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Joshua David Meier

Joshua David Meier

Practice areas:

Trusts, Estate Planning, Business, Wills & Living Wills, Power Of Attorney

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About Me

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

Unlike traditional law firms that charge by the hour and approach business and estate planning as a one-time transaction, we provide comprehensive, flat-fee, affordable business and estate plans customized for you depending on your unique needs and budget.

Our estate planning packages not only include the typical estate planning documents such as wills, trusts, powers of attorney, and health care documents, but also include:

• Flat Fees
• Custom Plans
• Trust Funding
• Kids ICE Plan
• Legacy Interview
• Unlimited Phone Calls and E-mails
• Free review of your plan every three years
• Lifelong relationship with us as your trusted advisor
• Working with your trusted advisors or connecting you with new ones

After working with us, you will have a custom estate plan that will Achieve Your Dreams and protect you, your assets, and your loved ones!

ACHIEVE YOUR DREAMS TODAY!

Schedule a session online at www.meierfirm.com or call us at 949.718.0420.

Mention that you found us on Avvo and receive a FREE Achieve Your Dreams Planning Session (a $750 value).

FINANCIAL ADVISORS

Do you want to become the "Go To" financial advisor?

Become a Power Partner: meierfirm.com/Financial-Professionals.php

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Photos and Videos

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Practice Areas

Licensed since 2006

  1. Estate Planning: 35%
    9 years
  2. Trusts: 35%
    9 years
  3. Business: 20%
    9 years
  4. Power Of Attorney: 5%
    9 years
  5. Wills & Living Wills: 5%
    9 years

Payment

Fees:

Fixed (Always)

Payment Types:

Check, Credit Card

Attorney Endorsements

8 total 

  • No photo

    Josh is an excellent attorney. More importantly, Josh is a man of high character and someone I would want on my side when making difficult decisions related to estate and family planning. What sets Josh and his wife Laura apart from the rest of the estate planning attorneys out there is their dedication to addressing issues facing young families. I proudly refer Josh and Laura clients that have estate and family planning needs.

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    Brian Davis Business Attorney
    Relationship: Worked together on matter

  • Laura Anne Noroski

    I endorse Josh Meier's legal skills.

    More 

    Laura Noroski Contracts & Agreements Attorney
    Relationship: Fellow lawyer in community

Contact Info

1303 Avocado Avenue
Suite 230
Newport Beach, CA, 92660

Resume

License
StateStatusAcquiredUpdated
CAActive200605/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Wiley W. Manuel Award for Pro Bono Legal ServicesState Bar of California2008
Pro Bono Service Award (Sole Recipient)Greater Bakersfield Legal Assistance2008
Wiley W. Manuel Award for Pro Bono Legal ServicesState Bar of California2007

Work Experience
TitleCompany NameDuration
Wills, Trusts, and Estate Planning and Administration AttorneyMeier Law Firm2012 - Present
Business, Probate, Trust, Estate Litigation and Plan AttorneyFriedman Stroffe & Gerard, PC2009 - 2012
ExternU.S. District Court, Southern District of California, The Honorable Roger T. Benitez2006 - 2006
Business, Probate, Trust, Estate Litigation and Plan AttorneyKlein, De Natale, Goldner, Cooper, Rosenlieb & Kimball, LLP2006 - 2009
Research Assistant | Laws for Business, Estate, and IndividualUniversity of San Diego School of Law, Professor Paul Horton2005 - 2006
Law Clerk | Individual, Business, Trust, Estate Financial ReviewU.S. Attorney’s Office, Southern District of California, Civil Division2005 - 2005
Extern | Business, Trust, and Child CasesCalifornia Court of Appeal, Fourth Appellate District, Division 1, The Honorable Gilbert Nares2005 - 2005
Extern Individual, Business, Trust, and Estate Financial ReviewU.S. Bankruptcy Court, Central District of California, The Honorable Mitchel Goldberg2004 - 2004
Law Clerk | Case Planning | Guardianship of KidsRiverside County District Attorney's Office2002 - 2002

Associations
Association NamePosition NameDuration
Matt Leinhart Flag FootballCoach2012 - Present
Orange County Young ExecutivesBoard Member2011 - Present
Newport Beach Little LeagueCoach2010 - Present

Legal Cases
Case NameOutcome
Schwartz v. SchwartzSuccessfully enforced no contest clause
Special Needs Trust PlanningSuccessfully prepared estate plan.
Revocable Living Trust PlanningSuccessfully prepared estate plan.

See all Legal Cases 

Publications
Publication NameTitleDate
173 Cal.App.4th 883In re Conservatorship and Estate of Edde2009
167 Cal.App.4th 733Schwartz v. Schwartz2008

Education
School NameMajorDegreeGraduated
Univ of San Diego SOLN/ALaw2006
Pomona College (Claremont)PoliticsBA - Bachelor of Arts2002

Speaking Engagements
Conference NameTitleDate
Six Essential Estate Planning StrategiesTrust and Estate Planning for CPAs2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2014
Six Essential Estate Planning Strategies for Families with Children with DisabilitiesSpecial Needs Planning2013
Six Essential Estate Planning StrategiesTrust and Estate Planning2013
Six Essential Estate Planning StrategiesTrust and Estate Planning2013
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2013
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2013
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2013
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2013
Kids Guardian WorkshopTrust and Estate Planning for Parents with Young Kids2013
Kids Guardian WorkshopEstate Planning for families with minor children2012