Top Three Rated

Estate planning lawyers in SANTA ANA

3 trusted local estate planning lawyers in SANTA ANA, CALIFORNIA

Copenbarger & Copenbarger LLP : James Kosareff

200 Sandpointe Ave suite 150, Santa Ana, CA
4.6 (66 reviews) Since 1994
Specialties
Estate Planning Trust Administration Probate Estate Litigation Elder Law Medi-Cal Planning Tax Planning Business Formation Business Succession Planning Nonprofit Law & Asset Protection
About Business

James Kosareff is a Partner of the Copenbarger law firm and the leader of the estate administration and probate department at the firm. He handles the vast majority of probate and trust administration...

James Kosareff is a Partner of the Copenbarger law firm and the leader of the estate administration and probate department at the firm. He handles the vast majority of probate and trust administration matters, routinely advising clients and making court appearances on their behalf. He is also heavily involved in the tax and estate planning departments. James represents clients in all of our offices, including Santa Ana, Temecula, and San Jose.

Contact Information
Open Mon - Fri 9:00 am - 5:00 pm
Closed Sat & Sun Closed
Additional Information
Pincode: 92707
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Our meeting with Larry Copenbarger was, as usual, a pleasant experience. Our meeting was for my husband & I to sign the documents updating our Revocable Living Trust. After going over each update to make sure each was as we desired each update was thoroughly explained as to the language used and how we would benefit. We left feeling comfortable with our updated documents.
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The Law Offices of Steven F. Schroeder : Steven F. Schroeder

2107 N Broadway STE 204, Santa Ana, CA
5.0 (134 reviews) Since 1998
Specialties
Estate Planning Trust Administration Probate Estate And Trust Litigation Tax Planning Business Formation Business Law Real Estate Asset Protection Elder Law Special Needs Planning Mediation & Dispute Resolution
About Business

The Law Office of Steven F. Schroeder, PC is a firm focused on estate planning and taxation. For the past three years Mr. Schroeder has been named as one of the top estate planning and tax attorneys...

The Law Office of Steven F. Schroeder, PC is a firm focused on estate planning and taxation. For the past three years Mr. Schroeder has been named as one of the top estate planning and tax attorneys in CA by Orange Coast Magazine. He is one of approximately 400 of the 250,000 lawyers in California that is certified as a tax specialist by the California State Bar. AVVO has awarded Mr. Schroeder a 10.0 rating – the highest rating given to practicing lawyers in the nation.

Contact Information
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Additional Information
Pincode: 92706
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Steven Schroeder was exceptional. After nonproductive, unresponsive encounters with other attorneys, working with him was a huge relief. He immediately grasped my complex tax situation and identified several solutions. He researched ideas with other attorneys and called back promptly with clear thoughtful guidance. He was kind, smart and refreshingly direct. His integrity is impressive-after all that work he would not even accept payment for his time. When this present situation is resolved I plan to work again with him on estate planning. Highly recommended
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Max Alavi, OC Trusts Lawyer : Max M. Alavi

206 West 4th Street, 3rd Floor, Santa Ana, CA
4.8 (120 reviews) Since 2010
Specialties
Trust Litigation Probate Litigation Trustee Defense Inheritance Disputes Beneficiary Representation Financial Elder Abuse Trust Administration Will Contests Conservatorship Trustee Removal Surviving Spouse Rights & Estate Planning
About Business

Max M. Alavi is the principal attorney of Max Alavi, Attorney at Law, APC, where he focuses on trust and probate litigation, estate planning, and related estate disputes in Southern California. He has...

Max M. Alavi is the principal attorney of Max Alavi, Attorney at Law, APC, where he focuses on trust and probate litigation, estate planning, and related estate disputes in Southern California. He has more than 30 years of legal experience and is licensed in Texas, since 1992, and California, since 2010. His practice is centered on complex probate and trust matters, including high value disputes involving trusts, estates, fiduciary misconduct claims, inheritance conflicts, and contested administration issues.

Contact Information
Open Mon - Fri 8:30 am - 5:00 pm
Closed Sat & Sun Closed
Additional Information
Pincode: 92701
Facilities
Free - Wifi Car Parking Transporation
Customer Review
I was very happy with Max Alavi's Trust services. The attorney himself was very efficient and was able to provide my documents in an expedited manner. His staff was also a pleasure to work with and they thoroughly explained the documents to me. The information was presented clearly and understandable. I will definitely recommend this firms services to family and friends!
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