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High level but reasonably priced representation and services to individuals and families. This firm is recognized as a leading estate planning, financial consulting and elder law firm in the Southern California area.
In January of 2011, Mr. McKenzie was given the Five Star Wealth Manager Award by Los Angeles Magazine, an award given to less than 2% of the wealth managers in the Los Angeles area. This award is based upon reviews by clients and other professionals in related areas.
This firm has a perfect record with the State bar and all other regulatory agencies, and a spotless 24 year A+ rating of no complaints with the Better Business Bureau.
4
Practice Areas
32 years
32 years
32 years
32 years
Free Consultation
$0 first 30 minutes
$ 295-350 per hour
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Chat withState: California
Acquired: 1993
No misconduct found
2631 Copa De Oro Drive, Los Alamitos, CA, 90720
Showing 1 - 5 of 8 client reviews from Avvo
Posted by Thomas | July 22, 2024 | Consulted Attorney
The review from Donica is a fake review, and I've tried to answer it, but AVVO has no telephone number to call for assistance. Yesterday, I gave a company we hired a so-so review because their service was sub-par. Today, I receive three bad reviews, all with similar language, and all with different...
Posted by Donica | July 21, 2024 | Hired Attorney
This attorney is a scam and incompetent. We hired him for his services but we regret it. Terrible customer service. First red flag should of been his so called office is from his house. Then on multiple occasions he forgot to file paperwork. He also kept making excuses why he was going to charge ...
Posted by Rita | June 13, 2016 | Hired Attorney
What a great experience dealing with something I had put off for years. Tom was extremely professional, yet very friendly and helpful in all aspects of our interaction. He took the time to listen, which is so important, and the finished product was exactly what I had wanted. I would highly recomme...
I appreciate very much your level of satisfaction with our services, and as always, I am ready to assist you in the event that you may require additional assistance.
Posted by R | June 7, 2016 | Hired Attorney
We have used Thomas recently based on his skill and compassion with my mom's estate. Easy to contact, make appointments and a very honest and fair attorney. Would never go anywhere else.
Posted by anonymous | January 16, 2011
I could not be more pleased with the living trust Mr. McKenzie prepared for me but also for my mother. The trust he prepared was so detailed that any and everything I needed was covered and made it possible to take care of every one of my mother's needs without hassle or delay. I have already recomme...
"I endorse this lawyer. Tom has helped many of our clients through the years with regard to Medi-Cal planning. He also provided advice to the attorneys of our law firm with regard to this area of law as we have expanded our Medi-Cal planning practice. We appreciate Tom's expertise and knowledge in this area of the law."
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2018
Estate Planning, Wills and Trusts - Distinguished Member, Lawyers of Distinction
2018
Distinguished, Martindale-Hubbell
2017
Estate Planning, Wills and Trusts - Distinguished Member, Lawyers of Distinction
2016
Estate Planning and Elder Law Award, Legal Leaders
2012
Five Star Wealth Manager, Orange Coast Magazine
2011
Five Star Wealth Manager, Los Angeles Magazine
2011
Wealth Managers of Los Angeles, Newsweek Magazine
1993
Dean's List - Award of Merit, The National Dean's List
1993
Law Review, Associate Editor, Western State University College of Law
1992
Law Review - Editorial Board Member, Western State University College of Law
1992
Scott McCune Scholarship, Western State University College of Law
1991
American Jurisprudence Award in Property Law, Western State University College of Law
1991
American Jurisprudence Award in Criminal Law, Western State University College of Law
1993 - Present
Attorney, McKenzie Legal & Financial
1998 - 2018
Real Estate Broker, Thomas L. McKenzie
1996 - 2018
Financial Advisor, McKenzie Legal & Financial
2016 - Present
ElderCounselMember
2016 - Present
State Bar of California, Real Property Law SectionMember
2015 - Present
Financial Planning AssociationMember
2012 - Present
Elder Care MattersMember
2003 - Present
State Bar of California, Trusts and Estates SectionMember
1997 - Present
International Association of Registered Financial ConsultantsLicensee
1994 - Present
National Academy of Elder Law AttorneysMember
Member
Member
Member
Member
2005 - 2009
Orange County Bar Association, Elder Law SectionChair
2004 - 2004
Orange County Bar Association, Elder Law SectionTreasurer
2003 - 2006
Orange County Bar Association, Elder Law SectionSecretary
2003 - 2003
Orange County Bar Association, Elder Law SectionSecretary
2001 - 2005
Orange County Bar Association, Elder Law SectionBoard of Directors
1993
JD - Juris Doctor
N/A
BA - Bachelor of Arts
2005
Protecting Senior Citizens
1998
Estate Planning
2001
1999
1997
1995
1995
1993
English