors. That just means you’ve got a smart guy on your side. After Boston, I returned back to Los Angeles and attended Loyola Law School in Los Angeles, graduating and receiving my Juris Doctorate, my law degree. It is while I was at Loyola Law School that I was an assistant clerk for the honorable Judge Alan Ahart, Judge for the Central District...

Attorney Matthew Murillo is quickly rising among the ranks of California Attorneys in Business, Criminal Defense, DUI Defense and Estate Planning and was recently nominated as one of California’s Top 100 Trial Lawyers in the area of Criminal Defense. Admitted to the State Bar of California in 2009, Matt has been deeply involved in creating the type of law firm he believes will best serve California Residents. Founding the Law Offices of Matthew Murillo in April 2010, Matt has been diligent in his efforts to provide only the best service – treating every client like his own family....

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....

Amy L. Gostanian Esq., Attorney and Founder of The Estate Lawyers, formerly known as Gostanian Law Group, PC. “Amy was able to take over handling my parent’s estate from another attorney and I am very grateful for all of her and her staff’s support and help. Amy is very kind and caring and helped me through some tough spots in the process. Billing was very fair and accurate. Communication was timely and greatly appreciated. I’ll be returning to have my own trust done. Thank you, Amy!” — Lisa

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...

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...

With 30+ years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She is easy to speak with and talks in plain English (not legalese). Julie handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training. Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired...

I practice family law which usually includes child custody, domestic violence, divorce, legal separation, child support and more. If you are in need of an attorney feel free to contact my office.

Awarded "10 Best Attorneys - California 2017" for client satisfaction by the American Institute of Personal Injury Attorneys, and "Top 40 Under 40" for civil plaintiff attorneys in 2016 by the National Trial Lawyers Association - Daniel W. Chudleigh gets results! Daniel W. Chudleigh is the founder of Chudleigh Law P.C. and focuses on personal injury law and civil litigation. Mr. Chudleigh holds a J.D./M.B.A. from Chapman University and is licensed to practice law in the state and federal courts of both California and Utah.

Cindy Nguyen is the managing partner at Amity Law Group and has had extensive experience in estate planning, probate, employment law and business litigation. Ms. Nguyen loves to work with families to help them create an estate plan that will avoid taxes and protect them against probate.

Ms. Nguyen also provides preventive counseling to employers regarding claims of discrimination, harassment, disability accommodation, wage and hour violations, ADA violations, misclassification, and other alleged claims of employer misconduct. She represents employers in state and federal courts, and before administrative agencies such as the California Division of Labor Standards Enforcement and the U.S....

Sean D. Muntz serves as Managing Partner of RMO LLP. Sean is an experienced trial and appellate lawyer, with litigation experience spanning a broad range of subject matters, including banking, general commercial, employment, probate, real estate, securities, intellectual property, maritime and environmental disputes. Sean has litigated matters in state and federal courts throughout California, and in alternative dispute resolution forums, including AAA and JAMS, and before the NASD/FINRA and Pacific Stock Exchange. Sean’s practice focuses on representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation. Sean previously was a partner at an...

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...

Taylor Holstrom, cum laude graduate with a Juris Doctor from Western State College of Law, boasts a multifaceted background. He excelled at Pennsylvania State University on a Division-I ice hockey scholarship, earning nominations for the Hobey Baker Award. His dual Bachelor of Science degrees in Economics and Energy, Business, and Finance underscore his academic prowess. Born into a family of esteemed family law practitioners, Taylor's father, Dayn Holstrom, founded Holstrom, Block + Parke (HBP), the parent firm of Sandoval Legacy Group. Sister Kristen Holstrom, a Certified Family Law Specialist and Super Lawyer, partners from the Corona office of HBP. Taylor's legal focus...

Alexander Kugelman is an attorney concentrating on tax controversies, domestic and international tax compliance, and tax collection defense. Mr. Kugelman counsels and represents individuals, small businesses, and estates.

His experience includes four years of federal government court experience at the U.S. Tax Court and a U.S. District Court. That background blends substantive tax law knowledge with administrative and litigation experience. This unique combination differs from that of an accountant or a general practitioner attorney.

Kugelman Law was created as an alternative to overpriced law firms and disreputable tax resolution companies.

Alexander was motivated to start his firm while working at the U.S. Tax...

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.

SUZANNE M. REHMANI, ESQ.

Suzanne M. Rehmani has been an attorney since 1992. She has more than twenty five years of experience practicing law including litigating cases and has also handled numerous cases at the appellate level. She has an LLM in Taxation and is a licensed notary. Ms. Rehmani has extensive experience in litigation, with an emphasis on trust, probate, financial elder abuse, conservatorships, business and general civil and business litigation. She also has extensive experience in the area of basic and complex estate planning drafting, including wills, trusts, probate, trust and estate administration matters, life insurance trusts, special needs...

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...

Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...

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.

The Law Offices of Fernando J. Bernheim is committed to providing professional legal services and aggressive representation backed by extensive knowledge and experience in matters of law. We understand the impact that your legal issue has upon your life and we are dedicated to assuring you every remedy within the scope of the law.


For more than ten years, Attorney F. J. Bernheim has represented clients on a range of issues relating to:

Family Law
Criminal Law
Personal Injury/Civil
Bankruptcy
Real Estate
Immigration
Wills And Trusts.

Abe Chaballout specializes in providing advice and counsel to individuals, families, businesses, and high-net-worth entrepreneurs. His skillset includes setting up revocable and irrevocable trusts, asset protection, complex estate planning, tax optimization, and succession management. He has also served as a business attorney where he helped clients navigate corporate formations, mergers and acquisitions, contract review, governance, and financing transactions, including venture capital – giving him an unparalleled edge sharpened with a wide array of legal knowledge. Abe earned his law degree from the prestigious University of California Berkeley School of Law, and his bachelor’s from Cornell University. Based on his academic excellence, he...

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...

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...

Harry Mirchandaney counsels clients throughout California on Divorce, Child Custody and Support, Spousal Support, Property Division, Family Law, Domestic Violence, RFO's (both initialting and defending against), and pre-nuptial and post-marital agreements. He also counsels clients in the area of trusts and wills/estate planning & probate and trust administration, through HMA Law Group's offices in Newport Beach, Riverside, and satellite locations.

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,...

Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...

Mrs. Verdon founded the Hess-Verdon in 1990 and has successfully advised high net-worth individuals and corporate executives with their estate tax and corporate matters. She is a noted speaker on the subjects of Trust Litigation, Business, and Real Estate Litigation, and Advanced Estate Planning matters.

As the Managing Partner, Mrs. Verdon has built a team of experienced lawyers focusing on the following:

Business Law and business dispute litigation
Real Estate Law and litigation
Special Needs Trusts for Disabled Family Members,
Charitable Planning and many strategies for wealthy families who own businesses.
Probate and Probate litigation
Trust Administration
Mrs. Verdon’s dedication to achieving results for her clients is...

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...

William Ha is a dedicated and passionate attorney and was born in Los Angeles, and raised in the South Bay. Background and Education William Ha's journey as a legal professional began with a strong commitment to serving the local community. He earned his Juris Doctorate from California Western School of Law in 2008. He has been licensed to practice in California the same year, and is also admitted the to state bar of New Mexico. Practice Areas William Ha is a seasoned attorney specializing in two crucial practice areas: Estate Planning and Bankruptcy. He is passionate about these areas of the law because they...

I have been an estate planning lawyer since 1998. I have a Juris Doctorate degree from Pepperdine University School of Law and a post doctorate degree (LL.M. in Estate Planning) from the University of Miami School of Law. I am a California State Bar certified specialist in Estate Planning, Trust and Probate Law. In addition, I taught estate planning (Wills and Trusts), estate administration and probate law as an adjunct professor at Cerritos Community College.