Find Lawyers in California, United States for Trusts and Estates

Elizabeth is a partner in the private client and tax team at Withers Bergman LLP. She focuses her efforts on estate planning, planned giving and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational and operational issue...

Leah Bishop focuses her practice on tax planning for high net worth individuals and closely held businesses and in the administration of estates and trusts. Her areas of focus cover a wide range of industries, including real estate, manufacturing, entertainment and professional services. Passionate about philanthropy, Leah also has extensive experience in the areas of charitable giving and tax-exempt organizations. Leah’s estate planning experience includes all matters pertaining to hig...

Jeb Burton is the Managing Principal of The Burton Law Firm. Jeb’s legal career is focused in the areas of Business, Tax, Trust/Estate and International Law. He is specifically knowledgeable and experienced in the areas of Advanced Estate and Tax Planning (both domestic and international), Business/Investment Structure and Governance, Exit Planning, Asset Protection, as well as Business Succession Planning. Jeb is admitted to practice law in the State of California, and he is a Certifie...

Christopher D. Carico is a board certified specialist in estate planning, trust, and probate law with over 30 years of legal experience. His practice includes all facets of trusts and estates, and he represents families, individuals, professional trustees, conservators, guardians, and beneficiaries. Mr. Carico is one of a handful of California attorneys with expertise in both the estate tax planning and litigation components of trust and estate law. Because of this dual expertise, Mr. Carico ...

At Withers Bergman LLP, Steven focuses his practice on estate planning, trust and estate administration, charitable giving and representing tax-exempt organizations. He has designed and used computer modeling to show the economic consequences of various estate planning and charitable giving techniques. Steven is also experienced in the area of executive compensation, focusing on compensation and intermediate sanctions issues for tax-exempt organizations. Steven has represented exempt organiza...

Linda Deitch's practice focuses on estate and tax planning for individual clients, the representation of fiduciaries, and the administration of estates and trusts. Her experience includes various aspects pertaining to such clients, including drafting revocable and irrevocable trusts, estate administration and probate proceedings, and diverse transfer tax techniques. Ms. Deitch also has experience in the area of charitable gift planning and exempt organizations.

Jill Dodd chairs the firm’s estate planning and personal representation practice, focusing on gift, estate and philanthropic planning for very-high-net-worth individuals and families. Jill counsels very-high-net-worth individuals in all aspects of gift, estate and philanthropic planning. She has extensive experience designing and implementing a variety of sophisticated structures, including family limited partnerships, grantor retained annuity trusts, insurance trusts, complex grantor t...

For high-net-worth individuals with interests on both coasts and around the globe, Abby Feinman acts as a trusted counsel for all their estate, trust and tax-planning needs. She puts advanced creative strategies to use in advising clients on wealth transfer, administering trusts and estates after death and resolving disputes over trusts and estates. She has extensive experience with philanthropic and charitable giving. Abby's clients include family offices, owners of closely held businesses, ...

Paul Frimmer focuses on estate planning, wills and trusts, probate and trust administration, postmortem tax planning, probate litigation, art law, charitable giving, and tax issues relating to these matters. Widely regarded as one of the top estate planning attorneys in the country, Paul has received numerous accolades for his work. He’s known for taking a collaborative approach with his clients and guiding them toward the best decisions tailored to meet their individual needs. Paul has...

Elizabeth R. Glasgow focuses her practice on multigenerational wealth preservation and tax minimization, including the creation and implementation of dynasty trusts, business succession plans, asset protection strategies and charitable giving structures for business owners, real estate investors, entrepreneurs, and families managing inherited wealth. She provides comprehensive advice on a wide range of issues facing mobile high net worth individuals and geographically dispersed families, incl...

The Goralka Law Firm, P.C. works with successful families and business owners to minimize income and estate tax, better protect assets and to transition legacies and family values to the next generation.

Michelle Graham focuses her practice on estate planning and tax planning strategies for domestic and international clients. She advises U.S. and non-U.S. individuals on tax planning matters, including strategies to minimize global taxation and IRS compliance regarding foreign reporting. Michelle works with non-U.S. individuals investing in the United States and U.S. individuals residing abroad on their U.S. tax filings and global estate planning. Her cross-border experience spans Latin Americ...

Laurelle M. Gutierrez has a diverse practice representing high-net-worth individuals and their families with respect to all aspects of gift, estate and generation-skipping wealth-transfer tax planning, as well as trust and estate administration. Read full biography: https://www.mwe.com/people/gutierrez-laurelle-m/

Rachel Harris counsels clients in connection with all aspects of domestic and international estate planning for individuals and families, pre-immigration planning prior to arrival in the U.S., trust and estate administration, trust and estate income taxation, charitable giving, and operation of tax-exempt organizations. Her practice extends to all facets of estate and gift tax planning and encompasses multijurisdictional and international matters. Highly regarded for her breadth of experience...

Lawrence H. Heller focuses his practice on counseling individuals and members of their families on matters relating to domestic and international estate and income tax planning. Many of his clients are high net worth individuals. Lawrence writes and lectures extensively on subjects relating to domestic and international wealth transfer techniques and has testified before the House Ways and Means Committee Subcommittee on Oversight in 1995 on proposed legislation to tax U.S. citizens who renou...

Danielle C. Humphries, a partner in the firm’s San Diego office and Chair of San Diego’s Trusts & Estates practice group, is a trusted wealth advisor to her clients and their families through her trusts and estates work. The majority of Danielle’s practice focuses on trusts and estates, including estate planning, wealth transfer and preservation, business succession planning, trust administration, probate, and probate litigation. Danielle also has extensive experience re...

Carol Johnston works with individual clients to develop sophisticated planning techniques for the preservation and protection of family wealth. Her advice covers an array of estate and tax planning issues, and she represents fiduciaries and handles administration of estates and trusts. Widely recognized in legal industry publications as a leading lawyer for trusts and estates, Carol is praised by peers as "knowledgeable" and someone who "works well with others." Carol is recognized as a leadi...

Shawn S. Kerendian is the founder and Managing Partner of Keystone Law Group, P.C., and is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization). Shawn founded Keystone to provide clients with specialized, focused and efficient legal services in probate, trust and estate matters. Shawn supervises and manages a team of probate attorneys in the administration and litigation of estates, trusts, conservatorships, and guardiansh...

Julie Miraglia Kwon advises wealthy individuals, families, closely held businesses, charities and corporate fiduciaries on all aspects of estate, gift and generation-skipping transfer tax planning, trust and estate administration, business succession, charitable planning and governance, and contested trust and tax matters. Read full biography: https://www.mwe.com/people/kwon-julie-miraglia/

Tom Lawson focuses his practice on income tax planning for individuals and their businesses. He also has significant experience handling sophisticated tax planning for business transactions. Tom takes pride in finding creative solutions to his clients’ issues in the most efficient manner that the tax law allows. A fellow of the American College of Tax Counsel, Tom is a frequent author and lecturer on tax-related subjects, speaking numerous times at the University of Southern California ...

Rodney Lee is a seasoned trial attorney focusing on private wealth and general business disputes for clients ranging from high net worth individuals, including professional athletes and entertainers, to entrepreneurs and startup companies. With more than 15 years of experience in general business and trust and estate matters, he navigates his clients through complex business and interpersonal issues obtaining favorable results in state, federal, and alternative dispute resolution forums. Rodn...

Stefanie J. Lipson's practice focuses on providing families with counsel in all aspects of their personal legacy planning, including operation and succession planning for family owned businesses, tax efficient long term wealth transfer solutions, and funding and ongoing administration of family foundations. Stefanie specializes in providing tax counsel for multi-generational family owned businesses, real estate entrepreneurs and high profile entertainment industry figures. Her close relations...

Jeffrey Loeb practices in the areas of estate planning and trust and estate administration. He represents many high net worth individuals and families, including a large number in the film, television, and music industries. For those clients who own intellectual property, including copyrighted works, Jeffrey advises as to the approaches needed to ensure that his client’s post-mortem wishes will be carried into effect. Jeffrey also represents individuals and financial institutions servin...

Jeff Marvan is the lead attorney at MarvanLaw, A.P.C. MarvanLaw, A.P.C. is a boutique firm focused on probate litigation, trust litigation, estate planning, guardianships, and conservatorships. After graduating from UC Davis’ King Hall School of Law, Jeff began his legal career a public defender in Yolo County. Over the four years at the public defender office Jeff handled misdemeanors, felonies, juvenile delinquencies, dependencies, and LPS Conservatorships. This time period allowed Je...

Kira S. Masteller represents clients in all matters of trust and estate planning, including federal estate and gift tax exemptions, control of assets while reducing estate taxes for the clients and their heirs, business and succession planning, the creation of special trusts, and post death trust administration.

Few appellate specialists have successfully tried a jury case. Robin Meadow tried jury cases for over 20 years at a major commercial firm, while also handling appeals, in many fields of law. Over time, he realized that it’s nearly impossible to excel at both trials and appeals, because the skill sets and practice rhythms differ completely and often clash. Concluding that his greatest strengths lay in appellate work, Robin joined GMSR in 1994, handling his last trial late that year. Robi...

Louis Mezzullo’s principal areas of practice are Taxation, Estate and Business Succession Planning, and Employee Benefits. He was on the faculty of the University of Miami School of Law Graduate Program in Estate Planning from 2004 to 2007 and on the faculty of the University of San Diego School of Law in 2009. He was an adjunct professor of law at the University of Richmond Law School from 1978 until 2006. He is listed in Who's Who in American Law, Who's Who in Emerging Leaders and Who...

Danielle Miller focuses her practice in the areas of estate planning; probate and trust administration; related income, gift, estate and property tax matters; and entity formation. Her clients include high net worth individuals and families, fiduciaries, and closely held businesses. She advises clients on the drafting of revocable and irrevocable trusts, business succession planning, charitable gift planning, and all aspects of estate administration and probate procedures. Recently, Danielle ...

M. Read Moore provides legal counsel on all aspects of estate planning, estate and trust administration, tax controversy, and privately owned business governance and succession planning. He has considerable experience in the international aspects of the private client practice, including inbound investment and wealth transfers to the United States, the US tax and legal aspects of non-US private company and wealth management structures, and US tax compliance for clients with global investments...

Lindsey F. Munyer, a Partner at Keystone Law Group, P.C., is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization), and has an LL.M. in Taxation. Lindsey has experience litigating trust and estate matters, and is adept at handling all stages of litigation, including discovery, mediation, law and motion and trials, as well as representing fiduciaries in the administration of estates and trusts. Lindsey has represented client...

David Nelson is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. Previously, he served as chair of the firm’s Los Angeles Trusts and Estates Practice. He concentrates on trust, probate and conservatorship litigation including: litigation and disputes involving trusts, decedents’ estates and conservatorships; will and trust contests; breach of fiduciary duty claims; and interpretation of testamentary instruments. David also has an appellate practice. His pr...

Laura Nichols is a Shareholder in Buchalter’s San Diego office, and a member of the Tax, Benefits and Estate Planning practice group. Ms. Nichols is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization and is also certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils. Only approximately five percent of California’s attorneys are certified as specialists...

In his law practice, HFM Partner Bruce O’Brien’s focuses on all aspects of federal and state taxation, with a particular emphasis on tax controversies, partnerships, limited liability companies, and business planning. Mr. O’Brien represents taxpayers before the Internal Revenue Service, Franchise Tax Board, and State Board of Equalization. He also represents clients before the United States Tax Court, and he is a certified specialist in Taxation Law. Additionally, Mr. O&rsqu...