I am a different type of estate planning attorney. In 2012 I was certified by the... more
I am a different type of estate planning attorney. In 2012 I was certified by the State Bar of California Board of Legal Specialists as a specialist in Estate Planning, Trust,and Probate Law. This is a creedential only bestowed on a small percentage of California Estate Planning attorneys. I also have my LL.M. in Taxation which allows me to spot and assist with tax issues related to estate plans.
David Chon practices exclusively in the areas of trusts, probate, estates,... more
David Chon practices exclusively in the areas of trusts, probate, estates, conservatorship and guardianship law. Davids litigation practice is focused on resolving disputes over trustee removal, accountings and related surcharge actions. David regularly advises both individual and corporate trustees on the protection, management and associated duties of trust administration. David has been sele... view profile
I believe the most important estate planning objectives are protecting what you have... more
I believe the most important estate planning objectives are protecting what you have earned, and planning to provide for your loved ones. My mission is to ensure your estate plan faithfully reflects your desires and safeguards your assets. I will work with you on a continual basis to update your plan so that it always suits your lifestyle. I take pride in helping families and individuals plan... view profile
I am an experienced California attorney with a practice emphasis in probate, estates,... more
I am an experienced California attorney with a practice emphasis in probate, estates, trusts and litigation related thereto. I am also experienced in business formation, business transactions and business litigation. My blog is found at www.californiaestatelawyerblog.com and my website is at www.newportbeachbusinesslawyer.com. While I am licensed as a CPA I have always practiced l... view profile
Douglas A. Wright is a Partner with the law firm Callahan Thompson Sherman & Caudill... more
Douglas A. Wright is a Partner with the law firm Callahan Thompson Sherman & Caudill LLP. Doug currently represents clients throughout California with a focus on business and commercial law, employment and labor, real estate/leasing, and trusts. Doug holds a Juris Doctor from University of the Pacific, McGeorge School of Law, and was awarded the Witkin Award for Academic Excellence in Profess... view profile
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning,... more
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law, a designation earned by fewer than 100 of the approximately 15,000 licensed attorneys in the County. Formerly with 1,000-attorney international law firm Brobeck, Phleger & Harrison LLP and regional law firms Best Best & Krieger LLP and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she ... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.