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(866) 988-3956
Practice Areas
California Estate Planning
California Estate Planning
Living Trust California
Elder Law, Elder-Care, Medi-Cal Planning
Special Needs Attorneys & Special Needs Trusts
Asset Protection California
Trust Administration
Probate
Business Law
Tax Planning – Advanced High Net-Worth
Tax Planning – Advanced High Net-Worth
Family Office Practice
Estate Taxes California
CA Prop 13 Protection & Prop 19 Strategy
Real Estate
Events
Upcoming Webinars
All Webinars and Blogs
In-Person Workshops
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Estate Planning Basics
After Death Actions
Incapacity Long Term Care
Retirement Accounts
Minors Special Needs Guardianship
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Spouses Divorce Blended Families
Tax Planning, Estate Taxes, Charitable Trusts
Prop 13 & Prop 19 Property Taxes
Financial Planning & Investing
Business Law
About
Our Team
Diego Alvarez-Miranda
Jan Copley
James L. Cunningham, Jr., Esq.
Philip R. Diamond
John M. Goralka
Dean Holter
Tasha K. Jahn
Sarah Kern
Rachelle Lee-Warner
Michelle C. Lerman
Guolin “Angela” Li
Lisa Mann
Lana Osokina
John B. Palley
William Plevy
Dylan Recht
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Financial Planning & Investing
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About
Our Team
Diego Alvarez-Miranda
Jan Copley
James L. Cunningham, Jr., Esq.
Philip R. Diamond
John M. Goralka
Dean Holter
Tasha K. Jahn
Sarah Kern
Rachelle Lee-Warner
Michelle C. Lerman
Guolin “Angela” Li
Lisa Mann
Lana Osokina
John B. Palley
William Plevy
Dylan Recht
Janice Lee Shen
Careers
Reviews
Resources
Webinars & Blogs
Case Studies
Probate Fee Calculator
Book
FAQs on Trust Administration
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Contact Us
Request a Phone or Video Meeting
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Home
Get Your Will, Trust and Business in Order: New Year, New Plan
Wills
Get Your Will, Trust and Business in Order: New Year, New Plan
Estate Planning Tips for a $1 Million Estate
Top Seven Estate Planning Strategies to Guard Family Harmony
Eight Important Things to Discuss at the Thanksgiving Table
Estate Planning Mistakes to Avoid: How to NOT Screw Up Your Estate
Live Webinar with Jim Cunningham: Why Do I Need an Estate Plan?
California Intestate Succession: What If Someone Dies Without a Will?
Financial PRIVACY Strategies in Estate Planning
The Fine Art of Disinheriting an Heir: Effective Legal Tactics
How to Choose a Successor Trustee for a Living Trust
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