Thomas Leonard McKenzie

Thomas Leonard McKenzie

4.0
Rating: 8.9

Licensed for 32 years

Trusts Lawyer at Los Alamitos, CA
Practice Areas: Trusts, Probate, Elder Law, Estate Planning

2631 Copa De Oro Drive, Los Alamitos, CA

About Thomas

Biography

Practice Areas

4

Practice Areas

Trusts 29%

Establishing a comprehensive estate plan is one of the most important ways to protect you & your family. All clients receive Tom's personal attention, and unlike firms who use generic software, all documents are personally drafted by Mr. McKenzie.

32 years

29%
Probate 27%

Our firm has handled scores of probates in Orange and Los Angeles Counties, and each of them has been completed in an expeditious and professional manner. Also, Mr. McKenzie's expertise in real estate and finance has been an added bonus to clients.

32 years

27%
Elder Law 26%

Elder Law services include advice on developing important protections for your spouse and/or your minor or disabled children should you pass away unexpectedly; pre-planning for Medi-Cal benefits for long-term care; assistance in obtaining Medi-Cal benefits for long-term care; protecting family homes and other assets from Medi-Cal claims; advice on long-term care insurance and other long-term care planning alternatives; and assistance in obtaining VA benefits for home care and assisted living.

32 years

26%
Estate Planning 18%

We are one of the only firms in Southern California who offer full-service estate planning, financial consulting and elder law services. Our Estate Planning services include Living Trusts, Wills, Powers of Attorney, and Advance Health Care Directives. Special planning is available for families with children, special needs beneficiaries, and other unique circumstances. If needed, probate and trust administration services are also available.

32 years

18%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes

Hourly Rates

$ 295-350 per hour


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Licenses

Licensed in California for 32 years

State: California

Acquired: 1993

Active

No misconduct found

Location

McKenzie Legal & Financial

2631 Copa De Oro Drive, Los Alamitos, CA, 90720

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Thomas Leonard McKenzie's Reviews

Avvo Review Score

4.0 /5.0

8 Client Reviews

Filter Avvo Reviews (8) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 1 of 1 review | Medicaid & Medicare

Posted by anonymous | April 17, 2018 | Medicaid & Medicare

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...geable, and all in all it was a very good experience.

Thomas McKenzie

Replied last April 17, 2018

Thank you so much for your kind words. It was a privilege and a pleasure to assist you and your family.

See All Client Reviews

Thomas Leonard McKenzie's Lawyer Endorsements

Endorse Thomas
Peter Andrew Keon headshot
Peter Keon

Elder law lawyer | May 26

Relationship: Fellow lawyer in community

"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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Experience

Rating:  8.9 (Excellent)

Honors

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

Work Experience

1993 - Present

Attorney, McKenzie Legal & Financial

1998 - 2018

Real Estate Broker, Thomas L. McKenzie

1996 - 2018

Financial Advisor, McKenzie Legal & Financial

Associations

2016 - Present

ElderCounsel

Member

2016 - Present

State Bar of California, Real Property Law Section

Member

2015 - Present

Financial Planning Association

Member

2012 - Present

Elder Care Matters

Member

2003 - Present

State Bar of California, Trusts and Estates Section

Member

1997 - Present

International Association of Registered Financial Consultants

Licensee

1994 - Present

National Academy of Elder Law Attorneys

Member

State Bar of California, Real Property Law Section

Member

State Bar of California, Trusts and Estates Section

Member

State Bar of California, Taxation Section

Member

State Bar of California, Business Law Section

Member

2005 - 2009

Orange County Bar Association, Elder Law Section

Chair

2004 - 2004

Orange County Bar Association, Elder Law Section

Treasurer

2003 - 2006

Orange County Bar Association, Elder Law Section

Secretary

2003 - 2003

Orange County Bar Association, Elder Law Section

Secretary

2001 - 2005

Orange County Bar Association, Elder Law Section

Board of Directors

Education

1993

Western State University College of Law

JD - Juris Doctor

N/A

Western State University

BA - Bachelor of Arts

Speaking Engagements

2005

California Advocates for Nursing Home Reform

Protecting Senior Citizens

1998

Antidotes for Estate Planning Scams, Botched Trusts, and Other Disasters

Estate Planning

Publications

2001

Leisure World News Financial Services: Lessons From the Dark Side

1999

Los Angeles Daily Journal The Attorney as Financial Advisor

1997

NAELA News The New "Legal Experts"

1995

The Sun Newspaper Plan to Avoid Medi-Cal Blues

1995

Orange County Bar Assoc. Estate Planning, Probate & Trust Law Newsletter Insurance Agents as Estate Planners

1993

Western State University Law Review United States vs. Fordice: Does the End of "Separate and Unequal" in Higher Education Also Spell the End of Historically Black Colleges?

Languages

English

Avvo Rating

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