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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
8 Client Reviews
Showing 1 - 5 of 8 reviews
Posted by Thomas | July 22, 2024
Answer to "Donica"
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 | Ethics & Professional Responsibility
Worst Service Ever
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 Jeffrey | April 17, 2018 | Estate Planning
needs improvement on cuctomer service
My family and I were clients of Mr. Mckenzie until May 2010. His business model seems to be the "upsell" of legal services, rather than basic consultative, i.e. direct question and answer, information. We tried to get prompt call backs, but had no luck after bringing this issue to his staff's, and h...
Although you were not one of our clients, I did assist one of your family members. If she was less than satisfied with our services, I regret that she felt that way, and wish she would have discussed any issues that she may have had at the time that services were rendered, as I certainly would have done whatever I could to address her issues. At any rate, I liked her very much, and wish her the best.
Posted by anonymous | April 17, 2018 | Elder Law
Very Good Experience
We live in Orange County. My wife was having severe health problems, and I was afraid we would lose everything when my wife went into a nursing home. Mr. McKenzie was extremely thorough. He helped my me, he protected my assets, and qualified my wife for benefits. He was very professional, knowled...
Thank you so much for your kind words. It was a privilege and a pleasure to assist you and your family.
Posted by Rita | April 17, 2018 | Hired Attorney | Estate Planning
Highly trustworthy!
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.
"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